Mitchel Mcghee is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using a range of mutual funds, ETFs, and ETPs.

Rodney Williams is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with individual clients to address their personal financial situations by exploring financial alternatives tailored to their specific goals and desires. Prior to his current role, Rodney served as a Financial Advisor at Merrill Lynch from 2017 to 2021. His professional experience spans over several years in the financial advisory sector, focusing on client-centered financial planning and consultation. Outside of his professional work, Rodney's personal interests include fitness, football, movies, outdoor adventures, running, and yoga.

Blair Pehanich is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and 17 years of industry experience. He previously worked for Merrill Lynch from 2007 to 2021 before joining Morgan Stanley in 2021. Outside of his advisory role, he is involved in property management as the sole owner of real estate businesses in Kirkland. Morgan Stanley Wealth Management provides advisory services to individuals and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Devon Johnson is a Financial Consultant at Fidelity Investments, where he has been working since 2020. In his current role, he focuses on providing clients with detailed needs-based financial planning and guidance to help secure their financial futures. Devon has extensive experience in the financial sector, having held several positions at Fidelity Investments since 2015. His previous roles include Investment Consultant, Investment Solutions Representative, and High Net Worth Representative. Outside of his professional work, Devon enjoys activities such as fitness, hiking, outdoor adventures, skiing, tennis, and traveling.

Laura Simons is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2017. Prior to that, she worked at Bank of America and held a sales coordinator role with The Juice Plus Company. Outside her advisory work, she has been involved in direct sales of whole food nutritional products. 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. The firm integrates investment management with broader banking services, including lending and custody.

Daniel Dullum is a financial advisor at UBS Financial Services with 11 years of industry experience. He has previously worked at US Bank and U.S. Bancorp Investments, Inc. Outside of his advisory role, he serves on the board of Lighthouse Cooperative, a charity providing cooperative learning for elementary school children, where he assists with bookkeeping and reporting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory approach utilizes proprietary capital market assumptions, model-based asset allocations, and research from UBS Global Research to tailor plans according to clients’ goals and risk tolerances.

Clark Small is a financial advisor with Merrill based in Bellevue, WA, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at Merrill since 2010 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in operating Black Dog Digs, a property management business in Sun Valley, Idaho, and participates in organizing race competitions on the mountain. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with access to a broad suite of financial services as part of Bank of America’s platform.

Linda Vuong is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked with Morgan Stanley Private Bank since 2020 and has been with Morgan Stanley Smith Barney since 2009, as well as having experience with Citigroup Global Markets dating back to 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Travis Rus is a financial advisor at Raymond James Financial in Bellevue, WA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Raymond James Financial Services Inc. since 2000 and Raymond James Financial since 2009. Outside of his advisory role, he is the owner of Eastside Advisors, a support company based in Bellevue. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm focuses primarily on non-discretionary financial planning and investment consulting, providing tailored strategies supported by firm research and a broad affiliate network.

Evan Harlan is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and proprietary research to support its advisory services, managing approximately $2.74 trillion in client assets.

Cyrus Asasy is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at Axa Advisors and Cetera Advisor Networks, among others. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Tari Sheffer is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is employed as a client service associate at Hall & Dornan Capital Partners. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

Michael Keever is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. Prior to joining Raymond James in 2023, he worked at Ameriprise Financial Services, Inc. for nine years. Outside of his advisory role, he is involved as CEO of Keever Capital LLC and is a partner in Small Haven LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive focus on advisory services that frequently support client-directed decision-making.

Robert Hamilton is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services and VOYA Financial Advisors. He also serves as a trustee for multiple family trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisers, offering a range of financial planning and advisory programs with both discretionary and non-discretionary management.

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.

Hilary Doherty is a CFP®-designated financial advisor with RBC Capital Markets in Kirkland, WA, bringing 15 years of industry experience. She has worked at RBC Capital Markets since 2010 and City National Bank since 2017. Outside of her advisory role, Doherty serves on the board of directors for Seafair and is a committee member for the Issaquah Schools Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored portfolio management, financial planning, and brokerage services. The firm offers a variety of advisory programs that utilize both in-house and third-party investment managers to meet diverse client needs.

Alec Schuldt is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2022 and was previously associated with the Seattle Golf Club from 2015 to 2022. Charles Schwab & Co., Inc. serves a large client base, 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 combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and trading operations.

Yvonne Hall is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor with Raymond James Financial Services Advisors, Inc. Prior to joining Raymond James in 2023, she spent 14 years with Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she owns and teaches yoga through her business, Yondi's Yoga. Raymond James Financial Services Advisors provides financial planning and investment consulting to a broad client base, including individuals, high-net-worth investors, and municipal entities. The firm offers tailored, non-discretionary advisory services and supports small businesses through its SIMPLE IRA Employer Advisory & Consulting Services program.

Jamie Franceschina is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 registration and 14 years of industry experience. She has worked at Merrill since 2016 and previously spent six years with Morgan Stanley Smith Barney. Since 2017, she has also worked at Bank of America, N.A. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s platform, providing access to a broad range of financial products and services.

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.