Connor Heffernan is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Selander O'Brien and CRS Holdings. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its advisory services.

Julia Gerbino is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with 15 years of industry experience. She has been with Morgan Stanley since 2008. 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 supported by firm-approved tools and a structured discovery process.

Jack Qu is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch and multiple J.P. Morgan affiliated entities. He is based in Seattle, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative investment research.

Amie Lock Tse is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at Merrill since 2009. 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stanislav Poltavets is a financial advisor at RBC Capital Markets with the CFA® designation and a Series 66 license. He has six years of prior experience at LNW and has worked in other industries, including positions at Domino’s, Northwestern Mutual, and LA Fitness. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies to clients’ risk profiles, utilizing both in-house and third-party managers.

Kevin Wieczorek Sr. is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. His prior roles include positions at Wells Fargo Investments, Chase Investment Services, and Wamu Investments. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Eric Lord is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. His prior roles include positions at Wells Fargo Investments, LLC, Key Investment Services LLC, and KeyBanc Capital Markets Inc. He holds Series 63 and Series 65 designations and is based in Seattle, WA. Wells Fargo Advisors is a nationwide 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 provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Peter Groeschel is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. 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 recommendation reports and ongoing advice focused on retirement income planning, utilizing proprietary research, third-party data, and algorithmic tools.

Kevin Baker is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was employed by J.P. Morgan Securities and JPMorgan Chase Bank NA from 2014 to 2021. Baker serves as a board member and on the investment committee for Rainier Scholars, a nonprofit focused on children and youth in Seattle. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment services through its Financial Advisors and Estate Planning Strategies Group.

Nicholas Lane is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since August 2015. He provides financial advisory services to individuals, families, and businesses, helping them achieve their financial objectives through comprehensive planning. His approach integrates cash flow planning, liability management, insurance reviews, banking needs, and goal structuring to create tailored financial strategies. As a portfolio manager, Nicholas invests client assets using Merrill Lynch’s proprietary allocations, leveraging a rigorous analytical framework and exposure to stock, bond, and alternative asset classes. Nicholas graduated cum laude from Colgate University, where he majored in English and participated as a member of the NCAA Division I basketball team. During his academic career, he earned recognition as a two-time recipient of the NABC Honors Court and a three-time member of the Patriot League Academic Honor Roll. He has also been involved in community service initiatives such as Adopt-a-Classroom and Middle School Mentors. Nicholas holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) certification, as well as FINRA Series 7 and 66 registrations. Residing in the Capitol Hill neighborhood, Nicholas enjoys reading, writing, golf, basketball, running, and traveling. He values building strong relationships with clients by clearly communicating financial information and considering the qualitative aspects of their lives alongside their investment goals. His service combines personal attention with the investment insight of Merrill Lynch and the banking expertise of Bank of America to deliver recommendations aligned with clients’ specific needs.

Rodney King Jr. is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and CliftonLarsonAllen Wealth Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Janet Lee is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James since 2018, following two years at Wells Fargo Clearing in a similar capacity. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning and consulting services that are generally non-discretionary and supported by a variety of portfolio management strategies and affiliated research.

Denette Chu is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Karen Wackerbarth is a financial advisor at Raymond James Financial with one year of industry experience. She holds the Series 66 designation and previously worked at Bitnar and Associates Financial Group and consulting firms Boston Consulting Group and A.T. Kearney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through an affiliated municipal advisor.

Rachel Torres is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, utilizes forward-looking capital market assumptions, and incorporates ESG eligibility frameworks in its recommendations.

Craig Luchinetti is a Series 66-licensed financial advisor with Wells Fargo Clearing in Seattle, WA, bringing 20 years of industry experience. He has worked with Wells Fargo in various capacities since 2004, including roles at Wells Fargo Investments and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jordan Thayer is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 credential and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Thayer serves as a board member on the Finance Committee of the Master Builders Association of King and Snohomish County. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering comprehensive financial planning aided by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment programs alongside specialized planning and institutional solutions.

Aaron Yen is an Investment Consultant who collaborates with clients to understand their financial goals and develops tailored financial plans to meet their needs. He emphasizes educating clients and building strong, trust-based relationships with them and their families. His professional experience includes roles as a Relationship Manager at Fidelity Investments from 2022 to 2024, a Licensed Relationship Manager at Key Bank from 2020 to 2022, and a Financial Adviser at Edward Jones from 2018 to 2020. Outside of his professional career, Aaron has interests in cooking and baking, hiking, military service, pets, traveling, and yoga.

Brian Locke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His work history includes positions at Boeing Employee Credit Union and Linsco Private Ledger since 2006, as well as UBS Financial Services from 1997 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and technology tools.

Christopher Johnson is a financial advisor with Edward Jones in Seattle, WA, holding the Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025. Prior to this, Johnson worked at Amazon for seven years and served 14 years in the United States Marine Corps. Outside of his advisory role, he coaches CrossFit and fitness classes at local gyms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products.