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.

Cassidy Richmond is a financial advisor at Ameriprise Financial Services with 9 years of industry experience. Richmond holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2014. Outside of Ameriprise, Richmond manages an advisory business at Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendations and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and relies on proprietary research and algorithmic tools within a product ecosystem that includes affiliated fund options.

Seung Yoo is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. He focuses on understanding clients' financial priorities and developing personalized investment strategies tailored to their goals. In addition to investment advice, he provides access to banking and lending services through Bank of America. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Seung earned a Bachelor's Degree from Pratt Institute and a Master's Degree from Cornell University.

Gregory D. Lew is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2002 and holds the Series 63 designation. Outside of his advisory role, he is associated with Apex Capital Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to support a broad range of client needs.

Joseph Osborne is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 12 years of industry experience. He previously worked for Bank of America, N.A. and Merrill for a decade before joining Wells Fargo in 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to guide investment decisions, offering both discretionary and non-discretionary consulting for retirement plans.

Stephen Jackson is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior experience includes 17 years at Independent Financial Group and earlier roles at EPlanning Advisors Inc, Diversified Financial Advisors, Ameriprise, and a previous tenure at LPL Financial. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kimberly Blindheim is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Michael Norman is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with three years of industry experience. Prior to joining UBS in 2022, he worked in construction with Quilceda Paving and Construction and has experience in education through Fusion Academy and Washington State University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings and proprietary research to tailor investment strategies.

Sean Singh is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 credential and has worked at OSAIC and Pacific Capital Resource Group since 2021. Outside of advisory services, he is involved in insurance sales, representing various carriers through roles as an insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach utilizing asset allocation and portfolio optimization tools, offering a range of advisory and brokerage services across multiple platforms.

Eric Chen is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. He specializes in working with high net-worth individuals, families, non-profits, and businesses on their wealth strategy. Eric focuses on understanding his clients' personal and financial situations and delivering detailed financial planning to help organize and improve their financial structure and strategies. Eric has been with Fidelity Investments since 2020, previously serving as a Financial Consultant. Prior to that, he worked with TD Ameritrade as a Senior Financial Consultant and Financial Consultant from 2016 to 2020, and he was an Account Executive at Amica Mutual Insurance from 2014 to 2016. Outside of his professional work, Eric enjoys board games, spending time with his pets, playing tennis, attending theater, and traveling.

Aaron McDermott is a financial advisor with Cetera in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Voya Financial Advisors, the University of Washington's Michael G. Foster School of Business, and entrepreneurial ventures in fitness and hospitality. McDermott is also an independent insurance agent managing fixed insurance product sales. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary programs, accommodating various investment strategies and custodial relationships.

Alexander Ainsley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career as an attorney after graduating with honors from Gonzaga University School of Law, where he was active in student government and law reviews. Alexander later transitioned to wealth management to address the needs of Northwest families seeking sophisticated and coordinated financial planning. He works closely with clients and their external advisors, including CPAs and estate planning attorneys, to align all aspects of their financial lives with their long-term goals. Alexander holds a Bachelor's Degree from Seattle University and a Juris Doctorate from Gonzaga University. He has earned professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). His expertise includes equity compensation services, family wealth management, college education planning, special needs planning strategies, and services for endowments, foundations, and non-profits. He is involved in community organizations such as the Homes and Hope Community Land Trust, the Economic Alliance of Snohomish County, and Friends of the Educational Opportunity Program. Additionally, he serves on the Foundation for Educational Opportunity Board at the University of Washington. Alexander supports initiatives focused on affordable housing and expanding opportunities for underserved populations. Outside of work, he enjoys chess, football, music, reading, spending time with his family, and traveling.

Scott Mac Cormac is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, following three years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non‑discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence with both quantitative and qualitative research, and may incorporate ESG criteria.

Robert Kemper is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He previously worked for Commonwealth Financial Network for 11 years before joining Raymond James in 2025. He is also involved with Mendham Wealth Partners as an investment strategist, overseeing investment strategy, asset allocation, and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Binfeng Hou is a Financial Advisor at Merrill Lynch Wealth Management. He provides guidance in areas such as investment consulting for defined contribution plans, international wealth management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Fluent in English and Mandarin, Binfeng works with clients from diverse backgrounds to help them make informed financial decisions. He holds the Personal Investment Advisor (PIA) designation. Binfeng's approach focuses on building meaningful relationships and delivering guidance tailored to each client's unique goals. Outside of his professional work, Binfeng has personal interests in antiquing, camping, fishing, hiking, and swimming.

Devin Meucci is a financial advisor at UBS Financial Services in Mukilteo, WA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Aidan Neufeld is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Boise State University and Recreational Equipment, Inc., as well as involvement with the Evergreen Mountain Bike Alliance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios for retail and institutional investors.

Richard Stewart is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm works with clients through a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions, including ERISA fiduciary services for qualified plans.