Adam Zook is a Financial Consultant who collaborates with his Wealth Management Team to provide holistic financial planning and service. He focuses on understanding clients' unique situations and needs to develop plans that support their specific goals. Adam's professional experience includes roles at Fidelity Investments, where he served as a Planning Consultant from 2022 to 2024, Relationship Manager from 2021 to 2022, and Financial Representative from 2020 to 2021. Prior to that, he held internship positions at Ingram Financial and TD Ameritrade. Outside of his professional work, Adam has interests in comedy, concerts, football, golf, music, and outdoor adventures.

Michael Imler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies that align with clients' individual goals, focusing on areas such as education planning, family wealth management, retirement income, philanthropic planning, and portfolio management. Michael holds a Bachelor's Degree from the University of California system and is a Personal Investment Advisor (PIA). He emphasizes a client-centered approach, working one-on-one to create flexible strategies that adapt to changing market conditions. Additionally, he participates in community volunteering in line with Merrill’s tradition of community engagement.

Neha Bhuta is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. She has been with Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and involvement with registered investment companies and model portfolio delivery.

Amanda Aveni is the Vice President and Branch Leader at Fidelity Investments. In her leadership role, she focuses on a planning-based philosophy centered on each client's comprehensive financial picture and long-term objectives. Amanda emphasizes a disciplined and collaborative approach to provide consistent and thoughtful financial guidance. She has been with Fidelity Investments since 2014, progressing through various roles including High Net Worth Client Services Representative, Managed Account Support Specialist, Client Management, Portfolio Specialist, Managed Solutions Consultant, and VP Regional Planning Consultant before assuming her current position in 2026. This experience has given her a broad understanding of client needs across different financial services and planning strategies.

Kari Groot is a financial advisor with Morgan Stanley in Kirkland, Washington, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Benjamin Hicks is a CFP® and Series 65-licensed financial advisor with six years of industry experience. He has worked at Edelman Financial Engines since 2024 and previously held roles at Soundmark Wealth Management and The Commerce Bank of Washington. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios and services that include discretionary management and non-discretionary online advice.

Robin Cheng is a Series 66-registered advisor with J.P. Morgan Securities, based in Renton, WA, with six years of experience at J.P. Morgan, including roles at JPMorgan Chase Bank, N.A. Prior to joining J.P. Morgan, Cheng worked at Four Points by Sheraton. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Chiaki Hirate is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012 in Redmond, WA. Her credentials include the Series 66 designation. Outside of her advisory role, she maintains a rental property in Bellevue, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kaoru Shimmyo Yi is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. Kaoru has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice supported by proprietary research and risk-based asset allocation models.

Shawn Whatley is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at Ameriprise, Financial Advocates Investment Management, Mass Mutual Investors Services, and Merrill. Outside of advisory work, he is an agent selling life, disability, long-term care, and fixed annuities insurance, and he owns Tallus Financial Inc. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Marco Pamparo is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Key Investment Services, KeyBank, and the Asian Institute of Management. Outside of advising, he has pursued selling his own photography and creating templates for the Notion application as a sole proprietor. UBS Financial Services serves individual, corporate, and institutional clients with a wide range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored using proprietary research and model-based asset allocations.

Harry Smith III is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at RBC Capital Markets since 2016 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.

James Schacht is a CFP® professional with 10 years of experience at Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2015 and holds the Series 66 designation. Outside of his primary role, he is also involved as an associate with Mainspring Wealth Advisors, LLC, where he supports client servicing and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and plan-level SIMPLE IRA consulting.

Yanling Dai is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America and was self-employed for six years prior to joining Merrill. 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 and profit-sharing plans, corporations, and charitable organizations.

Jeanine Gaston is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc and Robert Baird & Co. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by extensive research and model manager options.

Jason Keser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wyatt Clark is a financial advisor at Merrill in Bellevue, WA, with four years of industry experience. He holds a Series 66 credential and has worked at Merrill in multiple periods since 2016, as well as at Bank of America and Pando Capital LLC. Outside of his advisory role, he serves as a board member for The Gunnery, a high school in Washington, CT, where he volunteers to support young alumni with resume building and career advice. 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 a broad range of individuals and institutions.

Paul Yu is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2017, following a year at KeyBanc Capital Markets. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering a broad range of services including retirement, education, risk, and niche planning for clients who meet specific net-worth thresholds.

Clarke Straus is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and one year of industry experience. He has been with Wells Fargo Bank NA since 2006 and joined Wells Fargo Clearing Services in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Rong Lu is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at several major financial institutions, including Bank of America, Merrill, HSBC, and JPMorgan Chase. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.