Kevin Chang is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously at Voya Financial Advisors from 2016 to 2021. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and bespoke investment strategies.

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.

Miranda Berg is a financial advisor with Edward Jones in Maple Valley, WA, holding a Series 66 designation and over one year of industry experience. She has been with Edward Jones since 2014, including her current role starting in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separate managed accounts, and affiliated mutual funds.

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.

Sunny Yang is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with LPL Enterprise. He has previously worked at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, he owns and operates Radiant Wealth Strategies LLC and is involved in insurance brokerage and financial planning services. LPL Enterprise serves a wide range of clients including individual and high-net-worth investors, retirement plans, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment solutions.

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.

Colin Haueter is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Raymond James Financial Services, Northwestern Mutual, and Bridgeway Wealth Services. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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.

Aaron Moulton is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and two years at Prudential Equity Group. Outside of his advisory role, he has ownership interests in KITA BRKA LLC and Cedar Creek Wealth Management LLC, both investment-related entities in Issaquah, WA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

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.

Brandon Matthews is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at USI Kibble & Prentice and Evergreen Home Loans. Matthews is also involved with Mainspring Wealth Advisors as a client relationship manager. 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, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach that incorporates risk profiling and analytical tools to support client goals.

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.

Joseph Parent is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Advisor Networks LLC, as well as operating his own independent advisory business, Joseph Parent LLC. He serves on the Board of Directors for the Northgate Plaza Condos Home Owners Association and participates in the Bellevue Brain Trust business networking group. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendation reports that integrate research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Dave Wilson is a Series 66 licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Classic Products Corp from 2015 to 2017. 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 and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

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.

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.