Shuzhen Xu is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation. Xu has over eight years of experience in banking and financial services, with prior roles at Cathay Bank, ICBC USA, N.A., and East West Bank. 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.

Ryan Baker is a financial advisor with Edward Jones in Renton, WA. He holds a Series 66 designation and joined Edward Jones in 2025 after a 32-year career at Quality Food Centers. Outside of his advisory role, he is involved in rental property maintenance in Edmond, OK. 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 strategies, supported by a nationwide network of advisors and branch offices.

David Rockey is a financial advisor with Cetera who holds Series 63 and Series 66 registrations and has 34 years of industry experience. He has worked with Cetera and its affiliates since 2018, including roles at First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Mikkel Louie is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on helping affluent families develop and execute personalized wealth strategies aimed at growth, preservation, and transfer of wealth. He leads a team that coordinates with specialists to address clients' financial goals comprehensively. Mikkel has over 20 years of experience in the financial services industry, having held various positions at Fidelity Investments since 2000, including Vice President roles in Wealth Management and Regional Planning Consulting. He is a Certified Financial Planner™ and holds a California Insurance License. Outside of his professional work, Mikkel enjoys cooking and baking, fishing, hiking, and solving puzzles.

Dana Duke Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

April Wilson is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Osaic since 2020. She previously worked for Penn Mutual Insurance Company and Hornor Townsend & Kent Inc. from 2006 to 2020. Outside of her advisory role, Wilson is involved in insurance brokerage activities and manages rental properties in Washington and Hawaii. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and a variety of investment products to build portfolios, with discretionary and non-discretionary management options.

Nate Flood is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. In this position, he serves as a trusted partner for clients and their families, focusing on understanding each client's unique circumstances, needs, and concerns. Nate's experience in the financial services industry includes various roles at Fidelity Investments since 2018. Prior to his current position, he worked as a Financial Consultant from 2020 to 2023, Investment Consultant from 2019 to 2020, Relationship Manager from 2018 to 2019, and Financial Representative in 2018. He began his career as a Financial Representative Apprentice at Veritude, LLC from 2017 to 2018.

Lori Arnevick is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She provides wealth management services to select individuals, families, and executives, delivering customized financial strategies for retirement planning, investment management, wealth transfer, lending, and personalized banking services through Bank of America, N.A. Lori is a qualified Portfolio Manager who builds and manages personalized strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She manages these strategies on a discretionary basis through the firm's Investment Advisory Program. Lori began her career in financial services in 1990 and has over 30 years of experience. She holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning Institutes Corp. In addition, she has the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Kentridge High School. Lori focuses on areas including executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Lori enjoys gardening, golfing, and spending time with her family. She is also involved with local charities.

Louisa Pardo is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Rebecca Hellman is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc and Robert Baird & Co. She is based in Kirkland, WA. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, pension plans, corporations, and government entities, delivering non-discretionary advice supported by a comprehensive affiliate network and specialized municipal and public finance services.

Jeffrey Miller is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 credential and 15 years of industry experience. He has been with Bank of America and Merrill since 2010. Outside of his advisory role, he is involved in several business ventures including principal positions in various LLCs focused on real estate development, startup investments, and operating car wash facilities. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Austin Heady is a CFP® professional with 25 years of industry experience, currently with Edward Jones since 2000. Based in Bellevue, WA, he holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Hayden Bata is a Vice President, Financial Consultant at Fidelity Investments, where he serves as a trusted advisor to clients. He helps clients navigate important financial decisions by providing knowledge and guidance aimed at achieving their long-term financial and personal goals. Hayden has held several roles at Fidelity Investments since 2015, progressing through positions such as Financial Representative, High Net Worth Financial Representative, Investment Solutions Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current role. This experience spans multiple facets of financial consulting and client relationship management. Outside of his professional career, Hayden's personal interests include beach activities, photography, scuba diving, snowboarding, and traveling.

Eric Terry is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to joining Mass Mutual in 2020, he worked at Key Bank from 2014 to 2020. Outside of his advisory role, he is a member of a local cover band where he plays bass and sings. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Stephen Jimenez is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and has four years of industry experience. His background includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and prior positions outside the financial sector. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Janet Mc Ghee is a financial advisor at Raymond James Financial with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Equitable Advisors, LLC and Hall & Dornan Capital Partners. Janet serves as Co-Trustee of the Mother's Trust, Viola Bowie. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, primarily non-discretionary advisory services and supports specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Kenneth Woodsum is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Financial Advisor at LPL Financial from 2023 to 2025. In his professional capacity, Kenneth focuses on helping clients organize their financial picture, evaluate tradeoffs, and make informed decisions aligned with their unique goals. He emphasizes building financial planning relationships based on trust, transparency, and clear communication. Kenneth aims to create a collaborative experience where clients feel heard, supported, and empowered to move forward with confidence. Outside of his professional work, he enjoys various personal interests including camping, cooking and baking, hiking, photography, reading, and swimming.

Ryan Wheatley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating wealth management plans for clients with investable assets of $2,500,000 or more, particularly employees with stock compensation. Ryan works with these clients to develop strategies in areas such as retirement planning, equity compensation, investment management, tax minimization, education funding, insurance and lending, wealth transfer, trust needs, and business services when applicable. Additionally, he assists CEOs, founders, and business owners in finding both public and private buyers for their businesses. Ryan earned a Bachelor's Degree in Finance from Santa Clara University. He holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). Originally from Bellevue, Washington, he attended Sacred Heart and Seattle Preparatory schools before pursuing his higher education. Ryan has experience working alongside his father, Gary, who had a 40-plus-year career before retiring. Outside of his professional work, Ryan enjoys soccer, skiing, golfing, video games, and attending live music events. He maintains a focus on helping clients make consistently better financial decisions by providing access to a skilled team of advisors and specialists, aiming for knowledgeable clients and improved financial outcomes.

Matthew Cour is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, Regulus Advisors LLC, and Securities America, Inc. Outside of his advisory role, he serves as a trustee for the KJH Family Trust and maintains an independent contractor position with Guided Medicare Solutions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining advisor programs with product sales including insurance and lending solutions.

Michael Cragg is a Series 66-licensed financial advisor at Morgan Stanley with 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he owns a camera equipment rental business serving production companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.