Steven Tomalin is a Series 66-licensed financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities for the past 10 years and was previously employed at King County Library System. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to support its recommendations.

Michael De Stefano is a CFP® with over 32 years of industry experience, currently serving at Edward Jones since 1993. He holds Series 63 and Series 66 licenses and is based in Redmond, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies alongside affiliated mutual funds and a proprietary money market fund.

Donald O Donnell is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Kathy Pierce is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Citigroup Global Markets. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Ratto is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works with successful, motivated individuals and families to simplify complex financial decisions and create strategies aligned with their goals. He provides guidance on topics including executive compensation, equity compensation services, legacy planning, personal retirement planning, tax minimization, and retirement income. Matthew holds a Bachelor's Degree from Gonzaga University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He takes a personalized approach by getting to know clients and understanding their priorities to develop strategies that address their short-, mid-, and long-term objectives. Outside of his professional work, Matthew enjoys baseball, basketball, cooking, football, golfing, spending time with his family, and watching movies.

Daniel Thompson is a financial advisor at Ameriprise in Bellevue, WA, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Coastal Community Bank, and Washington State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Robert Radecki is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to his financial advisory career, he was employed at Smartsheet from 2016 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Josiah Brensdal is a financial advisor with Morgan Stanley, holding a Series 66 designation and eight years of industry experience. He previously worked at Ameriprise Financial Services from 2016 to 2022 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Thomas Holl is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Merrill and RBC Capital Markets Corporation, where he worked for seven and nine years, respectively. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, providing a broad range of offerings including custody, underwriting, and securities-backed lending.

Marina Tai is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2025. She began her tenure at Fidelity in 2022 as a Relationship Manager and advanced to Planning Consultant before her current position. Prior to joining Fidelity, Marina worked as a Client Relationship Specialist at Charles Schwab and TD Ameritrade from 2018 to 2022, and as a Personal Banker at KeyBank from 2016 to 2018. Since moving to the United States in 2016, Marina has focused on helping clients and families navigate their financial goals. Her international experience includes living and working in Taiwan, Canada, and the U.S., which informs her approach to understanding each client's unique background and objectives. She emphasizes building trusted relationships and delivering personalized service. Outside of her professional work, Marina enjoys gardening, puzzles, and traveling.

Megon Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2020. Prior to this, she was employed at Mutual of America Securities Corporation and Mutual of America Life Insurance Company from 2008 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.

Judith Salas is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2014. Merrill, along 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.

Robert Kovich is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alan Larson is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2021 and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, incorporating models such as Monte Carlo simulations, while acting primarily in an advisory capacity.

Renee Thomas is a Senior Financial Advisor with Merrill Lynch Wealth Management. She follows a disciplined process that begins with taking the time to understand each client's financial situation and personal priorities. Renee is dedicated to delivering service tailored to what matters most to her clients and their families. Her areas of expertise include college education planning, family wealth management strategies, employee financial health, legacy and estate planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, and retirement income. Renee holds the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from Miami University of Ohio. Outside of her professional work, Renee enjoys gardening, hiking, photography, running, tennis, yoga, traveling, watching movies, and spending time with her family.

Monica Lorimor is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to her current role, she worked at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of finance, she owns and operates Scott's Cutting Edge Lawn Care, Inc., a business she has managed since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports a wide advisor network with specialized programs including municipal and public-finance consulting.

John Salisbury Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Raymond James since 2020 and previously held positions with Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutions, pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Riley Williams is a financial advisor with Cambridge Investment Research Advisors in Bellevue, WA, holding a Series 66 credential and 1 year of industry experience. Prior to joining Cambridge, Williams worked for PorchLight for five years. Outside of advisory work, Williams is involved with PorchLight as support staff and acts as a referral source for AP Tax LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a range of portfolio management approaches and provides access to both proprietary and third-party investment strategies.

Patrick Chin is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies managed by internal and third-party teams.

Donna Kim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously at J.P. Morgan Securities from 2013 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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 menu.