Molly Apparis is a financial advisor at LPL Financial with two years of industry experience and holds a Series 66 designation. Prior to her current role, she worked at Leverage Planners Wealth Management and has experience in various service and retail positions. She is also employed outside the investment field with LAZ Parking in Seattle. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Michael Frantz is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2011. Outside of his advisory work, he serves on the board of directors and the finance and audit committee for the King County Library System Foundation and acts as Treasurer and board member for the CleanTech Alliance. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to a broad range of financial products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor solutions for clients.

Michael Stevenson is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at LPL Financial since 2026 and previously spent eight years at D.A. Davidson & Co. and two years at Head Rush Technologies. Outside of his advisory role, Stevenson serves on the investment sub-committee of the Islandwood Foundation and is a board member and finance committee member of the Bainbridge Island Museum of Art; he is also the vice president of the Seattle Bond Club, a group of financial professionals focused on market discussion. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

John Smith is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he leads a team of financial professionals dedicated to partnering with clients to understand their short- and long-term financial goals and to develop customized financial plans that meet their unique needs. He emphasizes building strong relationships with clients and their families to maintain trust, reliability, and competency. John has extensive experience in the financial services industry, having worked as a Director and Market Leader at Merrill Lynch from 2013 to 2023. Prior to that, he served as a Financial Advisor at Morgan Stanley (2010-2013), Wells Fargo Advisors (2008-2010), and UBS (2001-2008). His career reflects a consistent focus on financial advising and leadership roles. Outside of his professional work, John enjoys baseball, camping, family activities, outdoor adventures, parenthood, and reading.

Sara Asatiani is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and having 25 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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 using firm-approved tools and modeling techniques.

Shawn Whatley is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at Ameriprise, Financial Advocates Investment Management, Mass Mutual Investors Services, and Merrill. Outside of advisory work, he is an agent selling life, disability, long-term care, and fixed annuities insurance, and he owns Tallus Financial Inc. 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 portfolios, third-party asset management, and institutional platforms.

Michael Dunn is a financial advisor at Charles Schwab with 14 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and previously worked at Kaplan, Inc. from 2015 to 2016. He holds Series 63 and Series 66 licenses. 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 a multi-asset investment approach supported by centralized custody, supervisory services, and due diligence on alternative investments.

Peter Harvey is a CFP® professional with 23 years of experience in financial advising. He has worked at Raymond James Financial Services Advisors, Inc. since 2020, following seven years at Wells Fargo Clearing. Outside of his advisory role, he is involved in local business ventures including food and cooking classes and serves on the advisory board of the Lynnwood Chamber of Commerce. He is also a member of the US Coast Guard Auxiliary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm emphasizes non-discretionary, tailored advice supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Marisa Walker is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2014. She is based in Seattle, WA, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a trustee for the Seattle Repertory Theatre. Marisa is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, encompassing a range of traditional and non-traditional investment strategies.

Joel Regalado is a Planning Consultant at Fidelity Investments, where he has been serving clients since 2020. In this role, he focuses on helping clients develop financial plans tailored to their individual needs and retirement goals, utilizing Fidelity's resources to create clear and simple planning processes. Joel's professional experience includes positions as a Relationship Manager and Financial Representative at Fidelity Investments, spanning from 2016 to 2020. Prior to joining Fidelity, he worked as a Financial Professional at AXA Advisors, LLC in 2016. Outside of his professional work, Joel enjoys baseball and camping.

Kevin Kralman is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Merrill since 2009 and has been affiliated with Bank of America, N.A. since 1997. Outside of finance, he performs as a paid vocalist for occasional recording sessions and serves as a section leader and singing member with Seattle Pro Musica, a nonprofit choral organization, as well as a Finance Committee member for the Seattle Tennis Club. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rong Lu is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and six years of industry experience. Their work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, HSBC Bank USA, N.A., and Bank of America, N.A. among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Sam Bergida is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation with eight years of industry experience. He has worked at Bank of America and Merrill since 2016 and 2017, respectively. Merrill 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, pension plans, corporations, and charitable organizations.

Eric Kwan is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he held roles at T-Mobile, Assembly Media Inc, and Edelman. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Karl Herren is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and previously worked at D.A. Davidson & Co. from 2014 to 2018. Outside of his advisory work, Herren coaches youth baseball through his ownership of All Sports Elite LLC and his role with the City Baseball Club. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, with access to traditional and non-traditional investment strategies.

Stelina Simpson Roehr is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Robert Baird since 2014 and previously worked at McAdams Wright Ragen, Inc. and Wells Fargo Investments, LLC. Robert Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm employs a mix of manager-traded and model-traded strategies, tax management, and internal research—including the use of artificial intelligence—to support investment decisions.

Stephen Johnson is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 credential and three years of industry experience. His prior work includes a brief period at KPMG and roles as a full-time student. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both internal research and external partnerships to support client advice.

Aidan Sjothun is a Series 66-licensed financial advisor with Fidelity in Seattle, WA, with one year of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors LLC and has held roles in various service and educational settings. 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 uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Jaime Johnson is a financial advisor at Charles Schwab with five years of industry experience. Johnson holds Series 63 and Series 65 licenses and has worked at firms including Brighton Jones, Coldstream Wealth Management, and Edelman Financial Engines. Outside of advising, Johnson owns an online women’s clothing boutique called Lavishly Me Boutique. Charles Schwab 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 mix of non-discretionary advisory relationships and discretionary separate managed accounts with a multi-asset investment approach supported by centralized custody and operational infrastructure.

Travis Allbee is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Scottrade investment management. Outside of his advisory work, he has a minority ownership interest in a wheat farm in Odessa, WA. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services guided by investment policy statements and modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.