Yu Shan Jou is a financial advisor at Morgan Stanley in Bellevue, WA, with 26 years of industry experience. They have held their current position since 2014 and hold Series 63 and Series 65 licenses. Outside of their advisory role, Yu Shan Jou operates a sole proprietorship focused on digital currency and Bitcoin. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and utilizes firm-approved tools such as Monte Carlo simulations to model outcomes.

Mughees Khan is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Bank of America, Merrill, Key Bank, and Deloitte Touche Tohmatsu Ltd. Outside of finance, he works part-time in retail at Men's Warehouse. 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 when recommending strategies.

Brian Cohrt is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at E*TRADE Capital Management and TD Ameritrade. Outside of finance, he is a co-owner of a residential property in Hawaii managed by a third party. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers multi-asset model portfolios supported by research and centralized operational support.

Kevin Clouse is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers customized advisory programs with a range of portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Tyler Atkinson is a CFP®-credentialed financial advisor with 13 years of industry experience, currently affiliated with LPL Financial since 2015. Prior to that, he worked at VOYA Financial Advisors, Inc. from 2013 to 2015. He also operates Tyler Atkinson LLC, a home-based business entity for tax and investment purposes. 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 and model portfolio programs, supported by a large network of advisors and various technology tools.

Perry Smith is a ChFC® credentialed financial advisor with 41 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2007. He has a long-standing career that includes nearly five decades with Travelers Insurance Company and has operated Perry L. Smith Consulting since 1989, providing business consulting and tax planning services. In addition to his advisory work, he is an independent insurance agent specializing in life and term universal life insurance products. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm utilizes a range of investment platforms and provides both proprietary and third-party model strategies tailored to client objectives.

Rommel Ver is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior work includes long tenures at MetLife Securities Inc. and Metropolitan Life Insurance Company, as well as roles with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base ranging from individual investors to corporate and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a large network of investment adviser representatives.

David Lenvin is a Series 66-credentialed financial advisor with 19 years of experience, currently practicing at Equitable Advisors since 2007. He previously worked with Axa Advisors, LLC from 2007 to 2020. Outside of his advisory role, he is involved in managing investment real estate through several LLCs. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement consulting, and asset management. The firm utilizes a variety of advisory models and third-party asset managers, offering services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Kyoungho Kim is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at TATA Consultancy Services and has a background that includes employment at the University of Washington and SYGK, LLC. Kim maintains outside employment with TATA Consultancy Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Kathryn Kelleher is a Series 66 licensed financial advisor with Equitable Advisors in Bellevue, WA, and has two years of industry experience. Before joining Equitable Advisors, she worked at Boston Consulting Group and the Allen Institute, among other roles. She has a background that includes experience in consulting, research, and banking. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory solutions.

Anthony Ohl is a CFP® professional with 13 years of experience in financial advising. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. in 2022. He is also the owner of Tony Ohl Financial Services, LLC, a support company co-branded with Raymond James. 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 plans, corporations, and institutional clients. The firm uses analytical tools for tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Chaoran Yu is a financial advisor at J.P. Morgan Securities in Bellevue, WA, holding a Series 66 license with three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, Yu was employed at Bank of America and Merrill from 2022 to 2025 and at First Financial NW Bank from 2020 to 2022. Outside of advisory work, Yu personally invests in rental property. 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 Mitchell is a financial advisor with Ameriprise in North Bend, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at D.A. Davidson & Co. before joining Ameriprise and has co-authored a book on college football recruiting with his son titled "Before the Pads Come On." Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Davonta Martin is a CFP®-certified financial advisor with Raymond James Financial in Bellevue, WA, and has two years of industry experience. Prior to his current role, he worked at Alterra Advisors and Long Street Advisors for three years and has held positions at Lowe's, Walmart, and Western Carolina University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.

Sunil Sanghvi is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds the Series 66 designation and is based in Bellevue, WA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual investors, institutional accounts, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.

Gregory Wasick is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and is co-owner of Jeffers 13 LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jason Roberts is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with four years of industry experience. He has been with Morgan Stanley since 2013. Outside of his advisory role, he is involved in property management of a rental property in Snohomish, Washington. Morgan Stanley Wealth Management is an SEC-registered investment advisor and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Daniel Purcell is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Charles Schwab (formerly TD Ameritrade) for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Benjamin Seran is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Momentum Wealth Advisors and has a background that includes commercial fishing in Southeast Alaska. Outside of his advisory role, he teaches an after-school chess program for middle school students. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Mandy Sheau Huei Ho is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. She has worked at UBS Financial Services since 2023 and previously held roles at BNY Mellon and Key Private Bank. She serves as a volunteer board member for the Herbert Jones Foundation, which supports educational programs in entrepreneurism and small business, and co-owns a health and fitness business managed by her husband. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.