Chelsea Walters is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several major firms, including Morgan Stanley, Nationwide Mutual Insurance Company, Merrill, Bank of America, and Wells Fargo. Walters is currently based in Bellevue, WA. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Daryn Debelak is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Pfizer, Silverback Therapeutics, and AGC Biologics. 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 with a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds, a trust company, and securities-based lending options.

Yu Hong Hu is a financial advisor at Merrill in Redmond, WA, holding a Series 66 designation with 15 years of industry experience. His prior roles include positions at Bank of America, Edward Jones, and the Increase Family Office, as well as running Bi Sheng Private Visa and Business Consultation Service LLC. 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 with Bank of America’s broader platform, providing access to a wide set of products and services.

Gwen Weigelt is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. She has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Anthony Tarantola is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on helping clients develop strong financial frameworks that can be effectively implemented and trusted. Prior to his current position, Anthony worked at Wells Fargo & Co. as a Senior Premier Banker from 2021 to 2022, and before that, he was a Relationship Banker at JPMorgan Chase & Co. from 2019 to 2021. His professional experience spans various aspects of banking and financial consulting. Outside of his professional work, Anthony has personal interests in board games and football.

Andrew Um is a Financial Consultant who works with clients to develop and manage their wealth through comprehensive financial planning. He partners with clients to create customized plans aimed at building long-term relationships and trust, aligning goals and investment strategies to provide confidence in their financial future. Andrew has experience as a Financial Representative at Fidelity Investments from 2023 to 2024. Outside of his professional work, Andrew has interests in board games, music, puzzles, skiing, tennis, and traveling.

John Babauta is a financial advisor with Raymond James Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Raymond James Financial Services, Addison Avenue Investment Services, and First Tech Federal Credit Union since 2020, following a 13-year tenure at HomeStreet Bank. Outside of his advisory role, he is also an associate at Addison Avenue Investment Services, providing financial advice to members. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling, with a distinctive focus on non-discretionary advisory services.

George Robertson is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and KMS Financial Services, Inc. Robertson serves as a trustee and investment advisor for the Reuben B. Robertson Foundation, a private family foundation, and is involved with Three Reubens Publishing Co. LLC, which promotes the historical value of his family through various media. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports legacy platform programs alongside multiple third-party managed-account solutions.

Kenneth Maestas is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with CitiGroup Global Markets Inc. Since 2015, he has been affiliated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm uses structured discovery processes and approved planning tools to support its clients, managing approximately $2.74 trillion in client assets.

Paul Ketchum is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2024. In addition to his advisory role, he is a managing partner at Cedar Creek Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Nicholas Bowar is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at Engel & Voelkers Kirkland for three years. Outside of his advisory role, Bowar is involved in managing family-owned properties and is a partner in an LLC that ships products through Amazon. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored through a client intake process.

Lori Minard is a Wealth Management Advisor and Managing Director with the Mikkola Small Minard Group at Merrill Lynch Wealth Management in Bellevue, WA. She became a Wealth Management Advisor with Merrill in 1998 and serves as a Portfolio Manager, managing discretionary personalized and defined strategies utilizing individual stocks, bonds, Merrill model portfolios, and third-party investment strategies. With over 90 years of combined team experience, Lori focuses on Goals-Based Wealth Management and holistic financial strategies addressing investment management, retirement planning, tax minimization, and legacy planning. Her client base includes multi-generational families, retirees, C-suite executives, women investors, and business owners. She holds professional designations as a CERTIFIED FINANCIAL PLANNER® professional, Certified Investment Management Analyst® professional, and Personal Investment Advisor (PIA). Lori earned an Associate's Degree/College Diploma from Central Washington University. Lori lives in Clyde Hill with her husband Michael and their grown twin sons. Her personal interests include traveling, hiking, Orange Theory Fitness, pickleball, Husky football, and spending time with family. She has also contributed to the community as a previous advisor to The School of Business at Central Washington University and through involvement with Washington Women In Need.

Michelle Sfanos is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Merrill for 21 years before joining Morgan Stanley in 2021. Outside of her advisory role, she serves as a trustee for Listen and Talk, a nonprofit organization that teaches children with hearing loss to communicate using spoken language. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research.

Kosuke Amino is a financial advisor at Morgan Stanley in Kirkland, WA, with three years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, he worked at Nippon Express USA, Inc., Atago USA, and Maruchan, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Debra Styner is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sandra Cairns is a financial advisor at Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation with four years of industry experience. Her prior work includes five years at Hanson Baker Ludlow Drumheller PS and ongoing roles at Wells Fargo Bank since 2019. Outside of her advisory duties, she holds a Washington law license and serves as co-trustee for her parents' trusts and executor for her mother's estate. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Evan Papiez is a financial advisor at Charles Schwab with 13 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab bank SSB and Charles Schwab & Co., Inc. since 2018, following prior roles at Mutual of America Securities LLC and Mutual of America Life Insurance Company. 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Michael Spino is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Seattle, WA. 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 tax-efficient solutions.

Christina Day is the Vice President and Branch Leader at Fidelity Investments, overseeing the operations of the Redmond Investor Center. In her role, she manages day-to-day responsibilities and supports branch associates through accountability and coaching to enhance client experiences. Christina's focus is on building strong relationships with clients and associates, aiming to maintain trust and loyalty while positioning the firm as a leading provider of financial planning guidance. Christina has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Investments Representative, Financial Consultant, and currently, Vice President Branch Leader. Her extensive experience within the firm reflects a deep understanding of financial advisory services and client relationship management. Outside of her professional responsibilities, Christina's personal interests include art, boating, hiking, running, and skiing.

Zi Wang is a financial advisor with Ameriprise in Redmond, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2019, Wang worked at BNP Paribas and HSBC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to provide tailored retirement income recommendations.