Salena Raved is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Ing Direct Investing, and Edward Jones. She is based in Seattle, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Carrie Swanson is a financial advisor with Ameriprise in North Bend, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at RBC Capital Markets Corporation for 11 years before joining Ameriprise Financial Services and then Ameriprise. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, delivering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate these recommendations, which are reviewed by a centralized consulting team in partnership with financial advisors.

Michael Brittain is a financial advisor at RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.

Winston Lee is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Edward Jones and Wells Fargo. Outside of finance, he was involved with the China Doll Restaurant for five years. 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 non-discretionary advisory relationships with access to affiliated discretionary managed accounts and provides a broad range of integrated brokerage, custody, and advisory services.

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 been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2014. Outside of his advisory role, Armstrong is also an insurance agent specializing in health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, data-driven planning and offers various programs including divorce planning and employer-sponsored planning services.

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 with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Investments, LLC and Banc of America Investment Services, Inc. He has been with Wells Fargo Clearing since 2016. 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 broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 with Mass Mutual Investors Services in Seattle, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual Investors Services, Daqian worked at Equitable Advisors, LLC and has academic experience at the University of Washington. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, goal-focused financial planning supported by firm-approved software tools and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Rebecca Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. She previously worked at Waddell & Reed for five years before joining LPL Financial in 2016. Outside of her advisory role, she is involved in pottery as a part-time activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 with Wells Fargo Clearing in Seattle, WA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including over 10 years with Wells Fargo Clearing and 19 years with Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 at Morgan Stanley with 12 years of industry experience. He has worked with Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation and is based in Silverdale, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Geoffrey Stark is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 41 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 29 years before joining LPL Financial in 2022. Outside of his advisory role, he is involved in a real estate rental business in Port Orchard, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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 14 years of industry experience. She has worked at UBS since 2015 and previously at Morgan Stanley for one year. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad suite of capital markets services.