Christopher Johnson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Equitable Advisors in Bellevue, WA. His work history includes positions at Seattle Public Schools, Oregon State University, and FirePro LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs and managers.

Laura Jones is a financial advisor at Merrill with 39 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Bank of America and its affiliated firms since 2002. Outside of her advisory role, she is involved in managing a private beach property rental jointly owned with her husband. 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 plans, corporations, and charitable organizations.

Nicole Hansen is a financial advisor at Stifel with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2013. Outside of her advisory role, she serves as a board member of the Falcon Athletic Booster Club, supporting fundraising efforts for the Boys Golf Program at Woodinville High School. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Clement Chiang is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes long tenures at MetLife Securities and Metropolitan Life Insurance Company before joining Ameriprise in 2017. Outside of his advisory role, he manages family-related real estate investment entities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide written, non-discretionary recommendations typically for individuals with significant investable assets. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Franklin Newton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for the Federal Emergency Management Agency for one year. 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 services, including discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of financial advisors and branch offices.

Aidan Smith is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he has worked since 2019 at Quality Food Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach involves matching clients to program models or discretionary managers, offering a range of investment options through third-party asset managers and its network of Investment Adviser Representatives.

Shea Sullivan is a financial advisor at Morgan Stanley in Kirkland, WA, with three years of industry experience. He holds a Series 66 designation and has previously worked at Eaton Vance Distributors, Inc. and Parametric Portfolio Associates. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

Noah Hsue is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. He previously worked at the Washington Baseball School and attended the University of Washington. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models without offering individual security recommendations as part of its standalone planning service.

Kyle Theodorescu is a financial advisor at Morgan Stanley in Kirkland, WA, with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at J.P. Morgan Securities, Pacific Capital Resource Group, and Penn Mutual Life Insurance Company. His background also includes positions outside finance, such as at Uber and Lyft. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm’s planning process uses structured tools and modeling techniques, with an emphasis on advisory rather than fiduciary responsibility unless separately agreed.

Jordan Karlous is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America NA, Merrill Lynch, and Fisher Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Parker Gordon is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2024. In this role, he works with clients and their families to prioritize objectives, identify potential unintended consequences, and implement ongoing financial plans that adapt to an ever-changing financial landscape. Parker has been with Fidelity Investments since 2013, holding various roles including Vice President Regional Planning Consultant, Vice President Wealth Planner, Financial Consultant, and Investment Consultant. Prior to joining Fidelity, he gained experience as a Sales Manager at Capital One and held several positions at E*TRADE Financial, including Branch Manager and Assistant Branch Manager. He began his career as a Customer Service Representative at Banc of America Investment Services in 2005. Throughout his career, Parker has focused on comprehensive financial planning that extends beyond investment strategy to encompass broader client goals and planning considerations.

Samuel Aldrich is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 15 years of industry experience. He has held previous roles at Waddell & Reed Inc and engaged in insurance sales through various carriers affiliated with W & R Insurance Agencies. Aldrich also worked with Communities In Schools of Whatcom County for eight years. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advisor-facing tools and a broad platform of financial activities.

John Leick is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. 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 provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tokiko Uchiyama is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2009, including time with its predecessor, Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Caleb Hasslinger is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he worked at Country Financial and has held various roles in education and retail. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and a centralized operational structure.

Casi Jones is a CFP® and holds a Series 66 license, with 10 years of industry experience. She has been with Robert W. 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, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies including discretionary management, separately managed accounts, and overlay services.

Robin Robert is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. In addition to his advisory role, Robin volunteers approximately 10 hours per month assisting the Welfare for Animal Guild, a charity focused on caring for rescued animals. Equitable Advisors serves a diverse 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, utilizing a mix of proprietary and third-party investment solutions.

Tanya Richmond is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining Baird in 2018, she worked at the Law Office of Ken Schneider and held positions at Michael Kors and the University of Washington. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and a mix of investment strategies.

Michael Holt is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and possessing seven years of industry experience. He has been with Merrill since 2016. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mallory Barnum is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. She previously worked at UBS Financial Services from 2016 to 2018 before joining Fidelity Brokerage Services LLC and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.