Seth Giandomenico is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following four years at EAN Holdings LLC. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts.

Kirk Felton is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Felton has been with Edward Jones since 2000 and previously worked at Linsco/Private Ledger Corp. since 1999. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Wineke is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with Merrill since 2009 and is also associated with Bank of America, N.A. outside of Merrill. Wineke serves as a trustee of the Seattle Art Museum and is involved in several real estate ownership activities. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Molly Apparis is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 credential and one year of industry experience. Her prior work history includes roles at Leverage Planners Wealth Management and various positions outside the financial sector. She is currently also engaged in outside employment with LAZ Parking. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by research, model portfolios, and technology-driven investment strategies.

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 financial advisor at LPL Financial with seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at D.A. Davidson & Co. for eight years and was involved with Head Rush Technologies for two years. He serves on the Board of Directors and Finance Committee of the Bainbridge Island Museum of Art and participates on the Investment Sub-Committee of the Islandwood Foundation, in addition to holding a leadership role with the Seattle Bond Club. 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 representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing proprietary and third-party research to support discretionary and non-discretionary management strategies.

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.

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.

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.

Rong Lu is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at several major financial institutions, including Bank of America, Merrill, HSBC, and JPMorgan Chase. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

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.

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.