Clayton Larsen is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, N.A. since 2004. 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.

Jacom Schallenkamp is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 credential and six years of industry experience. He has worked with Soundview Financial Group and The Bay Club Company and has held roles at various other organizations including Uber and Utah Valley University. Outside of his advising role, he is also an associate financial advisor at Soundview Financial Group, where he is involved in advisory services and trade desk management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s investment approach combines internal research, third-party data, and algorithmic tools within a managed account framework.

Jack Fisher is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Albertsons, Redfin, Kelly Services Inc, and Conduent. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.

Chad Reibman is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015 respectively. Outside of finance, he owns and performs magical entertainment through his business G.G. GREEN MAGIC LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s market outlooks.

Todd Kelly is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he serves as a board member for the Queen Anne Little League, overseeing the teen umpire program, and volunteers monthly with Banchero Disability Partners, a charitable organization supporting adults with developmental disabilities. 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 serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Christopher Mullen is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013. Mullen serves as a board member of the Tacoma Executives Association, a local professional networking group. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm employs a structured financial planning process and provides access to comprehensive investment resources, managing approximately $2.74 trillion in client assets.

Ashlynn Helm is a financial advisor at MassMutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining MassMutual Investors Services, she worked at MassMutual Life Insurance Company and has also held roles outside the financial industry, including positions at Plato’s Closet and AMC Movie Theaters. MassMutual Investors Services operates as 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 emphasizes annual collaborative financial planning engagements supported by firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Alyssa Jarman is a CFP®-certified financial advisor with 10 years of industry experience. She currently works at OSAIC and previously held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Jarman is involved in financial education through seminars and also owns vacation rental properties. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated advisory services and employs various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

David Powell is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has held various roles within Morgan Stanley and its affiliates since 2010, including the Private Bank and Smith Barney divisions, and previously worked at RBC Capital Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs and financial planning services. The firm’s approach includes structured discovery processes and planning tools, offering both direct and corporate financial planning solutions while managing approximately $2.74 trillion in client assets.

Vincent La Cava is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise since 2009, including six years at its Bellevue, WA office. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning that addresses dependable income sources and tax-aware withdrawal strategies.

Victor Escobedo Garcia is a financial advisor with Wells Fargo Clearing in Seattle, WA. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2026. Prior to this, he held positions at Wells Fargo Bank, US Bank, and Keybank, among other roles. Wells Fargo Advisors is a national securities firm that provides 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.

Clayton Perkins is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Merrill since 2009 and previously worked at Banc of America Investment Services, Inc. from 2000 to 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, with tailored portfolio implementation and tax-aware options.

Curtis Geathers Jr. is a Series 66-licensed financial advisor with Merrill in Bellevue, WA, holding three years of industry experience. His prior work includes roles at Bank of America, Girard Wood Products, The Wave Car Wash, Domino’s Pizza, and the University of Puget Sound. 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 individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Reed Terry is a financial advisor with LPL Financial in Woodinville, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 13 years before joining LPL Financial in 2026. 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 through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies along with technological tools to support its advisors.

Timothy French is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at JPMorgan Chase Bank, N.A. and key Investment Services, LLC. He is based in Seattle, WA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Christian Sailer is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney and is the sole proprietor of Christian Sailer LLC, a consulting and recreation business focused on firearms. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by approved tools and resources.

Michael Oldenburg is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Financial Engines Advisors and TD Ameritrade. Outside of his advisory role, he is involved with The Oshibori Company LLC, a business specializing in the marketing and sales of wet and dry hand towels and warmers. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios through advisor-led and online platforms.

Lise Minthe is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets LLC for seven years before joining Wells Fargo in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Vincent Esposito is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves as a registered commodity pool operator and formal advisor to multiple registered investment companies.

Douglas Mansell is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and no prior industry experience. His background includes roles at the Federal Aviation Administration and the National Transportation Safety Board. Mansell is also the owner of Adept Wealth Management LLC, an entity focused on marketing and bookkeeping. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented strategies.