Steven Becher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a wrestling coach for the Lake Washington School District. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Diane Manterola is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Her other business activity includes serving as a power of attorney for an individual client. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Jordan Klein is a financial advisor with Fidelity who holds a Series 66 designation and has seven years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC beginning in 2018 and at Fifth Avenue Law Group PLLC from 2010 to 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic investment solutions, including model portfolios and fund advisory services.

Stephen Scharosch III is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016, with prior experience at Walmart and Mr. Delivery. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

Rollin Ellis is a financial advisor with Raymond James Financial in Kirkland, WA, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2017, following a brief period at Raymond James Financial in 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports its services with specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Pearce is a financial advisor with Equitable Advisors in Bellevue, WA. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in automotive sales and served six years at the United States Military Academy. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through sponsored platforms and endorsed managers to provide advisory and brokerage solutions.

Steven Northey is a financial advisor with UBS Financial Services in Sammamish, WA, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a partner in a family real estate partnership that owns and maintains a vacation property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Armaan Natt is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked at Bank of America and completed his education at the University of Washington. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Aaron Kummerfeldt is a financial advisor with Charles Schwab who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Edward Jones, Cross Country Mortgage, and Bank of America. Charles Schwab & Co., Inc. serves a large client base, 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 a mix of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by a centralized operational structure and multi-asset model portfolios.

Patrick Sheehan is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole proprietor of Patbrady Holdings LLC, an investment and finance entity based in Seattle. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Molly Apparis is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 credential and one year of industry experience. Her prior work history includes roles at Leverage Planners Wealth Management and various positions outside the financial sector. She is currently also engaged in outside employment with LAZ Parking. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by research, model portfolios, and technology-driven investment strategies.

Adam Zook is a Financial Consultant who collaborates with his Wealth Management Team to provide holistic financial planning and service. He focuses on understanding clients' unique situations and needs to develop plans that support their specific goals. Adam's professional experience includes roles at Fidelity Investments, where he served as a Planning Consultant from 2022 to 2024, Relationship Manager from 2021 to 2022, and Financial Representative from 2020 to 2021. Prior to that, he held internship positions at Ingram Financial and TD Ameritrade. Outside of his professional work, Adam has interests in comedy, concerts, football, golf, music, and outdoor adventures.

Neha Bhuta is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. She has been with Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and involvement with registered investment companies and model portfolio delivery.

Amanda Aveni is the Vice President and Branch Leader at Fidelity Investments. In her leadership role, she focuses on a planning-based philosophy centered on each client's comprehensive financial picture and long-term objectives. Amanda emphasizes a disciplined and collaborative approach to provide consistent and thoughtful financial guidance. She has been with Fidelity Investments since 2014, progressing through various roles including High Net Worth Client Services Representative, Managed Account Support Specialist, Client Management, Portfolio Specialist, Managed Solutions Consultant, and VP Regional Planning Consultant before assuming her current position in 2026. This experience has given her a broad understanding of client needs across different financial services and planning strategies.

Kari Groot is a financial advisor with Morgan Stanley in Kirkland, Washington, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Benjamin Hicks is a CFP® with five years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2024. He previously worked at Soundmark Wealth Management, LLC, and The Commerce Bank of Washington, Division of Zions Bancorporatio. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Chiaki Hirate is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012 in Redmond, WA. Her credentials include the Series 66 designation. Outside of her advisory role, she maintains a rental property in Bellevue, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Shawn Whatley is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and Financial Advocates Investment Management. Outside of his advisory role, he owns Tallus Financial Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Michael Dunn is a financial advisor at Charles Schwab with 14 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and previously worked at Kaplan, Inc. from 2015 to 2016. He holds Series 63 and Series 66 licenses. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody, supervisory services, and due diligence on alternative investments.

Peter Harvey is a CFP® professional with 23 years of experience in financial advising. He has worked at Raymond James Financial Services Advisors, Inc. since 2020, following seven years at Wells Fargo Clearing. Outside of his advisory role, he is involved in local business ventures including food and cooking classes and serves on the advisory board of the Lynnwood Chamber of Commerce. He is also a member of the US Coast Guard Auxiliary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm emphasizes non-discretionary, tailored advice supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.