Jeffrey Miller is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves on the investment sub-committee for the Hamlin Robinson School in Seattle. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Kameon Thompson is a financial advisor at Stifel with 35 years of industry experience. He holds the Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Christopher Thiel is the Vice President and Branch Leader at Fidelity Investments. In this role, he supports Financial Advisors and their clients in pursuing their financial goals through thoughtful planning interactions. He leads a team committed to providing a high standard of care. Before becoming Branch Leader in 2020, Christopher served as a Regional Planning Consultant at Fidelity Investments from 2016 to 2020. His professional experience centers on supporting financial planning and advisory services. Outside of his professional responsibilities, Christopher enjoys outdoor activities such as biking, camping, canoeing, fishing, hiking, and snowboarding.

Alahna Miranda is a financial advisor with Ameriprise in Mountlake Terrace, WA, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise since 2017, with prior experience at Mountain America Federal Credit Union and Designer Shoe Warehouse. Outside of her advisory role, she serves as Vice President of the University of Utah Alumni Association’s Seattle Chapter and is a member of the Bridgehaven HOA Board. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christian Zwicky is a financial advisor at UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Robinhood Financial, Bank of America, Merrill, and Wells Fargo. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management solutions. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Patrice Rue is a financial advisor at Robert Baird & Co. with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert Baird since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Samantha Lutz is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. She has held various roles within Raymond James and has experience in client service and associate financial advising. Prior to her advisory career, she worked in diverse positions across the hospitality and service industries. 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services with a non-discretionary approach to client relationships.

Nickolas Richendifer is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he worked at 1st Security Bank and spent several years in full-time education. Outside of his advisory role, he is a partner in a retail and online merchandising business based in Medina, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and broad retail and institutional offerings.

Christopher Rotberg is a CFP®-certified financial advisor with six years of industry experience. He is currently with LPL Financial, having joined in 2023 after previously working at Morgan Stanley and NPV Advisors. Rotberg operates out of Bellevue, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, leveraging both proprietary and third-party portfolios, supported by advanced operational and research tools.

Cade Navilio is a Series 66-licensed financial advisor with Equitable Advisors in Bellevue, WA. He began his advisory career in 2026 and has prior work experience in the food service and entertainment industries. 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 both proprietary tools and third-party asset managers.

Tammy Lester is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 17 years before joining UBS in 2022. Outside of her advisory role, she serves as a trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor client plans based on their goals and risk tolerances.

Michael Farnham is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on areas including Divorce Transition Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Personal Retirement Planning, Individual and Corporate Investment Strategy, and Retirement Income. As a member of the Farnham, Dols & Radziwanowicz advisory team, Michael brings a collaborative approach to delivering investment advice and customized wealth management strategies that align with clients’ financial and family legacy goals. Michael holds a Bachelor's Degree from Stephen F. Austin State University and holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He and his team work closely with clients’ tax and legal advisors to assist in tax minimization and estate planning strategies, serving high net-worth individuals, families, and retirees. Outside of his professional work, Michael is active in the USA Triathlon community and participates in triathlons, hiking, climbing, swimming, running (including marathons), biking, skiing, and other outdoor activities. He is married with two sons and enjoys spending time with his family and traveling.

Bolun Ma is a financial advisor with J.P. Morgan Securities based in Bellevue, WA. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Merrill, Bank of America, and MassMutual Financial Group, as well as service in the US Army Reserve. J.P. Morgan Securities serves institutional clients such as plan sponsors, corporations, and endowments, providing non-discretionary consulting focused on asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence with forward-looking capital market assumptions, incorporating ESG criteria and leveraging their derivatives and commodities capabilities.

Matthew Kroner is a financial advisor with Edward Jones in Duvall, WA, holding a Series 66 designation and two years of industry experience. His background includes roles at JP Morgan and various positions in the food and service industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Sara Houpis is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at State Farm Insurance from 2017 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and planning tools to help clients develop tailored financial plans.

Cassidy Dove is a financial advisor at Charles Schwab with four years of industry experience and holds the Series 66 designation. Prior to joining Schwab, Dove worked at TD Ameritrade and has held various roles outside the financial sector, including positions in behavioral services and daycare. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

JR Fells is a Financial Consultant currently working at Fidelity Investments since 2020. He collaborates with a team of consultants to help clients develop and adhere to comprehensive financial plans. JR emphasizes integrity, trustworthiness, and transparency in his client relationships, focusing on understanding clients' personal values, vision, and goals to assist them in working towards their financial objectives. Prior to his current role, JR served as a Senior Financial Consultant at TD Ameritrade from 2018 to 2020 and as a Financial Planner at Esoteric Wealth Advisors from 2016 to 2018. His professional experience spans various aspects of financial consulting and planning. Outside of his professional life, JR has personal interests in food, football, golf, and traveling.

Xin Chen is a financial advisor with Raymond James Financial in Kirkland, WA, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Chen previously worked at Ameriprise, HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and Wells Fargo Clearing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting clients primarily through its advisory programs and partnerships.

Drake Stampfli is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 designation. He joined Merrill in 2026 and has prior experience at NYLife Securities LLC and New York Life Insurance Company in the same year. Outside of finance, he is involved with Flatstick Pub. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Misner is a financial advisor with Edward Jones in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include 25 years at RBC Capital Markets and brief tenures at MML Investors Services and MassMutual Life Insurance Company before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and affiliated products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.