James Lee is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative at the same company from 2023 to 2024. His professional journey reflects a focus on financial consultancy within Fidelity Investments. Originally intending to pursue a career in medicine, James shifted his focus to financial wellness after recognizing the significant impact thoughtful financial planning can have on individuals and their families. He is dedicated to empowering clients to make informed financial decisions and to build confidence in their financial futures. Outside of his professional work, James has interests in fitness, football, golf, snowboarding, and volunteering.

Jalen Lund is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with individuals, families, and business owners to provide personalized financial guidance and strategic planning. He focuses on helping clients navigate complex financial goals, build long-term wealth, and maintain a clear financial future. Jalen specializes in areas such as executive compensation, personal retirement planning, and small business strategies. Many of his clients are successful professionals seeking clarity and confidence in their financial decisions. He emphasizes understanding each client's priorities to support their lifestyles, families, and legacy planning. Jalen holds a Bachelor's Degree from Seattle University and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys basketball, fishing, spending time with his family, traveling, and writing.

Stephen Bowzer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized, comprehensive planning and portfolio management services tailored to the unique challenges and opportunities faced by high net worth individuals and families. His expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Stephen holds a Bachelor's Degree from the University of Montana and has earned professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He and his team use a disciplined approach to wealth management, combining a deep understanding of financial markets with time-tested strategies to help clients build wealth, plan for retirement, preserve assets, and support the next generation. Outside of his professional work, Stephen's personal interests include fishing, golfing, hunting, and skiing.

Thomas Conway is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at D.A. Davidson & Co., Commonwealth Financial Network, and LPL Financial. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Alex Minard is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to define their financial goals and develop strategies to pursue these goals across short-, mid-, and long-term time horizons. He provides guidance on a range of topics including general investing, retirement planning, and managing financial priorities such as home buying and eldercare. Alex holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Washington. He collaborates with clients to adapt their portfolio strategies as their financial situations evolve, offering ongoing advice and support.

David Johnson is a CFP® and ChFC® with 25 years of industry experience. He has been with Edward Jones in Bellevue, WA since 2000. Outside of his advisory role, he co-owns a commercial rental property in Bellevue. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a national network of more than 23,000 advisors.

Courtney Jones is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity Investments in 2023 as a Financial Representative, then served as an Investment Consultant from 2024 to 2025 before advancing to her current position. In her work, Courtney focuses on understanding each client's unique background and goals to identify the opportunities that wealth can provide. She collaborates with clients to analyze strengths and vulnerabilities within their financial plans to help build a future with careful consideration. Outside of her professional role, Courtney has interests in camping, cooking and baking, hiking, parenthood, swimming, and yoga.

Min Li is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America in 2026, Min held various roles including positions at Meta via Intelliswift, Luckyclover LLC, and Incyte Corp. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dawn Williams is a financial advisor at Ameriprise with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2009. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Coeuille is a financial advisor with Edward Jones in Bellevue, WA, holding Series 63, Series 65, and Series 66 designations and bringing 22 years of industry experience. His prior roles include positions at CUSO Financial Services, Prudential Investment Management Services, USAA Financial Planning Services, and Genis Capital Management LLC. He has been with Edward Jones since 2017. 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, supported by a large network of financial advisors and branch offices nationwide.

Thomas Grava is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is part of a three-advisor team supported by two associates. He grew up in Washington State and currently resides in Lake Forest Park. With over 80 years of combined team experience at Merrill Lynch, Thomas focuses on guiding clients through complex financial environments with an emphasis on education and personalized wealth management strategies. His expertise covers a wide range of client needs, including family wealth management, services for endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, and retirement income strategies. Thomas works closely with clients to develop tailored financial plans that reflect their long-term goals and values. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Thomas earned a Bachelor's Degree from Washington State University. Outside of his professional role, he is involved in community volunteer activities and enjoys boating, cooking, gardening, reading, swimming, and spending time with his family.

Cherise Briggs Hand is a Series 66-licensed advisor with Equitable Advisors, based in Bellevue, WA. She joined Equitable Advisors in 2025 and has one year of industry experience. Outside of financial advising, she works as a yoga instructor at several YogaSix locations and has experience in the hospitality and service industries. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Rachel Knight is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and bringing 26 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and several nonprofit foundations. She serves as secretary on the board of the Sundance Glen Homeowners Association. 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. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies.

Eileen Days is a Wealth Management Advisor and co-founder of Chan Days Wealth Management, a mother-daughter team based in Bellevue, Washington. She works closely with executives, medical professionals, and privately-held business owners to provide tailored financial strategies, in-depth advice and guidance, and dedicated service. Within her team, Eileen leads business management and focuses on advancing an optimal client experience. She has expertise in investment evaluation, insurance selection, client relationship management, and connecting clients to resources and specialists across the Bank of America enterprise. Eileen has been a Wealth Management Advisor with Merrill Lynch Wealth Management since 2008 and began her career with Bank of America in 2002. She has held leadership roles including Sales Manager of the Merrill Evergreen Market and Resident Director of the Federal Way Merrill Lynch Wealth Management office. She holds a Bachelor's Degree from Bastyr University and the Chartered Financial Consultant (ChFC) designation. As a qualified Portfolio Manager, she can build and manage personalized or defined investment strategies for clients. In addition to her professional responsibilities, Eileen is active in the community, serving on the boards of the Bellevue Boys & Girls Club and South Seattle College Foundation. She also volunteers with Bank of America’s local Community Volunteer Group and participates in the bank’s employee networks. Outside of work, she enjoys spending time with her family, engaging in arts and crafts, playing games, and coordinating extracurricular activities for her three children.

Chad Garr is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2004 to 2008. Outside of advising, he has a 50% ownership interest in KIOKE LLC, a company that holds farmland leased for grazing and farming. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Beau Voutour is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at QBSI-Xerox for eleven years. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Dorian Broadus is a financial advisor with Thrivent Investment Management in Bellevue, WA. He holds a Series 66 credential and has been with Thrivent and its affiliated entities since 2025. Prior to his financial services role, he was involved in youth and amateur sports organizations, including serving as a field manager and professional official for Top Tier Sports and as a professional umpire for Umpire Northwest LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses without portfolio management or discretionary trading authority. The firm’s approach includes comprehensive planning on a variety of topics and an optional managed-account program under a consolidated billing arrangement.

Claire Horton is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has additional tenure at Wells Fargo Bank, N.A., Citigroup Global Markets, and Citicorp Investment Services. Outside of her advisory work, she is involved with the YMCA of Seattle's Homes program, providing a spare room to young people seeking long-term housing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory and financial planning services and utilizes research from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Shuzhen Xu is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation. Xu has over eight years of experience in banking and financial services, with prior roles at Cathay Bank, ICBC USA, N.A., and East West Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

David Rockey is a financial advisor with Cetera who holds Series 63 and Series 66 registrations and has 34 years of industry experience. He has worked with Cetera and its affiliates since 2018, including roles at First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.