Stephen Scheer is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, Scheer worked at Carpet Liquidators and held various positions in other industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Brian Acarregui is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney, where he has worked since 2009. He also serves as a trustee in a trust-related business activity. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a range of investment services backed by extensive resources and tools.

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 who serves clients across the Northwest, Hawaii, and Nevada. His practice focuses on holistic wealth planning aimed at changing perspectives on generational wealth, engaging multiple generations to foster lasting community impact. Colin works with a diverse clientele that includes tech entrepreneurs, business owners, individuals experiencing divorce, families, and non-profit organizations. Colin holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Financial Consultant® (ChFC®) designation, along with being a Personal Investment Advisor (PIA) and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his bachelor's degree from Seattle University with a double major in Finance and Business Economics. Before joining Merrill in 2022, Colin gained experience as a private client advisor at J.P. Morgan, Met Life Securities, and Wells Fargo, beginning his career in 2009. Outside of his professional work, Colin is active in his community, including long-term involvement with the University of Hawaii. He supports clients' mental and physical health and enjoys running, hiking, weightlifting, golf, as well as interests in opera, ballet, dance, poetry, music, reading, traveling, and watching movies.

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 at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies according to 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. His prior roles include positions at VOYA Financial Advisors and Equitable Advisors. He also operates a business entity for tax and investment purposes named Time Advisor Group, 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 at Morgan Stanley with 27 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 1999 to 2009. Schroeder holds Series 63 and Series 65 licenses and is based in Seattle, WA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized offerings such as private funds and structured products.

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 with LPL Financial in Tukwila, WA. She holds a Series 66 designation and has one year of experience with LPL Financial, following over a decade at 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Jonathon Lee is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and its use of algorithmic methods and AI technologies in portfolio management.

Glenn Sadang serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works closely with Merrill clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. His goal is to provide clients with the knowledge and tools necessary to manage their financial lives effectively. Glenn holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. He focuses on helping clients identify their financial goals and develop strategies to pursue them.