Hannah Grossblatt is a CFP® with six years of industry experience, currently with RBC Capital Markets. She previously worked at UBS Financial Services and City National Bank. Grossblatt serves on the Board of Directors for the Bellevue Chamber of Commerce and acts as a UBS relationship manager for the Seattle Chamber of Commerce. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized portfolios and a range of advisory programs that include discretionary and non-discretionary management, financial planning, and brokerage services.

Sergio Colon is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked in various financial and non-financial roles, including at Peoples Bank, Chase Bank, and Caliber Home Loans. Outside of advisory work, he serves as an assistant football coach for a high school team in Bothell, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Yun Risher is a financial advisor with Wells Fargo Clearing in Lynnwood, WA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. Risher has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Leanne Plancic 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 2008, previously working under AXA Advisors during that time. Plancic is a member of the Greater Seattle Business Association’s LGBTQ+ Business Community. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizons.

Heather Roy is a Series 66 licensed financial advisor with Morgan Stanley in Seattle, WA, and has four years of industry experience. Prior to her advisory role, she worked at RoundGlass LLC and practiced law at her own firm, the Law Office of Heather M. Roy, for thirteen years. She is also Vice President and Secretary of a family-owned business, Royal Cedars Limited, which is involved in passive income related to her spouse’s employment. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services through financial advisors and specialized planning groups.

Michael Copelan is a financial advisor at Merrill Lynch Wealth Management who works primarily with high net worth individuals and families, typically with a net worth between $3 million and $10 million. He focuses on providing comprehensive and coordinated financial strategies that incorporate wealth management, tax efficiency, estate planning, banking, and lending services through Bank of America, N.A. Michael emphasizes building trust, simplicity, and long-term vision in his client relationships to help them align their wealth with their goals. With over nine years of experience in financial services, Michael supports clients who are often business owners, executives, or professionals managing various financial priorities including retirement planning, real estate, equity compensation, and multigenerational wealth transfer. His practice is centered on proactive and personalized financial planning, assisting clients to simplify complexity and make confident decisions for generational wealth preservation. Michael holds a Bachelor's degree from Berry College and is a CERTIFIED FINANCIAL PLANNER (CFP), as well as holding designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He lives on the Olympic Peninsula with his wife and three children and is involved in community activities such as the Bainbridge Book Festival, Jefferson County Soccer Club, Port Townsend Film Festival, and Port Townsend Friends of the Library.

Nina Mae Jasmine He is a financial advisor at Fidelity with Series 66 credentials and two years of industry experience. She has held roles at Fidelity Investments since 2021 and has prior experience in the credit union and food service sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Caleb Hamlin is a financial advisor with Mass Mutual Investors Services in Kirkland, WA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at PlaceFull and POSaBIT. Outside of his financial advisory work, he is a co-owner and co-founder of Modera LLC, a music streaming venture for which he produces music and plays occasional live shows. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by analytical software and offers specialized planning programs including divorce, estate-settlement, and employer-sponsored plans.

Carson Small is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting high achieving individuals and families with complex wealth situations. His expertise includes navigating liquidity events, managing concentrated equity positions, orchestrating multigenerational wealth transfers, and implementing advanced investment strategies. Carson combines institutional-level resources with the personalized attention characteristic of a boutique practice. He employs a holistic approach that helps clients clarify their priorities, prepare for complexity, and develop purposeful, long-term strategies. Central to his practice is a disciplined portfolio design informed by a thoughtful and structured discovery process centered on each client's values and goals. Carson holds professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Carson earned a Bachelor's Degree from Washington State University. Outside of his professional work, he enjoys spending time outdoors, particularly fly fishing, hiking, and skiing, activities that reflect the patience and discipline he brings to his financial advisory role.

Joseph Leedom is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Before joining LPL Financial in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Taraneh Mozaffarian is a Certified Financial Planner® with six years of industry experience. She is currently with Edelman Financial Engines and has previously worked at Soundmark Wealth Management, EP Wealth Advisors, and Leaf & Company. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Yashi Poole is a Financial Advisor with Merrill Lynch Wealth Management, supporting clients in managing and growing their wealth since 2022. She focuses on creating personalized strategies that align with clients' values, priorities, and long-term vision, offering expertise in areas such as college education planning, equity compensation services, legacy planning, liquidity management, philanthropic planning, small business strategies, and tax minimization. With four years of experience in the financial services industry, Yashi combines technical knowledge and real-world understanding to provide clarity, discretion, and collaborative relationships throughout every stage of her clients' financial lives. Her approach emphasizes empathy and discernment, recognizing the influence of financial decisions across generations and aiming to help clients move forward with confidence. Yashi holds a Master of Business Administration (MBA) from Louisiana State University in Shreveport and a Bachelor's Degree from the University of Phoenix. She is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Her personal interests include badminton, billiards, cooking, fishing, hiking, reading, soccer, tennis, writing, and yoga.

Joshua Nierenberg is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Cafe Ume, Jain Fulfillment LLC, Sharetea, and Jimmy Johns. Outside of finance, he has entrepreneurial experience with Jain Fulfillment LLC. Merrill, along 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 institutional accounts.

Daniel Sullivan is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 licenses. He has nine years of industry experience, including prior roles at Bank of America N.A., Zenith Investment Management, and TD Ameritrade. Outside of his advisory work, he occasionally earns commissions through fine art sales. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jacob Benson is a CFP® professional with three years of industry experience, currently affiliated with Wells Fargo Clearing. His prior experience includes roles at Parcion Private Wealth, Corient Services, and Columbia Pacific Wealth Management. 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 combines research from internal and external sources with diversification principles and modern portfolio theory to evaluate investment options.

Stephanie Forner is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for six years before joining Merrill in 2022. Outside of her advisory role, she serves as an executor for a family estate. 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.

Becky Scott is a financial advisor at Robert Baird & Co. in Renton, WA, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert Baird since 2014. Outside of her advisory role, she serves as a troop leader for the Girl Scouts of Western Washington and is the treasurer for the Maple Hills Marlin Swim Team. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, and institutions. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers, and provides municipal advisory and public finance services alongside its investment offerings.

Vicky Labuguen is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has been with Robert W. Baird since 2016. Outside of her advisory role, she manages a rental property. Robert W. Baird & Co.’s DDK Group, where she is based, serves individuals, corporate and business clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by ongoing manager selection and internal research.

Chelsea Johnson is a financial advisor at Ameriprise with 16 years of industry experience. She has held positions at Ameriprise since 2016, including her current role starting in 2019, and previously worked at the Washington State Auditor’s Office from 2017 to 2020. Outside of her advisory work, she is owner of Readermind Consulting LLC and serves as Chief Operations Officer of Thumper Enterprises LLC, managing operational and practice management responsibilities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Farin Cohen is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and five years of industry experience. Prior to joining RBC in 2018, Cohen worked at Ameriprise Financial and Mass Mutual. Outside of advising, Cohen is involved in a music-related hobby that is not income-generating. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.