Jeffery Corder is a financial advisor with Morgan Stanley in Silverdale, WA, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2005, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 employs a structured financial planning process using approved tools and models without providing individual security recommendations as part of standalone planning.

Camille Coonrod is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan, Camille worked with Winston Art Group and held various roles in education and fitness-related businesses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Juanita Benson is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 63 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools.

Everistus Etafo is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he spent 13 years at J.P. Morgan Securities and Jpmorgan Chase Bank N.A. He is also involved as an owner and part manager of Bordeaux Properties, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Harry Keppert Jr. is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he owns and operates Advanced Financial Tax, LLC, providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple investment managers and program structures.

Gretchen Zickuhr is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. 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 utilizes structured planning processes supported by firm-approved tools and investment models.

Douglas Ritchie is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. He is also a licensed agent involved occasionally in fixed and immediate annuity sales. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of financial advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, automated rebalancing, and access to third-party money managers to construct portfolios tailored to client needs.

Arthur Zapata is a Series 66-credentialed financial advisor with Merrill in Seattle, WA. He has 2 years of industry experience and has been with Merrill since 2011. 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 offers model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Yunlong Fu is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Dorian Mccartt is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with Merrill and its predecessor, Merrill Lynch, since 1990. 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 charities.

Bryan Spalding is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Seattle, WA, and has 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and briefly at Wells Fargo Advisors, LLC in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Roe is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Inc. and Northwest Investment Consulting, Inc. He is based in Seattle, WA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs and portfolio management services, utilizing both in‑house and third‑party investment managers to tailor strategies to clients’ risk profiles.

Rahwa Desta is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has worked at various Charles Schwab entities since 2024. Prior to her advisory role, she held positions at WholeFoods Market and served as a teaching assistant and peer advocate at CU Denver. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary investment guidance with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Ryan Zimmerman is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and two years of industry experience. He has been with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Andrew Henrickson is a financial advisor at Raymond James Financial Services Advisors, Inc. in Seattle, WA, with 25 years of experience in the industry. He holds Series 63 and Series 65 designations and has worked with firms including Cetera and Umpqua Bank. Outside of his advisory role, he is involved in managing and developing rental real estate through Karma Properties, LLC. 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, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, utilizing risk profiling and analytical modeling, and supports institutional consulting through a broad advisor network.

Spencer Salvador is a CFP®-certified financial advisor with 13 years of industry experience, currently with LPL Financial since 2026. Prior to joining LPL, he worked at Cambridge Investment Research Advisors Inc. and Cambridge Research Investment, Inc. for over a decade. He is also an independent insurance agent through Finity Group, LLC, a role he has held for 13 years. LPL Financial serves individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management and incorporates model portfolios, third-party subadvisors, and research-driven investment strategies.

Richard Aylen is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo entities since 2011. Outside of his advisory role, he manages several rental properties in the Seattle and Mercer Island areas. 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 integrates research from Wells Fargo Investment Institute and third parties, utilizing diversification and modern portfolio theory to evaluate investment options.

Tracy Baker is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she works as a fitness instructor for Sweat Circuit. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves a diverse client base including individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies.

Jeffrey Meston is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 credential and 18 years of industry experience. He previously worked at UBS Financial Services, Inc. for 17 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and advanced modeling tools in its planning approach.

Christopher Delaney is a financial advisor with MassMutual Investors Services in Seattle, WA, holding Series 63, Series 65, and Series 66 credentials. He has 17 years of industry experience, serving at MML Investors Services Inc and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he owns a residential rental property business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-driven planning methods and offers various programs, including educational seminars and specialized event-driven planning services.