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.

Todd Baek is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boeing Employee Credit Union, HSBC Securities (USA) Inc., Chase Investment Services Corp., and Wamu Investments, Inc. Baek offers investment products through LPL Financial under the trade name BECU Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Alexandra Armour is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She previously worked at Bridge Industrial, Hines, and Russell Investments. Alexandra serves as Junior Development Chair for the Mercer Island Preschool Association, where she participates in board meetings and manages fundraising activities. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 advisors.

Colleen Hale is a Series 66-credentialed financial advisor with seven years of industry experience. She is currently with LPL Enterprise and previously worked six years at Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

Spencer Gering is a financial advisor with Cetera holding a Series 66 designation and has been in the industry since 2025. Prior to joining Cetera Investment Advisors LLC and Cetera Wealth Services, LLC, he worked at Century 2, Inc. for eight years. Outside of advising, he held a role at Ferdinand's Ice Cream Shoppe in 2024. Cetera Investment Advisors LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party investment managers.

Nicholas Champagne is a financial advisor with LPL Financial in Issaquah, WA, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, Edward Jones Investment, and AT&T Mobility. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Justin Sinnott is a financial advisor with Charles Schwab in Seattle, WA, holding the CFP® and ChFC® designations along with a Series 66 license. He has 25 years of industry experience, including over two decades with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. There are no notable outside business activities reported. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized custody and supervisory arrangements.

Jason Valliant is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. Before joining the firm, he worked in various roles including at Whole Foods Market and engaged with several educational institutions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.