Alexander Martin is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work history includes roles at JP Morgan Chase, Charles Schwab, Merrill Lynch, and Empower Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction.

Ethan Froula is a financial advisor with Equitable Advisors in Bellevue, WA. He holds the Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Education at Work, McKinstry Essentions, and Baker Boyer National Bank, among others. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed third-party managers.

Richard Dominguez is a financial advisor with Charles Schwab in Seattle, WA, holding a Series 66 designation and four years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab & Co., Frost Bank, and various positions outside finance, including at Domino's Pizza and The University of Texas at San Antonio. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines a large client base with an integrated model offering both non-discretionary and discretionary investment management, centralized custody, and alternative investment options.

Terry Terrell is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he manages an LLC that hires administrative support for his personal financial consulting practice. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Andrew Roed is a financial advisor at Robert Baird & Co. with 24 years of industry experience. He has been with Robert Baird & Co. since 2014 and holds a Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base, including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Patricia Fletcher is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning using approved tools and offers various investment and planning services across retail and institutional markets.

Clinton Campbell is a CFP®-credentialed financial advisor with Ameriprise, based in Shoreline, WA, and has 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of advising, he manages team operations, strategic relationships, and succession planning for his Ameriprise team practice. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm provides comprehensive, research-based recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Robert Lo Bosco is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and operated his own consulting firm, LoBosco Consulting, LLC. Outside of his advisory work, he serves as secretary for the Landing Town Homes Owners Association, where he is responsible for communications and records. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and centralized client service infrastructure.

Terry Fuerst is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been advising clients since 1998 and joined Merrill Lynch in 2003. His approach to wealth management emphasizes a disciplined process tailored to each client's needs, goals, and investment attitudes. This process includes developing a customized financial strategy and portfolio, followed by periodic reviews and adjustments to align with evolving objectives. Terry leverages the investment resources of Merrill Lynch along with the banking capabilities of Bank of America to address various aspects of clients' financial lives. He collaborates with a Wealth Management Lending Officer to provide guidance on home financing solutions that complement overall financial strategies. Terry holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Oakland University. Since 1994, Terry has lived on Bainbridge Island, Washington, where he enjoys golfing, tennis, and spending time with friends and family.

Brett Von Hoffmann is a financial advisor with J.P. Morgan Securities in Edmonds, WA. He holds a Series 66 designation and has 15 years of industry experience, including 14 years with J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Brian Torgerson is a CFP® professional with 26 years of industry experience. He has worked at Raymond James Financial since 2019, following a decade at Cetera Advisor Network LLC. In addition to his advisory role, he is involved in managing rental properties through his ownership of a holding company in Seattle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Berhanu Mekonnen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Amazon.com, Bank of America, Merrill, and Wyndham Destinations. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Lazar Vukcevic is a financial advisor with Fidelity Investments based in Redmond, WA. He holds a Series 66 designation and has four years of industry experience. His prior roles include two years at Edward Jones and a year at DoorDash, along with earlier experience in economic tutoring. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, managing a range of funds and model portfolios using systematic, long-term asset allocation strategies.

Cesar Ruiz Calvillo is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Amazon, Bank of America/Merrill Lynch, and Northwestern Mutual. 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 institutional advisory services with brokerage, distribution, and investment management capabilities.

Nicholas Zura is a financial advisor at Morgan Stanley in Bellevue, WA, holding a Series 66 designation with 16 years of industry experience. He has been with Morgan Stanley since 2016 and is currently associated with Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Thomas Napier is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2012 and previously was with Morgan Stanley Private Bank, N.A. from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that leverages structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Justin Cykler is a CFP® professional with 24 years of experience, currently serving at Equitable Advisors since 2001. He has a background with Axa Advisors, LLC, where he worked for 19 years. Outside of his advisory role, he acts as a beneficiary and service agent for insurance policies for immediate family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Bryce Mc Michael is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Equitable Advisors and spent four years at Bulletproof 360. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate tailored recommendations, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.

Spencer Andelson is a Financial Consultant at Fidelity Investments. He has held several roles within the company since 2021, including Investment Consultant, Relationship Manager, High Net Worth Associate, and Customer Relationship Associate. In his current role, Spencer supports clients with financial planning, education, and maximizing the services offered by Fidelity. His experience spans various aspects of client relationship management and investment consultation. Outside of his professional responsibilities, Spencer has personal interests in board games, music, pets, scuba diving, singing, and theater.

Eileen Stenhoff is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.