Sean O'Connor is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at KMS Financial Services, Russell Investments, and The Bank of Nova Scotia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by quantitative tools and oversight of over $819 billion in discretionary assets.

Christopher Stacey is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he serves on the board of directors for Eastport Shores Condos and coaches pole vaulting for a local high school track team. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement, combining research-driven recommendations with a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Riley Neal is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Prior to joining UBS, he held positions at Pfizer, Inc. and was involved with ventures such as Rora Venture Design and The Lead Lab. He also has an academic background from the University of Washington. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering services that include discretionary portfolio management, underwriting, and securities-backed lending programs.

Kevin Hansen is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 credentials. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its platform.

Morgan Elzey is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Elzey worked at USI Insurance Services and held various roles in photography, restaurant, and post-production businesses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors.

Jay Lakhani is an Investment Consultant who is dedicated to helping clients feel confident in their financial decisions. He focuses on simplifying complex financial topics to ensure clear understanding and guidance. Jay prioritizes understanding each client's individual goals to provide tailored support aimed at achieving their long-term financial objectives. Outside of his professional work, Jay has interests in cars, social events with friends, and music.

Brendan Smith is a financial advisor at Wells Fargo Clearing in Bellevue, WA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Wells Fargo Bank, Liberty Mutual, and International Fidelity Insurance Company. 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 combines research from Wells Fargo Investment Institute and third-party sources to evaluate investment options, offering both brokerage and advisory solutions to its clients.

Paul Shirley is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he focuses on building relationships of trust with clients, understanding their unique situations and goals, and assisting them in working towards those goals. Prior to his current position, Paul served as Branch Manager at Charles Schwab from 2021 to 2024, and before that, as Branch Manager at TD Ameritrade from 2016 to 2021. His professional experience centers on branch leadership and client relationship management within the financial services industry. Outside of his professional responsibilities, Paul enjoys attending concerts, participating in family activities, fitness, football, outdoor adventures, and traveling.

Annukka Mikkola is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been working with the firm since 1993, providing advice, guidance, and personalized strategies across various aspects of wealth management. Annukka and her team serve high-net worth individuals, affluent families, and successful business enterprises across the country. Annukka's areas of expertise include family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. She holds the Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS®), and Personal Investment Advisor (PIA) designations. She earned a Bachelor's Degree from the University of Washington. Throughout her career, Annukka has been recognized for her professional achievements, including being named to the Barron's "Top 1,500 Financial Advisors" list in 2026 and Forbes' "Best-in-State Wealth Advisors," "Top Women Wealth Advisors Best-in-State," and "Best-In-State Wealth Management Teams" lists in recent years. Annukka is actively involved in the Bellevue community and enjoys boating, camping, gardening, hiking, pickleball, running, skiing, tennis, traveling, and spending time with her family.

James Lennon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His work history includes roles at JPMorgan Chase Bank, Bank of America, Merrill, HSBC Bank USA, and Key Bank. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Timothy Ganahl is a financial advisor with Robert W. Baird & Co. in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Robert W. Baird since 2016. The DDK Group, where Ganahl works, is part of Robert W. Baird’s Private Wealth Management department and provides services to individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, supported by internal research and specialized strategies including tax management and direct indexing.

Zhi Wen Su is a financial advisor with J.P. Morgan Securities in Kirkland, WA, holding Series 63 and Series 66 designations and seven years of industry experience. He has been affiliated with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017. Outside of his advisory role, Su is a partial owner involved in managing several real estate investment entities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm’s services focus on non-discretionary advice, incorporating an ESG eligibility framework and access to a broad range of investment products through its affiliations.

Tue Tran is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, he worked at Express Credit Union and the British Council. 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 and serves a large client base through advisor-led and online platforms.

Mark Eberle is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at notable firms including Morgan Stanley Private Bank and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Collin Bennett is a financial advisor at Edward Jones in Issaquah, WA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Pitchbook Data and Highspot, as well as a previous tenure at Edward Jones. Edward Jones is a full-service wealth management firm serving over 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 affiliated mutual funds.

Avery Haug is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Haug worked in various roles including multiple positions at Texas Tech University and retail positions at Lowe’s Home Improvement Store and Barnes & Noble College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jeffrey Lazcano is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing Services LLC, he worked at Uber and JC Penney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

Jie Ji is a financial advisor at J.P. Morgan Securities with five years of industry experience. Jie holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, and Softbank China Venture Capital. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering recommendations on a non-discretionary basis.

Brandon Curneen is a CFP® with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2020. He previously worked at D.A. Davidson & Co. from 2013 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ericka Marini is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Edward Jones since 2019. She operates EK Marini Consulting, a pro bono service offering workforce transition assistance to U.S. Veterans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide, managing over $1 trillion in assets through a large network of financial advisors and branch offices. The firm provides diverse advisory services including discretionary and non-discretionary strategies, overlay and tax-efficient solutions, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.