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®-certified financial advisor with 33 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory role, she owns Yondi's Yoga, through which she occasionally teaches yoga via Zoom. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, and institutional clients. The firm uses customized planning and analytical tools to support client goals and offers both advisory programs and institutional consulting.

Jamie Franceschina is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2016. Her prior experience includes four years at Morgan Stanley. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chelsea Walters is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Morgan Stanley, Nationwide Mutual Insurance Company, Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and offers broader derivatives and commodities 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 with 15 years of industry experience and holds a Series 66 designation. Prior to joining Merrill, Hu worked at Bank of America, Edward Jones, and Increase Family Office. Hu also operated a private visa and business consultation service for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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 at Raymond James Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James and affiliated firms since 2020. Prior to this, he worked at Homestreet Bank for 13 years. Babauta is also an associate at Addison Avenue Investment Services, where he provides financial advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary planning and risk analysis tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Toryalai Kakar is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may include ESG criteria within model asset allocations.

George Robertson is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., and Kms Financial Services, Inc. He serves as a trustee and investment advisor for the Reuben B. Robertson Foundation, a private family foundation, and is a member of Three Reubens Publishing Co. LLC, which promotes the historical value of three generations of his family through various media. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and portfolio management. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers both discretionary and advisor-managed strategies.

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 at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets Inc for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a broad range of advisory programs supported by structured planning processes and a diversified set of investment services.

Paul Ketchum is a CFP® professional with 26 years of industry experience, currently with Wells Fargo Advisors since 2024. Prior to this, he spent eight years at Wells Fargo Clearing. He is a managing partner of Cedar Creek Wealth Management LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing a range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Nicholas Bowar is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Engel & Voelkers Kirkland and Summit at Snoqualmie. Outside of advising, he is involved in family property management and is a partner in an LLC that ships products through Amazon. 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 various asset-management programs. The firm implements client solutions through its network of Investment Adviser Representatives and third-party asset managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dan Joshua Gumabao is a financial advisor at LPL Financial with Series 66 credentials and no prior industry experience. Before joining LPL Financial, he worked at MassMutual and First Tech Credit Union, among other roles outside the financial industry, including positions in aesthetics and retail. 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 portfolio programs, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Lori Minard is a Wealth Management Advisor and Managing Director with the Mikkola Small Minard Group based in Bellevue, Washington. She has been with Merrill Lynch Wealth Management since 1998 and serves clients through personalized, goals-based wealth management and holistic financial strategies. Lori manages discretionary portfolios that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She focuses on helping multi-generational families, retirees, C-suite executives, women investors, and business owners with services including family wealth management, personal retirement planning, and strategies for women and wealth. Lori holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Investment Management Analyst® (CIMA®), and is a Personal Investment Advisor (PIA). She earned an Associate's Degree from Central Washington University. Her team collectively brings over 90 years of experience in areas such as investment management, retirement planning, tax minimization, and legacy planning. In addition to her professional work, Lori has been involved in the community as a previous advisor to The School of Business at Central Washington University and with the organization Washington Women In Need. She resides in Clyde Hill with her husband Michael and enjoys traveling, hiking, Orange Theory Fitness, pickleball, Husky football, and spending time with her family.

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.

Jason Richards is an advisor with LPL Financial in Tukwila, WA. He holds Series 65 and Series 63 licenses and has been in the industry for one year. His prior experience includes roles at Boeing Employee Credit Union and Equitable Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.