Lori Arnevick is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She provides wealth management services to select individuals, families, and executives, delivering customized financial strategies for retirement planning, investment management, wealth transfer, lending, and personalized banking services through Bank of America, N.A. Lori is a qualified Portfolio Manager who builds and manages personalized strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She manages these strategies on a discretionary basis through the firm's Investment Advisory Program. Lori began her career in financial services in 1990 and has over 30 years of experience. She holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning Institutes Corp. In addition, she has the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Kentridge High School. Lori focuses on areas including executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Lori enjoys gardening, golfing, and spending time with her family. She is also involved with local charities.

Louisa Pardo is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Ameriprise since 2017. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported advice primarily for clients holding assets in Ameriprise-managed accounts.

Leigh Hlohinec is a financial advisor with Edward Jones in Mill Creek, WA, holding CFP® designation along with Series 63 and Series 65 licenses. She has 28 years of industry experience, including 15 years at SunTrust Investment Services and SunTrust Advisory Services before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Kevin Brady Jr is a financial advisor at Edward Jones with 7 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his advisory career, he was associated briefly with Pacific Masonry and was involved with the University of Washington's School of Baseball. 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 under management, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Kevin Dang is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He began his tenure at Fidelity Investments in 2022 as a Financial Consultant. Prior to joining Fidelity, Kevin accumulated extensive experience in the financial services industry, including positions at JPMorgan Chase where he worked as Private Client Banker-First Vice President from 2012 to 2022, Licensed Personal Banker from 2009 to 2012, and Assistant Branch Manager from 2008 to 2009. He also held roles at Washington Mutual as a Senior Personal Financial Representative and Senior Teller between 2002 and 2008. In his role as a Financial Consultant, Kevin partners closely with clients to develop personalized financial plans tailored to their unique needs and priorities. He emphasizes trust and reliability as foundational elements in his client relationships and conducts ongoing reviews to adapt financial strategies to clients' evolving goals and life events. Kevin's personal interests include camping, cars, fishing, fitness, food, and kayaking.

Brien Mc Hugh is a Series 66-credentialed financial advisor with Morgan Stanley in Seattle, WA, where he has worked for nine years. His tenure includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured discovery processes and planning tools to develop client plans.

Deborah Tanner is a Series 66 licensed financial advisor with Edward Jones, based in Kingston, WA. She has 14 years of industry experience and has been with Edward Jones since 2011. Deborah is also a co-owner and property manager of a rental property in Butte, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Rebecca Hellman is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co Inc, Robert Baird & Co., McAdams Wright Ragen, Inc., UBS Financial Services, and Piper Sandler & Co. Raymond James & Associates is a large broker-dealer and registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Joseph Songvilay is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Engines Advisors L.L.C., E.K. Riley Investments, LLC, and Moss Adams Wealth Advisors LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary advice across a large client base.

Elysia Bui is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Arrow Homes and served on the Edmonds City Council. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services to deliver tailored financial solutions.

Tom Elliott is a CFP® professional with 11 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. He has worked at RBC Capital Markets, LLC since 2016 and City National Bank since 2019. Outside of his advisory role, Elliott is the sole proprietor of Island Woods Retreat, a short-term rental property on Bainbridge Island, WA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual, institutional, and nonprofit clients. The firm offers various wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Ethan Waterman is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The firm offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jeffrey Miller is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America since 2010. Outside of his advisory role, he is involved in multiple business ventures including real estate development, private holding companies, and operating a car wash business. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Wehrman is a financial advisor with UBS Financial Services in Kenmore, WA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with UBS Financial Services since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Austin Heady is a CFP® professional with 25 years of industry experience, currently with Edward Jones since 2000. Based in Bellevue, WA, he holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Giselle Fitzgerald is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to her advisory role, she held various positions in retail and hospitality, including at Aldo Shoes and Buckley's Pubs. Charles Schwab serves a large client base of 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 models with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Christopher Mc Kinley is a CFP® professional with five years at MassMutual Life Insurance Co and Mass Mutual Investors Services, and four years of industry experience overall. His prior work includes roles at KeyBank and involvement in family businesses such as National Drycleaners and Helenas DryCleaners. He is also an independent insurance agent, focusing on life insurance, fixed annuities, disability, long-term care, and health products. MassMutual Investors Services, LLC 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 and asset management services using firm-approved software tools, with an emphasis on collaborative, goal-based planning.

Michael Passage is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera and its affiliated firms since 2006. Outside of his advisory role, he serves as Vice Commodore and Bridge Member of the Classic Yacht Association, Pacific Northwest Fleet, where he helps organize classic boat shows and recruit new members. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies.

Hayden Bata is a Vice President, Financial Consultant at Fidelity Investments, where he serves as a trusted advisor to clients. He helps clients navigate important financial decisions by providing knowledge and guidance aimed at achieving their long-term financial and personal goals. Hayden has held several roles at Fidelity Investments since 2015, progressing through positions such as Financial Representative, High Net Worth Financial Representative, Investment Solutions Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current role. This experience spans multiple facets of financial consulting and client relationship management. Outside of his professional career, Hayden's personal interests include beach activities, photography, scuba diving, snowboarding, and traveling.

Valerie Wilson is a financial advisor at Morgan Stanley with a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved tools to develop plans that clients implement and update themselves.