Dylan Mingo is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including Cornerstone Capital and Vermilion Rock Advisors, as well as in roles outside the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in recommending investment strategies.

John Stinson is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and three years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Luke Konarski is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1998, progressing through roles including Financial Planning Consultant and positions focused on investments and proactive client service. With 27 years of experience working with Fidelity's high net worth clients and their families, Luke assists clients in developing, implementing, and maintaining financial plans across various market cycles. He provides one-on-one guidance utilizing Fidelity's resources to address clients' unique financial goals. Luke holds a California Insurance License. Outside of his professional work, he has personal interests in biking, cars, food, and skiing.

Alma Baker is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in West Des Moines, IA, and has 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Bon Koo is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has two years of industry experience, including prior roles at Equitable Advisors, H&R Block, Front Range Financial, and Syncis. Outside of his advisory work, he is involved with Sogum LLC, a tax preparation and accounting business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model wealth portfolios and third-party asset management programs through both advisory and brokerage channels.

Olivia Jones is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 66 designation and has worked at Merrill prior to joining RBC in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, complemented by its capital-markets capabilities and affiliated asset management services.

Mariel Glez is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with four years of industry experience. Her previous roles include positions at Raymond James & Associates, Miura Capital LLC, and City National Bank of Florida. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supports a range of investment and planning services without providing individual security recommendations in its standalone planning programs.

Bradley Posten is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with individuals, families, and small businesses to achieve their financial goals through personalized planning and investment strategies. Brad's approach emphasizes clear communication, transparency, and risk management to help clients navigate complex financial decisions. Before joining Merrill Lynch in 2017, Brad worked in Corporate Partnerships for the Seattle Seahawks, where he was part of the organization during their Super Bowl XLVIII victory. He holds several professional designations, including the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, he holds FINRA Series 7 and 66 registrations and Washington State life, disability, and long-term care insurance licenses. Brad earned a Bachelor of Science degree in Business Management from the University of Arizona, where he also participated as a walk-on wide receiver and earned All Pac-12 academic honors. He is involved with the Make A Wish Foundation, Salvation Army, and United Way. Outside of work, Brad enjoys spending time with his wife, friends, family, and pets in Magnolia, exploring the outdoors, attending sporting events, and participating in various hobbies such as football, golf, billiards, and music.

Jeffrey Mc Intosh is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Equitable Advisors, he worked in several tea-related businesses and held roles at the United States Census Bureau and Patreon. Equitable Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

David Salas is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Wells Fargo Clearing and Wells Fargo Bank, NA since 2025. Prior to that, he was with Key Investment Services and KeyBank from 2023 to 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving plan sponsors with tailored investment options and acting as an ERISA fiduciary when providing investment advice.

Taeya Lauer is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She previously worked at LPL Financial, LLC and E.K. Riley Investments, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including niche areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and planning tools to deliver tailored recommendations through meetings and written summaries.

Rebecca Mc Kay is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation and eight years of industry experience. She has been with Robert W. Baird since 2017. Prior to joining Baird, she worked at Chasers Bar and Grille and has experience from the University of Wisconsin Madison. Robert W. Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and ongoing manager monitoring.

Patrick Valle is a financial advisor with Charles Schwab in Seattle, WA, holding Series 65, 63, and 66 credentials and bringing 22 years of industry experience. His background includes roles at Charles Schwab Bank, Allegiance Gold, and operating Valle Capital Management, LLC. He also teaches a course on stock option strategies for UCLA Extension. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management supported by centralized supervision, custody, and integrated operational services.

Shannon Smith is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. She specializes in providing clients with comprehensive financial services focused on balancing risk management with potential rewards. Her approach involves assessing clients' total financial picture and developing wealth management strategies tailored to their individual goals. She manages personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. Shannon obtained her Bachelor of Arts degree in Psychology and Sociology from Pepperdine University. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (CKP), Chartered Retirement Plans Specialist™ (CRPS), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her areas of concentration include corporate retirement plans, individual retirement and wealth management strategies, cash flow, and liability management. Born and raised in the Seattle area, Shannon currently resides in Mercer Island with her husband and three children. She participates in community activities, including volunteering with the Mercer Island Preschool Association. Her personal interests encompass boating, football, golfing, hiking, running, skiing, spending time with family, and tennis.

Hannah Herin is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 credential and having one year of industry experience. Her prior work includes several roles at Gonzaga University and other varied positions before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in developing tailored financial plans.

Matthew Ryan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at LPL Financial, LLC for 12 years before joining Raymond James in 2023. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and institutional consulting services.

Noelle Bellavance is a financial advisor at Edward Jones in Burien, WA, holding the ChFC® and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is listed as the owner of a piece of vacant property in Monroe, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Sean Connors is a Series 66-credentialed financial advisor at Fidelity with five years of industry experience. His prior work includes roles at Edward Jones and Bank of America. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and fund advisory services.

Kristopher Kirby is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His career includes roles at UBS Financial Services and service in the U.S. Navy from 2011 to 2018. 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 investment recommendations.

Jens Pascucci is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves clients with a range of wealth management needs, providing investment advice and strategies tailored to individual priorities and circumstances. Jens emphasizes a thoughtful and thorough approach to portfolio management and financial planning. He has a background in business and international political economy, holding a bachelor's degree from the University of Puget Sound. Jens holds several professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jens is engaged in his community through volunteer work with organizations such as the Arthritis Foundation, United Way, and the Washington Athletic Club. He enjoys a variety of personal interests including basketball, billiards, camping, chess, football, golfing, scuba diving, spending time with his family, table tennis, and tennis.