Michael Bus is a financial advisor with LPL Financial in Poulsbo, Washington, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Before joining LPL in 2017, he worked at Market to Market and Prudential-related firms from 2011 to 2017. Outside of his advisory role, Bus serves as a city councilmember for Mountlake Terrace, Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs supported by a broad network of advisors and utilizes various models and third-party subadvisors alongside its advisory platform.

Elizabeth Mcdaniel is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2011, alongside a concurrent role at Bank of America, N.A. since 2018. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using both model-based and discretionary investment strategies.

Jennifer Wang is currently the Vice President and Financial Consultant at Fidelity, a position she has held since 2019. She has previous experience as a Financial Solutions Advisor at Merrill from 2018 to 2019 and served as a Financial Center Manager at Bank of America from 2015 to 2018. Her work focuses on wealth accumulation, retirement planning, and customized financial goals tailored to her clients and their families. Jennifer works closely with her clients to provide a simplified and stress-free process aimed at enhancing their confidence in their financial future. No additional information about her education, credentials, or personal interests has been provided.

Bradley Wheeler is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012. His prior roles include positions at Linsco/Private Ledger and Philip F Wheeler Limited Partnership. 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 process combines quantitative screens with qualitative research and includes capabilities in derivatives and commodities through specialized regulatory registrations.

Rebekah Williamson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, among other positions. She is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and offers a range of portfolio management options with a focus on individual—not institutional—clients.

Lauren Nokleby is a financial advisor with Edward Jones in Silverdale, WA, holding a Series 66 designation and 13 years of experience with the firm. She has been with Edward Jones since 2013. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Maxwell Rogers is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has previously worked at City National Bank. His background includes education at Middlebury College and experience in the sports and recreational sectors. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, combining in-house and third-party managers to meet client risk profiles and preferences.

Lisa Moore is a financial advisor with Edward Jones in Port Orchard, WA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked for the Renton School District from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors.

Glenn Coates is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory work, Coates serves on the finance committee of The Island School in Bainbridge Island, Washington. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques as part of its financial planning process, serving clients primarily in an advisory capacity.

Janet Hawkins is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Her prior roles include positions at Ameriprise, Charles Schwab, Morgan Stanley, and Key Bank. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a variety of financial planning and portfolio management services supported by internal research and advanced investment tools.

Sarah Power is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2014. Outside of her advisory role, she is a general member of Baja Caja LLC, a non-investment-related LLC. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Sarah works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and technology including artificial intelligence.

John Miller is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is involved in producing short film projects through his business, Pipers Creek Films, and serves as treasurer on the board of directors for Cascade Treasure Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients approaching or in retirement with a written Recommendation Report and ongoing retirement-income planning advice. The firm’s approach includes collaboration between a centralized service team and the client’s advisor, with recommendations based on internal and third-party research, and enrollment limited to clients meeting certain investable asset criteria.

Brendon Wu is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Prior to joining Merrill, he spent eight years at Christ Covenant Church and took a one-year sabbatical in 2019. He serves as a trustee for a fiduciary rule entity based in Bellevue, Washington. 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, utilizing model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Jason Fay is a financial advisor at Charles Schwab with 21 years of experience in the industry and holds a Series 66 designation. He has worked at Charles Schwab and Charles Schwab Bank since 2007. Outside of his advisory role, he is involved in real estate and property management activities in Washington. Charles Schwab & Co., Inc. serves 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 combination of non-discretionary and discretionary investment solutions supported by a centralized operational structure.

Jennifer Rogers is a financial advisor at Edward Jones in Seattle, WA, holding Series 66 and Series 63 credentials with five years of industry experience. She previously worked at Insight FS, a division of Growmark Inc., and Deere and Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of advisors and branch offices.

Vick Guo is a Financial Consultant at Fidelity Investments, a position held since 2023. He brings over a decade of experience in the financial industry, having previously worked as a Premier Banker at Wells Fargo Bank from 2013 to 2023 and as a Financial Service Professional at New York Life Insurance Company from 2011 to 2013. Vick holds a CA Insurance License and is a CERTIFIED FINANCIAL PLANNER™. He specializes in comprehensive family financial planning, assisting individuals and families with retirement planning and wealth building strategies aimed at achieving long-term financial security. Vick holds an MBA in Finance and a bachelor's degree in Accounting, underpinning his thoughtful and relationship-driven approach to client service. Outside of his professional work, Vick enjoys cooking and baking, fishing, and exploring culinary experiences as a foodie.

Pablo Yepez is a financial advisor with Edward Jones in Bremerton, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branch offices and provides services under a fiduciary standard.

Anabelle Jimeno is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include a long tenure at Bank of America/Merrill Lynch and a position at WAFD Wealth. She is also a general partner at Designtheory LLC, a landscape and design business formed with her spouse, where she assists with business formation and tax filing. 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 process combines quantitative screens and qualitative research, using model asset allocations supported by centralized due diligence.

Jennifer Droppelman is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she is the owner and member of OneSouthShore LLC, a non-investment-related business. Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department. The firm offers financial planning, portfolio management, separately managed account programs, and custody services, employing a range of strategies including manager-traded and model-traded SMAs, tax management, and direct indexing.

Kirsten Kunkel is a financial advisor at Robert Baird & Co. in Seattle, WA, with 24 years of industry experience. She has been with Robert Baird & Co. since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, Kunkel serves on the finance council for Our Lady of Fatima Parish, where she reviews the parish budget and financial health. Kunkel is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded strategies with ongoing manager oversight and internal research tools.