Quentin Hubbard is a financial advisor at Corient with two years of industry experience. He holds a Series 65 designation and has worked at firms including Russell Investments and Columbia Pacific Wealth Management. Prior to his advisory roles, he held positions at the University of Puget Sound and Nordstrom. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and uses risk management tools to align portfolios with client objectives.

Yug Milinic is a financial advisor with TIAA-CREF, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, Bank of America, and Merrill. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals associated with TIAA-administered employer retirement plans, as well as trusts, estates, and corporate entities. The firm uses a fiduciary advisory model that separates planning services from ongoing portfolio management through customized and model-based strategies.

Carolyn Ngo is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 18 years of industry experience. She is currently with Schwab Wealth Advisory and has prior experience at USAA Investment Management Company and USAA Financial Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, delivering customized recommendations without exercising discretionary trading authority.

Paige Romney is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2017. Prior to that, she worked at UCSD from 2013 to 2017. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm emphasizes fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Ying Yin is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Transamerica since 2014. Outside of her advisory role, she owns Breakthrough Service LLC, which provides tax preparation services. Ying has also been involved with Fincoach Services LLC and the Interlake High School PTSA. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs designed to accommodate discretionary and non-discretionary management.

Jon Vinge is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has previously worked at Intervest International Equities Corp and Centara Capital, among other firms. Outside of his advisory work, he participates in an indoor cycling and fitness studio project in Seattle, which is managed by his wife. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions.

Lauren Ma is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Charles Schwab & Co., The Vanguard Group, Morgan Stanley, and UBS Wealth Management. She has also spent time as a homemaker and operated Money Morphic, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, with investment decisions requiring client authorization.

Pranam Tamrakar is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by both internal and third-party managers.

Ligaya Choo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 63 and Series 66 designations. Choo has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, following a 29-year tenure at JPMorgan Chase Bank, N.A. from 1992 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Noah Eidsness is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has worked at LPL Financial and Wyman Financial Solutions. Outside of finance, he has worked for Securitas Security Services USA since 2022. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Clayton Larsen is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, N.A. since 2004. 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.

Jacom Schallenkamp is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 credential and six years of industry experience. He has worked with Soundview Financial Group and The Bay Club Company and has held roles at various other organizations including Uber and Utah Valley University. Outside of his advising role, he is also an associate financial advisor at Soundview Financial Group, where he is involved in advisory services and trade desk management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s investment approach combines internal research, third-party data, and algorithmic tools within a managed account framework.

Jack Fisher is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Albertsons, Redfin, Kelly Services Inc, and Conduent. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.

Chad Reibman is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015 respectively. Outside of finance, he owns and performs magical entertainment through his business G.G. GREEN MAGIC LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s market outlooks.

Todd Kelly is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he serves as a board member for the Queen Anne Little League, overseeing the teen umpire program, and volunteers monthly with Banchero Disability Partners, a charitable organization supporting adults with developmental disabilities. 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. The firm serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Christopher Mullen is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013. Mullen serves as a board member of the Tacoma Executives Association, a local professional networking group. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm employs a structured financial planning process and provides access to comprehensive investment resources, managing approximately $2.74 trillion in client assets.

Ashlynn Helm is a financial advisor at Mass Mutual Investors Services with two years of industry experience. She holds the Series 65 and Series 63 designations and has worked at MassMutual Life Insurance Company since 2017. Prior to her financial career, she held various roles including positions at Platos Closet and AMC Movie Theaters. 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 offers financial planning, asset management, and educational programs, using firm-approved software to provide goal-based recommendations.

Alyssa Jarman is a CFP® professional with 10 years of industry experience. She has worked at Osaic since 2020 and previously held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Outside of her advisory work, she owns and manages vacation rental properties. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and multiple investment platforms.

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.