Colby Mayberry is a financial advisor at Edward Jones in Kenmore, WA, holding the CFP® and Series 66 designations with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Terex Utilities Inc for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Guannan He is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at HSBC Securities and Citibank. Outside of finance, he teaches jazz classes part-time at Step Up Dance Studio, a hip-hop and jazz dance studio for Chinese students in Seattle. J.P. Morgan Securities 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.

Jeffrey Lynn is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2015 and is also affiliated with Bank of America. Outside of his advisory role, he serves as co-trustee of a family trust. 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 plans, corporations, and charitable organizations.

Edward Lee is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after more than 15 years of experience in lending, wealth management, and commercial banking, enabling him to provide high-net-worth families and business owners with personalized financial advice. Within Merrill, Ed is a qualified Portfolio Manager who constructs client portfolios using discretionary, passive, and third-party managers, and develops comprehensive financial plans tailored to clients’ goals. Ed holds a B.S. degree in Chemistry from the University of Washington and graduated with honors from the Pacific Coast Banking School. He is a Chartered Financial Analyst® (CFA®) charterholder and has earned the Certified Private Wealth Advisor® (CPWA®) designation. He also holds Series 7, 63, and 65 FINRA registrations. Ed primarily works with business owners, technology executives, and their families to manage executive compensation, family wealth strategies, and small business financial planning. Outside of his professional responsibilities, Ed serves as the Board Chair for HealthPoint, a nonprofit community health center. He lives with his family on Mercer Island and enjoys music, reading, and spending time with his family.

Samantha Bergland is a financial advisor at Edward Jones in Bellevue, WA, holding a Series 66 designation. She has prior experience at WaFd Bank, PWCC Marketplace, Chicago Title, and Avvo. Bergland has worked in the financial industry since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Michael Matthews is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with UBS Financial Services since 1992. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Laurel Reynolds is a financial advisor with Robert W. Baird & Co. Incorporated, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at RBC Capital Markets, Wells Fargo Clearing, and Wells Fargo Advisors. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves 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, separately managed account programs, and utilizes internal research and investment tools including artificial intelligence in client advice.

Carlo Berti is a Series 66-registered financial advisor with LPL Enterprise, LLC, based in Mercer Island, WA. He has two years of industry experience with prior roles at Transamerica Financial Advisors and Wfgia. Outside of his advisory work, Carlo has been involved in gig economy roles with companies such as DoorDash, Uber Eats, and Instacart. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm emphasizes model-driven portfolio management and access to third-party asset managers, along with a range of financial planning and consulting services.

Mark Serafini is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. He previously worked at Voya Financial Advisors and has been involved with Plannetics, LLC as a managing partner. Serafini serves on the National Board of Advisors for Washington State University’s Carson College of Business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jingwei He is a financial advisor at Merrill with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and KeyBank NA. He is based in Bellevue, Washington. 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 and profit-sharing plans, corporations, and charitable organizations.

Uriah Halpin is a financial advisor with Ameriprise in Bothell, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns and manages Healthy Balance, LLC, an investment-related business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies and employs a combination of research, modeling, and tax-efficiency analysis in its retirement planning approach.

Hayley Newman is a CFP® and Series 66-registered financial advisor with Raymond James Financial in Bothell, WA, bringing three years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., as well as Ross Financial, where she held an associate position. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary approaches supported by analytical modeling and risk profiling.

Mark Logsdon is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation and is based in Kirkland, Washington. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Benjamin Navratil is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he served in the US Army for nine years. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment portfolios and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Joel Johnson is a financial advisor at Thrivent Investment Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2009. Outside of his advisory role, he is co-owner of an LLC that manages a cabin property and co-owns a related jet ski operation at Priest Lake. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial topics without portfolio management for institutional clients. The firm emphasizes holistic, goal-based planning supported by modeling tools and offers integrated options for planning and managed accounts.

Jamie Chambers is a CFP® professional with 25 years of experience in the financial services industry. He has been with Ameriprise since 2000, including his current role at Ameriprise since 2020. He is the sole owner and manager of J. Chambers, LLC, a business entity established for future use. Ameriprise provides retirement-income planning services primarily aimed at individuals approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement income recommendations.

Thomas Mercer is a financial advisor with LPL Financial in Woodinville, Washington, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at BECU Investment Services, First Tech Federal Credit Union, and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Bryant Pae is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016, based in Bellevue, WA. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services under a fiduciary standard.

Keith Woodcox is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 1998, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Licensed Representative. Throughout his career, Keith has focused on understanding his clients' financial goals and helping them achieve clarity and focus in their financial plans. He holds a California Insurance License, supporting his work in financial consulting and planning. Keith emphasizes the importance of identifying what matters most to his clients, often exploring beyond their stated needs to provide tailored financial guidance.

Andrew Hergert is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial in Bellevue, WA. He has served as a financial advisor at Raymond James since 2013 and owns a support company, A.H. Financial, LLC. Additionally, he participates in the management of a family farm business, RH Farms. 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, corporations, and institutional investors. The firm employs tailored, non-discretionary consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.