Sai Puli is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at Amerisal Financial Inc and was involved with Barsony Holsters & Belts LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Rollin Ellis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked with Raymond James Financial Services since 2017 and prior to that was with LPL Financial and Forta Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs a tailored, non-discretionary planning approach using risk profiling and analytical modeling, and supports municipal and public finance work through its affiliation with a municipal advisor.

Joseph Pearce is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Leith Mercedes Benz and service at the United States Military Academy. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

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.

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.

Benjamin Keever is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Raymond James and operates under the DBA Keever Capital. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients, using tailored, non-discretionary strategies supported by analytical modeling and technology integration.

Scott Miles is a financial advisor at Merrill with a Series 66 credential. He joined Merrill in 2026 and has prior experience in various roles outside finance, including work at Miles Sand and Gravel and Boise State University. 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 a range of clients including individuals, high-net-worth clients, and institutions.

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 worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015, and previously worked at Citigroup Global Markets from 2004 to 2009. Outside of his advisory role, he is the sole proprietor of Patbrady Holdings LLC, an investment and finance-related entity. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning, supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and financial planning services.

Kimberly Muska is a financial advisor with UBS Financial Services in Bellevue, WA, holding CFP® and Series 66 designations and 18 years of industry experience. Her career includes roles at Key Private Bank, Halbert Hargrove, and RBC Capital Markets. She is a co-founder of Porsches & Pearls, a social club for women Porsche owners in the Charlotte region. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor investment plans aligned with client goals and risk tolerances.

Trevor Pence is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation. He has one year of industry experience and has previously worked at Microsoft and SSA Marine. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Michael Imler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that align with clients' individual goals, focusing on areas such as education planning, family wealth management, retirement income, philanthropic planning, and portfolio management. Michael holds a Bachelor's Degree from the University of California system and is a Personal Investment Advisor (PIA). He emphasizes a client-centered approach, working one-on-one to create flexible strategies that adapt to changing market conditions. Additionally, he participates in community volunteering in line with Merrill’s tradition of community engagement.

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.

Robin Cheng is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding a Series 66 designation and five years of industry experience. His prior work includes extensive tenure at JPMorgan Chase Bank, N.A., spanning from 2009 to 2020, and a brief role at Four Points by Sheraton. 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. The firm’s advisory approach combines quantitative and qualitative research, incorporates ESG considerations, and leverages broader derivatives and commodities capabilities.

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.

Kaoru Shimmyo Yi is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. Kaoru has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice supported by proprietary research and risk-based asset allocation models.

Marco Pamparo is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Key Investment Services, KeyBank, and the Asian Institute of Management. Outside of advising, he has pursued selling his own photography and creating templates for the Notion application as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored using proprietary research and model-based asset allocations.

Harry Smith III is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at RBC Capital Markets since 2016 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.