Ryan Bomberry serves as a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aligned with their unique ambitions and family priorities. His services include planning for education funding, retirement lifestyle and healthcare cost coverage, legacy planning, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income management. He also provides access to Bank of America specialists for comprehensive banking, credit, home financing, and small business solutions. Ryan draws upon his background growing up in a hardworking, blue-collar family in a small town in Kansas, bringing dedication and work ethic to his financial advisory career. He emphasizes candid, clear, and consistent communication and takes the time to understand clients' short-, mid-, and long-term goals to create tailored strategies. As a Senior Portfolio Advisor, he manages discretionary custom investment strategies and selects from a range of model portfolios and third-party investment options. His professional designation includes Personal Investment Advisor (PIA). Ryan earned a high school diploma from Dunbar Learning Center and attended Washburn University without degree completion. Outside of work, he enjoys baseball, basketball, boxing, chess, cooking, golfing, photography, swimming, traveling, and spending time with his family.

Sunshine Maroney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked with Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Harnden is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments. In addition to his advisory role, he owns and operates TBD, LLC in Lake Stevens, WA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Logan Blue is a Series 66-licensed advisor with J.P. Morgan Securities in Seattle, WA, with four years of industry experience. He has held positions with JPMorgan Securities, JPMorgan Chase Bank, Empirical Wealth Management, KeyBank, and also worked at Seattle University and within the Washington Hospitality Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program delivers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Poonum Vasishth is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. 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 comprehensive wealth management services.

Mia Malave is a financial advisor at UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 designations with 13 years of industry experience. She has worked at UBS Financial Services since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services and proprietary research to support client strategies.

Jonathan Moore is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 credential and has worked at UBS Financial Services since 2016, with a brief tenure at Parcion Private Wealth. Based in Seattle, WA, he is currently part of a large advisory network within the firm. UBS Financial Services Inc. 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, providing a broad range of capital markets and research resources to its clients.

Lucas Crutchfield is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Charles Schwab Bank SSB and Elite Solar Concepts, as well as a decade with Trampled Industry Music, LLC. Charles Schwab & Co., Inc. serves primarily 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 separate managed accounts and offers a multi-asset investment approach supported by research and strategic asset allocation.

Stephen Spencer is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has been with Charles Schwab & Co., Inc. since 2017 and with Charles Schwab Bank, SSB since 2019. Prior to joining Schwab, he worked at Progressive from 2014 to 2017. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and cash-sweep services through its integrated platform. The firm provides a mix of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investment process.

Jenaige Carlina Alvis is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with UBS Financial Services since 2013. Outside of advisory work, she served as an Aquatics Director for a nonprofit swim club in Bellingham, WA. 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 strategies to clients’ goals and risk tolerances.

Kimberly Carpenter is a financial advisor with Raymond James Financial in Gig Harbor, WA, holding a Series 66 designation and six years of industry experience. Her prior work includes six years at U.S. Bank. Outside of finance, she has been involved with Halftime Sports Salon for over a decade. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Cecily Mckenna is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2015 and Wells Fargo Clearing since 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Gabrielle French is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing a range of capital markets services and proprietary research to support client goals.

Jason Mcgill is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He previously worked in holistic healing arts before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including funds and charitable accounts. The firm uses a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Joshua Miura is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at UBS, Safeway, and JPMorgan Chase & Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Roberta Donley is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm employs over 14,000 advisors and manages roughly $671 billion in assets.

Jeffrey Christenat is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he is a member of the MCNW Group. Since joining Merrill in 1992, he has focused on helping clients navigate significant financial decisions by developing personalized wealth management strategies tailored to their unique goals and circumstances. His approach emphasizes listening carefully to clients and providing guidance at key financial crossroads, including business sales, retirement planning, portfolio management, and wealth transfer. With over 30 years of direct experience, Jeff advises clients across a broad spectrum of needs, such as liquidity management, tax minimization, retirement income, and socially responsible investing. He is committed to treating clients with the care and integrity he values personally, drawing upon his upbringing and long tenure in the industry. Jeff holds a bachelor's degree in Finance from East Carolina University and holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Jeff is involved in community volunteering in the spirit of Merrill’s tradition of service. He lives in downtown Seattle with his wife, Julie, and enjoys a range of outdoor activities including snowboarding, skiing, biking, fly fishing, cooking, and spending time in nature.

Karly Gatchet is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Timothy Duffy is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Robert W. Baird before joining Raymond James Financial Services Advisors, Inc. in 2017. Outside of his primary role, he is associated with Duffy Wealth Management LLC in Seattle, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique arrangements such as municipal advisory services and specialized SIMPLE IRA employer consulting programs.

Vivian Mc Kechnie is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Vivian worked in various roles in the hospitality and service industries, including positions at Bis on Main and Can Can. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.