Edmond Powell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing services that include corporate benefits, employee benefits planning, equity compensation services, family wealth management strategies, services for defined benefit plans, employee financial health, personal retirement planning, portfolio management services, and retirement income. Edmond holds a Bachelor's Degree from Arizona State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials support his expertise in developing personalized financial plans tailored to individual client goals and circumstances. His approach involves connecting clients to the people, plans, and processes that align with their unique ambitions, focusing on areas such as funding education, retirement lifestyle planning, healthcare cost coverage, and long-term family goals. Edmond emphasizes simplicity and transparency in wealth planning to help clients navigate the complexities of investing.

Stephen Scheer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles outside the financial sector, including positions at Carpet Liquidators and Humble Electric. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advise multiple registered investment companies.

Jay E Emmingham is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to the unique financial situations of his clients. Jay focuses on areas including executive compensation, equity compensation services, family wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, women and wealth, and tax minimization. Jay holds a Bachelor's Degree from the University of Oregon and a Master of Business Administration (MBA) from Marylhurst University. He is a Personal Investment Advisor (PIA) and is fluent in English and Chinese. He is involved with professional organizations such as the Chinese Information and Service Center and the University of Washington NSF I-Corps Site Program - CoMotion. In addition to his professional work, Jay participates in community activities with the Chinese Information and Service Center, the University of Oregon Alumni Association Seattle Chapter, and the University of Washington - CoMotion. His personal interests include baseball, basketball, camping, football, interior decorating, photography, running, soccer, spending time with his family, and traveling.

Brian Acarregui is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. He serves as a trustee or co-trustee in a family trust outside of his advisory role. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Patrick Foley is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and having six years of industry experience. He has been affiliated with both Merrill and Bank of America since 2016. 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, offering model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Hoke is a Series 66-licensed financial advisor with Morgan Stanley in Seattle, WA, bringing 22 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the sole proprietor of a property management business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone financial planning services.

Scot Sageser is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Avantax Advisory Services and World Equity Group, Inc. He is actively involved in several community and nonprofit organizations, serving in leadership roles with groups such as the Valley of Bremerton Scottish Rite, the Scottish Rite Scholarship Foundation of Washington, and the Franklin Lodge No 5, all of which focus on scholarships, education, and charitable activities. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management, financial planning, and access to third-party managers, operating a multi-manager platform with a broad range of program options and custodial relationships.

Colin Igawa is a Wealth Management Advisor currently serving clients across the Northwest, Hawaii, and Nevada through Merrill. His practice is focused on holistic wealth planning, with particular attention to generational wealth and engagement across generations. Colin works with a diverse clientele including tech entrepreneurs and their employees, business owners, individuals experiencing divorce, and nonprofit organizations. Colin brings an approach characterized by listening closely to clients to understand their personal and professional goals, retirement visions, and financial aspirations. He provides expertise in areas such as exit and succession planning for business owners, tax minimization, family wealth management, and employee financial health. Colin is certified as a CERTIFIED FINANCIAL PLANNER® (CFP®) and holds the Chartered Financial Consultant® (ChFC®) designation, alongside his designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Prior to joining Merrill in 2022, he held advisory roles at J.P. Morgan, Met Life Securities, and Wells Fargo since beginning his career in 2009. He earned a Bachelor's degree with a double major in Finance and Business Economics from Seattle University. Outside of his professional role, Colin serves the community through involvement with the University of Hawaii and supports clients' mental and physical health. His personal interests include running, hiking, lifting weights, playing golf, as well as attending opera, ballet, dance performances, and poetry events.

Jason Lynch is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has worked at both Bank of America, N.A. and Merrill for the past 10 years. Outside of his advisory role, Lynch is an advisory board member of Alexander Hamilton Scholars, a charitable organization focused on supporting high-achieving, underprivileged youth transitioning from high school to college. He is also involved in family investment partnerships that manage outside investments and estate planning. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional accounts.

Caleb Cissna is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held various roles in hospitality and automotive sectors and worked in educational institutions. Caleb is currently associated with Columbia Hospitality alongside his advisory role. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Natasha Bulpin is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and seven years of industry experience. She has been with RBC Capital Markets since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of investment programs and combines in-house and third-party managers to implement strategies aligned with each client’s advisory risk profile.

Hailey Howard is a financial advisor at UBS Financial Services with a Series 66 designation and 0 years of industry experience. Her prior work experience includes roles at Fernhaus, Independent Bank, and involvement with Main Street Food Ventures. She also has a background in education, having worked at the University of Michigan, Ionia High School, and Ionia Middle School. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services, offering a range of products and research-driven advisory solutions tailored to clients' goals and risk tolerances.

Jason Demarre is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Voya Financial Advisors for seven years. He is involved with Time Advisor Group, LLC, a business entity for tax and investment purposes unrelated to investment advisory services. LPL Financial is an investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of management approaches supported by internal and third-party research.

Lynn Russell Ashihara is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 registrations with 32 years of industry experience. She has been with Merrill since 2009 and also maintains a long-term association with Bank of America, N.A. since 2003. Outside of her advisory role, she is involved with Nexus Condominium Investment in Seattle. 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, pension plans, corporations, and charitable organizations.

Michael Doney is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at UBS Financial Services since 1998. Outside of his advisory role, he serves as a trustee managing family trusts, including overseeing asset distributions and liquidation of real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Suzanne Friedel is a financial advisor at Merrill with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Merrill since 2005. She also has experience at Bank of America, where she has worked since 2009. 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, and institutions.

G Schroeder is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and totaling 27 years of industry experience. He has worked at Citigroup Global Markets since 1999 and has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market-based return estimates.

Joel Bakker is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and Series 66 credentials and bringing 11 years of industry experience. He has previously worked with Raymond James Financial Services in various capacities and owns two support businesses, Just in Kees LLC and Vertical Wealth, which serve as administrative entities related to his prior Raymond James business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income and tax-aware withdrawal strategies.

Heather Odegaard is a financial advisor at LPL Financial with a Series 66 designation and over a decade of experience, including her current role since 2025 and prior work with BECU Investment Services since 2014. She operates from Tukwila, Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management and access to model portfolios and research.

Timothy Swanson is a CERTIFIED FINANCIAL PLANNER™ practitioner with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Campbell Soup Company from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary wrap fee strategies along with tax-efficient services.