Min Li is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, Min held various roles including positions at Meta via Intelliswift, Luckyclover LLC, and Incyte Corp. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dawn Williams is a financial advisor at Ameriprise with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2009. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Rodney Tameno is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding a Series 66 designation and six years of industry experience. His career includes roles at Wells Fargo Clearing and National Securities Corporation, with nearly a decade at VFinance Investments. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to deliver customized recommendations, integrating advisory services with other financial products and referral channels.

Douglas Webb is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2013. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm‑approved tools but generally does not provide individual security recommendations within standalone planning programs.

John Coeuille is a financial advisor with Edward Jones in Bellevue, WA, holding Series 63, Series 65, and Series 66 designations and bringing 22 years of industry experience. His prior roles include positions at CUSO Financial Services, Prudential Investment Management Services, USAA Financial Planning Services, and Genis Capital Management LLC. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Stephen Williamson is a Series 66-licensed financial advisor with Edward Jones in Federal Way, WA. He has nine years of industry experience and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory programs and investment strategies with a nationwide network of financial advisors and branch offices.

Bill Congdon is a Planning Consultant at Fidelity Investments as of 2024. In this role, he partners with clients and their Wealth Management Team to craft financial plans that align with their personal situations and investment preferences. His approach involves learning about clients and their families to provide clarity and confidence in pursuing their financial goals through a personalized planning experience. Prior to his current position, Bill worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, he held roles as a Financial Professional at Equitable Advisors from 2020 to 2022 and at AXA Advisors from 2019 to 2020.

Thomas Grava is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is part of a three-advisor team supported by two associates. He grew up in Washington State and currently resides in Lake Forest Park. With over 80 years of combined team experience at Merrill Lynch, Thomas focuses on guiding clients through complex financial environments with an emphasis on education and personalized wealth management strategies. His expertise covers a wide range of client needs, including family wealth management, services for endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, and retirement income strategies. Thomas works closely with clients to develop tailored financial plans that reflect their long-term goals and values. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Thomas earned a Bachelor's Degree from Washington State University. Outside of his professional role, he is involved in community volunteer activities and enjoys boating, cooking, gardening, reading, swimming, and spending time with his family.

Benjamin Mclaughlin is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies through a combination of in-house and third-party managers, supported by RBC’s integrated capital markets and asset management capabilities.

Cherise Briggs Hand is a Series 66-licensed advisor with Equitable Advisors, based in Bellevue, WA. She joined Equitable Advisors in 2025 and has one year of industry experience. Outside of financial advising, she works as a yoga instructor at several YogaSix locations and has experience in the hospitality and service industries. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Benjamin Bear is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He worked at Pruco Securities, LLC from 2000 to 2024 before joining LPL Enterprise. Bear serves on the board of the National Association of Insurance & Financial Advisors, overseeing one of the four regions in Washington State and participating in member recruitment and event organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program, alongside affiliated insurance and trust services.

Rachel Knight is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and bringing 26 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and several nonprofit foundations. She serves as secretary on the board of the Sundance Glen Homeowners Association. 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. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies.

Jason Formo is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2019, following an 11-year tenure at RBC Capital Markets Corporation. He is based in Seattle, WA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Steven Alonzo is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors, LLC since 2020 and previously at JP Morgan Securities LLC from 2013 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Sharona Chandra is Vice President and Wealth Planner at Fidelity Investments. In this role, she assists clients and their families in navigating significant financial decisions throughout various life stages. She collaborates closely with clients to understand their values, aspirations, and priorities, co-creating financial plans aimed at wealth accumulation, retirement readiness, wealth transfer, and legacy planning. Sharona began her career as a Private Client Banker at JP Morgan Chase from 2019 to 2023. She then held several positions within Fidelity Investments, progressing from Investment Consultant (2023-2024) to Financial Consultant (2024-2026), before assuming her current role in 2026. Her expertise spans wealth planning and investment consulting. Outside of her professional pursuits, Sharona has interests in art, cooking and baking, hiking, painting, and traveling.

Aileen Krohn is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc., and is also involved with Macaulay & Associates LLC. 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 financial planning and asset management services, supported by a large network of advisors and integrated financial solutions.

Steven Harlow is a financial advisor at Merrill based in Seattle, WA, with 16 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Incorporated and Bank of America, N.A. since 2009. Outside of his advisory role, he manages a residential rental property through a personal LLC. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Emily Bahr is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 22 years of industry experience. She previously worked at Foresters Financial Services and Foresters Advisory Services before joining Cetera in 2019. Outside of her advisory role, she serves as vice president of the Hilltop Elementary PTSA, secretary for the Ashbrooke Homeowners Association, and treasurer for the Brier Terrace Middle School PTSA. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.

Eileen Days is a Wealth Management Advisor and co-founder of Chan Days Wealth Management, a mother-daughter team based in Bellevue, Washington. She works closely with executives, medical professionals, and privately-held business owners to provide tailored financial strategies, in-depth advice and guidance, and dedicated service. Within her team, Eileen leads business management and focuses on advancing an optimal client experience. She has expertise in investment evaluation, insurance selection, client relationship management, and connecting clients to resources and specialists across the Bank of America enterprise. Eileen has been a Wealth Management Advisor with Merrill Lynch Wealth Management since 2008 and began her career with Bank of America in 2002. She has held leadership roles including Sales Manager of the Merrill Evergreen Market and Resident Director of the Federal Way Merrill Lynch Wealth Management office. She holds a Bachelor's Degree from Bastyr University and the Chartered Financial Consultant (ChFC) designation. As a qualified Portfolio Manager, she can build and manage personalized or defined investment strategies for clients. In addition to her professional responsibilities, Eileen is active in the community, serving on the boards of the Bellevue Boys & Girls Club and South Seattle College Foundation. She also volunteers with Bank of America’s local Community Volunteer Group and participates in the bank’s employee networks. Outside of work, she enjoys spending time with her family, engaging in arts and crafts, playing games, and coordinating extracurricular activities for her three children.

Chad Garr is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2004 to 2008. Outside of advising, he has a 50% ownership interest in KIOKE LLC, a company that holds farmland leased for grazing and farming. 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 combines brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.