Sasha Fuse is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Charles Schwab, she worked at Fidelity Investments and has held various roles outside the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a multi-asset model portfolio approach supported by in-house research.

Marx Nuval is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Debby Johanson is a financial advisor with Robert Baird & Co. in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she serves as treasurer for the Mount Si High School 70s Reunion. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pension plans, corporations, and charitable organizations. The group offers customized consulting and portfolio services using a variety of investment strategies and management approaches.

Chloe Sullivan is a financial advisor at Wells Fargo Clearing with three years of industry experience and holds a Series 66 credential. Prior to her current role starting in 2022, she has held positions at Morgan Stanley and various other firms. Outside of finance, she is involved with Pearl & Stone Wine Co. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Eamon Simmonds is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at LA Fitness, UPS, and Proscapes Inc. He has also worked in retail and university environments. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers, offering diverse investment solutions including mutual funds, ETFs, and alternative investments.

Trushar Joshi is a CFP®-credentialed financial advisor with 23 years of industry experience. He is currently with Fidelity and has previously worked at USAA financial planning services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, advisor to multiple registered investment companies, and for integrating AI-based research in its investment process.

Natalie Bova is a financial advisor with RBC Capital Markets in Edmonds, WA, holding a Series 66 designation and six years of industry experience. She previously worked at D.A. Davidson & Co. and has a background that includes roles at the University of Washington and Desert Sun. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized portfolio management and financial planning solutions. The firm integrates in-house and third-party investment management with options for tax management and responsible investing.

Joshua Granberg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Ridgecrest Management, LLC and self-employment spanning several years. Outside of finance, Granberg is the owner and artist of Highlight Art Studios, where he provides periodic art lessons and commissioned portrait paintings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Derek Leonard is a CFA® charterholder with 15 years of experience in the financial industry. He has worked at Morgan Stanley and its Private Bank since 2017 and spent one year at Wells Fargo Clearing prior to that. He is based in Kirkland, WA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by firm-approved tools and offers a broad range of retail and institutional investment solutions.

Donald Weller III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. His career includes roles at Oppenheimer and Morgan Stanley prior to joining Raymond James. He volunteers on the Finance Committee of the United Way of Snohomish County, where he assists with budget and audit reviews. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Tran Truong is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Tran worked in various roles including positions at CostCo Wholesale, First Citizens Bank, and Umpqua Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight to manage conflicts of interest.

Steven Manger is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2012, with prior roles at LPL Financial, HSBC Securities, and Banc of America Investment Services. Outside of his advisory work, he is an owner of a rental property in Seattle. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a diverse client base including individuals, institutions, and charitable organizations.

Suzy Stuckey is a Financial Consultant currently working with Fidelity Investments since 2020. In her role, she partners with clients to develop personalized financial strategies aimed at achieving their financial goals. Suzy's career in financial services reflects her commitment to helping individuals take ownership of their financial well-being. Prior to her current position, Suzy held several roles including Associate Wealth Advisor at Aldrich Wealth LP from 2019 to 2020, and various positions at Charles Schwab between 2016 and 2019, such as Financial Consultant Partner, High Net Worth Specialist, and Financial Service Professional. This experience has provided her with a broad perspective on wealth management and client service. Originally from Atlanta, Georgia, Suzy enjoys an active lifestyle outside of work. Her personal interests include hiking, skiing, traveling, Pilates, yoga, and caring for pets. She also enjoys exploring the state of Washington.

Sean Kelleher is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked with Equitable Advisors since 2017 and previously with AXA Advisors. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party advisory models and proprietary offerings.

April Forde is a Series 66-credentialed financial advisor at Ameriprise in Edmonds, WA, with 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Thomas Mclaurin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and 66 licenses and bringing 28 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cetera Advisors LLC, and he also operates Evergreen Financial Management as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and employs proprietary model strategies alongside third-party advisers.

Robert Lee is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has prior experience in various industries, including medical technology and roofing. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s advisory approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, often utilizing third-party asset managers and affiliated investment offerings.

Wesley Lew is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated firms since 2000, including First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Ivo Andreas Schilbach is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has been affiliated with Raymond James and related entities since 2010 and is a partner in The Way Group Hospitality, LLC, where he participates in business decisions and financial oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning and uses risk profiling and modeling tools to support client decision-making.

Larry Garcia is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Kirkland, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and proprietary planning tools.