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. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Lindsy Ferrin is a financial advisor with Edward Jones in Des Moines, WA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in promotions and marketing for the Seattle Thunderbirds Hockey Club. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with a wide range of advisory programs and affiliated financial services.

Calvin Bright is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at CBRE, Inc. for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

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 at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Concourse Financial Group Securities Inc for over eight years. Outside his advisory role, he serves as a committee member for the Washington Finance Officers Association, helping to plan educational sessions for the group’s annual conference. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

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.

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® with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

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 at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and has worked at multiple Wells Fargo entities as well as Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Carrie Anderson is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Ameriprise, Becu Boeing Employee Credit Union, and LPL Financial. Anderson is also a registered professional with Pacific Rim Financial Group dba McKay Wealth Management, where she is involved in operations and administrative duties. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and retirement services, managing over $256 billion in assets through a network of more than 10,000 advisors.

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®-certified financial advisor at Wells Fargo Advisors with 29 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Outside of her advisory role, Simmons owns and operates Angela Simmons, LLC, and holds majority ownership in 1201 Investment Management LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis. Advisors develop tailored recommendations using Wells Fargo’s research and planning tools, delivering non-continuous planning engagements with optional implementation through the firm’s brokerage or advisory programs.

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.

Matthew Martinelli is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Outside of his advisory role, he serves as a trustee of his father's trust. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mark Defeo is a financial advisor at Raymond James Financial with a Series 66 designation and 26 years of industry experience. His career includes roles at Cetera, Columbia Bank, Steward Partners Investment Solutions, Umpqua Bank, and U.S. Bank. Outside of advisory work, he is involved with Columbia Wealth Advisors, where he refers clients for investment management, financial planning, and insurance services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting using analytical tools and supports non-discretionary advisory programs and institutional consulting across a large advisor network.