David Powell is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has held various roles within Morgan Stanley and its affiliates since 2010, including the Private Bank and Smith Barney divisions, and previously worked at RBC Capital Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs and financial planning services. The firm’s approach includes structured discovery processes and planning tools, offering both direct and corporate financial planning solutions while managing approximately $2.74 trillion in client assets.

Vincent La Cava is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise since 2009, including six years at its Bellevue, WA office. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning that addresses dependable income sources and tax-aware withdrawal strategies.

Victor Escobedo Garcia is a financial advisor with Wells Fargo Clearing in Seattle, WA. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2026. Prior to this, he held positions at Wells Fargo Bank, US Bank, and Keybank, among other roles. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Clayton Perkins is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2009. The firm provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Curtis Geathers Jr. is a Series 66-licensed financial advisor with Merrill in Bellevue, WA, holding three years of industry experience. His prior work includes roles at Bank of America, Girard Wood Products, The Wave Car Wash, Domino’s Pizza, and the University of Puget Sound. 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 serves individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Reed Terry is a financial advisor with LPL Financial in Woodinville, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 13 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies along with technological tools to support its advisors.

Timothy French is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at JPMorgan Chase Bank, N.A. and key Investment Services, LLC. He is based in Seattle, WA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Christian Sailer is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney and is the sole proprietor of Christian Sailer LLC, a consulting and recreation business focused on firearms. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by approved tools and resources.

Michael Oldenburg is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Financial Engines Advisors and TD Ameritrade. Outside of his advisory role, he is involved with The Oshibori Company LLC, a business specializing in the marketing and sales of wet and dry hand towels and warmers. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios through advisor-led and online platforms.

Lise Minthe is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets LLC for seven years before joining Wells Fargo in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Vincent Esposito is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked across several Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Kirsten Kinnan is a CFP®-designated financial advisor with 27 years of industry experience, currently serving clients at Morgan Stanley in Seattle, WA. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and previously worked at J.P. Morgan Institutional Investments and J.P. Morgan Investment Holdings. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with capabilities including private funds, commodity pool operations, and principal trading.

Michael Lampros is a financial advisor at Charles Schwab with 12 years of industry experience and holds a Series 66 designation. He has worked at several firms including LPL Financial, Scottrade, TD Ameritrade, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary separate managed accounts, offering multi-asset model portfolios and alternative investment options supported by a centralized operational structure.

Eymer Escobar Ramirez is a financial advisor with Raymond James Financial in Seattle, WA, holding a Series 66 designation and four years of industry experience. His work history includes positions at Merrill Lynch, Bank of America, and KeyBank. Outside of his advisory role, he operates a travel vlog on social media and is currently pursuing an Associate of Arts degree at North Seattle College. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Mushen is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as an advisor on the Board of Directors for the University Sunrise Rotary Foundation and manages Cascadia Operations LLC, a business supporting his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sharon Huang is a financial advisor with Ameriprise in Kirkland, WA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Pearle Vision and managing household financial matters. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with personalized retirement income planning and tax-aware withdrawal strategies based on comprehensive investment research and analysis.

David Burnett is a financial advisor with LPL Financial in Seattle, WA, holding Series 65 and Series 63 credentials and bringing 19 years of industry experience. Prior to joining LPL Financial in 2026, he spent 20 years at Northwestern Mutual in various roles including investment management and life insurance. 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 with access to model portfolios, third-party asset managers, and institutional platforms.

Bradford Richardson is a Financial Consultant at Fidelity Investments, where he has been working since 2018. In this role, he collaborates individually with a select group of clients and their families to assist them in working toward their financial security by providing a range of financial products and services tailored to their unique situations and goals. Prior to his current position, Bradford gained experience as an Investment Consultant at TD Ameritrade from 2015 to 2018, and as a Wealth Manager at USAA from 2011 to 2015. He has held Certified Financial Planner roles at several firms including Chase Investments, CUSO Financial Services, Raymond James & Associates, and Charles Schwab, spanning from 1995 to 2011. Outside of his professional work, Bradford has interests in football and kayaking.

Callahan Wales is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to his advisory role, he was involved with Gravity Winery and Newport Properties, and he attended the University of Michigan from 2014 to 2018. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored recommendation reports that address income, Social Security, and tax strategies. The firm employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported advice.

Bobson Lee is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Wells Fargo Clearing since 2024 and was previously employed at Wells Fargo Bank, N.A. from 2019 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.