Henry Kruse is a financial advisor at Stifel with Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2017 and was previously with Oppenheimer Asset Management Inc. and CIBC World Markets Corp. He is a 30% owner of a horse racing partnership named Round Table Racing. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Corina Davis is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management based in Seattle, Washington. She is the founder of The Davis Group and has built her team to provide wealth management services to business owners, corporate executives, and multigenerational families. Corina's approach centers on understanding client situations and aspirations to deliver personalized wealth management that addresses complex needs. With over two decades of experience, Corina's expertise includes corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, tax minimization, and retirement income strategies. She holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Corina began her career in financial services in 2000 and joined Merrill Lynch in 2003. A graduate of the University of Washington with a bachelor's degree, Corina is involved with community organizations such as Girls Inc. PNW and serves on their board. Outside of work, she enjoys gardening, hiking, tennis, and spending time with her family in north Seattle.

Steven Becher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Merrill, Chase Investment Services, and Wamu Investments. Outside of his advisory role, he coaches wrestling for the Lake Washington School District. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

Diane Manterola is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She previously worked at Citigroup Global Markets from 2007 to 2009. Diane also serves as a power of attorney for an individual client. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Kim Lafferty is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill in two separate periods, totaling 37 years, with a brief tenure at Emerald Advisors LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Klein is a Series 66 licensed advisor with Fidelity, based in Lynnwood, WA, and has eight years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC since 2018 and spent eight years at Fifth Avenue Law Group PLLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios, including registered investment companies and model portfolios for intermediary platforms.

Sai Puli is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at Amerisal Financial Inc and was involved with Barsony Holsters & Belts LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Rollin Ellis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked with Raymond James Financial Services since 2017 and prior to that was with LPL Financial and Forta Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs a tailored, non-discretionary planning approach using risk profiling and analytical modeling, and supports municipal and public finance work through its affiliation with a municipal advisor.

Joseph Pearce is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Leith Mercedes Benz and service at the United States Military Academy. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Steven Northey is a financial advisor with UBS Financial Services in Sammamish, WA, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a partner in a family real estate partnership that owns and maintains a vacation property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Aaron Kummerfeldt is a financial advisor with Charles Schwab who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Edward Jones, Cross Country Mortgage, and Bank of America. Charles Schwab & Co., Inc. serves a large client base, 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 alongside access to discretionary separately managed accounts, supported by a centralized operational structure and multi-asset model portfolios.

Marta Cappa is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior experience includes 20 years at Merrill and eight years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Benjamin Keever is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Raymond James and operates under the DBA Keever Capital. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients, using tailored, non-discretionary strategies supported by analytical modeling and technology integration.

Scott Miles is a financial advisor at Merrill with a Series 66 credential. He joined Merrill in 2026 and has prior experience in various roles outside finance, including work at Miles Sand and Gravel and Boise State University. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutions.

Kirk Felton is a CFP® professional with 32 years of industry experience, currently affiliated with Edward Jones since 2000. He also has a long tenure with Linsco/Private Ledger Corp. starting in 1999. Felton is based in Mercer Island, WA, and holds Series 63 and Series 66 licenses. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Sheehan is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015, and previously worked at Citigroup Global Markets from 2004 to 2009. Outside of his advisory role, he is the sole proprietor of Patbrady Holdings LLC, an investment and finance-related entity. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning, supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and financial planning services.

Kimberly Muska is a financial advisor with UBS Financial Services in Bellevue, WA, holding CFP® and Series 66 designations and 18 years of industry experience. Her career includes roles at Key Private Bank, Halbert Hargrove, and RBC Capital Markets. She is a co-founder of Porsches & Pearls, a social club for women Porsche owners in the Charlotte region. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor investment plans aligned with client goals and risk tolerances.

Trevor Pence is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation. He has one year of industry experience and has previously worked at Microsoft and SSA Marine. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Zook is a Financial Consultant who collaborates with his Wealth Management Team to provide holistic financial planning and service. He focuses on understanding clients' unique situations and needs to develop plans that support their specific goals. Adam's professional experience includes roles at Fidelity Investments, where he served as a Planning Consultant from 2022 to 2024, Relationship Manager from 2021 to 2022, and Financial Representative from 2020 to 2021. Prior to that, he held internship positions at Ingram Financial and TD Ameritrade. Outside of his professional work, Adam has interests in comedy, concerts, football, golf, music, and outdoor adventures.

Michael Imler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that align with clients' individual goals, focusing on areas such as education planning, family wealth management, retirement income, philanthropic planning, and portfolio management. Michael holds a Bachelor's Degree from the University of California system and is a Personal Investment Advisor (PIA). He emphasizes a client-centered approach, working one-on-one to create flexible strategies that adapt to changing market conditions. Additionally, he participates in community volunteering in line with Merrill’s tradition of community engagement.