Ashley Baerwaldt is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of industry experience. She has worked at City National Bank and RBC Capital Markets, and previously held roles in educational and nonprofit organizations. Ashley serves as a committee member of The Junior League of Seattle and is on the board of directors for the West Seattle Food Bank. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning, leveraging both in-house and third-party investment resources.

Jason Nap is a financial advisor with Wells Fargo Clearing based in Bellevue, WA. He holds Series 63 and Series 65 designations and has 31 years of industry experience. Prior to joining Wells Fargo in 2016, Nap worked at Morgan Stanley for three years and Citigroup Global Markets for eight years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Dana Ferrell is a financial advisor with Ameriprise Financial Services LLC in Bellevue, WA, holding Series 63 and Series 65 licenses, and has 29 years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory role, he manages business operations and planning for Thumper Enterprises LLC and Attamood LLC, entities supporting his practice. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, specializing in retirement income planning through its Premier Retirement Income service. The firm provides clients with tailored recommendation reports and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

James Ferguson is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in working with technology executives to manage their stock awards and options. He focuses on creating wealth management strategies that balance risk and diversification to help clients pursue their long-term financial goals. Jim Ferguson began his financial services career in 1986 after graduating from Western Washington University with a Bachelor's Degree in Business Administration with a concentration in Finance. After a brief tenure at Microsoft, he transitioned to a financial advisor role and has since spent over three decades assisting individuals, families, business owners, and executives in managing substantial wealth. His areas of expertise include executive compensation, international wealth management, managing new wealth, and portfolio management services. He and his team work closely with clients both domestically and internationally, leveraging the firm's comprehensive resources when necessary. He holds FINRA Series 7, 31, and 63 registrations, as well as the Personal Investment Advisor (PIA) designation. Beyond his professional role, Jim is involved in community service through FareStart in Seattle. His personal interests include golfing, skiing, and spending time with his family.

Michael McMurray is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Edmonds, WA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has operated McMurray Group Inc., an S corporation supporting his advisory business operations, since 2014. Raymond James Financial Services Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm provides tailored, non-discretionary financial planning and investment consulting using risk profiling and analytical modeling, supporting implementation through advisory programs or external providers.

Marcela Scott is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence with both quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Sean Hsu is a CFP® professional with nine years of industry experience, currently affiliated with Morgan Stanley in Bellevue, WA. His prior experience includes roles at UBS Financial Services Inc., JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Axa Advisors, LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process utilizes firm-approved tools and modeling techniques to support tailored financial strategies.

Ryan Kaplan is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2001, including a 21-year tenure at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

David Eskenazi is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 42 years of industry experience. His career includes positions at Securities America Advisors, Inc., KMS Financial Services, Inc., and Allied Asset Management, Inc. He is active in community and historical organizations, serving on the boards of the Rainier Valley Historical Society and HistoryLink, where he contributes to financial and fundraising efforts. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services across multiple investment programs. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by advanced risk assessment and rebalancing tools.

David Steininger is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and provides a tiered wrap-fee structure rather than fixed fees.

Fazil Tiryakioglu is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a member of the Tiryakioglu & Duenwald Group, which has been recognized on the Forbes "Best-in-State Wealth Management Teams" list in 2023 and 2024. With a focus on high net worth families, individuals, and business owners, Fazil and his team provide comprehensive wealth management strategies tailored to clients' retirement, education, cash, and liability management needs. Their approach emphasizes building long-term relationships and offering personalized solutions based on each client's unique goals and risk tolerance. Fazil holds a Bachelor's Degree from the University of Georgia and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers a range of financial planning areas such as corporate benefits, family wealth management strategies, legacy planning, philanthropic planning, and portfolio management. The Tiryakioglu & Duenwald Group is dedicated to guiding clients through disciplined financial strategies and ongoing progress tracking to promote goal achievement. In addition to his professional work, Fazil is active in community and charitable activities. He serves as the EC Junior Football Director, sits on the Eastside Catholic Board of Directors, and participates in initiatives including the Jerry Woods Maple Valley Food Drive and Splashforward. His personal interests include biking, boating, fishing, football, hiking, reading, scuba diving, skiing, spending time with family, and traveling.

Dale E. Young III is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 1997 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Susan Hanneman is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with Merrill since 2011. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Eric Madison is a Series 66-licensed financial advisor with Morgan Stanley in Kirkland, WA, with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment services, including financial planning and estate strategies.

Stephanie Cumming is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, Stephanie is an author of the book *Go Fund You* and participates as an assistant instructor in avalanche safety. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Kirk Balin is a ChFC®-credentialed financial advisor with 23 years of industry experience, currently serving clients through LPL Financial in Seattle, WA. His career includes roles at Gateway Wealth Partners, LLC, Householder Group, and Collier. Since 2025, he has also provided advisory services through Gateway Wealth Partners, an independent registered investment adviser. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and retirement services to individuals, institutions, and plan participants. The firm supports a broad network of advisors who use a mix of proprietary models, third-party subadvisors, and customized strategies.

Harald Kohl is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Laura Shifflette is a financial professional with 18 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 designations and has worked with firms including First Allied Advisory Services and Passage Wealth Advisors, LLC. In addition to her advisory role, Shifflette serves as board secretary for the Seattle Yacht Club and is president (Bailli) of the nonprofit Chaine des Rotisseurs. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and planning services through a multi-manager platform with access to affiliated and third-party managers.

John Ochsner is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and various insurance companies prior to joining LPL Financial. Outside of his advisory role, he is involved with Platinum Advisory Group, LLC, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Eric Wilson is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MUFG UnionBank and Key Investment Services. 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. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, with offerings that may include ESG considerations.