Joy Lee is a financial advisor with Edward Jones in Bellevue, WA, holding a Series 66 designation. She has one year of industry experience and previously worked at the Gates Foundation, University of Washington, and Nordstrom. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

Ka Man Au is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 designation with six years of industry experience. They have been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Chavez is a CFP® and holds a Series 66 registration with RBC Capital Markets in Seattle, WA, where he has worked since 2022. He has two years of industry experience. Prior to his advisory role, he spent four years at Gonzaga University and has held various positions including work at Camp Burton and Vashon Island Golf & Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

Nahid Fatima is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 65 certifications and has been with Charles Schwab and Charles Schwab Bank since 2008. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Heedy Locke is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining RBC in 2022, Locke worked at Wells Fargo Clearing and Rainier Securities, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on client risk profiles, utilizing both in-house and third-party investment managers.

Nicole Au-Yeung is a Vice President and Financial Consultant at Fidelity Investments. She works closely with clients to help identify and achieve their financial goals, including saving for children's futures, retirement planning, income creation, managing market volatility, and tax-efficient investing. Nicole has been with Fidelity Investments since 2015, progressing through roles such as Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before becoming Vice President Financial Consultant in 2022. Prior to that, she gained experience as a Wealth Management Intern at Morgan Stanley from 2014 to 2015. She holds a California Insurance License. Outside of her professional work, Nicole enjoys biking, running, playing table tennis, exploring food interests, and spending time with her pets.

Jeffrey Marinelli is Vice President, Wealth Planner at Fidelity Investments, where he has served since 2018. In this role, he works closely with Fidelity's high net worth families, partnering with them to develop, implement, and maintain personalized wealth plans that address life's milestones and various market cycles. Prior to this position, he held roles as Financial Consultant from 2012 to 2018, Investment Consultant from 2011 to 2012, and Financial Representative from 2010 to 2011, all within Fidelity Investments. Jeffrey is a Certified Financial Planner and has over a decade of experience in financial planning and wealth management. He is dedicated to the planning process and building long-term relationships with clients. Outside of his professional work, Jeffrey enjoys biking, family activities, music, outdoor adventures, reading, and traveling.

Erin Westphal is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill Lynch, Pierce, Fenner & Smith. She is based in Bellevue, WA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with services offered both directly and through employer-based corporate agreements.

Rebecca Angel Feuer is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2022, she worked at Seattle Hebrew Academy for 18 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through a large nationwide network of financial advisors and branch offices.

Rob Brewer is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Merrill since 2009 and Bank of America since 2006. Outside of his advisory role, he manages a private entity established for his wife's psychiatric practice. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Vircks is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. Outside of his advisory role, he is a licensed pyrotechnic operator who volunteers as a trainee at local professional fireworks shows, participating in setup, live firing, safety, and cleanup for several events each year. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients with a broad array of advisory programs and affiliated investment products, operating under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Lucas Cardon is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has been with Baird since 2019 and previously worked at Wutke. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises a range of clients including high-net-worth individuals, families, and institutional clients. The team offers customized financial planning and portfolio management services using a variety of strategies and managers, along with municipal advisory and public finance services.

Matt Bridge is a Private Wealth Advisor with KBB Wealth Management within Merrill Private Wealth Management. He has been a financial advisor for more than 28 years, focusing on serving corporate executives and officers. Matt and his team work with families to address complex wealth management planning issues including designing tailored goal-based financial strategies, concentrated stock strategies, tax minimization, philanthropic planning, and personal banking and lending options from Bank of America. Matt holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and a Bachelor's degree from Washington State University. His areas of focus include cash flow planning, asset and liability management, global diversification strategy, financial risk control, charitable giving strategy, family legacy planning, pre-liquidity planning, and strategies for concentrated positions and stock options. In addition to his professional work, Matt has been involved in his community through roles such as president for McGilvra Soccer and coaching youth sports teams. He enjoys biking, music, running, skiing, and traveling.

Bijan Behboodi is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 credential and 12 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated banking products.

Zachary Zilke is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he collaborates directly with a Wealth Management Advisor to develop engagement strategies tailored to each client's financial planning requirements. Prior to his current position, Zachary gained experience at Fidelity Investments as a Relationship Manager from 2020 to 2022 and as a Financial Representative from 2018 to 2020. His professional background encompasses various aspects of wealth management and client relationship development. Outside of his professional work, Zachary has interests in camping, golf, hiking, running, and swimming.

Jacob Klein is a financial advisor with LPL Financial based in Bellevue, WA. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including eight years with Invest Financial Corp. Prior to joining LPL Financial in 2018, he worked at Invest Financial Corp. Outside of his advisory role, Klein serves as an assistant varsity football coach at Liberty High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to research and third-party subadvisors.

Hyeon Kang is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, Kang is involved in business ventures including partial ownership in a Tennessee football-related enterprise and a Seattle restaurant. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm employs an IPS-driven approach based on modern portfolio theory and provides a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Robert Campbell is a financial advisor at UBS Financial Services in Bellevue, WA, with 19 years of industry experience. He holds a Series 66 designation and has been with UBS Painewebber since 2001. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research from its Chief Investment Office and Global Research teams to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, including principal trading, market-making, and affiliated banking programs.

Susan Chandler is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Seattle, WA, with 29 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked with firms including Steward Partners Investment Solutions and Cetera. Chandler also works as a private banker with Umpqua Bank and is associated with Columbia Wealth Advisors in a referral capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports municipal and public finance services through its unique affiliations.

Janelle Lorenz is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. She has worked within various Wells Fargo entities since 2006, including Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.