Sam Bergida is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2017 and at Bank of America since 2016, with overlapping roles reflecting continuity within the firm's structure. 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, and institutional investors. The firm integrates investment management with broader Bank of America services, including lending and custody.

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 at Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 66 designations with 25 years of industry experience. She has been with Robert Baird & Co. since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of traditional and complex investment strategies.

Stephen Johnson is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation and two years of industry experience. His prior work includes time at KPMG and seasonal roles at Bald Eagle Sports Camp. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies and managers, including both traditional and non-traditional investments.

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.

Laura Robert is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management, where she has been serving clients since 2009. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Laura works with individuals, women, couples, families, retirees, business owners, and entrepreneurs to develop customized wealth management strategies tailored to their financial goals and values. Her approach begins with understanding each client’s unique situation to provide investment guidance that aligns with both short- and long-term objectives. Laura and the RGR Wealth Management Group emphasize a disciplined, goals-based planning process with a focus on sustainable and responsible investing that reflects clients' values. Through Merrill Lynch, she has access to extensive resources including planning expertise, investment insights, and banking solutions through Bank of America. Her client focus areas include college education planning, family wealth management, LGBT wealth planning, retirement income, socially responsible and ESG investing, tax minimization, and women and wealth. She earned her bachelor's degree from Central Washington University. Outside of her professional work, Laura enjoys boating, gardening, and swimming.

Adam Sabala is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Ciena. Sabala also served in the United States Army and Army Reserves from 2014 to 2025 and was involved with Pod Vault LLC from 2020 to 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jenita Pheth is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2011 and Wells Fargo Clearing since 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

David Rice is a financial advisor at Edward Jones in Seattle, WA with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he serves as a Board Member At Large for the Greater Queen Anne Chamber of Commerce and as President of the Queen Anne Scouting Youth Association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jeroen Van Der Sanden is a financial advisor at Morgan Stanley with Series 66 credentials and five years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2020. Prior to his financial services career, he was employed at Saint-Gobain from 2013 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning and investment services supported by firm-approved tools and a broad range of retail and institutional offerings.

Tyler Schroeder is a financial advisor with Charles Schwab in Seattle, WA, holding a Series 66 designation and three years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, FareStart, and positions in food service and delivery companies. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by its integrated operational structure.

Michael O'Brien II is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes roles at RBC Capital Markets Corporation, City National Bank, and currently Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and it offers both retail and institutional investment solutions alongside specialized activities such as principal trading and private fund relationships.

Peter Phung is a CFP®-credentialed financial advisor with five years of industry experience, currently with Edward Jones since 2021. His prior roles include positions at Back Office Connection Inc and Envestnet Tamarac. Based in Seattle, WA, he holds the Series 66 license. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of more than 23,700 financial advisors.

John Call is a financial advisor with Edward Jones in Lynnwood, WA, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and was previously employed by Frontier Communications for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carolina Jimenez is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. She has worked at Fidelity Investments since 2023 and has prior experience at the University of Washington Bothell and Northwest Hospital and Medical Center. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, serving a broad range of clients through systematic methodologies and oversight controls.

Glen Wright III is a CFP® and Series 66-registered advisor with Robert W. Baird & Co., where he has worked since 2020. He has nine years of industry experience, including three years at Edward Jones prior to joining Baird. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with tax-management and direct-indexing capabilities.

Nisrine Westberry is a financial advisor with Wells Fargo Clearing in Seattle, WA. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Westberry has worked with Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.