Eric Anderson is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1994 and Bank of America, N.A. since 2011. Outside of his advisory role, Anderson manages several family-held investment LLCs and serves as a trustee and successor trustee for family trusts. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes various program strategies and manager-constructed portfolios, supported by oversight from its Chief Investment Office and integration with Bank of America affiliates.

Donald Travis is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, also working with JPMorgan Chase Bank since 2014. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Alexander Lund is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Thrivent, he worked at Moss Adams for three years. Lund serves as a board member of the Everett Rowing Association, a nonprofit rowing club for youth and adults. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers planning either as a one-time or ongoing service and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Chas Elliott is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 designation. He has no prior industry experience but has worked at Bank of America, Merrill, Buckle INC, Trace Ifc Solutions LLC, Joe's House LLC, and Zumiez INC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Sebastian Gonzalez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Russell Investments for four years and has held positions outside the financial sector, including roles at Cactus Restaurants and Shapri Corporation. He holds the Series 66 designation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, employing forward-looking capital market assumptions to guide recommendations that incorporate an ESG eligibility framework.

Aaron Olson is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab since 2002. Outside of his advisory role, he has worked as a server at a restaurant since 2023. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with alternative investment due diligence and integrated brokerage and custody services.

James Clarke is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 30 years of industry experience. His career includes roles at A. G. Edwards & Sons, Inc., D.A. Davidson & Co., and Financial Advocates Investment Management. He is also involved with Olympic Investment Group, a DBA related to his LPL business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with both advisory and non-advisory financial services.

Thomas Cox is a Series 66-registered financial advisor with Equitable Advisors in Bellevue, WA, where he has worked for five years. Prior to joining Equitable Advisors, he was involved with the University of California's Managerial Economics Department and held various roles at the university from 2017 to 2021. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party program sponsors to deliver tailored investment solutions and fiduciary services.

Ka Leung Alfred Tong is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 credential with one year of industry experience. His prior career includes positions at Bank of America and KeyBank. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Ryan Johnson is a financial advisor at Equitable Advisors with Series 66 registration and less than one year of industry experience. His prior background includes roles in property management and education. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of advisers and third-party program sponsors.

Thoeum Thaiy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Seafirst Bank (Bank of America) in 1992 and later joined Banc of America Investment Services in 1999. In 2009, he became part of Merrill Lynch Wealth Management following Bank of America's acquisition of Merrill. With over three decades of experience, Thoeum specializes in developing strategies for high-net-worth individuals, families, and businesses. His approach is consultative and focuses on a holistic view of wealth management that incorporates investments, credit, banking, and insurance. He leverages resources available at Merrill Lynch Wealth Management and Bank of America to create customized plans aimed at growing and preserving client assets, emphasizing asset allocation, diversification, and regular rebalancing. Thoeum earned a B.A. in Business Management with an emphasis in finance from Washington State University in 2000 and a Master of Science degree in Personal Financial Planning from the College for Financial Planning in 2015. He and his wife Mary live in Renton, Washington, with their two children. Outside of work, Thoeum enjoys spending time with his family, traveling, camping, running, and participating in firm-sponsored volunteering events and activities at his children's schools.

Joshua Jude Ong is a financial advisor at J.P. Morgan Securities in Kirkland, WA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Bank of America and Merrill, spanning eight years, before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach and incorporates derivatives and commodities capabilities.

Loren Hammersberg is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Charles Schwab since 2017, following five years at Capital One Investing. Outside of finance, he is involved with Elevate Martial Arts LLC as an officer and works as a video assistant for the Seattle Seahawks during home games. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services through a combination of non-discretionary and discretionary investment programs. The firm’s integrated structure supports scalable client coverage and includes centralized custody, order routing, and due diligence on alternative investments.

Paul Ellis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and over 32 years of industry experience. His career includes roles at Merrill and Wells Fargo Advisors, and he has managed Ellis Wealth Management, LLC since 2004. Outside of advisory work, Ellis is involved in entrepreneurial ventures as CEO of companies designing personal self-defense products and providing design and consulting services, and he serves on the boards of the UW Foster School of Business and the Mukilteo Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm provides both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Andrew Brewer is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at several firms including D.A. Davidson & Co. and Wells Fargo Investments. Brewer is also involved with Financial Advocates Investment Management, an independent advisory firm, through which he provides investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by advanced research and operational tools.

Tanner Reiser is a financial advisor with Merrill in Mukilteo, WA, holding Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Northwestern Mutual in various roles during 2023 and began his current tenure at Merrill and Bank of America in 2024. Merrill provides managed account services 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. The firm utilizes a combination of internal Chief Investment Office teams and third-party managers to implement trading and account administration.

Matthieu Braem is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to his financial advisory role, he has been involved in professional and private soccer training activities, including playing for the Tacoma Stars in the Major Arena Soccer League and owning Frenchy Elite Football, a private soccer training business. He is also affiliated with the French-American Chamber of Commerce in Seattle. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models delivered through its network of Investment Adviser Representatives and third-party asset managers.

Kiana Kashanian is a Planning Consultant currently working at Fidelity Investments, where she collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. She has been in this role since 2023. Kiana's experience centers on workplace planning, providing her with insights into financial strategies and client engagement within the investment sector. Outside of her professional work, Kiana has interests in art, cars, social events with friends, hiking, museums, and spending time with pets.

Michael Miser is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Oppenheimer & Co., LPL Financial, Stratos Wealth Partners, and Bank of America. He is based in Bellevue, WA. 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.

Marne Head is a financial advisor with UBS Financial Services in Snohomish, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, she is involved with the CFA Seattle Society, serves as an officer and event organizer for the Seattle Bond Club, and is a board member assisting with fundraising at the Institute for Systems Biology. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary market research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.