Hsin Yi Kao is a financial advisor with Merrill, holding a Series 66 designation and based in Renton, WA. Kao has experience with CSOP Asset Management Limited from 2019 to 2024 and has been with Merrill and Bank of America since 2026. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robin Robert is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. In addition to his advisory role, Robin volunteers approximately 10 hours per month assisting the Welfare for Animal Guild, a charity focused on caring for rescued animals. 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, utilizing a mix of proprietary and third-party investment solutions.

Michael Holt is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and possessing seven years of industry experience. He has been with Merrill since 2016. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Serena Manfre is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at The Vanguard Group, Inc. for 15 years before joining UBS. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Daniel Matthews is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Specialty Finishes/Vigor in 2016. 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 and estate strategies, managing approximately $2.74 trillion in client assets.

Eric Eversole is a financial advisor with Ameriprise in Kent, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic tools overseen by specialized committees to support its planning process.

Alejandro Aquino is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory work, he is a partial owner of an inherited rental property through a family LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and market modeling.

Sharon Morganti is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Merrill since 2013 and previously held positions at Morgan Stanley and Citigroup Global Markets. Additionally, she has been involved with Pier 1 Imports since 2013. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alena Kurlovich is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at UBS since 2017, following roles at Wells Fargo Clearing and Wells Fargo Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management. The firm uses proprietary capital market assumptions and model-based asset allocations to tailor financial plans according to client goals and risk tolerances.

Frank Busichio is a financial advisor with Osaic Wealth, holding the CFP® designation and Series 63 and 65 licenses, with 12 years of industry experience. His prior work includes roles at Royal Alliance Associates, Penn Mutual Life Insurance, Hornor Townsend & Kent, and Pacific Capital Resource Group. He is involved in his wife’s clothing and closet cleanout business, assisting with its administration. Osaic Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, wrap portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to alternative investments via third-party platforms.

Larry Dime is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. Outside of his advisory role, he co-owns a family rental property business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven investment process includes both discretionary and non-discretionary services, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Gwendolyn Pooley is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2016. Outside of her advisory role, she works part-time in the clothing department at Costco. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Scott Beusch is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2014. Based in Covington, WA, he serves clients through the firm's institutional platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies under a fiduciary standard, supported by a nationwide network of more than 23,700 advisors and 15,100 branch offices, with approximately $1.01 trillion in assets under management.

Jamie Lynn Ambrose is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, she was involved in entrepreneurial and business roles including managing FIT4MOM Eastside and working as a business broker and insurance agency associate. 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 nationwide network of financial advisors and branch offices.

Colton Dunc is a Series 66-credentialed advisor at Fidelity with less than one year of industry experience. His prior work includes roles outside the financial industry, among them positions at Washington State University and involvement with the Stillaguamish Athletic Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Carter Rusch is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has previously worked at Boeing and several other companies in various roles. Outside of his advisory work, he serves as a volunteer chapter advisor for the Pi Kappa Phi Fraternity’s Alpha Delta Chapter. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering guidance that clients use as a basis for their own investment decisions.

Donald Stout is a CFP®-certified financial advisor with Edward Jones in Bellevue, WA, where he has worked since 2013. He holds Series 65 and Series 66 licenses and has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jon Rorem is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2003. Outside of his advisory role, he is an agent for health insurance products through associations such as the Association of Washington Business and Blue Cross Blue Shield. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements, addressing a wide range of financial topics and allowing clients to combine planning with managed-account services under a consolidated billing option.

John Seibly is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Stifel in Bellevue, WA, where he has worked since 2022. Prior to Stifel, he was employed at Russell Investments and Deloitte & Touche LLP. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Ryan Griffin is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and with nine years of industry experience. His career includes roles at Bank of America, Merrill, and Morgan Stanley, spanning various advisory and private banking positions since 2016. Merrill, along 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.