Dana Nesterova is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2021, she worked at Wells Fargo and held positions at Starbucks Coffee Company and Gap Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Alexander Smith is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. Merrill serves a broad client base including individuals, retirement plans, corporations, charities, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by its chief investment office.

Dale Donaldson is a financial advisor with Ameriprise in Belfair, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for Project Barnabas, Inc. and is involved in business ownership and real estate ventures. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Damon Thompson is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, Morgan Stanley, and periods as an independent advisor. 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.

Brian Turnbull is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked in landscaping and was involved with The House Christian Reformed Church for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

William Mason is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 10 years of industry experience. His prior roles include positions at Northwestern Mutual and various entities operating under the Pillar Financial Group name. Mason is also involved in multiple business activities, such as Essential Benefits, LLC, which he has been associated with since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary options supported by a large network of advisors and over $256 billion in assets under management.

Charles Bentley III is a financial advisor at Merrill with 32 years of industry experience. He holds the Series 66 credential and has worked with Merrill and Bank of America, N.A. since 1992. 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, and various institutions.

Michael Bonds is a financial advisor with Charles Schwab in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience and has been with Charles Schwab and its affiliated entities since 1999. Outside of his advisory work, Bonds performs as a solo acoustic guitar and singing entertainer. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Clinton Boxman is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he serves as a past president of the Kingston-NK Rotary Club and is involved with the Greater Kingston Chamber of Commerce. Ameriprise provides retirement-income planning services for individuals approaching or in retirement who meet specific asset thresholds, delivering written, non-discretionary recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a wide range of advisory, brokerage, and insurance solutions through affiliated companies and utilizes a combination of research, modeling, and algorithmic automation overseen by a Retirement Income Oversight Committee.

John Wuest is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Merrill and First Republic Bank. Outside of finance, he is a silent partner in a pizza restaurant in Seattle. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and proprietary research.

Corinne Crabs is a financial advisor at UBS Financial Services with 38 years of industry experience. She has worked at UBS since 2008. Outside of her advisory role, she serves as Director of the Heritage Society and Director of the Rainier Arts and Library Foundation at The Rainier Club, and she will be a part-time junior varsity tennis coach at Holy Names Academy in April 2024. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Stacey Mulier is a financial advisor at Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 66 licenses with nine years of industry experience. Prior to joining Baird in 2025, she worked at Avalara for four years and Envestnet Tamarac for seven years. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm provides services such as financial planning, portfolio management using separately managed accounts, and municipal advisory services, supported by internal research and technology tools.

Stuart Sierer is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 63 years of industry experience. He has been with UBS Financial Services since 1993, totaling 33 years at the firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment products and research-driven strategies.

Ohenebah Nkrumah is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses. She has one year of industry experience, with a work history that includes roles at Wells Fargo Bank, Bank of America, and Cornell and Associates. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jennings White is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He specializes in family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Mr. White adopts a risk-averse approach and focuses on building long-term portfolios founded on sound fundamental practices. He collaborates closely with clients to define their financial goals and matches those goals with appropriate portfolios of securities. His disciplined process aims to mitigate risk while preserving and growing clients' wealth. Mr. White emphasizes transparency and integrity, prioritizing clients' interests and maintaining long-term relationships to help clients achieve their stated objectives. He utilizes the resources and research available at Merrill Lynch Wealth Management to develop customized strategies addressing income generation, wealth accumulation, and generational wealth transfers. Mr. White holds a Master's Degree from Seattle University and a Bachelor's Degree from the College of Charleston. He is a Personal Investment Advisor (PIA) and follows Merrill's tradition of community participation, dedicating time to volunteer with local organizations. In his personal life, he enjoys music, reading, spending time with his family, and traveling.

Grace Sarver is a financial advisor with Morgan Stanley in Seattle, WA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at WaFd Bank and teaching positions at Chief Sealth High School and West Seattle High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and product offerings.

Jeanine Gabel is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Merrill since 2009 and is also affiliated with Bank of America, N.A. since 2006. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Clayton Packard is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and has worked previously in construction and education sectors. Outside of his advisory work, he serves as a high school football coach for the Seattle School District, mentoring youth through athletics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, operating under a fiduciary standard and managing over $1 trillion in assets.

Anthony Perovich is a financial advisor at RBC Capital Markets in Seattle, WA. He holds a Series 66 designation and began his career in the financial industry in 2025. Prior to joining RBC, he worked at Cintas and spent six years with Rainier Golf and Country Club. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and planning services, leveraging both in-house and third-party managers.

Gary Carson is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at T&A Supply Company for four years and Pacific Mat & Commercial Flooring for fourteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.