Henry Martin is a Financial Advisor with Merrill Lynch Wealth Management, providing comprehensive financial strategies tailored to the unique needs of his clients. He partners with individuals to define their goals and develop portfolio strategies designed to help them navigate complex financial challenges. Henry offers ongoing advice and adapts financial plans as clients’ situations evolve, supporting priorities such as retirement, education planning, legacy planning, tax minimization, and managing new wealth. With experience working with clients at every life stage, Henry helps optimize employer compensation for professionals in industries like technology and assists in planning the timing of retirement. His approach focuses on delivering clear, actionable advice to simplify the financial decision-making process, allowing clients to concentrate on what matters most while feeling confident they are on track to achieve their goals. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a bachelor's degree from Washington State University. Outside of his professional work, Henry’s personal interests include cooking, fishing, football, golfing, hunting, pickleball, running marathons, scuba diving, skiing, and traveling. His philosophy centers on helping clients uncover what matters to them and their families to create strategies that pursue their financial objectives.

Olive Siau New Goh is a CFA® charterholder and holds a Series 66 license with 17 years of experience in the financial industry. She has worked at J.P. Morgan Securities since 2023 and previously spent nine years at Citigroup Global Markets and six years at HSBC Securities (USA) Inc. She is based in Seattle, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that delivers written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority. The firm’s advisory process integrates quantitative and qualitative research, incorporates ESG considerations, and includes broader derivatives and commodities capabilities.

Elizabeth Hawley is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she actively manages a rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, utilizing both in-house and third-party managers and providing comprehensive financial planning, portfolio management, and brokerage services.

Daniel Slattery is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Lori Arnevick is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She provides wealth management services to select individuals, families, and executives, delivering customized financial strategies for retirement planning, investment management, wealth transfer, lending, and personalized banking services through Bank of America, N.A. Lori is a qualified Portfolio Manager who builds and manages personalized strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She manages these strategies on a discretionary basis through the firm's Investment Advisory Program. Lori began her career in financial services in 1990 and has over 30 years of experience. She holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning Institutes Corp. In addition, she has the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Kentridge High School. Lori focuses on areas including executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Lori enjoys gardening, golfing, and spending time with her family. She is also involved with local charities.

Brien Mc Hugh is a Series 66-credentialed financial advisor with Morgan Stanley in Seattle, WA, where he has worked for nine years. His tenure includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured discovery processes and planning tools to develop client plans.

Ethan Waterman is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The firm offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jeffrey Miller is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America since 2010. Outside of his advisory role, he is involved in multiple business ventures including real estate development, private holding companies, and operating a car wash business. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Mc Kinley is a CFP® professional with five years at MassMutual Life Insurance Co and Mass Mutual Investors Services, and four years of industry experience overall. His prior work includes roles at KeyBank and involvement in family businesses such as National Drycleaners and Helenas DryCleaners. He is also an independent insurance agent, focusing on life insurance, fixed annuities, disability, long-term care, and health products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved software tools, with an emphasis on collaborative, goal-based planning.

Michael Passage is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera and its affiliated firms since 2006. Outside of his advisory role, he serves as Vice Commodore and Bridge Member of the Classic Yacht Association, Pacific Northwest Fleet, where he helps organize classic boat shows and recruit new members. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies.

Eric Terry is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to joining Mass Mutual in 2020, he worked at Key Bank from 2014 to 2020. Outside of his advisory role, he is a member of a local cover band where he plays bass and sings. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Valerie Wilson is a financial advisor at Morgan Stanley with a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved tools to develop plans that clients implement and update themselves.

Samvel Shakhramanov is a financial advisor with Edward Jones in Federal Way, Washington, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, following seven years at Lowe's Home Centers. Outside of his advisory role, he serves as executor of his father's estate and manages a custodial bank account for his minor sister’s Social Security survivor benefits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of over 23,700 financial advisors.

Koen Mueller is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Washington and University Audi/Freeway Motors. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Sherif Awad is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Awad has been with Raymond James since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals.

Jill Mcentee is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior experience includes 29 years at Russell Investments and four years at D.A. Davidson & Co. Outside of advisory work, she serves as a director of Lockhaven Marina, Inc., managing an apartment complex, and is a committee member for the Tacoma Country and Golf Club. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through multiple wrap fee advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.

Stephen Jimenez is a financial advisor with J.P. Morgan Securities in Mercer Island, WA, holding Series 63 and Series 66 licenses. He has four years of industry experience and has worked in various roles at J.P. Morgan Securities, JPMorgan Chase Bank, and other financial firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

William Larson is a financial advisor with LPL Financial in Seattle, WA, holding a Series 63 designation and over 38 years of industry experience. He has been with LPL Financial since 1990 and previously worked at Financial Educators Network and Direct Insurance. Outside of his advisory work, Larson offers pre-arranged funeral and cremation plans through an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Wheatley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating wealth management plans for clients with investable assets of $2,500,000 or more, particularly employees with stock compensation. Ryan works with these clients to develop strategies in areas such as retirement planning, equity compensation, investment management, tax minimization, education funding, insurance and lending, wealth transfer, trust needs, and business services when applicable. Additionally, he assists CEOs, founders, and business owners in finding both public and private buyers for their businesses. Ryan earned a Bachelor's Degree in Finance from Santa Clara University. He holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). Originally from Bellevue, Washington, he attended Sacred Heart and Seattle Preparatory schools before pursuing his higher education. Ryan has experience working alongside his father, Gary, who had a 40-plus-year career before retiring. Outside of his professional work, Ryan enjoys soccer, skiing, golfing, video games, and attending live music events. He maintains a focus on helping clients make consistently better financial decisions by providing access to a skilled team of advisors and specialists, aiming for knowledgeable clients and improved financial outcomes.

Matthew Cour is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Regulus Advisors LLC, and Securities America, Inc. Outside of his advisory work, he serves as a trustee for the KJH Family Trust and has an ongoing affiliation as an independent contractor with Guided Medicare Solutions. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.