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.

Cheryl Zudell is a ChFC® credentialed financial advisor with 22 years of industry experience. She currently works with LPL Financial and has previously been associated with Lincoln Financial Securities Corporation and First Command Financial Services. Outside of her advisory role, she is involved in selling traditional fixed insurance and annuities through Sage Wealth Partners. 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.

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 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to his current role, he held various short-term positions including involvement with soccer camps and associations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives capabilities.

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.

Ross Miller is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he serves on the board of trustees for Woodinville Montessori School and co-owns a specialty dentistry practice with his spouse. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, offering solutions supported by extensive research and a broad range of financial products.

Kyle Max is a financial advisor with LPL Financial based in Lynnwood, WA. He holds a Series 66 designation and has 14 years of industry experience. He has worked with Boeing Employee Credit Union since 2012 alongside his role at LPL Financial, which he joined in 2011. 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, third-party asset management, and institutional platforms.

Sarah Smith is a financial advisor with Morgan Stanley in Seattle, holding a Series 66 designation and six years of industry experience. She previously worked at Fidelity Investments and has experience in both private banking and wealth management. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools without providing individual security recommendations as part of standalone plans.

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 with Wells Fargo Clearing, holding a Series 66 designation and bringing 26 years of industry experience. He has spent 10 years each at Wells Fargo Clearing and Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Thomas Witte is a financial advisor with Merrill based in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Merrill since 2010 and has also been with Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

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 credential with one year of industry experience. Her background includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated/Bank of America since 2019, as well as positions at the University of Washington Tacoma and Tacoma Art Museum. Merrill, alongside 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, pension plans, corporations, and charitable organizations.

Barbara Mitchell Briner is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Merrill in 2020, she worked at JPMorgan Securities LLC and Jpmorgan Chase Bank NA. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charlotte Quillian is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 credential and five years of industry experience. She previously worked at Securities America, Inc., KMS Financial Services, Inc., and ACM Wyoming. Outside of advising, she is a co-owner of Highlander Capital LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors using various portfolio strategies and technology tools.

Jonathan Ellis is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Merrill since 2009 and concurrently at Bank of America, NA since 2010. 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, offering model‑based and discretionary investment strategies for individuals, high‑net‑worth clients, and institutional investors.

Christina Chou is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Chou holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to help clients model potential outcomes.

Darrell Clayton is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked with J.P. Morgan Securities since 2003 and was previously associated with J.P. Morgan Services, Inc. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and may include ESG criteria, with implementation supported by affiliated entities.