Kameon Thompson is a financial advisor at Stifel with 35 years of industry experience. He holds the Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Hong Ying Chan is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo in various capacities since 2005, including over a decade at Wells Fargo Clearing. 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 employs research and diversification principles in its investment approach and offers both brokerage and advisory solutions.

Thomas Strawn III is a Series 66-licensed financial advisor at Morgan Stanley in Seattle, WA, with eight years of industry experience. He has been with Morgan Stanley since 2017 and was self-employed from 2015 to 2017. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include tailored financial plans without individual security recommendations as part of standalone planning.

Alahna Miranda is a financial advisor with Ameriprise in Mountlake Terrace, WA, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise since 2017, with prior experience at Mountain America Federal Credit Union and Designer Shoe Warehouse. Outside of her advisory role, she serves as Vice President of the University of Utah Alumni Association’s Seattle Chapter and is a member of the Bridgehaven HOA Board. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Andrew Vernon is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Sovereign Asset Management and John Hancock Advisors. He is also the managing partner of Live Your Ideal Life, LLC, a financial planning firm affiliated with Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Christian Zwicky is a financial advisor at UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Robinhood Financial, Bank of America, Merrill, and Wells Fargo. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management solutions. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Lisa Johnson is a financial advisor with Edward Jones in Renton, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at FedEx, Jedidiah Legacy Group LLC, Valet Living LLC, and T-Mobile. She has also been involved as the owner and consultant of Jedidiah Legacy Group LLC, which previously included freelance project management and insurance services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices across the United States.

Anthony Fuertes is a financial advisor with RBC Capital Markets based in Seattle, WA. He holds a Series 66 designation and has 19 years of industry experience, including 17 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, combining in-house and third-party investment management with customizable portfolio features.

Nickolas Richendifer is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he worked at 1st Security Bank and spent several years in full-time education. Outside of his advisory role, he is a partner in a retail and online merchandising business based in Medina, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and broad retail and institutional offerings.

Christopher Rotberg is a CFP®-certified financial advisor with six years of industry experience. He is currently with LPL Financial, having joined in 2023 after previously working at Morgan Stanley and NPV Advisors. Rotberg operates out of Bellevue, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, leveraging both proprietary and third-party portfolios, supported by advanced operational and research tools.

Tammy Lester is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 17 years before joining UBS in 2022. Outside of her advisory role, she serves as a trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor client plans based on their goals and risk tolerances.

Alexandra Stanyon is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Royal Alliance Associates and Charles Anderson Co, where she is also a co-owner involved in tax preparation. Outside of advising, she owns Ikina Inc, a fine art business. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice. The firm integrates internal research and third-party data in its non-discretionary approach and uses restrictive enrollment criteria tied to investable assets and assets held at Ameriprise.

Michael Farnham is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on areas including Divorce Transition Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Personal Retirement Planning, Individual and Corporate Investment Strategy, and Retirement Income. As a member of the Farnham, Dols & Radziwanowicz advisory team, Michael brings a collaborative approach to delivering investment advice and customized wealth management strategies that align with clients’ financial and family legacy goals. Michael holds a Bachelor's Degree from Stephen F. Austin State University and holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He and his team work closely with clients’ tax and legal advisors to assist in tax minimization and estate planning strategies, serving high net-worth individuals, families, and retirees. Outside of his professional work, Michael is active in the USA Triathlon community and participates in triathlons, hiking, climbing, swimming, running (including marathons), biking, skiing, and other outdoor activities. He is married with two sons and enjoys spending time with his family and traveling.

Amanda Kagarabi serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works directly with Merrill clients to understand their current financial situations and to introduce them to various solutions available through Merrill and Bank of America. Amanda's focus is on empowering clients with the tools and knowledge necessary to manage their financial lives and select platforms that align with their needs. Amanda holds the designation of Personal Investment Advisor (PIA) and earned her Bachelor's Degree from the University of Washington. She emphasizes helping clients identify what matters most to them and their families to develop strategies aimed at pursuing their financial goals.

Alexander Amerson is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his industry experience in 2022. Prior to joining Edward Jones, he worked in education at Central Washington University, Green River College, and the Auburn School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Marvel Rotness is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked at J.P. Morgan Securities for 11 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven, incorporates modern portfolio theory, and includes both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

Charity Atkinson is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, she worked at US Bank, Nordstrom, and Starbucks. She is also an owner and partner of Hammer and Saw Local Carpentry, LLC, a carpentry business serving homeowners in the greater Seattle area, where she handles administrative and marketing duties. 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. The firm’s advisory program uses centralized due diligence with a combination of quantitative and qualitative research and incorporates ESG criteria and derivatives capabilities.

Andrew Heimdahl is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at Key Investment Services, KeyBank, and Washington State University. 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 provides solutions supported by research and analytics, offering both brokerage and advisory options.

Andrew Sargent is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. He has been with Fidelity Investments since 2022 and holds prior work experience outside the financial sector, including roles at the YMCA and as a student. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Andrew Cooper is a financial advisor with Edward Jones in Federal Way, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked with Young Life from 2009 to 2023. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.