Yumi Summers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked with various branches of JPMorgan Chase since 2011 and was involved with MyMarketplace.us from 2013 to 2017. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments, using a research-supported and forward-looking advisory process.

Cliff Loh is a financial advisor with Merrill in Bellevue, WA, holding Series 66 and Series 63 licenses and has 12 years of industry experience. He previously worked at Equitable Advisors before joining Bank of America and Merrill in 2015. Outside of his advisory role, he is involved in the restaurant business as a server at Regent Bakery and Cafe in Redmond, Washington. 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.

Adam Hargrave is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Edward Jones. Outside of his advisory role, he is a partial owner of Grey Goat Staffing, a temporary staffing company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referrals.

Michael Rogers is a financial advisor at Thrivent Investment Management in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Thrivent Financial and has experience with Friends of the Children Seattle and Bohunt School Wokingham. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based financial planning without discretionary portfolio management.

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 with four years of industry experience. She holds the Series 66 designation and previously worked for Wells Fargo Clearing for eight years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services using proprietary research and planning tools. The firm offers specialized planning services for clients meeting certain net-worth thresholds, covering areas such as retirement, education, and business-owner transition planning.

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 at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and previously worked for PorchLight for five years. Outside of his advisory role, he is involved in civic support activities through PorchLight and serves as a referral source for AP Tax LLC. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Kathryn Henningsen is a CFP® professional with 29 years of industry experience, currently serving with OSAIC since 2024. She previously worked at Securities America Advisors, KMS Financial Services, Avier Wealth Advisors, and Retirement Asset Management. In addition to her advisory role, Henningsen founded KSH Advisors, a boutique financial services firm focused on financial planning and investment management, and volunteers annually with Soulumination’s holiday fundraiser. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through multiple programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a range of tools and strategies, with significant scale and a complex affiliate network.

Kai Hapke is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and five years of industry experience. He has worked at Ameriprise since 2022 and previously held positions at Equitable Advisors, Amazon, and other firms. Hapke is also involved in managing an advisory business at Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that utilizes a centralized team to provide written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal 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.

Kevin Skogen is a financial advisor with Raymond James Financial in Bellevue, WA, holding the ChFC® and Series 66 designations and bringing 23 years of industry experience. He has worked with Mainspring Wealth Advisors and MSI Financial Services, Inc. Additionally, he serves as CEO and financial planner at Mainspring Wealth Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public-finance advisory services uncommon among large institutional advisors.

Marshall Smith is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within Wells Fargo’s network since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients meeting a net-worth threshold.

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.

Armando Vazquez is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2020, with prior roles including guest services representative at Climate Pledge Arena. Outside of advising, he assists guests at entertainment and sporting events. Ameriprise offers retirement-income planning services focused on clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations through a centralized consulting team.