Weihua Yang is a Financial Advisor with Merrill Lynch Wealth Management. In this role, she serves individuals, families, professionals, and business owners, assisting them in making informed financial decisions and developing personalized strategies related to retirement, wealth accumulation, education planning, and legacy goals. She is fluent in English and Mandarin, enabling her to effectively serve a diverse community of clients. Before her financial services career, Weihua owned and operated a business in Beijing from 2006 to 2016, gaining insights into the challenges and opportunities faced by entrepreneurs. After moving to the United States, she earned a Master of Business Administration (MBA) from Northwest University. Weihua also holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Weihua lives in Kirkland, Washington with her husband and their two cats. Outside of work, she enjoys gardening, hiking, and traveling.

Michael Blockhus is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at D.A. Davidson & Co. for 18 years and has been with RBC and City National Bank since 2019. Outside of his advisory role, he is co-owner of a performing arts school, which is operated by his wife. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs tailored to client risk profiles, utilizing a combination of in-house and third-party investment managers and providing both discretionary and non-discretionary portfolio management.

Juneil Lee is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes roles at various J.P. Morgan entities since 2018, with prior experience at Sprint and involvement with a Korean BBQ restaurant. 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 team of Wealth Advisors. The firm operates as both a broker-dealer and registered investment adviser, combining institutional advisory services with brokerage and investment management capabilities.

Charles Lewis is a financial advisor with LPL Financial in Seattle, WA, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 2008. Lewis is also involved in independent insurance agencies selling fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven risk management solutions.

Sherryl Adair is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. Its services include written recommendations on various planning topics and an option to combine planning with managed-account programs under consolidated billing.

Mckayla Yang is a financial advisor at Morgan Stanley with less than one year of industry experience. She holds a Series 66 designation and has prior work experience at Deloitte & Touche LLP and as an instructor at the University of Washington Bothell. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Jules Gimbernat is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020 and held roles at Wells Fargo Advisors and Wells Fargo Clearing from 2013 to 2020. Outside of his advisory work, he is involved with Creekside Angling Company, a recreation business, and has roles related to wholesale and distribution with Melaleuca, Inc. and Arbonne International. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning using structured tools and models and manages approximately $2.74 trillion in client assets.

David Bolson is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to assist clients with their financial goals.

Stephanie Lillibridge is a financial advisor with Edward Jones in Kirkland, WA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Level Up and school districts in Everett and Northshore. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Williams is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Ameriprise and previously worked at Capital Analysts, LLC, Shelgren Financial Group, and Lincoln Investment. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide personalized retirement planning, leveraging algorithmic automation overseen by specialized committees.

Sean Mc Williams is a financial advisor at Ameriprise with 22 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for 17 years. He is also the owner of McWilliams Lewis Team LLC, a financial advisory business based in Kirkland, WA. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dale Carey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been affiliated with Cetera and its related entities since 2017 and also owns and serves as president of Pathfinder Financial, a financial services firm. Carey has additional experience selling fixed insurance products including life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party investment solutions.

Thomas Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing from 2016 to 2022 and Wells Fargo Advisors from 2012 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management supported by in-house and third-party research.

Douglas Shaw is a financial advisor with Merrill in Snohomish, Washington, holding a Series 66 credential and nine years of industry experience. He has worked at Merrill since 2017 and concurrently at Bank of America, N.A. since 2018. Outside of his advisory role, Shaw serves as a board member for Housing Hope, a charitable organization focused on supporting motivated homeless families, and works part-time as a delivery driver for Uber Eats. 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 and profit-sharing plans, corporations, and charities.

Rachel Teo is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 11 years before joining Morgan Stanley Smith Barney LLC in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

Gregory Riggs is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2020 to 2023, and KMS Financial Services, Inc. from 2001 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and technology-driven strategies.

Espen Platou is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Hornor, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Pacific Capital Resource Group. Platou is also involved in insurance and investment sales and service through Ascent Wealth Solutions. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors, offering integrated brokerage and advisory services supported by multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary bases.

John Kakarigi is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Michael Burke is a financial advisor at Edward Jones in Everett, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience in construction, utilities, aerospace, telecommunications, and employment services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Dustin Meade is a financial advisor at Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Edward Jones, he worked at Bank of America, Merrill, Robinhood, and TD Ameritrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.