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. He previously worked at J.P. Morgan Securities and has a background that includes roles at DoorDash and JPMorgan Chase Bank, N.A. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.

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 with Cetera in Seattle, WA, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 12 years before joining Cetera in 2025. Outside of his advisory role, Bonck serves as a committee member for the Washington Finance Officers Association, where he helps plan educational sessions for the group's annual conference. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform combining model portfolios, third-party managers, and bespoke strategies, with over $256 billion in assets under management.

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 with Merrill in Seattle, WA, holding Series 65 and Series 66 designations and two years of industry experience. She has been with Merrill since 2019 and previously worked at the University of Minnesota for five years. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and institutions.

Lowell Diers is a CFP® professional with 28 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at firms including Chase Investment Services Corp., Wamu Investments, and KeyBanc Capital Markets. 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 through more than 14,000 advisors and provides both brokerage and advisory solutions.

Dylan Abrams is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. His prior experience includes a role at Foresters Financial Services, Inc. and involvement with Edge West LLC. 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, and institutional investors.

Tiffani Lee Kumabe is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Stacy Gannon is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. Her career includes multiple roles at Wells Fargo Clearing and Merrill, as well as seven years at Kms Financial Services, Inc. based in Seattle, WA. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services with a broad menu that includes specialized planning such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexible implementation options through its brokerage and advisory programs.

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 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Fidelity since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and has a notable role in managing registered investment companies and utilizing AI-driven methodologies.

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® professional at Wells Fargo Advisors in Seattle, WA, with 29 years of industry experience. She has worked at Wells Fargo Advisors since 2019, following roles at Wells Fargo Clearing and Prudential Equity Group. Simmons also owns and operates her own investment management firms, including Angela Simmons, LLC, and is a trustee for the Gregory Simmons Group 401(k). Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services that include retirement, education, and business-owner transition planning. The firm employs proprietary research and planning tools to develop tailored client recommendations, with a flexible approach to implementation and compensation.

Karen Spink is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. Outside of her advisory work, she is a partner in Sea Ya Diving, LLC, a dive boat charter business in Seattle. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Andrew Mischke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at Wells Fargo Bank, Bank of America, and Merrill. Outside of finance, he is involved with the Eastside Huskies Baseball Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services based on an IPS-driven process grounded in modern portfolio theory.

Ken Kilmer is a financial advisor with RBC Capital Markets in Edmonds, WA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients’ risk profiles using both in-house and third-party managers, supported by RBC’s broad capital markets capabilities.

Matthew Martinelli is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years with Edward Jones. Martinelli serves as a trustee of a family trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.