Daniel Suh is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Bank of America, N.A., including Merrill. Suh is based in Bellevue, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and incorporates a broader range of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Renee Chiang is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she worked at Shelf Engine and Deloitte Consulting. She is a co-owner of a biotech startup and has business ownership interests related to real estate. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations that incorporate research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through its affiliated companies and employs algorithmic processes alongside a consulting team to generate tailored retirement income plans.

Jennifer Borgen is a financial advisor at Robert Baird & Co. in Bothell, WA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Robert Baird & Co. since 2014. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, institutions, and charitable organizations. The firm offers a range of investment strategies and services, including discretionary management, separately managed accounts, and municipal advisory, alongside its investment banking and trust capabilities.

Leeann Huggins is a financial advisor with Raymond James & Associates in Kirkland, WA, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including prior roles at Morgan Stanley and Morgan Stanley Private Bank. 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 customized financial planning and advisory services through various portfolio management styles and affiliated research resources.

Lorilee Wells is a financial advisor with LPL Financial in Bothell, WA, holding a Series 66 credential and 24 years of industry experience. Her prior roles include positions at Boeing Employee Credit Union, Raymond James Financial, Investment Advisors International, Merrill, and Morgan Stanley DW Inc. She offers investment products and services through LPL Financial’s DBA, BECU Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, managing over $819 billion in discretionary assets through a large network of advisors.

Brian Estocapio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at Wm Financial Services, Inc. since 2001. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Katie Han is a Wealth Management Planning Consultant who collaborates with clients to identify their financial goals and co-create tailored plans aimed at building confidence in their portfolios. She has experience working with clients to develop strategies that align with their individual objectives. Prior to her current role, Katie served as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Representative at the same firm from 2021 to 2022. These positions provided her with direct experience in client relationship management and financial advising. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Ionut Gusu is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, Compound Interest Investing LLC, and Apple American LLC. Outside of advising, he is a partner in Avia Pervia SRL, where he is involved in bookkeeping and budgeting. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and municipalities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Irina Bolotin is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has worked at LPL Financial since 2010 and has held concurrent roles at Washington State Employees Credit Union since the same year. Outside of finance, she works as a substitute yoga teacher and instructor at several yoga centers in the Seattle area. 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.

Christina Becker is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Raymond James since 2017 and previously spent five years with TIAA/TIAA-CREF. 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 financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Carlyn Earl is a Series 66 licensed financial advisor with seven years of industry experience. She currently works at LPL Financial and previously held roles at KMS Financial Services, Inc. and the Office of Malcolm Montague. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by proprietary research and technology, serving a large network of over 22,800 advisors.

Robert Mc Allister is a financial advisor with Cambridge Investment Research Advisors in Bellevue, WA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Federal Express and has been president of West Seattle Mortgage, Inc. since 2002. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Jasen Biro Suvanapraphai is a financial advisor with Edward Jones in Seattle, WA, holding a CFP® designation along with Series 63 and 66 licenses. He has 26 years of industry experience and has been with Edward Jones since 1999. He serves as a board member of WE Trust Company, participating in quarterly meetings to review business development and financials. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branches, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Matthew Stanley is a financial advisor at Charles Schwab in Bellevue, WA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Equitable Advisors, MassMutual Life Insurance, and MML Investors Services. In addition to his advisory work, he has experience with the Bellevue School District. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment advice and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated custody and brokerage services, and structured approach to alternative investments and cash management.

Priyanka Joshi is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2026. In this role, she collaborates closely with advisors to assist clients in planning and implementing strategies tailored to their financial goals. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant. Her experience encompasses a range of client service and financial planning responsibilities, focusing on serving sophisticated and high-value clients. Further details about her education, credentials, personal interests, or community involvement have not been provided.

Emanuel Roa is a financial advisor at Charles Schwab with a Series 66 credential and six years of industry experience. His prior firms include Fidelity Investments, Penn Mutual Life Insurance Company, and Mainsail Financial Group. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized custody and order-routing services.

Peter Oh is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 28 years of industry experience. He has worked at LPL Financial since 2010 and spent 12 years at Merrill prior to that. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of strategies and technological tools.

Jason Hensrude is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he owned and operated J.R. Hensrude Tax & Accounting for ten years. He also retains ownership of that tax and accounting business, primarily collecting payments from the sale of its client book. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by an extensive nationwide network of advisors and branch offices.

Payal Saraf is a Financial Consultant currently working at Fidelity Investments since 2022. She has held various roles in the financial services industry, including Financial Solutions Advisor at Merrill Edge from 2017 to 2022, Relationship Manager at Bank of America from 2015 to 2017, and Manager at UCO Bank in India from 2012 to 2015. Throughout her career, Payal has developed experience in financial consulting and relationship management. She emphasizes partnering with clients to create customized financial plans that align with their lifetime goals. Her professional background spans multiple financial institutions and roles focused on client service and financial solutions. Payal is committed to giving clients the time and attention needed to understand their individual needs and concerns. This approach supports building strong relationships with clients and their families as they work together toward financial objectives.

Scott Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at Wells Fargo Clearing and Waddell & Reed. Outside of his advisory work, he serves as president of a local Business Network International chapter and co-presents on faith and finances through Generosity University at Compass City Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and has a municipal advisor affiliation that supports its public finance services.