Ian Hagley is a financial advisor at Merrill based in Bellevue, WA, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at Bank of America, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Goldman Sachs. Outside of his financial industry work, Hagley serves as a board member for the Woodland Park Zoo, a nonprofit organization focused on wildlife conservation. 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.

Samuel Capps is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of advisory services, he holds a producer position at Mutual of Omaha related to insurance sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without direct implementation. The firm combines goal-based analyses with managed-account programs under a consolidated billing option but does not offer portfolio management for institutional clients.

Keanan Jacobson is a financial advisor at Edward Jones in Kirkland, WA, holding CFP®, ChFC®, and Series 66 credentials with six years of industry experience. Prior to joining Edward Jones in 2019, he spent eleven years working with Dr. Rossi & Dr. Freimanis DDS. 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 approximately 23,701 financial advisors.

Kagan Wolfe is a financial advisor with Edward Jones in Kirkland, WA, holding Series 63 and Series 66 credentials and 21 years of industry experience. Wolfe has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Bromberg is a Certified Financial Planner (CFP®) with eight years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2018, she held positions at US Bank from 2015 to 2018. She serves as Vice President and board member of the Sammamish Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Scott Hill is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with a range of wrap fee advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies combining in-house and third-party managers, with options for tax management and responsible investing.

Camille Adair Hatch is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated firms since 2014. Outside of her advisory role, she and her husband occasionally sell a small number of sports event tickets at face value due to scheduling conflicts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial analyses without discretionary trading authority. The firm’s services focus on planning topics such as retirement, tax, estate, and special needs planning, delivered through a large network of Financial Advisors.

Jake Elfstrom is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to his current role, he was involved in several entrepreneurial and service positions, including work with Liberty Select Basketball Association and operating in the food service sector. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party advisory models and investment products.

Trong Pham is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing comprehensive financial services to executives, physicians, and business owners. He employs a methodical and analytical approach to financial planning, focusing on complex cases and delivering customized advice in areas such as cash management, lending services, asset allocation, and portfolio management. Trong holds a Bachelor's Degree from Washington State University and a Master's Degree from City University of Seattle. He is a Personal Investment Advisor (PIA) and has a background as a corporate executive and engineer. His expertise encompasses college education planning, family wealth management strategies, retirement planning, socially responsible investing, and small business strategies. Committed to community involvement, Trong serves as the President of the Greater Seattle Vietnamese Chamber of Commerce and co-founded the Ethnic Chambers of Commerce Coalition. He has also held board positions with organizations including SEAFAIR. His community activities extend to participating in film production, food bank services, and various community events.

Irena Romanyuk is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and access to various investment strategies. The firm employs a structured planning process that utilizes proprietary tools and models to assist clients in financial decision-making.

Joseph Phillips is a CFP® with 21 years of experience in the financial industry. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has been employed since 2012 and 2018 respectively. His prior experience includes roles at Chase Investment Services Corp. and Ameriprise. 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 approach emphasizes written asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Brian Rayfield is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and with 24 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support tailored financial strategies.

Matthew Truscott is a financial advisor with Ameriprise in Redmond, WA, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he is involved in real estate ownership. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Roma Malhotra is a financial advisor with Merrill in Snohomish, WA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Her prior work includes positions at Bank of America and Pier 1 Imports. Outside of her advisory role, she is involved with MATR Corporation, a gas station and convenience store business owned by her husband, where she assists with stocking, cleaning, and cashier duties. 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 a broad range of individual and institutional clients.

Michael Kernan is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1992 and is also the owner of an agricultural business, BK Orchards, located in Woodinville, WA. Raymond James Financial Services Advisors, Inc. offers 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 supported by analytical tools and has specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Osman Demir is a financial advisor at Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Fidelity Investments, JPMorgan Chase Bank, and Amazon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and provides a broad range of advisory programs across retail and institutional markets.

Nick Negi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity in 2020, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, Nick worked as a Relationship Manager at First Tech Credit Union and Addison Avenue Investments from 2018 to 2020, and as a Financial Advisor at Edward Jones in 2018. Nick focuses on partnering with clients to understand their financial situations and priorities, creating and executing tailored financial plans. He emphasizes providing excellent customer service and fostering long-term relationships between clients and Fidelity. Outside of his professional work, Nick enjoys playing badminton and watching movies.

Kate Becherer is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her work history includes roles at Bank of America, Merrill, and Northwestern Mutual. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Morse is a financial advisor with Robert W. Baird & Co. in Bellevue, WA, holding Series 63 and Series 65 designations and four years of industry experience. He previously worked at NYLIFE Securities LLC, New York Life Insurance Co, PHP Agency, Paladin Services, and Sunrise Identity. Outside of his advisory role, Morse is active in the Rotary Club of Seattle, serves on the board of We Heart Seattle, and teaches at North Seattle College. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations using a range of financial planning, portfolio management, and brokerage services. The firm employs manager-traded and model-traded strategies, tax management, and internal research to deliver advisory services.

Eric Brewe is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank starting in 2018. Outside of his advisory role, he is involved in advising on property activities through BREWMANN LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.