Michael Macaulay is a financial advisor with LPL Financial based in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. He is also co-owner of Highlander Capital LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing diversified investment strategies supported by internal research and third-party subadvisors.

John Fratangelo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies that align with clients' individual financial goals and adapting to changing market conditions. He also offers access to investment insights from Merrill and banking and lending solutions from Bank of America. John holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Hobart College. He is committed to the Merrill tradition of community involvement and dedicates time to volunteering with local organizations.

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. He holds the Series 66 designation and previously worked at E*Trade Securities and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional entities, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

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. with a Series 66 designation and three years of industry experience. She has held positions at Robert W. Baird since 2022 and previously worked in various roles across several companies including Trident Seafoods and The Ritz-Carlton, San Francisco. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management using a variety of strategies, including traditional and non-traditional investments, and provides both discretionary and non-discretionary services.

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. Prior to joining LPL Financial, Edwards worked at Northwestern Mutual and in several advisory roles dating back to 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management, utilizing proprietary and third-party research and technology solutions.

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. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured discovery conversations and approved planning tools in its financial planning process.

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.

Steven Manger is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2012. Outside of his advisory role, he is the 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 for individuals, high-net-worth clients, and institutional investors.

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.

Carol Linthicum is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Aidah Larsen is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 65 and Series 63 credentials and has previously worked at Fidelity Investments, TD Ameritrade, and Morgan Stanley. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a nationwide network of over 14,000 financial advisors.

Rebecca Olson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Bryce Higgins is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial and its affiliated entities since 2021. Outside of advising, he is involved with 360 Capital Inc. in Silverdale, WA, where he assists with daily branch operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.