Spencer Salvador is a CFP® professional with 13 years of industry experience, currently serving as an advisor at LPL Financial. He previously worked at Cambridge Investment Research Advisors Inc. and Cambridge Research Investment, Inc. Salvador is also an independent insurance agent with Finity Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolio programs and third-party asset management.

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.

Michael Macaulay is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Arbor Point Advisors and Securities America entities, and has been operating Michael N. Macaulay & Associates, LLC since 1996. Outside of his advisory work, he is a co-owner of Highlander Capital LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, combining technology tools with a large network of advisors managing over $800 billion in discretionary assets.

David Jordan is a financial advisor at Thrivent Investment Management in Silverdale, WA, holding a Series 66 designation with eight years of industry experience. Prior to joining Thrivent, he served on active duty in the military from 2013 to 2017. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Cory Jantaworn is a financial advisor at Raymond James & Associates with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley and E*Trade Securities. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services with an emphasis on non-discretionary relationships.

Isabelle Lannertone is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Lululemon and has a background that includes diverse roles ranging from culinary arts to consulting and sports instruction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and investment options, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Savanna Atlas is a financial advisor at Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation with three years of industry experience. She has worked at Baird since 2022 and previously held roles at Atlas Household, Trident Seafoods, Lexus of Bellevue, American Packaging, The Ritz-Carlton in San Francisco, and Lifetime Fitness. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through financial planning, portfolio management, and custody and brokerage services. The firm employs manager-traded and model-traded strategies, tax-management, direct-indexing, and ongoing manager selection supported by internal research and advanced tools.

Sasha Fuse is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Charles Schwab, she worked at Fidelity Investments and has held various roles outside the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a multi-asset model portfolio approach supported by in-house research.

Blake Edwards is a financial advisor with LPL Financial in Seattle, WA, holding CFP® and ChFC® designations and 11 years of industry experience. His prior work includes roles with Northwestern Mutual Wealth Management Company and other firms. Edwards also earns commissions from insurance companies for the sale of non-variable life, health, annuity, and disability insurance products. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Patrick Mcdevitt is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at First Allied Securities and Advisory Services before joining Cetera in 2020. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Matthew Eyerly is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Key Investment Services and KeyBank, as well as nearly a decade at Elemetal Direct. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and offers a broad range of investment and financial services.

Alexander Eiken is a Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized financial strategies for individuals, families, and business owners. He focuses on a comprehensive approach to wealth management, assisting clients with retirement planning, investment management, education funding, risk management, and wealth transfer strategies. Alexander works closely with clients to understand their unique goals and priorities, aiming to deliver tailored recommendations that align with their long-term objectives. Alexander earned a Bachelor of Business Administration from Gonzaga University. He holds several industry-recognized designations, including Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS®), and Certified Plan Fiduciary Advisor (CPFA®). These credentials reflect his expertise in retirement planning, investment management, and fiduciary best practices. Outside of his professional role, Alexander enjoys various sports and activities such as basketball, soccer, skiing, and traveling. He values the principles of discipline, teamwork, adaptability, and lifelong learning, which he incorporates into his client relationships to provide thoughtful and responsive financial advice.

Ronald Cuellar Jr. is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is involved in managing a rental property in Tacoma, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Laurie Ovesen is a Financial Consultant at Fidelity Investments, a position she has held since 2018. She has extensive experience in financial advisory roles, having previously worked as a Financial Advisor at Morgan Stanley from 2017 to 2018 and Heritage Bank from 2015 to 2017. Prior to that, she served as Regional Vice President at The Principal Financial Group from 2004 to 2015. Laurie specializes in creating comprehensive, multigenerational wealth and retirement plans tailored to her clients' goals, challenges, and guiding values. She holds a California Insurance License. Outside of her professional work, Laurie enjoys a variety of personal interests including food, football, kayaking, caring for pets, reading, and playing tennis.

Theresa King is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has been with MML Investors Services and Massachusetts Mutual Life Insurance Co since 1998. Outside of her advisory role, she works part-time as a group health sales agent and engages in real estate transactions representing herself and her husband. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning as annual collaborative relationships using firm-approved analytical tools and provides a range of event-driven planning services.

Steven Manger is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2012, with prior roles at LPL Financial, HSBC Securities, and Banc of America Investment Services. Outside of his advisory work, he is an owner of a rental property in Seattle. 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 supported by internal and third-party managers for a diverse client base including individuals, institutions, and charitable organizations.

Thomas Rhea is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked for Laird Norton Wealth Management for ten years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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, and manages approximately $2.74 trillion in client assets.

Gregory George is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.