Craig Armstrong is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2014. Outside of his advisory role, Armstrong is also licensed as a health insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver written recommendations through annual, collaborative planning engagements.

Nathan Skow is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a member of the MCNW Group and works with a diverse range of clients, including senior executives, sports and entertainment professionals, and business owners. Nathan’s advisory approach focuses on portfolio design and evaluation, management of concentrated and restricted stock, tax-sensitive investment strategies, next-generation wealth transfer, and family wealth dynamics. He draws on over 35 years of experience in financial consulting and wealth management to help clients pursue their financial goals with greater direction and insight. Prior to joining Merrill in 2002, Nathan was a principal at an actuarial and retirement consulting firm serving Fortune 500 companies, which he and his partners sold to Merrill in 1999. He holds a Bachelor's degree in Business and Mathematics from Seattle Pacific University, where he graduated Magna Cum Laude. Nathan has earned several industry designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). Nathan lives in downtown Seattle with his wife, Luanne. Outside of his professional work, he enjoys traveling, walking, and working out, and he remains active in his community through service on charitable boards. In 2023, Nathan was recognized as part of Forbes’ Best-in-State Wealth Management Teams as a member of The MCNW Group.

Raziel Tribbel is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Adrian Osborne is a financial advisor with Charles Schwab & Co., Inc. in Seattle, WA, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Schwab, he worked at Chase Bank and has experience in a variety of roles outside finance, including time at The Sports Creel and Tokki Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a multi-asset model portfolio approach.

Mykael Glass is a financial advisor at Merrill with Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, before joining Merrill in 2022. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daqian Ning is a financial advisor at Mass Mutual Investors Services with Series 66 credentials and one year of industry experience. Prior to joining the firm, Ning held roles at Equitable Advisors, the University of Washington, and Chipotle among other positions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved tools to develop client recommendations.

Rebecca Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at LPL Financial since 2016 and previously operated her own business, Rebecca J Faught PLLC. Outside of advisory work, she engages in pottery as a personal interest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, supported by research and technology, and provides both discretionary and non-discretionary management options.

Gus Zefkeles is a financial advisor at Mass Mutual Investors Services in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, having worked at MML Investors Services, Inc. since 1984. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing a collaborative, goal-based approach using firm-approved analytical tools.

Richard Laxson is a financial advisor with Charles Schwab, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2021, following 15 years at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers both non-discretionary and discretionary investment advisory solutions, combining centralized custody and order-routing with access to alternative investments and multi-asset model portfolios.

Ken Carter is a financial advisor at RBC Capital Markets with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with RBC Capital Markets since 2008. Carter served on the board of Open Door Ventures, an organization providing housing for people living with AIDS. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Taylor Mercer is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following positions at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Xianbing Xia is a Senior Financial Advisor with Merrill Lynch Wealth Management in Boston. In this role, Xia focuses on developing personalized wealth management strategies tailored to clients' individual financial goals and changing market conditions. Xia provides access to investment insights from Merrill and a range of banking and lending solutions through Bank of America. Xia’s areas of expertise include college and education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, women and wealth, and tax minimization. Xia holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Academically, Xia earned a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. Outside of professional responsibilities, Xia participates in community volunteering and has an interest in boating, cooking, hiking, traveling, and yoga. Xia is fluent in English, Mandarin, and Yue (Cantonese).

Brian Pinto is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. 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, managing approximately $2.74 trillion in client assets.

Geoffrey Stark is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Cuna Brokerage Services, Inc. Stark is based in Port Orchard, Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Jason Okrent is a CFA® charterholder with six years of industry experience. He is currently an advisor at Merrill in Seattle, WA, and has previously worked at Citigroup, Bernstein Wealth Management, Integral Development, and Bloomberg LP. He serves as a board member for two Seattle-based nonprofit organizations focused on community and nonprofit governance. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Patricia La Pierre is a financial advisor at Merrill with 32 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Merrill since 1993. Outside of her advisory work, she owns a rental house business in Shoreline, Washington. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Elizabeth Callura is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. She has been with UBS Financial Services since 2015, including its affiliated entities. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Adrian Gonzales is a financial advisor at Edward Jones in Port Orchard, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served in the US Navy for 20 years and worked at Door Dash and Grab n Grub. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Erin Parker is a financial advisor with Edward Jones in Bainbridge Island, WA. She holds the Series 66 designation and has one year of experience at Edward Jones. Prior to joining the firm, Erin spent four years at Valley Nursery and sixteen years at Parfitt Way Management. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Nicklaus Judkins is a financial advisor with Raymond James Financial Services Advisors, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Pacific Life from 2016 to 2021 before joining Raymond James in 2021. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad advisor network, with notable capabilities in municipal and public finance advisory services.