Tokiko Uchiyama is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2009, including time with its predecessor, Axa Advisors. Equitable Advisors serves a broad client base including individuals, 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 firm-offered and third-party advisory solutions.

Casi Jones is a CFP® and holds a Series 66 license, with 10 years of industry experience. She has been with Robert W. Baird & Co. since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Richard Nelson is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client portfolios.

Edward Bradley is a CFP® and ChFC® with 18 years of experience in the financial industry. He is affiliated with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2013. Outside of his advisory role, he is owner and manager of Mainspring Wealth Advisors, LLC, where he oversees employee management, business development, and growth initiatives. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting employing risk profiling and modeling tools, and maintains specialized services in municipal advising and SIMPLE IRA plan consulting.

Hsin Yi Kao is a financial advisor with Merrill, holding a Series 66 designation and based in Renton, WA. Kao has experience with CSOP Asset Management Limited from 2019 to 2024 and has been with Merrill and Bank of America since 2026. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shahram Kahusi is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 66 licenses with five years of industry experience. His career includes roles at Wells Fargo Bank and KeyBank, as well as seven years of self-employment prior to joining Wells Fargo. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Robin Robert is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. In addition to his advisory role, Robin volunteers approximately 10 hours per month assisting the Welfare for Animal Guild, a charity focused on caring for rescued animals. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a mix of proprietary and third-party investment solutions.

Tanya Richmond is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining Baird in 2018, she worked at the Law Office of Ken Schneider and held positions at Michael Kors and the University of Washington. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and a mix of investment strategies.

Michael Holt is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and possessing seven years of industry experience. He has been with Merrill since 2016. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Carmona is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 66, Series 65, and Series 63 licenses. He has two years of industry experience and has worked at Wells Fargo Bank, nA since 2021. His background also includes roles in healthcare and community organizations. 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, utilizing research and analytics to support diversified investment approaches.

Serena Manfre is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at The Vanguard Group, Inc. for 15 years before joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Steven Vertrees is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with LPL Financial since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Michael Sullivan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at US Bank for eleven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Jayden Patterson is a financial advisor at Wells Fargo Advisors with two years of industry experience and a Series 66 designation. Prior to joining Wells Fargo Advisors in 2026, Patterson worked at First Command Advisory Services, Fidelity Investments, and held various positions outside the financial industry, including roles at Planet Fitness and Washington State University. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs, and divorce, using proprietary research and tools to develop tailored client recommendations.

Eric Eversole is a financial advisor with Ameriprise in Kent, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic tools overseen by specialized committees to support its planning process.

Alejandro Aquino is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory work, he is a partial owner of an inherited rental property through a family LLC. Morgan Stanley Wealth Management serves individual 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 emphasizes structured planning processes supported by firm-approved tools and market modeling.

Sharon Morganti is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Merrill since 2013 and previously held positions at Morgan Stanley and Citigroup Global Markets. Additionally, she has been involved with Pier 1 Imports since 2013. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alena Kurlovich is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at UBS since 2017, following roles at Wells Fargo Clearing and Wells Fargo Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management. The firm uses proprietary capital market assumptions and model-based asset allocations to tailor financial plans according to client goals and risk tolerances.

Trevor Lubereski is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Bank of America and Merrill from 2018 to 2023. He also operates Trevor S Lubereski CPA PLLC, a tax preparation and accounting practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing assets with both discretionary and non-discretionary strategies.

Timothy Cusack is a financial advisor with RBC Capital Markets in Seattle, WA. He holds a Series 66 designation and has nine years of industry experience, including four years at the University of Montana prior to joining RBC in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm provides a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored to client risk profiles and executed through in-house and third-party investment managers.