Grace Roh is a financial advisor at J.P. Morgan Securities with 5 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Roh is based in Redmond, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating quantitative and qualitative research.

Marcie Green is a financial advisor at Ameriprise in Bellevue, WA, holding a Series 66 designation with 12 years of industry experience. Her prior work includes roles at Bank of America and Merrill. She has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide tailored, tax-efficient withdrawal strategies. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Diane Harper is a financial advisor with UBS Financial Services in Medina, WA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has been with UBS Financial Services since 1989. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Spencer Kainz is a Financial Consultant at Fidelity Investments, a position he has held since 2021. His professional experience at Fidelity includes roles as a Planning Consultant from 2020 to 2021, Workplace Planning Consultant from 2018 to 2020, and Retirement Solutions Representative from 2017 to 2018. Spencer works with clients and their families to develop and maintain structured financial plans that incorporate their values, Fidelity's resources, and his expertise. He aims to partner with clients to empower them in working toward their financial success. He holds a California Insurance License.

Ningyi Chen is a financial advisor at J.P. Morgan Securities with two years of industry experience. Chen holds a Series 66 designation and has prior experience at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG frameworks where applicable.

Aislinn Baker is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2013. Outside of her advisory role, she is the owner of AB Contractors, Inc., a residential and commercial road construction business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Arash Borhani is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Clearing and AXA Advisors, as well as diverse experience outside finance, including working as an Instacart driver and operating a resale business specializing in CDs and vinyl records. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management services, utilizing a range of proprietary and third-party advisory programs.

Heather Leach is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she manages HCL Management LLC, a business entity handling employee payroll and benefits. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that delivers personalized retirement planning and income strategies based on proprietary research and third-party data.

Georgia Daly is a financial advisor at Edelman Financial Engines in Kirkland, WA, holding a Series 65 designation. She joined Edelman Financial Engines in 2026 and has prior experience running Sunshine Coffee LLC. Daly also has a background in agriculture, having worked at Copper Ridge Farm and Wildwood Ranch. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Benjamin Hirai is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2024, he worked at PwC from 2022 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios and serves as an advisor to multiple registered investment companies.

Leonard Tanne is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2023. His background also includes roles at the Jackson School of International Studies and education-related positions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure to support a large client base.

Tina Sharick is a financial advisor at Edward Jones in Bothell, WA, with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her career in financial advising, she was employed at Chick-fil-A and Wagly Pet Campus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Richard Wu is a financial advisor with Equitable Advisors and holds Series 65 and Series 63 licenses. He has one year of industry experience and prior work history includes roles in mortgage services, real estate, and healthcare. Outside of his advisory work, he has been involved with multiple firms across different sectors, including real estate and health care. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers to deliver tailored advice and implementation.

Jonathon Johns is a CFP® professional with over 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. His outside activities include managing rental properties in Seattle through property managers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Lucy Levon is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo since 2016. Her prior experience includes a position at Citigroup Global Markets in 2007. Outside of her advisory role, she serves as power of attorney for her mother. 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 supported by research and analytics.

Gregory Lednicky is a financial advisor at Raymond James Financial in Seattle, WA, with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2019. Prior to this, he worked at CETERA Advisor Networks LLC and was involved with Waterways Cruises and the Rainier Club. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains distinctive services such as municipal advisory capabilities and a SIMPLE IRA Employer Advisory & Consulting Services program.

Dante Rodriguez is a financial advisor at Merrill in Bellevue, Washington, with 12 years at the firm and seven years of industry experience. He holds the Series 63 and Series 65 designations. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joel Berntson is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole proprietor of Double O Resorts LLC, a property management business based in Seattle. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Curtis Schlichtmann is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 credential and three years of industry experience. He has been with Merrill since 2005. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maria Eickelmann is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and Capital Partners Group. Outside of finance, she is involved in a sole proprietorship related to arts and crafts, where she sells displayed butterflies at local farmers markets on weekends. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice and investment manager searches. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within a non-discretionary program where clients retain final decision-making authority.