Chiaki Hirate is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012 in Redmond, WA. Her credentials include the Series 66 designation. Outside of her advisory role, she maintains a rental property in Bellevue, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jonathan Lefferts is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company for ten years. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Kaoru Shimmyo Yi is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. Kaoru has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice supported by proprietary research and risk-based asset allocation models.

Marco Pamparo is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Key Investment Services, KeyBank, and the Asian Institute of Management. Outside of advising, he has pursued selling his own photography and creating templates for the Notion application as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored using proprietary research and model-based asset allocations.

Harry Smith III is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at RBC Capital Markets since 2016 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.

James Schacht is a CFP® professional with 10 years of experience at Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2015 and holds the Series 66 designation. Outside of his primary role, he is also involved as an associate with Mainspring Wealth Advisors, LLC, where he supports client servicing and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and plan-level SIMPLE IRA consulting.

Yanling Dai is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America and was self-employed for six years prior to joining Merrill. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeanine Gaston is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc and Robert Baird & Co. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning and consulting services with a primarily non-discretionary approach.

Jason Keser is a financial advisor with J.P. Morgan Securities in Snoqualmie, WA, holding Series 63 and Series 66 designations and possessing 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012, with a brief gap from 2019 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program offering written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Wyatt Clark is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and five years of industry experience. His work history includes multiple roles at Merrill and Bank of America as well as positions at Pando Capital LLC and Cambridge Science Corporation. Clark serves as a board member for The Gunnery, a high school in Washington, CT, where he volunteers providing career advice and resume support to young professionals and college students. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Yu is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2017, following a year at KeyBanc Capital Markets. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering a broad range of services including retirement, education, risk, and niche planning for clients who meet specific net-worth thresholds.

Clarke Straus is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has been affiliated with Wells Fargo Bank NA since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, employing research and diversification principles to evaluate investment options.

Trevor Honsberger is a Financial Consultant at Fidelity Investments, holding this position since 2025. He and his team focus on delivering personalized and strategic financial consulting services. Trevor aims to empower clients by providing clarity and confidence, tailoring financial strategies to align with their individual aspirations. By integrating industry experience with an understanding of clients' unique needs, he seeks to develop customized plans that support lasting financial security and success. Outside of his professional work, Trevor is engaged in various personal interests including family activities, social events with friends, golf, skiing, traveling, and caring for pets.

Jennifer Foronda is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She previously worked at Morgan Stanley and D.A. Davidson & Co. She has ownership in rental property outside of her advisory role. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles using both in-house and third-party managers.

Marcia Hensley Vigil is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. She has been with Fidelity Investments in various capacities since 2015. Fidelity's Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Mary Black is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Kelly Mckay is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. Prior to joining Cetera in 2023, she worked at Voya Financial Advisors from 2015 to 2021. Outside of her advisory role, she coaches youth gymnastics at Gymnastics Connection. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with flexible program structures and access to multiple third-party money managers.

Christopher Cahoon is a financial advisor with Osaic, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Woodbury Financial Services and PRUCO Securities. He is also involved with Nevis Financial, operating an LLC for insurance-related work. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through multiple programs and a model-based investment process supported by portfolio optimization and risk management tools.

Ryan Guiberson is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the healthcare sector at Summit Surgical Inc. and Swedish Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Bradley Pietila is a financial advisor with Robert Baird & Co. in Mercer Island, WA, holding a Series 63 credential and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 2014. He 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 offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.