Kevin Kramer is a financial advisor at Edward Jones in Kirkland, WA, with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones throughout his career since 2016. 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, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Nellie Roubaud is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has held roles at Bank of America and Merrill since 2015, with a period of unemployment between 2018 and 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party teams, with customized portfolio implementation and various service features.

James Bennett Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bennett serves as a trustee on the Board of Directors at Whitworth University, where he participates on the Investment Committee. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research-driven analysis and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Jiyamapa is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and with 25 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he manages Jiyamapa Consulting, which focuses on identifying, acquiring, and retaining financial advisory practices. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Grace Roh is a financial advisor at J.P. Morgan Securities with 5 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Roh is based in Redmond, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating quantitative and qualitative research.

Forrest Fielder Jr. is a financial advisor with UBS Financial Services in Fall City, WA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with UBS Financial Services since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and capital market assumptions.

Clifford Thomas is a financial advisor with Cetera in Sammamish, WA, holding a Series 66 credential and 27 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of advisory work, he is president of a tax preparation and accounting firm. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management through a multi-manager platform with various program options and affiliated managers.

Ningyi Chen is a financial advisor at J.P. Morgan Securities with two years of industry experience. Chen holds a Series 66 designation and has prior experience at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG frameworks where applicable.

Joshua Madore is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 63 licenses and has eight years of industry experience. His previous experience includes roles at U.S. Bancorp and US Bank. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and other providers.

Dana Ferrell is a financial advisor with Ameriprise Financial Services LLC in Bellevue, WA, holding Series 63 and Series 65 licenses, and has 29 years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory role, he manages business operations and planning for Thumper Enterprises LLC and Attamood LLC, entities supporting his practice. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, specializing in retirement income planning through its Premier Retirement Income service. The firm provides clients with tailored recommendation reports and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

Jessica Steiner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. She has worked at Edward Jones since 2021 and previously held positions at South Sound 911, Salish Lodge, and Verizon Wireless. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dale E. Young III is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 1997 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Maegan Dornan is a CFP® professional with 10 years of experience currently affiliated with Raymond James Financial in Issaquah, WA. She has worked at Wells Fargo Clearing for seven years before joining Raymond James and co-manages Hall & Dornan Capital Partners. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals while offering specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting.

Olivia Ragusa is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, N.A., Dicks Sporting Goods, North Shore Community College, and PartyCity. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lynn Thompson is a financial advisor with Ameriprise in Issaquah, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise in 2017, Thompson worked at Weldon Barber from 2012 to 2017. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Jack Winter is a CFP®, ChFC®, and Series 63 credentialed advisor with 38 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Woodinville, WA office. Outside of his advisory work, Winter owns and operates a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and tax-aware withdrawal strategies designed for clients approaching or in retirement.

Johnette Fulton is a Series 66-registered financial advisor at Ameriprise in Bothell, WA, with four years of industry experience. Prior to joining Ameriprise in 2021, she held roles in the hospitality and interior design sectors, including positions at Amaro Bistro and Classic Touch Interiors and Staging. 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 recommendations and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Guannan He is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with firms including HSBC Securities and Citibank prior to his current role. Outside of finance, he teaches jazz dance classes at a hip-hop/jazz studio serving Chinese students in Seattle. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Muhammad Merchant is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Bank of America and Merrill, as well as entrepreneurial work with Momac Mex Inc and Momac Inc, which operates Subway franchises. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and combines quantitative and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks where applicable.

James Nelsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he spent a small portion of his time acting in a fiduciary capacity related to the estate of his deceased father, Newmark B Nelsen. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using various strategies and supported by advanced operational tools.