Adam Hargrave is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding a Series 66 designation and 18 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2012. Outside of his advisory work, he is a partial owner of a temporary staffing company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet certain net-worth criteria.

Tonya Hayward Demme is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 43 years of industry experience. She has worked with Cetera since 2013 and has a concurrent affiliation with Farmer's Insurance Group since 1982. Additionally, she is commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and advisory services through a large national network of independent advisors.

Michael De Stefano is a CFP® with over 32 years of industry experience, currently serving at Edward Jones since 1993. He holds Series 63 and Series 66 licenses and is based in Redmond, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies alongside affiliated mutual funds and a proprietary money market fund.

Taylor Upton is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work experience at companies including Mod Pizza, Instacart, and Under Armour. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Monika Gupta is a financial advisor at Wells Fargo Advisors in Issaquah, WA, holding a Series 66 designation with three years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options tailored to clients meeting a net-worth threshold.

Charles Barber is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience, including 12 years at Edward Jones prior to joining Raymond James in 2023. Barber is the owner of Snoqualmie Valley Financial, a DBA under his parent company CCB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through affiliations uncommon among large institutional advisors.

Riley Williams is a financial advisor with Cambridge Investment Research Advisors in Bellevue, WA, holding a Series 66 credential and 1 year of industry experience. Prior to joining Cambridge, Williams worked for PorchLight for five years. Outside of advisory work, Williams is involved with PorchLight as support staff and acts as a referral source for AP Tax LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a range of portfolio management approaches and provides access to both proprietary and third-party investment strategies.

Erik Alexander is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include seven years at Voya Financial Advisors and multi-year tenure at Cetera Wealth Services, LLC. Alexander is also involved in other business activities, including serving as an insurance agent selling life, health, disability, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a variety of discretionary and non-discretionary investment programs and maintains a network of over 10,000 advisors managing more than $256 billion in assets.

Samuel Gullette is a CFP® professional with 25 years of industry experience, currently at Cetera since 2023. He has held roles at WestStar Prosperity Group and Voya Financial Advisors, among others. Outside of advisory work, he is the boys vice president of Eastlake Lacrosse, where he supports coaching staff and community engagement. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment programs and portfolio management options through a large network of independent advisors.

Caroline De Stefano is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation. She began her career at Edward Jones in 2026 and has previous experience in leadership and organizational roles at the Port of San Diego, the Center for Creative Leadership, Chapman University, Leadership Inspirations, and The Leadership Side. Caroline has been involved with leadership-focused organizations for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Marshall Smith is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2012. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, including specialized planning such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to implement them through various brokerage or advisory options.

Solomon Karmel is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked at Cetera and its affiliated entities since 2003 and is also CEO of Greenlight Investors LLC, a holding company. Outside of advising, he is involved as a partner and co-creator of Triviavore, a retail sales venture. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with discretionary and non-discretionary options.

William Hunt is a financial advisor with Equitable Advisors in Redmond, WA, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2008. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and TAMPs for client portfolio management and provides fiduciary services to qualified plans.

David Piscitelli is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Washington Energy Services for eleven years in sales. Outside of finance, he is a co-owner of Kinsey Meredith Photography, a photography business based in Woodinville, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, including managed accounts and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Huajun Cao is a financial advisor at Cetera with 2 years of industry experience. He holds the Series 66 designation and has prior experience at Merrill and Bank of America, N.A. Cao is based in Bellevue, WA. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers a range of portfolio management and financial planning services.

Michael Hauer is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent 18 years at Rei. He also had a consulting role with ExpertVoice in early 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Junhong Li is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, Li worked at Bank of America from 2022 to 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a mix of model-based and discretionary investment strategies.

Therese Mille is a financial advisor with Edelman Financial Engines in Issaquah, WA, holding Series 63 and Series 65 licenses with 10 years of industry experience. She previously worked at Soundmark Wealth Management from 2011 to 2024 before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm emphasizes diversified model portfolios, a committee-driven investment process, and offers both discretionary and non-discretionary advice through a large-scale platform managing approximately $326 billion across various client segments.

Haiyan Xu is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined the Waarbroek-Lin Group in 2018 and supports clients in various aspects of their financial lives, including portfolio management, personal retirement planning, corporate benefits, family wealth management strategies, and international wealth management. Her responsibilities also involve managing corporate retirement plans and serving client segments such as women and wealth. Haiyan holds a bachelor's degree in Applied Mathematics from the University of California, Los Angeles, and a Master of Science in Applied Finance from Pepperdine University. She has professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to joining Merrill, Haiyan worked with LPL Financial. She is proficient in English and Mandarin. Outside of her professional work, Haiyan enjoys hiking, swimming, traveling, and supporting charity events.

Danxia Zhen is a Senior Financial Advisor at Merrill Lynch Wealth Management in Boston. She provides personalized wealth management strategies, drawing on the investment insights of Merrill and the banking and lending solutions of Bank of America, to help clients pursue their long-term financial goals. Her client focus areas include college education planning, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and tax minimization, among others. Danxia holds a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. She carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English, Mandarin, and Yue (Cantonese), she follows the Merrill tradition of community involvement through volunteer work. Outside of her professional activities, Danxia enjoys boating, cooking, hiking, traveling, and practicing yoga.