Jonathan Gratz is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has 11 years of industry experience. His prior experience includes roles at Axa Advisors and Edward Jones. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and offers multiple advisory models through in-house and third-party solutions.

Daniel Duke is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 21 years of industry experience. He has worked at Merrill since 2010 and is also affiliated with Bank of America. Outside of his advisory role, he serves as an advisory board member for American Friends of SMUS, a nonprofit fundraising organization supporting St. Michaels University School in Victoria, Canada, where he is an alumnus. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erin Scannell is a financial advisor with Ameriprise in Mercer Island, WA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Ameriprise and its affiliate since 1999. Outside of advising, she serves as Vice Chair on the Board of Directors for the Academy of Finance and is CEO of Kid Exercises, a business focused on financial education for children through a mobile app. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, delivering non-discretionary, research-driven recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic tools with personalized advisor input and provides a broad range of advisory, brokerage, and insurance solutions.

Zachary Martinson is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. He has been with Equitable Advisors since 2017, having previously worked with Axa Equitable and Axa Advisors LLC. Prior to his advisory career, he was employed by the Seattle Sounders and Pacific Lutheran University. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses client information and risk assessments to match clients with suitable investment models and discretionary managers, often implementing these through third-party sponsors and proprietary programs.

Julia Kraplin is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at First Republic Bank, Loomis, Sayles & Company, and Babson College. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Joshua Elder is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Thornburg Investment Management and various positions outside the financial industry. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in assets. The firm uses structured planning tools and models to support its financial planning process, serving clients in both advisory and brokerage capacities.

Robert Schmidt Jr. is a financial advisor with Stifel in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He worked at Oppenheimer & Co., Inc. for 20 years before joining Stifel in 2017. He serves as co-trustee and beneficial interest holder in several irrevocable family trusts. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Robert Grella is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has worked at LPL Financial since 2009 and also operates Westmark Financial Services Inc., where he is an active owner and insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Qinglian Gao is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and five years of industry experience. Gao previously worked at SECO Development Inc (Overseas Branch) for seven years before joining Morgan Stanley, where they have been since 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and combines common large-firm services with specialized activities such as private fund relationships and principal trading.

Scott Dale is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and previously worked at JP Morgan Securities LLC for seven years before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Elizabeth Carbajal is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Teksystems Global Service and Zulily LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the country.

Chad Masche is a financial advisor with Thrivent Investment Management in Mill Creek, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Thrivent Investment Management since 2007 and Thrivent Financial since 2014. Outside of his advisory role, he serves as Church President on the council of Good Shepherd Lutheran Church in Snohomish, WA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

William Bredice is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with RBC Capital Markets since 2008. Outside of his advisory role, he serves as an officer for the Crescent Ridge Homeowners Association, overseeing expenditures and enforcing HOA terms. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and employs a mix of in-house and third-party managers and investment approaches.

Michelle Scoggins is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She worked at Merrill Lynch from 2006 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Michael Rogers is a financial advisor at Thrivent Investment Management in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Thrivent Financial and has experience with Friends of the Children Seattle and Bohunt School Wokingham. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based financial planning without discretionary portfolio management.

Yan Yan Dong is a Series 66 designated financial advisor with nine years of industry experience, currently at UBS Financial Services in Kirkland, WA. Yan Yan has been with UBS since 2014, initially at UBS Securities LLC and transitioning to UBS Financial Services in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Chung Suen is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and JPMorgan Chase Bank, N.A. before joining his current firm. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Kevin Stokesbary is a financial advisor with Mass Mutual Investors Services in Mercer Island, WA, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with MML Investors Services Inc. and Mass Mutual Life Insurance Company since 2004. Outside of his advisory role, he also works as an insurance broker, focusing on individual life and health insurance sales and service. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that utilize firm-approved analytical tools.

Robert Fritton is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and market modeling in its service offerings.

Sujatha Shankar Shenai is a financial advisor at Morgan Stanley in Bellevue, WA, holding a Series 66 designation with five years of industry experience. Her prior experience includes roles at Raymond James Financial and Mainspring Wealth Advisors, as well as a year with the Bellevue School District. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools, focusing on advisory services without offering individual security recommendations as part of standalone plans.