Jill Poppe Loveall is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2009. She holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Robb Meyer is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Gregg Quinn is a financial advisor with Ameriprise in Sammamish, WA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Andrew Beason is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to identify their life goals and develop personalized financial strategies aimed at pursuing those objectives. His approach emphasizes a comprehensive understanding of each client’s full financial picture, allowing him to tailor wealth management solutions that adapt to changing market conditions. Andrew’s areas of expertise include education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Washington. Based in Seattle, Andrew is involved in community organizations such as Big Brothers Big Sisters, Seattle Yacht Club, and Crystal Mountain Alpine Club. Outside of work, he enjoys adventure sports, boating, skiing, soccer, and spending time with his family.

Kandace Sylvester is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Investment Services, Umpqua Bank, Columbia Bank, and Wells Fargo. Outside of her advisory roles, Sylvester owns Kan Do Yoga LLC, where she teaches public yoga classes and retreats. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Emmanuel Bofa is a financial advisor at Equitable Advisors with a Series 66 designation. He has one year of industry experience and previously worked in various roles within school districts and at the YMCA Center for Community Impact. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and provides ERISA fiduciary services, focusing on matching clients to appropriate investment models and discretionary managers.

Vernon Applegate is a CFP® with 16 years of experience and has been with Edward Jones since 2010. He is based in Kirkland, WA, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Yuli Lee is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Lee worked for Samsung Futures Inc. from 2017 to 2024 and has a background that includes studying at EWHA Womans University. 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 various institutional investors.

Andrew Baker is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His career includes roles at Mass Mutual Investors Services and Metropolitan Life Insurance Company, along with longstanding involvement in Green Financial. Outside of financial advising, he serves as president of Lewis River Logging Co. Corp, managing the corporation's assets. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, alongside specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Yan Jiang is a financial advisor at J.P. Morgan Securities with nine years of industry experience and holds the Series 66 designation. His prior experience includes roles at Bank of America, Merrill, Cetera, and East West Bancorp. Outside of his advisory work, he is a co-owner of JM 19665 LLC, a family-owned business unrelated to his securities activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mai Hoang is a financial advisor at Merrill in Redmond, WA, holding a Series 66 designation and with four years of industry experience. Mai has been with Merrill since 2018 following a five-year period out of the workforce. Outside of advisory work, Mai is co-owner of family rental properties in Oklahoma and Missouri. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Wright is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior experience includes roles at Morgan Stanley and UBS. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides various wrap fee advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and customizable portfolio options.

Kelli La Belle is a financial advisor with Edward Jones in Issaquah, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, she worked at Mercer & Co. and has been involved in the dance instruction field for over a decade. She also teaches dance classes to children aged 3 to 18 at Inspire Academy of Dance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers various advisory programs and strategies, including discretionary and non-discretionary wrap fees, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Siripond Siriwandee is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, having also worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bryan Tessier is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 66 licenses. Bryan has worked with Equitable Advisors since 2017 and previously with AXA Advisors, LLC. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a network of Investment Adviser Representatives and offers a range of third-party and proprietary advisory solutions without sponsoring its own wrap fee program.

Kyle Tait serves as Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2018. He is dedicated to helping investors develop, implement, and maintain financial plans that address their objectives, with a focus on guiding clients toward financial independence with confidence. Kyle has been with Fidelity Investments since 2001, progressing through various positions including Vice President, Financial Consultant (2012-2018), Account Executive (2011-2012), Investment Representative (2009-2011), Relationship Manager (2009), Financial Representative (2008-2009), and roles in Investments and Service Trading from 2001 to 2004. He holds a California Insurance License.

Robert Sander is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2011. Outside of his advisory role, he is a 50% owner of Jinnelle LLC, a small bakery business operated by his spouse. Charles Schwab 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 offers a combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured due diligence process for alternative investments.

Hironori Mikami is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2011, previously working with AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party programs.

Wei Lin Huang is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation. Huang has been with Edward Jones since 2025. Prior to joining the firm, Huang was self-employed and worked with Uber for three years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through a large network of financial advisors and branch offices nationwide.

Sally Beckwith is a financial advisor at Morgan Stanley with 40 years of industry experience. She has held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Beckwith holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and analytics.