Gregg Quinn is a financial advisor with Ameriprise in Sammamish, WA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

James Gilbert is a CFP® professional with 24 years of experience in the financial industry, currently serving at Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary services under a fiduciary standard.

Justine Purvis is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has a background in wealth management and financial consulting, having worked at TIAA Financial Services from 2013 to 2023 in various roles including Wealth Management Advisor, Financial Consultant, and Client Relationship Manager. Prior to that, she gained experience as a Financial Operations Assistant at Wills Eckfeldt Asset Management and as a Branch Office Administrator at Edward Jones. Justine focuses on understanding each client's unique financial goals and life circumstances to collaboratively develop financial plans that promote overall financial well-being. She emphasizes clear communication and works closely with clients to create actionable roadmaps tailored to their needs. A Seattle native, Justine enjoys spending time with her 5-year-old daughter exploring the Pacific Northwest. Her personal interests include art, beach activities, boating, family activities, parenthood, and pets.

Kandace Sylvester is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Investment Services, Umpqua Bank, Columbia Bank, and Wells Fargo. Outside of her advisory roles, Sylvester owns Kan Do Yoga LLC, where she teaches public yoga classes and retreats. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Emmanuel Bofa is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and began his advisory career with Equitable Advisors in 2026. Prior to entering the financial industry, he worked in various roles within the Franklin Pierce and Puyallup School Districts and was involved with the YMCA Center for Community Impact. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored and endorsed platforms.

Jens Halle is a financial advisor with Charles Schwab in Lynnwood, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2006. He is a member of the East King County Estate Planning Council, which promotes continuing education and networking among estate planning professionals. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.

Vernon Applegate is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Kirkland, WA, and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory strategies, supported by a large nationwide network of financial advisors and branch offices. The firm offers discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Yuli Lee is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Lee worked for Samsung Futures Inc. from 2017 to 2024 and has a background that includes studying at EWHA Womans University. 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 various institutional investors.

Gavin Chinn is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Verity Credit Union and Cuso Financial Services, L.P. He serves as a board member for the Alpha Tau Omega National Fraternity, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and various portfolio strategies.

Mai Hoang is a financial advisor at Merrill in Redmond, WA, holding a Series 66 designation and with four years of industry experience. Mai has been with Merrill since 2018 following a five-year period out of the workforce. Outside of advisory work, Mai is co-owner of family rental properties in Oklahoma and Missouri. 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 plans, corporations, and charitable organizations.

David Wright is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and UBS. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Siripond Siriwandee is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, having also worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mario Morgan is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2018. He provides guidance to clients in creating comprehensive financial plans tailored to their personal needs and wishes. Mario has been with Fidelity Investments since 2011, initially serving as a Financial Consultant before his current position. Prior to joining Fidelity, Mario worked as an Investment Representative at USAA Financial Advisors, Inc in 2010, a Financial Advisor at Chase Investment Services Corp in 2010, and a Financial Advisor at Edward Jones from 2008 to 2010. His professional experience spans various aspects of financial advising and wealth planning. Outside of his professional work, Mario enjoys biking, golf, music, reading, and tennis.

Bryan Tessier is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with Equitable Advisors since 2017 and previously with AXA Advisors, LLC. In 2023, he established a sole proprietorship to hire an administrative assistant for client support. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Robert Sander is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2011. Outside of his advisory role, he is a 50% owner of Jinnelle LLC, a small bakery business operated by his spouse. 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 combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured due diligence process for alternative investments.

Hironori Mikami is a financial advisor with Equitable Advisors in Kirkland, WA, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has been with Equitable Advisors since 2011, including time working under its prior name, Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Wei Lin Huang is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation. Huang has been with Edward Jones since 2025. Prior to joining the firm, Huang was self-employed and worked with Uber for three years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through a large network of financial advisors and branch offices nationwide.

Sally Beckwith is a financial advisor at Morgan Stanley with 40 years of industry experience. She has held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Beckwith holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and analytics.

Christy Givans is a Certified Financial Planner™ (CFP®) with 17 years of industry experience. She has been with Edward Jones since 2011 and holds the Series 66 designation. 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 strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Nickolas Rubin is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 66 and Series 63 designations and three years of industry experience. His prior work history includes multiple terms with Equitable Advisors and roles in education at Washington State University, Grays Harbor Community College, Southwestern Oregon Community College, and Bothell High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.