Jasmine Foreman is a financial advisor with Robert Baird & Co. in Seattle, WA. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Baird, she worked in logistics and held roles at Seattle University, Chartwells, Famous Footwear, Firehouse Subs, and in education. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management, utilizing a range of strategies from traditional allocations to more complex approaches, along with municipal advisory and public finance services.

Alexis Green is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including New York Life Insurance Company, NYLIFE Securities LLC, Eagle Strategies LLC, and PGR Financial. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Gregory Anthis is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his daughter's trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a diverse range of financial products, including insurance-related vehicles and bank deposit sweep options.

Juman Sung is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. Prior to joining Merrill, Sung attended Vanderbilt University and has held various roles including work at Camp Twin Creeks and Colby College. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its services within Bank of America’s broader platform, providing access to a wide array of financial products and services.

Jamie Pickard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also maintains a role at The Melting Pot. Additionally, he has been associated with Wells Fargo Bank since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lorraine Brown is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked at the University of Nevada, Las Vegas, and spent 17 years at Caesars Entertainment. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Paula Fedirchuk is a financial advisor at Edward Jones with 17 years of industry experience. She holds the CFP® and Series 66 credentials and has been with Edward Jones since 2008. 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 network of financial advisors and branch offices nationwide.

Katie Rubio is a financial advisor at Morgan Stanley with 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014 and holds a Series 66 designation. Outside of her advisory role, she operates a small online shop offering crafted and homemade goods as well as reselling antiques. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Hong Ying Chan is a financial advisor with Wells Fargo Clearing in Mercer Island, WA, holding a Series 66 credential and 21 years of industry experience. She has worked at Wells Fargo in various capacities since 2005, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she is involved in managing several rental property businesses jointly owned with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Thomas Strawn III is a Series 66-licensed financial advisor with Morgan Stanley in Seattle, WA, and has seven years of industry experience. He has been with Morgan Stanley since 2017 and was self-employed from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, managing approximately $2.74 trillion in client assets and offering tailored financial planning and advisory programs.

Andrew Vernon is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Sovereign Asset Management and John Hancock Advisors. He is also the managing partner of Live Your Ideal Life, LLC, a financial planning firm affiliated with Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Anthony Fuertes is a financial advisor with RBC Capital Markets based in Seattle, WA. He holds a Series 66 designation and has 19 years of industry experience, including 17 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, combining in-house and third-party investment management with customizable portfolio features.

Alexandra Stanyon is a financial advisor with Ameriprise in Seattle, WA, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Prior to Ameriprise, she worked at Royal Alliance Associates and has co-owned Charles Anderson Co, a tax preparation business, since 2015. She is also the owner of Ikina Inc, a fine art business based in Bainbridge Island, WA. 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 focused on dependable income sources and tax-aware withdrawal strategies.

George Andrade is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 65 designations. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Farnham is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on areas including Divorce Transition Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Personal Retirement Planning, Individual and Corporate Investment Strategy, and Retirement Income. As a member of the Farnham, Dols & Radziwanowicz advisory team, Michael brings a collaborative approach to delivering investment advice and customized wealth management strategies that align with clients’ financial and family legacy goals. Michael holds a Bachelor's Degree from Stephen F. Austin State University and holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He and his team work closely with clients’ tax and legal advisors to assist in tax minimization and estate planning strategies, serving high net-worth individuals, families, and retirees. Outside of his professional work, Michael is active in the USA Triathlon community and participates in triathlons, hiking, climbing, swimming, running (including marathons), biking, skiing, and other outdoor activities. He is married with two sons and enjoys spending time with his family and traveling.

Amanda Kagarabi is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and two years of industry experience. She has worked at Merrill since 2023 and has prior experience at Bank of America, N.A. and Jennifer Vickers. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm is integrated into Bank of America’s platform, providing access to various financial products and services.

Ryan Smolko is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Legacy Equity Valuations and Lorraine Barrick LLC, and has experience in both valuation and advisory roles. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary options, separately managed accounts, and affiliated funds.

Marvel Rotness is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked at J.P. Morgan Securities for 11 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven, incorporates modern portfolio theory, and includes both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

Charity Atkinson is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 credentials and is based in Seattle, WA. In addition to her advisory work, she is a partner in Hammer and Saw Local Carpentry, LLC, a carpentry company serving homeowners in the greater Seattle area, where she handles administrative responsibilities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan financial organization.

Sabrina Breda is Vice President Private Wealth Management Advisor at Fidelity Investments, where she has worked since 2007 in various roles including Wealth Management Advisor, Financial Consultant, Investment Consultant, and Client Service Specialist. She specializes in working with high net worth clients, focusing on comprehensive financial planning and facilitating family conversations to develop personalized financial plans. Her approach involves simplifying complex financial concepts to help clients organize their finances around understandable and tailored strategies. Sabrina believes that a well-structured financial plan is key to achieving financial goals and alleviating financial anxieties. Outside of her professional work, Sabrina enjoys hiking, parenthood, reading, and running.