Janice Abides is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 12 years of industry experience. She has worked with Fidelity Investments since 2021, having previously been with UnionBanc Investment Services and HSBC Bank USA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple funds, and use of AI in investment research.

Margaret Hoy is a CFA® charterholder and holds Series 63 and Series 65 licenses. She has three years of industry experience, currently working at Edward Jones since 2022. Prior to this, she spent six years at Versus Investments and has been involved with Global Alternative Investment Services, Inc. since 2015. Outside of work, she operates an Etsy store selling art as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Michael Hatch is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Bank of America and Citibank. Based in Seattle, WA, he joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Ava Doney is a Financial Advisor with Merrill Lynch Wealth Management. She works with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Ava provides resources for investing, retirement planning, and saving for unexpected events, and connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Ava specializes in comprehensive wealth planning, focusing on family wealth management strategies, women and wealth, and clients in sports and entertainment. She serves motivated clients including women, tech professionals, and Seattle locals. Ava holds a Bachelor's Degree in Finance with a minor in Sports Management from Washington State University. She began her career as a summer analyst at Bank of America Merrill and has continued with the firm as a financial advisor. Her professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional role, Ava is involved with the community organization Fight CRC. Her personal interests include boating, cooking, golfing, running marathons, skiing, spending time with family, traveling, and practicing yoga.

Amish Giri is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019 in various roles including Financial Consultant and Investment Consultant. He assists high net-worth individuals and families with comprehensive financial planning, focusing on tax efficient investing, investment strategies, risk management, and legacy planning considerations. Amish emphasizes staying informed about financial markets and effective communication to ensure client strategies align with their goals. His professional experience includes positions such as Relationship Manager and Investment Solutions Representative at Fidelity Investments, as well as earlier roles at Brown Brothers Harriman and Bank of New Hampshire. Amish holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, Amish enjoys board games, scuba diving, snowboarding, tennis, and volunteering.

Ella Apalisok is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 20 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to offer a broad range of financial solutions.

Cheryl Zudell is a financial advisor at LPL Financial with 22 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2024, she worked at Lincoln Financial Securities Corporation and First Command Financial Services in various advisory roles. Outside of her advisory work, she is involved with Sage Wealth Partners, focusing on the sale of traditional fixed insurance and annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research from both internal and third-party sources and incorporating technologies such as machine learning in its investment approach.

Lauree Harrison is a CFP® with 14 years of industry experience, currently affiliated with Cetera. She has worked at Cetera Wealth Services, LLC since 2013 and is also the owner of Cascade Guided Wealth LLC, a financial services business. Outside of financial advising, she contracts as a marketing assistant for a real estate agent in Seattle. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting a range of program structures and custodial relationships.

James Smalley is a financial advisor with Morgan Stanley in Silverdale, WA, holding a Series 63 designation and 35 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and previously with Morgan Stanley Smith Barney starting in 2009. Outside of his advisory role, he owns an automotive and transportation-related business in Washington. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured discovery process and firm-approved planning tools.

Lars Thorne Thomsen is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 credential. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. Prior to his current position, he was involved with several soccer camps and associations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Roger Boberg is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Hae Ji Chong is a financial advisor with J.P. Morgan Securities LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Ross Miller is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and West Monroe Partners. Outside of his advisory role, Miller serves on the Board of Trustees for Woodinville Montessori School in Bothell, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kyle Max is a financial advisor with LPL Financial in Lynnwood, WA, holding a Series 66 designation and 14 years of industry experience. He has been associated with LPL Financial since 2011 and concurrently serves at Boeing Employee Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Sarah Smith is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and five years of industry experience. She previously worked at Fidelity Investments and has a diverse background that includes roles in both the financial and retail sectors. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning arrangements.

Cameron Fyhrie is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Juniper Capital Ventures and Financial Engines Advisors L.L.C. Prior to his advisory career, he was employed at FRITO LAY for six years. 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, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Tenzing Tsognyi is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is based on investment policy statements and modern portfolio theory, with an emphasis on tailored services and inclusion of insurance-related investment options.

Thomas Witte is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2010 and Bank of America, N.A. since 2016. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s platform, offering a broad range of products and services beyond traditional investment management.

Austin Neufeld is a financial advisor with Morgan Stanley Wealth Management in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Northwestern Mutual, as well as positions at Uber and Turo. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving both individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its services.

Amanda Wiener is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at the University of Washington Tacoma and the Tacoma Art Museum. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.