Stephanie Forner is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for six years before joining Merrill in 2022. Outside of her advisory role, she serves as an executor for a family estate. 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 plans, corporations, and charitable organizations.

Becky Scott is a financial advisor at Robert Baird & Co. in Renton, WA, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert Baird since 2014. Outside of her advisory role, she serves as a troop leader for the Girl Scouts of Western Washington and is the treasurer for the Maple Hills Marlin Swim Team. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, and institutions. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers, and provides municipal advisory and public finance services alongside its investment offerings.

Aaron Smith is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise since 2008. Outside of his advisory role, he is involved in managing an advisory business through Heritage Wealth Advisors LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Josiah Martin is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Morgan Stanley and Charles Schwab. He operates his advisory business through a passthrough LLC used exclusively for that purpose. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning engagements.

Aparna Srikanth is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials. She has three years of industry experience, including roles at Wells Fargo Bank, N.A. Prior to her advisory career, she was a homemaker for eleven years. Outside of her advisory work, she manages a rental property in San Jose, CA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Vicky Labuguen is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has been with Robert W. Baird since 2016. Outside of her advisory role, she manages a rental property. Robert W. Baird & Co.’s DDK Group, where she is based, serves individuals, corporate and business clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by ongoing manager selection and internal research.

Susan Barnett is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2013. 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 an ESG eligibility framework to inform its recommendations.

Marc Steingrebe is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Scottrade, Inc. and TD Ameritrade. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Mary Miles is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and First Interstate Bank. She also worked at Zillow Group for six years before entering the financial sector. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Barney Daniel is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked continuously with both LPL Financial and Boeing Employee Credit Union since 2004. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Chelsea Johnson is a financial advisor at Ameriprise with 16 years of industry experience. She has held positions at Ameriprise since 2016, including her current role starting in 2019, and previously worked at the Washington State Auditor’s Office from 2017 to 2020. Outside of her advisory work, she is owner of Readermind Consulting LLC and serves as Chief Operations Officer of Thumper Enterprises LLC, managing operational and practice management responsibilities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eric Callison is a CFP® and ChFC® with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of advisory services, he co-owns a commercial rental property in Black Diamond, Washington, with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the country.

Farin Cohen is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and five years of industry experience. Prior to joining RBC in 2018, Cohen worked at Ameriprise Financial and Mass Mutual. Outside of advising, Cohen is involved in a music-related hobby that is not income-generating. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

James Nguyen is Vice President and Financial Consultant at Fidelity Investments, where he focuses on developing personalized financial plans tailored to his clients' unique needs and goals. He has held this position since 2025. Prior to his current role, James worked in various positions at Fidelity Investments, including Financial Consultant from 2021 to 2025 and Planning Consultant from 2020 to 2021. His earlier experience includes serving as a Financial Advisor at Merrill Lynch, Bank of America from 2017 to 2020 and as a Relationship Banker at JPMorgan Chase from 2016 to 2017.

Steven Schob is a Branch Leader at Fidelity Investments, where he oversees a team of investment professionals dedicated to enhancing the planning experience for clients. In this role, he focuses on fostering deeper client relationships, comprehensive planning, and promoting a culture of continuous improvement. Prior to his current position, Schob held various roles at Fidelity Investments including Financial Consultant, Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate, gaining extensive experience in financial consulting and investment solutions from 2020 onward. He holds a California Insurance License. Outside of his professional responsibilities, Steven Schob enjoys recreational activities such as golf, hiking, sailing, scuba diving, and traveling.

Chenlin Xiao is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo, Xiao worked at Yranela & Associates, PLLC, and has been affiliated with Wells Fargo Bank, N.A. since 2013. Xiao was also involved with the Pacific Northwest Basketball Officials Association for seven years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, employing diversification principles and modern portfolio theory in its investment evaluations.

Hannah Neal is a financial advisor at Morgan Stanley in Bellevue, WA, with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at KCS Wealth Advisory, Merrill, Wells Fargo Clearing, and Wells Fargo Advisors. Before her career in finance, she worked briefly at Starbucks Coffee Company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by quantitative modeling tools.

Robert Wygant is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. He holds the Series 63 and Series 65 designations. 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 both brokerage and advisory solutions.

Vincent Ricci is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at SWAN Venture Fund, Purdue University, and Pagliacci Pizza, Inc. Ricci is also the president and sole owner of American Fulfillment LLC, a family-owned business that sold household items on Amazon and is currently inactive. 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 a range of clients, including individuals, high-net-worth clients, and institutional investors.

James Lee is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative at the same company from 2023 to 2024. His professional journey reflects a focus on financial consultancy within Fidelity Investments. Originally intending to pursue a career in medicine, James shifted his focus to financial wellness after recognizing the significant impact thoughtful financial planning can have on individuals and their families. He is dedicated to empowering clients to make informed financial decisions and to build confidence in their financial futures. Outside of his professional work, James has interests in fitness, football, golf, snowboarding, and volunteering.