Mikkel Louie is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on helping affluent families develop and execute personalized wealth strategies aimed at growth, preservation, and transfer of wealth. He leads a team that coordinates with specialists to address clients' financial goals comprehensively. Mikkel has over 20 years of experience in the financial services industry, having held various positions at Fidelity Investments since 2000, including Vice President roles in Wealth Management and Regional Planning Consulting. He is a Certified Financial Planner™ and holds a California Insurance License. Outside of his professional work, Mikkel enjoys cooking and baking, fishing, hiking, and solving puzzles.

Jesse O'Brien is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 license and is based in Everett, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

April Wilson is a CFP® professional with 24 years of industry experience, currently affiliated with OSAIC since 2020. She has held prior roles at Penn Mutual Insurance Company, Hornor Townsend & Kent Inc, and LPL Financial. Outside of her advisory duties, she is involved in insurance brokerage activities and manages insurance sales for multiple carriers. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and access to discretionary and third-party managed strategies.

Nate Flood is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. In this position, he serves as a trusted partner for clients and their families, focusing on understanding each client's unique circumstances, needs, and concerns. Nate's experience in the financial services industry includes various roles at Fidelity Investments since 2018. Prior to his current position, he worked as a Financial Consultant from 2020 to 2023, Investment Consultant from 2019 to 2020, Relationship Manager from 2018 to 2019, and Financial Representative in 2018. He began his career as a Financial Representative Apprentice at Veritude, LLC from 2017 to 2018.

Lori Arnevick is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She provides wealth management services to select individuals, families, and executives, delivering customized financial strategies for retirement planning, investment management, wealth transfer, lending, and personalized banking services through Bank of America, N.A. Lori is a qualified Portfolio Manager who builds and manages personalized strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She manages these strategies on a discretionary basis through the firm's Investment Advisory Program. Lori began her career in financial services in 1990 and has over 30 years of experience. She holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning Institutes Corp. In addition, she has the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Kentridge High School. Lori focuses on areas including executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Lori enjoys gardening, golfing, and spending time with her family. She is also involved with local charities.

Louisa Pardo is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Rebecca Hellman is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc, Robert Baird & Co., McAdams Wright Ragen, Inc., UBS Financial Services, and Piper Sandler & Co. Raymond James & Associates is a large broker-dealer and registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jeffrey Miller is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America since 2010. Outside of his advisory role, he is involved in multiple business ventures including real estate development, private holding companies, and operating a car wash business. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Heady is a CFP® professional with 25 years of industry experience, currently with Edward Jones since 2000. Based in Bellevue, WA, he holds Series 63 and Series 66 licenses. 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 under management through a network of over 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Hayden Bata is a Vice President, Financial Consultant at Fidelity Investments, where he serves as a trusted advisor to clients. He helps clients navigate important financial decisions by providing knowledge and guidance aimed at achieving their long-term financial and personal goals. Hayden has held several roles at Fidelity Investments since 2015, progressing through positions such as Financial Representative, High Net Worth Financial Representative, Investment Solutions Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current role. This experience spans multiple facets of financial consulting and client relationship management. Outside of his professional career, Hayden's personal interests include beach activities, photography, scuba diving, snowboarding, and traveling.

Landon Hung is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has been in the industry for one year. Prior to joining Equitable Advisors, he worked briefly at LPL Financial and has experience in education at Punahou School and Mid-Pacific Institute. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Kenneth Woodsum is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Financial Advisor at LPL Financial from 2023 to 2025. In his professional capacity, Kenneth focuses on helping clients organize their financial picture, evaluate tradeoffs, and make informed decisions aligned with their unique goals. He emphasizes building financial planning relationships based on trust, transparency, and clear communication. Kenneth aims to create a collaborative experience where clients feel heard, supported, and empowered to move forward with confidence. Outside of his professional work, he enjoys various personal interests including camping, cooking and baking, hiking, photography, reading, and swimming.

Ryan Wheatley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating wealth management plans for clients with investable assets of $2,500,000 or more, particularly employees with stock compensation. Ryan works with these clients to develop strategies in areas such as retirement planning, equity compensation, investment management, tax minimization, education funding, insurance and lending, wealth transfer, trust needs, and business services when applicable. Additionally, he assists CEOs, founders, and business owners in finding both public and private buyers for their businesses. Ryan earned a Bachelor's Degree in Finance from Santa Clara University. He holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). Originally from Bellevue, Washington, he attended Sacred Heart and Seattle Preparatory schools before pursuing his higher education. Ryan has experience working alongside his father, Gary, who had a 40-plus-year career before retiring. Outside of his professional work, Ryan enjoys soccer, skiing, golfing, video games, and attending live music events. He maintains a focus on helping clients make consistently better financial decisions by providing access to a skilled team of advisors and specialists, aiming for knowledgeable clients and improved financial outcomes.

Shane Cloninger is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2023 and previously at Cadaret, Grant & Co., Inc. for 16 years and SC Financial Group, LLC since 2008. He is also involved with Benalex Benefit Consultants, LLC, a payroll-related business. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Cragg is a Series 66-licensed financial advisor at Morgan Stanley with 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he owns a camera equipment rental business serving production companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

William Barlowe is a ChFC® credentialed financial advisor with 10 years of industry experience, currently with Edward Jones since 2015. He is based in Kirkland, WA, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Robert Zorich Jr. is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Heidi Buck is a financial advisor at Raymond James & Associates with 24 years of industry experience. She previously worked at D.A. Davidson & Co. for nine years and took a 15-year career break as a homemaker. Outside of her advisory role, she is an independent distributor of personal care, nutrition, and wellness products through Airborne International LLC. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting with diverse portfolio management options and municipal advisory services.

Abigail Peterson is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. She has worked within various roles at Morgan Stanley since 2019, including Morgan Stanley Private Bank, N.A. from 2023 onward. Her prior experience includes positions at Gateway Industrial Properties, Chapman University, Harvey & Company, LLC, Symetra Financial, and DYLN Inspired. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and broad investment offerings.

Jeffery Mallula is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he owns and rents a single-family home. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, drawing on various portfolio management styles and providing municipal advisory services alongside market-making functions in municipal bonds.