Adrian Gonzales is a financial advisor at Edward Jones in Port Orchard, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served in the US Navy for 20 years and worked at Door Dash and Grab n Grub. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Sophia Despaigne is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds a Series 66 designation and previously worked at D.A. Davidson and the University of Washington. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, and manages approximately $394 billion in regulatory assets under management as of December 31, 2025.

Erin Parker is a financial advisor with Edward Jones in Bainbridge Island, WA. She holds the Series 66 designation and has one year of experience at Edward Jones. Prior to joining the firm, Erin spent four years at Valley Nursery and sixteen years at Parfitt Way Management. 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 more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Nicklaus Judkins is a financial advisor with Raymond James Financial Services Advisors, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Pacific Life from 2016 to 2021 before joining Raymond James in 2021. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad advisor network, with notable capabilities in municipal and public finance advisory services.

Jeffery Corder is a financial advisor with Morgan Stanley in Silverdale, WA, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior positions at Citigroup Global Markets and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

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 in 2022, Camille worked at Winston Art Group and has experience in the fitness industry with CrossFit South Brooklyn and F45 Training Park Slope. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a focus on eligible strategies and an ESG eligibility framework.

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 at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and Edward Jones. Outside of his advisory role, he is a partner and coordinator at Bordeaux Properties, LLC, where he manages rental property activities. 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 supported by research from Wells Fargo Investment Institute.

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 Wealth with 35 years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, Morgan Stanley, and Citigroup Global Markets. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, delivering a range of investment programs through an extensive multi-advisor platform.

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 financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Ameriprise from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kenneth Jones is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and previously worked with Bank of America, N.A. Jones has an educational background connected to the University of Washington, including involvement with the men's basketball program. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2021, he was a student for 18 years. 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 and access to various investment strategies, supported by technology tools and a large network of advisors.

Andrew Henrickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera, Umpqua Bank, Columbia State Bank, and Citigroup Global Markets. He is also involved in managing rental real estate through partnerships and investment activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through affiliations uncommon among large institutional advisors.