Sonia Golchha is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Her work history includes roles at Merrill and Bank of America from 2022 to the present, as well as earlier positions at Parnia and A K Dugar and associates. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sheldon Stephen is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2017, with prior experience at Bank of America N.A., Bank of the West, and Union Bank. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Wesley Nelson is a financial advisor with Charles Schwab, holding a Series 66 designation and 21 years of industry experience. He has worked at Charles Schwab in various roles since 2011 and previously was with Bank of America and Merrill from 2017 to 2021. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and supports centralized supervisory, custody, and order-routing functions.

Stephanie Moreno is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has been with RBC Capital Markets LLC since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and financial planning services, utilizing both internal and third-party investment managers.

Trenton Morton is a CFP®-certified financial advisor with Raymond James & Associates, based in Kirkland, WA. He has 29 years of industry experience, including 12 years at Raymond James. Morton is also a partner at PC Investors LLC, where he serves as an investment advisor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Ronald Kukes is a Certified Financial Planner (CFP®) and holds a Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Robert Ahrendt is a financial advisor with LPL Financial in Redmond, WA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massmutual Life Insurance Co, and METLIFE Securities Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven strategies.

Thomas Shannon III is a CFP® professional with 27 years of experience at Edward Jones. He holds Series 63 and 66 licenses and is based in Bothell, WA. In addition to his advisory role, he teaches continuing education classes part-time at Cascadia Community College and conducts budgeting classes at the University of Washington Bothell. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Jaime Suarez is a financial advisor with LPL Financial in Everett, WA, holding the Series 66 designation and over 24 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 2005 and also has a long-standing role with Boeing Employee Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Dennis Burlingame is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been affiliated with Morgan Stanley and its predecessor firms since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various client engagement models.

Jared Johnson is a financial advisor with Equitable Advisors in Shoreline, WA, holding Series 63 and Series 66 licenses and five years of industry experience. His background includes multiple roles at the University of Washington and prior work at Quest Factor. He is also involved with River Run Wealth Advisors as a separate business activity. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Esrom Woldeghebriel is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. He specializes in transforming financial complexity into clear, actionable strategies to help clients build and preserve wealth and create legacies that reflect their values and aspirations. His mission is to provide guidance that empowers clients to make confident decisions and achieve lasting impact. Outside of his professional work, Esrom enjoys bowling, participating in family activities, and traveling.

Chris Wille is a financial advisor with Ameriprise in Snohomish, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Wille serves as Vice President of Finances on the Snohomish Little League Board of Directors and holds operational and management roles with Mill Bay Marine & Storage LLC and NMK LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports in partnership with advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sydney Henny is a financial advisor with Charles Schwab in Redmond, WA, holding the Series 63 and Series 65 designations and having eight years of industry experience. Prior to joining Schwab, Henny worked at TD Ameritrade Inc. for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by centralized custody and operational infrastructure.

Virginia Brannan is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Brannan is also involved in managing her team’s financial planning operations through Cascadia Operations LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Samuel Manjarrez is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work history includes roles at First Western Properties, Pacific Portfolio Consulting, and Caffe Umbria, as well as academic positions at San Diego State University, Roosevelt High School, and Eckstein Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Anjali Singh is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including roles at Banner Bank and Yes Bank Limited. Singh is currently based in Redmond, WA. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and systematic portfolio construction, employing algorithmic methods and serving multiple registered investment companies.

Nick Johnson is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2011, progressing through roles including Investment Consultant, Relationship Manager, and Financial Representative. His experience spans various aspects of financial advising and wealth management, working with individuals and families to manage their financial resources. Nick emphasizes partnering his experience and education with Fidelity's reputation, resources, and integrity to support his clients. Specific details about his education, credentials, personal interests, or community involvement have not been provided.

Philip Stark is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jennifer Engle is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling techniques.