Daniel Walker is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Fidelity Investments, Silicon Valley Bank Private Bank, Ameriprise, and Parcion Private Wealth LLC. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sarah Cecil is a CFP® and holds a Series 66 license with 15 years of industry experience, all at Edward Jones since 2011. She is based in Seattle, WA. Outside of her financial advisory role, she owns several rental properties in the Seattle and Issaquah areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Susan Youngsman is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She previously worked at Banc Of America Investment Services, Inc. from 1998 to 2006 before joining Linsco Private Ledger in 2006. Outside of her advisory role, she serves as president of her own LPL business entity, Susan Youngsman & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning, asset management, and institutional platforms, utilizing various portfolio strategies and technology tools to support its advisors.

Rachel Seely is a CFP® professional with six years of experience in financial advising, currently with UBS Financial Services in Seattle. She has been with UBS since 2017, including her time as a student at the University of Washington. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor financial plans and portfolio management strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Chun Lee is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor entity since 2001. Outside of his advisory role, he sells long-term care insurance and provides notary services to clients on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephanie Schnieder is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to clients’ risk profiles, leveraging both in-house and third-party investment managers and emphasizing customizable investment solutions.

Christopher Perrault is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2010 and with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Daniel is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and no prior industry experience. His background includes roles at MassMutual Life Insurance Company, Goldman Sachs & Co. LLC, Morgan Stanley, and Uber Technologies. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and emphasizes event-driven planning programs such as divorce, estate settlement, and employer-sponsored planning.

Christian Cobb is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017, following prior roles at Umpqua Investments and Umpqua Bank. Outside of his advisory work, he is a managing member of a hazelnut farm LLC and serves as trustee for a family trust. 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, and institutional accounts.

Alexander Saliba is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Merrill since 2010. He is based in Seattle, WA. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Moss is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 designations and totaling 30 years of industry experience. He has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 1991. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tiffany Shifflette is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 21 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Antoine Toussaint is a CFP®-certified financial advisor at Morgan Stanley with 18 years of industry experience. He previously worked at LPL Financial and Northwestern Mutual in various wealth management and investment roles. Toussaint also serves as an officer of HEAT LLC, a real estate investment entity based in Seattle. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured processes and advanced modeling tools.

Chase Endreson is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience with Wells Fargo Bank, nA, In Aisle Eight LLC, and Costco. Outside of his advisory role, he has been involved with In Aisle Eight LLC since 2017. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Braden Young is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation with two years of industry experience. His previous work includes roles at UberEats, DoorDash, and the University of Washington. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Richard Grunder is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010, with prior roles at Merrill and AllianceBernstein. Outside of his advisory role, he owns and manages a single-family vacation rental property through Four Arkoudes, LLC. 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, incorporating ESG frameworks and leveraging broader derivatives and commodities capabilities.

Michael Fettig is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade, Inc. 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 searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Kelvin Herbruger is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. His prior experience includes roles at Boston Consulting Group and D.A. Davidson & Co. RBC Wealth Management, part of RBC Capital Markets, LLC, serves individual and institutional clients through tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of investment managers and offers customized strategies including tax management and responsible investing options.

Hannah Beierman is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at VALIC Financial Advisors Inc/AGIA. Outside of her advisory role, she is appointed as an agent to sell non-securities insurance products for AGIA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Eric Westberg is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. Westberg owns and operates Moss Mountain Services, offering consulting to independent financial professionals, and is a member of ZW Financial LLC, which operates under the dba Cascadia Wealth Advisors. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and various managed account strategies.