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 at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for 22 years before joining WAFD Wealth and subsequently J.P. Morgan. Outside of her advisory role, she is a general partner at Designtheory LLC, a landscape and design business, where she assists with business formation and tax filing. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 designations and having 23 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she serves on the finance council for Our Lady of Fatima Parish, where she reviews the parish budget and financial health. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary management, using a range of strategies from traditional to complex allocations.

Micah Thompson is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jessica Vets is a CFP® with five years of industry experience and currently serves as a financial advisor at Edward Jones. Her prior work includes roles at AXA Advisors, The GS Haly Company, and the Seattle Police Department. Outside of financial advising, she has been involved in small business consulting and operated a family farm business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network as well as affiliated financial services beyond advisory offerings.

Sheri Redford is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and 37 years of industry experience. She has worked at RBC Capital Markets since 2005 and also at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Aaron Bonck is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Concourse Financial Group Securities Inc for over eight years. Outside his advisory role, he serves as a committee member for the Washington Finance Officers Association, helping to plan educational sessions for the group’s annual conference. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Ty Smith is a Series 66 licensed financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and is currently associated with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is the sole proprietor of an investment-related business, ET Old Town Properties, LLC, in Bremerton, WA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets.

Carson Nyman is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at several golf courses and a nursery business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Michelle Tran is a financial advisor at Merrill in Seattle, WA, holding Series 65 and Series 66 licenses with two years of industry experience. She has been with Merrill since 2019 and previously worked at the University of Minnesota from 2013 to 2018. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm operates within the broader Bank of America platform, providing access to a wide range of financial products and services.

Lowell Diers is a CFP® with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Dylan Abrams is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously spent time at Foresters Financial Services, Inc., Washington State University, and Edge West LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a variety of products and services beyond traditional managed accounts.

Tiffani Lee Kumabe is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2022. Prior to joining UBS, she spent 13 years with Morgan Stanley, including seven years at Morgan Stanley Private Bank, National Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets and lending programs.

Stacy Gannon is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and has worked at multiple Wells Fargo entities as well as Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Mark Garkavi is a financial advisor with Cetera based in Edmonds, WA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Cetera and its affiliated entities since 2010, including First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that allows advisors to utilize affiliated and third-party managers or create customized strategies.

Steven Miller is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Fidelity Investments since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios.

Micahl Ong is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in financial advising. He specializes in working with successful individuals who value high-quality service, integrity, and a goal-oriented wealth planning approach. Micahl focuses on areas including executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, and socially responsible, values-based, and ESG investing. His financial planning process prioritizes clients’ unique goals, providing customized strategies that align with their needs. Before joining Merrill Lynch as a Financial Advisor in 2002, Micahl gained experience as a management consultant advising financial institutions at Booz Allen & Hamilton, a corporate strategist at Morgan Stanley Asset Management, and Vice President of Global Corporate Strategy at Merrill Lynch Investment Managers. His diverse professional background equips him with a broad perspective that informs his personalized approach to client advisory. He holds the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered SRI Counselor™ designation, and the Personal Investment Advisor designation. Micahl earned a Bachelor of Science degree cum laude in Finance from New York University’s Stern School of Business and an MBA from Columbia University. He completed an executive course in Pensions and Investment Management at the University of Pennsylvania’s Wharton School. Outside of work, Micahl is passionate about travel, having visited over 57 countries, and maintains an active lifestyle with hiking, biking, pilates, barre, and competitive badminton. He is conversant in several languages including English, Chinese (various dialects), Spanish, Italian, Malay, and Thai. Additionally, Micahl founded and chaired the community organization CBS Gives Back to Boston from 2008 to 2021.

Matthew Sawan is a financial advisor at Edward Jones with 25 years of industry experience and holds Series 63, Series 65, and Series 66 credentials. His prior work history includes roles at Prudential Insurance Company of America, AIG Capital Services, and AAA of Washington Insurance Agency. Outside of advising, he conducts financial education workshops as a contracted presenter for balancinglifeissues.com. 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 23,000 financial advisors and more than 15,000 branch offices.

Angela Simmons is a CFP®-certified financial advisor at Wells Fargo Advisors with 29 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Outside of her advisory role, Simmons owns and operates Angela Simmons, LLC, and holds majority ownership in 1201 Investment Management LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis. Advisors develop tailored recommendations using Wells Fargo’s research and planning tools, delivering non-continuous planning engagements with optional implementation through the firm’s brokerage or advisory programs.