Allison Meza is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at several mortgage and financial services firms. The DDK Group at Robert W. Baird & Co., where she is based, serves a diverse client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts, and brokerage services, supported by internal research and advanced investment tools.

Ian Hagley is a financial advisor with Merrill, holding Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at Bank of America, JPMorgan Securities, JPMorgan Chase Bank, Goldman Sachs, and the University of Washington. He serves as a board member of the Woodland Park Zoo, a nonprofit focused on wildlife conservation and community engagement. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Samuel Capps is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of advisory services, he holds a producer position at Mutual of Omaha related to insurance sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without direct implementation. The firm combines goal-based analyses with managed-account programs under a consolidated billing option but does not offer portfolio management for institutional clients.

Devin Blanchard is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and seven years of industry experience. He has been affiliated with Bank of America and Merrill since 1995. 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, pension plans, corporations, and charitable organizations.

Kagan Wolfe is a financial advisor with Edward Jones in Kirkland, WA, holding Series 63 and Series 66 credentials and 21 years of industry experience. Wolfe has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Mattson is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He has over 15 years of experience in the financial services industry, having worked in various advisory roles including Investment Consultant at Fidelity Investments, Private Client Advisor at JPMorgan Securities, and Financial Advisor positions at Chase Investment Services Corp and Securian Financial Services. Throughout his career, Gregory has focused on building relationships with clients and their families to help them work toward their financial goals. He holds a California Insurance License. Outside of his professional life, Gregory's interests include baseball, football, soccer, movies, social events with friends, and parenthood.

Barry Diedericks is an Investment Consultant at Fidelity Investments. In this role, he partners with clients to develop tailored financial plans that align with their individual goals and aspirations. He emphasizes understanding each client's unique circumstances and priorities to co-create strategies that build confidence and empower clients to manage their financial futures. Barry has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before becoming an Investment Consultant. His experience encompasses client relationship management and financial planning within the investment sector. Outside of his professional responsibilities, Barry enjoys biking, camping, football, golf, running, and swimming.

Helen Lee is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and with 21 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm emphasizes tailored financial planning using firm-approved tools and serves clients through both direct and corporate financial planning arrangements.

John Mallahan is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in various roles including positions at Evolucion Innovations, Inc and CapTech Ventures, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research to tailor plans to clients’ goals and risk tolerances. The firm operates with capabilities that include institutional trading, wealth management, and a broad range of capital markets services.

Jennifer Bromberg is a CFP® professional with eight years of experience in financial advising. She has worked at Cambridge Investment Research Advisors since 2018 and previously held roles at U.S. Bank from 2015 to 2018. Bromberg serves as Vice President and Board Member of the Sammamish Chamber of Commerce and is involved in career and personal management coaching. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement-plan sponsors, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Jeffery Reese is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2008. Reese also works with Washington State Employees Credit Union, where he has been involved since 2004 and participates in insurance services related to that organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary research and third-party resources.

Douglas St John is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed and Panorama Advisors LLC. He has served on the Washington State Society of American Forests Foundation since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with investment options that include model portfolios, third-party subadvisors, and both discretionary and non-discretionary management.

Michael Vint is a financial advisor at Morgan Stanley in Seattle, WA, with eight years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent a year at Goldman Sachs & Co. LLC. Outside of his advisory role, he is involved with Powersports Northwest LLC as an investor and board member in the recreational sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support clients' investment decisions.

Anthony Cosme is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Swedish Medical Center and Kalck Ambulance, alongside ongoing affiliations with PFS Investments Inc and Primerica Financial Services. He is involved in sales of investment-related products and also participates in referral activities for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model.

Alessandro Gulino is a financial advisor at Edward Jones in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Okta, Federated Insurance, and Convoy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices across the United States.

James Neill is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 65 and Series 63 registrations with 11 years of industry experience. He previously worked at Hightower Advisors and Thrivent Investment Management Inc. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through dedicated advisors and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Scott Hill is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with a range of wrap fee advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies combining in-house and third-party managers, with options for tax management and responsible investing.

Brian Petersdorf is a financial advisor at Robert W. Baird & Co. in Seattle, WA, with 16 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides financial planning, portfolio management, and consulting services tailored to client goals and risk tolerances, utilizing a range of investment strategies and overlay services.

Michael Rackner is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Boeing Employee Credit Union and Linsco/Private Ledger since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Spencer Daw is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at several notable firms including JPMorgan Chase Bank, Merrill, and TD Ameritrade. Daw’s background includes roles in both brokerage and investment advisory capacities. 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 services. The firm provides a blend of non-discretionary and discretionary investment management options supported by a multi-asset model portfolio approach and centralized custody and supervisory functions.