Clifford Thomas is a financial advisor with Cetera in Sammamish, WA, holding a Series 66 credential and 27 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of advisory work, he is president of a tax preparation and accounting firm. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management through a multi-manager platform with various program options and affiliated managers.

Ningyi Chen is a financial advisor at J.P. Morgan Securities with two years of industry experience. Chen holds a Series 66 designation and has prior experience at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG frameworks where applicable.

Aislinn Baker is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2013. Outside of her advisory role, she is the owner of AB Contractors, Inc., a residential and commercial road construction business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Arash Borhani is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Clearing and AXA Advisors, as well as diverse experience outside finance, including working as an Instacart driver and operating a resale business specializing in CDs and vinyl records. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management services, utilizing a range of proprietary and third-party advisory programs.

Joshua Madore is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 63 licenses and has eight years of industry experience. His previous experience includes roles at U.S. Bancorp and US Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through advisory programs and other providers.

Georgia Daly is a financial advisor at Edelman Financial Engines in Kirkland, WA, holding a Series 65 designation. She joined Edelman Financial Engines in 2026 and has prior experience running Sunshine Coffee LLC. Daly also has a background in agriculture, having worked at Copper Ridge Farm and Wildwood Ranch. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Benjamin Hirai is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2024, he worked at PwC from 2022 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios and serves as an advisor to multiple registered investment companies.

Leonard Tanne is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2023. His background also includes roles at the Jackson School of International Studies and education-related positions. Charles Schwab & Co., Inc. serves primarily 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure to support a large client base.

Tina Sharick is a financial advisor at Edward Jones in Bothell, WA, with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her career in financial advising, she was employed at Chick-fil-A and Wagly Pet Campus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Richard Wu is a financial advisor with Equitable Advisors and holds Series 65 and Series 63 licenses. He has one year of industry experience and prior work history includes roles in mortgage services, real estate, and healthcare. Outside of his advisory work, he has been involved with multiple firms across different sectors, including real estate and health care. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver tailored advice and implementation.

Wesley Clark is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, INC. and Avantax Advisory Services for over two decades and has been the owner of Byzness Merchants, an online resale business, since 2016. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to a broad range of investment strategies and program options.

Lucy Levon is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Her prior experience includes a position at Citigroup Global Markets in 2007. Outside of her advisory role, she serves as power of attorney for her mother. 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 offers both brokerage and advisory solutions supported by research and analytics.

Dante Rodriguez is a financial advisor at Merrill in Bellevue, Washington, with 12 years at the firm and seven years of industry experience. He holds the Series 63 and Series 65 designations. 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 offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joel Berntson is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole proprietor of Double O Resorts LLC, a property management business based in Seattle. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 supported by firm-approved tools and modeling techniques.

Curtis Schlichtmann is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 credential and three years of industry experience. He has been with Merrill since 2005. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Nap is a financial advisor with Wells Fargo Clearing based in Bellevue, WA. He holds Series 63 and Series 65 designations and has 31 years of industry experience. Prior to joining Wells Fargo in 2016, Nap worked at Morgan Stanley for three years and Citigroup Global Markets for eight years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Adam Levy is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at NBC Securities, JHS Capital Advisors, Paulson Investment Company, and Merrill. Outside of his advisory work, he is involved as the owner of LL Equine Project LLC, an investment-related business. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of advisory strategies delivered through a large network of investment adviser representatives.

Dana Ferrell is a financial advisor with Ameriprise Financial Services LLC in Bellevue, WA, holding Series 63 and Series 65 licenses, and has 29 years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory role, he manages business operations and planning for Thumper Enterprises LLC and Attamood LLC, entities supporting his practice. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, specializing in retirement income planning through its Premier Retirement Income service. The firm provides clients with tailored recommendation reports and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

James Ferguson is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in working with technology executives to manage their stock awards and options. He focuses on creating wealth management strategies that balance risk and diversification to help clients pursue their long-term financial goals. Jim Ferguson began his financial services career in 1986 after graduating from Western Washington University with a Bachelor's Degree in Business Administration with a concentration in Finance. After a brief tenure at Microsoft, he transitioned to a financial advisor role and has since spent over three decades assisting individuals, families, business owners, and executives in managing substantial wealth. His areas of expertise include executive compensation, international wealth management, managing new wealth, and portfolio management services. He and his team work closely with clients both domestically and internationally, leveraging the firm's comprehensive resources when necessary. He holds FINRA Series 7, 31, and 63 registrations, as well as the Personal Investment Advisor (PIA) designation. Beyond his professional role, Jim is involved in community service through FareStart in Seattle. His personal interests include golfing, skiing, and spending time with his family.

Claude Nesis is a CFP® with 39 years of industry experience, currently serving at LPL Financial since 2020. He previously worked at KMS Financial Services, Inc. for 16 years and Cincinnati Analysts, Inc. for 14 years. Outside of advising, he is involved with The Nesis Group, which includes activities related to non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisers through model portfolios, third-party subadvisors, and customized investment strategies, and is notable for its scale and integration of non-advisory financial services alongside its advisory platform.