Patrick Summit is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Global Federal Credit Union, First Financial Northwest Bank, MML Investors Services, MassMutual Life Insurance Company, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and customized strategies, supported by extensive operational tools.

Michele Centanni is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing customized investment advice and guidance to wealthy individuals and their families, focusing on family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Michele began his career in wealth management in Switzerland in 2009 and gained international experience in Italy and Canada before joining Merrill Lynch Wealth Management in the United States in 2016. He holds a Master's Degree in Engineering from La Sapienza University in Rome and a Master's Degree in Finance from LIUC Business School in Milan. Michele is also a Personal Investment Advisor (PIA). Fluent in English and Italian, Michele is a member of the Rotary Club and resides in Seattle. His personal interests include cooking, reading, and traveling.

Catherine Tong Lee is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 13 years of industry experience. She is currently with Morgan Stanley in Kirkland, WA, where she has worked since 2021, following five years at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning that uses firm-approved tools and analyses to model outcomes.

April Connell is a financial advisor at Edward Jones with 11 years of industry experience. She has held positions at Merrill and Bank of America, N.A. prior to joining Edward Jones in 2019. Connell holds a Series 66 designation. 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 advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Eri Takahashi is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018. Her prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities. She serves as a board member of the Hokubei Hochi Foundation, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Sean Mcgowan is a financial advisor with Wells Fargo Clearing in Bellevue, WA. He holds a Series 66 designation and has 27 years of industry experience, including 14 years at Merrill and over 10 years with Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Nancy Sanchez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Prior to that, she was with Livlyn, LLC from 2017 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates centralized due diligence using quantitative and qualitative research and may include ESG criteria within its recommendations.

Andrew Tempelis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America, where he worked for nearly three decades. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Carl Lindgren is a CFP®-certified financial advisor with eight years of industry experience. He is currently with LPL Financial in Bellevue, WA, where he has worked since 2022. His prior experience includes roles at Laird Norton Wealth Management and JPMorgan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Lucy Bogen is a financial advisor at Robert W. Baird & Co. in Bellevue, WA, holding a Series 66 designation. She has one year of industry experience and previously worked at Saltchuk. Baird’s DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services supported by internal research and manager oversight.

Kristen Buxton is a Private Wealth Advisor with Merrill Private Wealth Management, serving ultra-high net worth individuals and families. With 25 years of experience, she provides comprehensive financial management services including integrated estate planning, trust services, liquidity analysis, and philanthropic planning. Kristen returned to Merrill in 2016 after a five-year tenure as a Family Wealth Director at Morgan Stanley. In 2017, she earned her Private Wealth Advisor designation at Merrill, a distinction that identifies advisors serving clients with investable net worths of $10 million or more. Kristen holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is a Chartered Life Underwriter® (CLU). She also carries the Personal Investment Advisor (PIA) credential. Educated at Mt Vernon High School, she is based in Kenmore, Washington. Outside of her professional pursuits, Kristen dedicates time and resources to supporting at-risk youth. Her personal interests include cooking, golfing, gardening, reading, swimming, traveling, watching movies, and spending time with her family.

Molli Hiegel is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017, including a role at Charles Schwab Bank, SSB. Prior to that, she was employed at Fidelis Partners from 2015 to 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary portfolios and offers integrated custody, brokerage, and financial planning solutions.

Lewis Race is a financial advisor with Ameriprise in Seattle, WA, holding CFP®, Series 63, and Series 66 designations and bringing 30 years of industry experience. His prior work includes nearly a decade at Northwestern Mutual Wealth Management Company and associated entities. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jamie Lotta is a financial advisor with Charles Schwab in Bellevue, WA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab in 2022, Jamie worked at Merrill from 2019 to 2022. Outside of financial services, Jamie is involved as a board member of the nonprofit organization Toxic Free Futures and is the CEO of Foundation Roche Noir, where she actively participates in strategy and grant distributions. She also retains ownership interests in two food and beverage companies founded with her husband. 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 offers a blend of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Alan Macias is a Series 66 licensed financial advisor with Merrill in Bellevue, WA, and has six years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank prior to joining Merrill and Bank of America. He serves on the finance committee of Skagit Habitat for Humanity, where he reviews financial statements and advises on financial goals. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Viyana Kwak is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Kirkland, WA. Her prior experience includes roles at D.A. Davidson & Co., Citigroup Global Markets, and RBC Capital Markets. She has held various positions at Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Robert Graue is a financial advisor with Robert Baird & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory work, he is involved with the Bellevue Sunrise Rotary, a charitable organization. Robert Baird & Co.’s Private Wealth Management practice, including the DDK Group, serves individuals, families, pensions, corporations, and charitable organizations by providing consulting and portfolio services tailored to client goals and risk tolerances. The firm offers a range of investment strategies and services, including discretionary management, separately managed accounts, and municipal advisory and public finance services.

Leann St. Germain is a financial advisor with Stifel in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Stifel Nicolaus since 2008. Stifel serves a broad range of clients—including individuals, institutional clients, charitable organizations, and state and municipal entities—offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Michael Campbell is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Royal Alliance Associates, Pacific Capital, Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Palisades Investment Advisors. He serves on the board of the Friends of Laurelhurst Foundation and is a member of the Fred Hutch Professional Advisory Council. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of managed account programs and alternative investments.

Jon Garberg is a financial advisor with Raymond James & Associates in Kirkland, WA. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Raymond James in 2026, he worked at Stifel Nicolaus & Co Inc for nine years and Robert Baird & Co. for three years. Outside of finance, he is a drummer in the classic rock band Red Herring and serves as a high school football referee with the Pacific Northwest Football Officials Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting, with a focus on tailored advice supported by firm research and a range of portfolio management styles.