Pranam Tamrakar is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including 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 both internal and third-party managers.

Jacom Schallenkamp is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 credential and six years of industry experience. He has worked with Soundview Financial Group and The Bay Club Company and has held roles at various other organizations including Uber and Utah Valley University. Outside of his advising role, he is also an associate financial advisor at Soundview Financial Group, where he is involved in advisory services and trade desk management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s investment approach combines internal research, third-party data, and algorithmic tools within a managed account framework.

Alyssa Jarman is a CFP® professional with 10 years of industry experience. She has worked at Osaic since 2020 and previously held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Outside of her advisory work, she owns and manages vacation rental properties. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and multiple investment platforms.

John Baggett is a financial advisor at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at JPMorgan Chase Bank and JPMorgan Securities LLC. Outside of his advisory work, he rents a room in his secondary residence to a friend. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Reed Terry is a financial advisor with LPL Financial in Woodinville, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 13 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies along with technological tools to support its advisors.

Timothy French is a financial advisor at J.P. Morgan Securities in Seattle, WA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Key Investment Services, LLC. French has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and may include an ESG eligibility framework.

Douglas Mansell is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and no prior industry experience. His background includes roles at the Federal Aviation Administration and the National Transportation Safety Board. Mansell is also the owner of Adept Wealth Management LLC, an entity focused on marketing and bookkeeping. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented strategies.

Lindsey Moll is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Lance Sevier is a CFP®-designated financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with firms including Penn Mutual Life Insurance Company, UBS Financial Services, and Alaska USA. 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 wide range of advisory and brokerage services, employing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Michael Lampros is a financial advisor at Charles Schwab with 12 years of industry experience and holds a Series 66 designation. He has worked at several firms including LPL Financial, Scottrade, TD Ameritrade, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, offering multi-asset model portfolios and alternative investment options supported by a centralized operational structure.

Eymer Escobar Ramirez is a financial advisor with Raymond James Financial in Seattle, WA, holding a Series 66 designation and four years of industry experience. His work history includes positions at Merrill Lynch, Bank of America, and KeyBank. Outside of his advisory role, he operates a travel vlog on social media and is currently pursuing an Associate of Arts degree at North Seattle College. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Sharon Huang is a financial advisor with Ameriprise in Kirkland, WA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Pearle Vision and managing household financial matters. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with personalized retirement income planning and tax-aware withdrawal strategies based on comprehensive investment research and analysis.

Zijia Ye is a financial advisor at J.P. Morgan Securities with five years of industry experience. Zijia holds Series 66 and Series 63 licenses and has previously worked at Bank of America, New York Life Insurance Co, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and includes capabilities in derivatives and commodities through affiliated entities.

Jianmin Gu is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Transamerica Financial Advisors, and Signator Investors, Inc. Outside of his advisory role, he owns and manages several rental properties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning facilitated by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Stephanie Ispas is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she worked in retail and educational roles, including at Sephora and Mathnasium. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a variety of investment vehicles and fund structures.

Lynn Brix is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. She previously worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2000 to 2009 before joining LPL Financial in 2009. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with support for both discretionary and non-discretionary investment strategies.

Joshua Wessels is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. His background also includes roles outside the financial sector, such as positions with Amazon Fresh and various delivery services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of investment options and utilizes advisor-facing tools, supporting over 22,900 advisors and overseeing more than $819 billion in discretionary assets.

Jordan Whipple is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, and Fidelity Brokerage Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with clients retaining final decision-making authority.

Ty Spencer is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at RBC Capital Markets LLC since 2016 and City National Bank since 2017. Outside of his advisory role, Spencer serves as a trustee for an irrevocable life insurance trust and is an officer of the Si View Home Owners Association, where he manages meetings and legal matters. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides a range of advisory programs with tailored portfolio management strategies that incorporate both in-house and third-party investment managers.

Nalini Ramesh is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns Sahana Ramesh Global Enterprises LLC, which is involved in art and culture sales and marketing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and broad investment resources to support its clients.