Kristian Maya is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Schwab, Maya worked at QuadCap Wealth Management and spent several years in full-time education. Maya is based in Bellevue, WA. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 a combination of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and due diligence on alternative investments within an integrated operational structure.

Mark Peterson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Seattle, WA. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for BSA Troop 1804 and 1564 and participates as a committee member. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income stability and tax-aware withdrawal strategies.

Luke Lundberg is a financial advisor at Morgan Stanley in Seattle, WA, with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple financial firms, including J.P. Morgan Securities and Sandpiper Strategies LLC. Outside of finance, he has been involved in entrepreneurial ventures such as M Culinary Concepts LLC and College Movers LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a wide range of investment and wealth management solutions.

Alan Lubner is a Private Wealth Advisor with Merrill Private Wealth Management, headquartered in Bellevue, Washington. He serves a select group of individuals and families, focusing on unifying multiple aspects of their financial lives. Alan's clients include senior executives, entrepreneurs, and business owners, and he provides close analysis, precise execution, and strategic direction tailored to significant wealth management needs. His expertise encompasses areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and socially responsible investing, among others. Alan holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA), and he earned a Bachelor's Degree from the University of Witwatersrand. Outside of his advisory role, Alan is active in the sailing community and participates in offshore races. He serves on the board of an artist residency program, Willapa Bay AiR, and is involved with area food banks and organizations aiding the homeless. Family is important to him; he and his wife have been married for over 35 years and have adult twin sons.

Marisa Dilorenzo Davidson is a financial advisor at Equitable Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2009, including its predecessor Axa Advisors. Outside of her advisory role, she serves as Board Treasurer for The Redemption Church and is a board member of the Renton Little League. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models implemented through third-party managers and LPL-sponsored programs, offering a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Tammy Staub is a financial advisor at RBC Capital Markets with over 43 years of industry experience. She has been with RBC since 2019 and previously worked at D.A. Davidson & Co. for 21 years. Outside of her advisory role, she serves as an independent consultant for Arbonne International, a skin care and nutritional products company. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored investment strategies and portfolio management through a combination of in-house and third-party managers.

Alyssandra Smith is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation. She has been in the industry since 2025 with experience at Northwestern Mutual Investment Services LLC and PitchBook. Outside of finance, she has operated a cafe for several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of investment programs and technology tools, managing over $819 billion in discretionary assets through a large network of advisors.

Stacey Polevoy is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials. She has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2026, respectively, and previously operated Stopwatch Espresso, Inc. from 2018 to 2023. Wells Fargo Advisors is a national securities firm that offers 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 and third-party sources.

Walter Hunt is a financial advisor at Charles Schwab with two years of industry experience and holds the Series 66 designation. Prior to his advisory role, he has worked in education and has been involved in the restaurant industry as a food runner and busser at Angelo's of Burien. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational structures.

Heather Krause is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 credential and 16 years of industry experience. She has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. She has served on the board of the Edmonds Senior Center, a nonprofit organization focused on improving the well-being of seniors, and participates on a committee for the Franklin Alumni Association and Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Benjamen Fagerlind is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Anthony Nakata is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. He serves as co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Raquel Pederson is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and six years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent over two decades at St Joseph Regional Medical Center. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with market analysis to support its financial advisory process.

Richard Ball is a financial advisor with Edward Jones in Mill Creek, WA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

James Hansen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 designations. His career includes long-term roles at Kms Financial Services, Inc. and Securities America Advisors, Inc. He also has over four decades with Travelers Insurance Company. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and advisory services with various portfolio management tools and third-party solutions.

Eva Sofia is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2023 and Morgan Stanley Smith Barney LLC since 2022. Outside of her advisory role, she is the sole proprietor of Gaia Med PLLC, a healthcare-related business in Seattle. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured approach to financial planning using firm-approved tools and scenario modeling.

Bradley Dijulio is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at NBC Securities, JHS Capital Advisors, and Paulson Investment Company. Outside of his advisory work, he is the owner of Blue Bard LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Freise is a CFP® with 20 years of experience in financial advisory services, currently practicing at Raymond James Financial. He has operated his own business, Freise Financial, Inc., since 2017. His background includes tenure at Raymond James Financial Services Advisors Inc. and involvement with Freise Capital Management, Inc. 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, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and also offers specialized municipal and retirement plan advisory services.

Emily Scates is an advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials. She has one year of industry experience and has previously worked in the hospitality sector, including roles at San Juan Island Brewery and Mount Bakery Cafe. 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 both brokerage and advisory solutions.

Kimberly Stirling is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining LPL Financial in 2023, she worked at Edward Jones from 2019 to 2023 and has held various roles in financial services and education. She also serves as a consultant outside of her advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.