Bobson Lee is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Wells Fargo Clearing since 2024 and was previously employed at Wells Fargo Bank, N.A. from 2019 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jack Doney is a financial advisor at UBS Financial Services with five years of industry experience. He has held positions at J.P. Morgan Securities, JPMorgan Chase Bank, MassMutual Life Insurance Company, and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jeffrey Roberts is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Prior to joining Baird in 2021, he worked at StockShield LLC and spent over two decades at ADP. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Zijia Ye is a financial advisor at J.P. Morgan Securities with five years of industry experience. Zijia holds Series 66 and Series 63 licenses and has previously worked at Bank of America, New York Life Insurance Co, and Northwestern Mutual. 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 and qualitative due diligence and includes capabilities in derivatives and commodities through affiliated entities.

Kim Fox is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, 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 and third-party sources.

Hahn Young is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at CITI Private Bank and J.P. Morgan Securities Inc. in Seattle, WA. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Thomas is a CFP® with 24 years of industry experience, currently an advisor at LPL Financial since 2021. Her prior experience includes roles at Einberger Financial Planning Inc and Waddell & Reed Inc, among others. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Robert Maas is a financial advisor with Ameriprise in Mercer Island, WA, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Maas is involved in independent insurance brokering and owns a business named Too Belay. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning recommendations focusing on dependable income sources and tax-aware withdrawal strategies. The firm integrates proprietary research and third-party data in a structured program with enrollment criteria that include minimum investable assets and managed account holdings.

Ileana Monico Gonzalez is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has previously worked at Bank of America for five years. 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 institutions.

Andrew Dickson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He previously worked for UBS Financial Services Inc. for nine years before joining Wells Fargo in 2025. He holds a Series 66 designation and is based in Bellevue, WA. 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.

Cole Weaver is a financial advisor with Equitable Advisors based in Bellevue, WA, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to his current role starting in 2020, he has worked with organizations including Seattle Sports Commission, Names Fitness Center, and Pacific Lutheran University. Outside of finance, he provides commentary for sports teams such as Ballard FC and Tacoma Stars and is a member of the French American Chamber of Commerce in Seattle. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans.

Jianmin Gu is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Transamerica Financial Advisors, and Signator Investors, Inc. Outside of his advisory role, he owns and manages several rental properties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning facilitated by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Stephanie Ispas is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she worked in retail and educational roles, including at Sephora and Mathnasium. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a variety of investment vehicles and fund structures.

Christopher Kyle is a CFA® charterholder with 11 years of industry experience. He currently works at MassMutual Investors Services and MassMutual Life Insurance Co, where he has been employed since 2023. Prior to that, he spent several years at Russell Investments. 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 offers collaborative, annual financial planning engagements using firm-approved analytical tools and presents event-driven planning services in specific areas such as divorce and estate settlement.

Lynn Brix is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. She previously worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2000 to 2009 before joining LPL Financial in 2009. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with support for both discretionary and non-discretionary investment strategies.

Joshua Wessels is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. His background also includes roles outside the financial sector, such as positions with Amazon Fresh and various delivery services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of investment options and utilizes advisor-facing tools, supporting over 22,900 advisors and overseeing more than $819 billion in discretionary assets.

Edward Conti is a financial advisor with Ameriprise in Bellevue, WA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in independent insurance brokering. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Sek Seng Lim is a financial advisor at Merrill based in Seattle, WA, holding a Series 66 designation with six years of industry experience. He has been with Merrill and Bank of America, N.A. since 2017, following a one-year period of unemployment. 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Sanjay Das is a CFP® professional with 33 years of experience in financial advising, currently serving at LPL Financial since 2017. Prior to this, he spent 15 years at National Planning Corporation. He also teaches at Golden Gate University and delivers seminars for new parents through the PEPs (Parents of Newborns) program. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios, utilizing both proprietary research and third-party strategies.

Tyler Matthews is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with 15 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he has served as a basketball coach for the Lake Washington School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and research-based investment strategies.