Jeffrey Roberts is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Prior to joining Baird in 2021, he worked at StockShield LLC and spent over two decades at ADP. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Zijia Ye is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities in 2021, Zijia worked at Bank of America and several insurance and financial services firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Hahn Young is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CITI Private Bank and J.P. Morgan Securities Inc. from 2008 to 2025. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies through its Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Karen Thomas is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2021. She previously worked at Einberger Financial Planning Inc. for 14 years and has experience with Waddell & Reed Inc. and various insurance carriers dating back to 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of investment strategies.

Lynn Brix is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.

Joshua Wessels is a financial advisor with LPL Financial in Lynnwood, WA. He holds Series 65 and Series 63 designations and joined the industry in 2026. Prior to joining LPL Financial, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. He has experience in various roles outside the financial sector, including several years in delivery and logistics services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and technology-driven strategies.

Sek Seng Lim is a financial advisor at Merrill based in Seattle, WA, with six years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2017. Prior to that, he was involved with Spec Property Developments (M) Sdn Bhd for one year. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm integrates its services with Bank of America’s broader platform, providing access to a wide set of products and services.

Sanjay Das is a CFP® professional with 33 years of industry experience, currently advising at LPL Financial since 2017. Prior to that, he worked for 15 years at National Planning Corporation. He is also an instructor at Golden Gate University and a speaker for a parent-focused seminar series. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party providers.

Shawn Richardson is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he is involved in managing a personal real estate investment portfolio. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Catherine Mc Dougall is a CFP® professional with 13 years of industry experience. She has worked at Edward Jones for seven years before joining LPL Financial, where she has been since 2019. She also operates McDougall Wealth Strategies, an investment-related business affiliated with her LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and retirement consulting services supported by diverse investment strategies and research resources.

Jessica Morgan is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets Corporation since 2008. Outside of advising, she works as an independent consultant focusing on wellness education and sales and serves as the treasurer for a local PTA. RBC Wealth Management, a division of RBC Capital Markets, provides services to individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs that deliver portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Elizabeth Macy is a CFP® with eight years of industry experience. She is currently an advisor with Fidelity Investments, having previously worked at Bank of America and Merrill. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it has notable roles in fund advisory and constructing model portfolios using systematic methodologies.

Adam Hamilton is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves on an eight-member committee at The Evergreen School that makes consensus recommendations for the school’s investment and endowment portfolios. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing a variety of investment strategies and manager options tailored to client goals and risk tolerances.

Katherine Gross is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets, she worked at EP Wealth Advisors, Soundmark Wealth Management, and Barton Associates, among other roles across various sectors. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's Advisory Risk Profile.

Brian Meadows is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Financial Advocates Investment Management, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Risha Schildkraut is a financial advisor at Morgan Stanley in Seattle, WA, with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively. Schildkraut serves on the finance committee of the Greater Seattle Business Association, a nonprofit organization. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Hayley Hamann is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with seven years of industry experience. She previously worked at TIAA and its affiliates from 2016 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and analysis.

Kayla Kerr is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Goldman Sachs and Everlane. Outside of finance, she is a yoga teacher at Breathe Hot Yoga in Seattle. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Asenath Partee is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, she serves as secretary for the Tutmark Addition HOA in Lynnwood, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad investment menu, including insurance-related vehicles and bank deposit sweep options.

Brian Biggs is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and 65 designations and possessing 25 years of industry experience. He previously worked at United/Mutual of Omaha Investor Services Inc. for 21 years before joining MassMutual Life Insurance Co. and Mass Mutual Investors Services. In addition to his advisory role, he holds an outside insurance sales position focusing on life, disability, property and casualty, long-term care, fixed annuities, and health insurance. 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 programs utilizing collaborative, goal-oriented planning supported by firm-approved analytical tools.