Karri Bruntz is a financial advisor with Edward Jones in North Bend, WA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she serves as an agent for several LLCs related to Edward Jones joint ventures and other business entities. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Caleb Hamlin is a financial advisor with Mass Mutual Investors Services in Kirkland, WA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at PlaceFull and POSaBIT. Outside of his financial advisory work, he is a co-owner and co-founder of Modera LLC, a music streaming venture for which he produces music and plays occasional live shows. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by analytical software and offers specialized planning programs including divorce, estate-settlement, and employer-sponsored plans.

Carson Small is a Financial Advisor with Merrill Lynch Wealth Management, providing institutional-level resources and support while maintaining a boutique-style practice. He works with high-achieving individuals and families navigating complex wealth situations, including liquidity events, concentrated equity positions, multigenerational wealth transfer, and advanced investment strategies. His approach is holistic, focusing on helping clients clarify priorities, prepare for complexity, and build long-term strategies with purpose. Carson holds multiple professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Washington State University. Carson emphasizes understanding each client's values and goals through a thoughtful and structured discovery process combined with disciplined portfolio design. Outside of work, Carson enjoys fishing, hiking, and skiing. He often spends time fly fishing with his fiancée, tying flies and accompanied by their dog. The discipline, patience, and respect for craft he finds outdoors influence how he supports his clients.

Joseph Leedom is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Key Investment Services LLC, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform with multiple investment options and operational tools.

Taraneh Mozaffarian is a Certified Financial Planner® with six years of industry experience. She is currently with Edelman Financial Engines and has previously worked at Soundmark Wealth Management, EP Wealth Advisors, and Leaf & Company. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Yashi Poole is a Financial Advisor with Merrill Lynch Wealth Management, supporting clients in managing and growing their wealth since 2022. She focuses on creating personalized strategies that align with clients' values, priorities, and long-term vision, offering expertise in areas such as college education planning, equity compensation services, legacy planning, liquidity management, philanthropic planning, small business strategies, and tax minimization. With four years of experience in the financial services industry, Yashi combines technical knowledge and real-world understanding to provide clarity, discretion, and collaborative relationships throughout every stage of her clients' financial lives. Her approach emphasizes empathy and discernment, recognizing the influence of financial decisions across generations and aiming to help clients move forward with confidence. Yashi holds a Master of Business Administration (MBA) from Louisiana State University in Shreveport and a Bachelor's Degree from the University of Phoenix. She is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Her personal interests include badminton, billiards, cooking, fishing, hiking, reading, soccer, tennis, writing, and yoga.

Yuchi Arnold is a Series 66-licensed financial advisor at J.P. Morgan Securities with five years of industry experience. Prior to joining J.P. Morgan in 2025, Arnold worked at Wells Fargo and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence.

David Richardson is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he manages two websites focused on arts and faith events through his ownership of Eventsfy, LLC and Jesus Live LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Annette Lu is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Her work history includes roles at Bank of America, Merrill, and Secure Planning Strategies, as well as experience in educational settings. 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 model-based and discretionary strategies supported by internal and third-party investment teams for a variety of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Stephanie Forner is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 12 years of industry experience. She worked at Morgan Stanley for six years before joining Merrill in 2022. Outside of her advisory role, she serves as an executor for a family fiduciary matter. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Josiah Martin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Morgan Stanley and Charles Schwab. He operates his advisory business through a passthrough LLC used exclusively for that purpose. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements.

Susan Barnett is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank, N.A. and related entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative manager due diligence and incorporates ESG considerations within a broader range of derivatives and commodities capabilities.

Chelsea Johnson is a financial advisor at Ameriprise with 16 years of industry experience. She has held positions at Ameriprise since 2016, including her current role starting in 2019, and previously worked at the Washington State Auditor’s Office from 2017 to 2020. Outside of her advisory work, she is owner of Readermind Consulting LLC and serves as Chief Operations Officer of Thumper Enterprises LLC, managing operational and practice management responsibilities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Hannah Neal is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at KCS Wealth Advisory, Merrill, and Wells Fargo Clearing. Prior to entering the financial sector, she was employed at Starbucks Coffee Company. 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 supported by structured discovery conversations and firm-approved planning tools.

Robert Wygant is a financial advisor with Wells Fargo Clearing based in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent eight years with Wells Fargo Investments, LLC. 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 provides both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Vincent Ricci is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at SWAN Venture Fund, Purdue University, and Pagliacci Pizza, Inc. Ricci is also the president and sole owner of American Fulfillment LLC, a family-owned business that sold household items on Amazon and is currently inactive. 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 a range of clients, including individuals, high-net-worth clients, and institutional investors.

James Lee is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative at the same company from 2023 to 2024. His professional journey reflects a focus on financial consultancy within Fidelity Investments. Originally intending to pursue a career in medicine, James shifted his focus to financial wellness after recognizing the significant impact thoughtful financial planning can have on individuals and their families. He is dedicated to empowering clients to make informed financial decisions and to build confidence in their financial futures. Outside of his professional work, James has interests in fitness, football, golf, snowboarding, and volunteering.

Esther Shin is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. She has previously worked at Bank of America for 25 years. Outside of her advisory role, she is a co-owner of a family rental property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Jalen Lund is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with individuals, families, and business owners to provide personalized financial guidance and strategic planning. He focuses on helping clients navigate complex financial goals, build long-term wealth, and maintain a clear financial future. Jalen specializes in areas such as executive compensation, personal retirement planning, and small business strategies. Many of his clients are successful professionals seeking clarity and confidence in their financial decisions. He emphasizes understanding each client's priorities to support their lifestyles, families, and legacy planning. Jalen holds a Bachelor's Degree from Seattle University and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys basketball, fishing, spending time with his family, traveling, and writing.

Stephen Bowzer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized, comprehensive planning and portfolio management services tailored to the unique challenges and opportunities faced by high net worth individuals and families. His expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Stephen holds a Bachelor's Degree from the University of Montana and has earned professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He and his team use a disciplined approach to wealth management, combining a deep understanding of financial markets with time-tested strategies to help clients build wealth, plan for retirement, preserve assets, and support the next generation. Outside of his professional work, Stephen's personal interests include fishing, golfing, hunting, and skiing.