Jay Lakhani is an Investment Consultant who is dedicated to helping clients feel confident in their financial decisions. He focuses on simplifying complex financial topics to ensure clear understanding and guidance. Jay prioritizes understanding each client's individual goals to provide tailored support aimed at achieving their long-term financial objectives. Outside of his professional work, Jay has interests in cars, social events with friends, and music.

Brendan Smith is a financial advisor at Wells Fargo Clearing in Bellevue, WA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Wells Fargo Bank, Liberty Mutual, and International Fidelity Insurance Company. 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 offers both discretionary and non-discretionary retirement plan services supported by research from Wells Fargo Investment Institute and third-party sources.

Paul Shirley is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he focuses on building relationships of trust with clients, understanding their unique situations and goals, and assisting them in working towards those goals. Prior to his current position, Paul served as Branch Manager at Charles Schwab from 2021 to 2024, and before that, as Branch Manager at TD Ameritrade from 2016 to 2021. His professional experience centers on branch leadership and client relationship management within the financial services industry. Outside of his professional responsibilities, Paul enjoys attending concerts, participating in family activities, fitness, football, outdoor adventures, and traveling.

Annukka Mikkola is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been working with the firm since 1993, providing advice, guidance, and personalized strategies across various aspects of wealth management. Annukka and her team serve high-net worth individuals, affluent families, and successful business enterprises across the country. Annukka's areas of expertise include family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. She holds the Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS®), and Personal Investment Advisor (PIA) designations. She earned a Bachelor's Degree from the University of Washington. Throughout her career, Annukka has been recognized for her professional achievements, including being named to the Barron's "Top 1,500 Financial Advisors" list in 2026 and Forbes' "Best-in-State Wealth Advisors," "Top Women Wealth Advisors Best-in-State," and "Best-In-State Wealth Management Teams" lists in recent years. Annukka is actively involved in the Bellevue community and enjoys boating, camping, gardening, hiking, pickleball, running, skiing, tennis, traveling, and spending time with her family.

James Lennon is a financial advisor at J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 designations with 11 years of industry experience. His prior roles include positions at HSBC Bank USA, Bank of America, Merrill, and Key Bank affiliates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a nondiscretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their process integrates quantitative and qualitative research to support tailored recommendations within a broader derivatives and commodities framework.

Timothy Ganahl is a financial advisor with Robert W. Baird & Co. in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Robert W. Baird since 2016. The DDK Group, where Ganahl works, is part of Robert W. Baird’s Private Wealth Management department and provides services to individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, supported by internal research and specialized strategies including tax management and direct indexing.

Zhi Wen Su is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various J.P. Morgan entities since 2017. Outside of his advisory role, Su is a partial owner in several real estate ventures, including commercial properties and investment groups based in Washington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Tue Tran is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, he worked at Express Credit Union and the British Council. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Mark Eberle is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and Citigroup Global Markets. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a large network of advisors.

Avery Haug is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Avery held roles at Texas Tech University and Lowe's Home Improvement Store. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a mix of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and utilizes algorithmic methods and AI in its investment process.

Jeffrey Lazcano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Uber and JC Penney. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jie Ji is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. Jie has worked at several major financial institutions, including J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Bank of America, Merrill, and Softbank China Venture Capital. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, emphasizing a non-discretionary approach where clients retain final decision-making authority.

Brandon Curneen is a CFP® with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2020. He previously worked at D.A. Davidson & Co. from 2013 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Todd Baek is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boeing Employee Credit Union, HSBC Securities (USA) Inc., Chase Investment Services Corp., and Wamu Investments, Inc. Baek offers investment products through LPL Financial under the trade name BECU Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Alexandra Armour is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She previously worked at Bridge Industrial, Hines, and Russell Investments. Alexandra serves as Junior Development Chair for the Mercer Island Preschool Association, where she participates in board meetings and manages fundraising activities. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 advisors.

Spencer Gering is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Century 2, Inc. for eight years and has experience in client service operations and account maintenance. He also has a background in full-time education and has been involved with Ferdinand's Ice Cream Shoppe and the Pullman Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jason Valliant is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. Before joining the firm, he worked in various roles including at Whole Foods Market and engaged with several educational institutions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Tammy Winterfeld is a CFP®-designated financial advisor with Raymond James Financial in Bellevue, WA, and has 23 years of industry experience. She has worked at Raymond James Financial since 2009 and is also associated with Investment Associates, where she serves as Operations Manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized capabilities in municipal and public finance advisory services.

Robert Mace is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at Washington State Employees Credit Union and Symetra Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Naima Rasheed is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 66 designation and has previously worked at Mathnasium and First Hill Trust Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.