Edward Lee is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after more than 15 years of experience in lending, wealth management, and commercial banking, enabling him to provide high-net-worth families and business owners with personalized financial advice. Within Merrill, Ed is a qualified Portfolio Manager who constructs client portfolios using discretionary, passive, and third-party managers, and develops comprehensive financial plans tailored to clients’ goals. Ed holds a B.S. degree in Chemistry from the University of Washington and graduated with honors from the Pacific Coast Banking School. He is a Chartered Financial Analyst® (CFA®) charterholder and has earned the Certified Private Wealth Advisor® (CPWA®) designation. He also holds Series 7, 63, and 65 FINRA registrations. Ed primarily works with business owners, technology executives, and their families to manage executive compensation, family wealth strategies, and small business financial planning. Outside of his professional responsibilities, Ed serves as the Board Chair for HealthPoint, a nonprofit community health center. He lives with his family on Mercer Island and enjoys music, reading, and spending time with his family.

Lance Jacobsen is a financial advisor with Edward Jones in Mountlake Terrace, WA. He holds a Series 66 designation and has 14 years of industry experience, all with Edward Jones. Outside of advising, he manages a rental property in Puyallup, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Yaroslav Dunlap is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including positions at T-Mobile and Angi Home Services Inc. Outside of finance, no additional business activities are noted. 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 to develop model portfolios from mutual funds, ETFs, and ETPs.

Samantha Bergland is a financial advisor at Edward Jones in Bellevue, WA, holding a Series 66 designation. She has prior experience at WaFd Bank, PWCC Marketplace, Chicago Title, and Avvo. Bergland has worked in the financial industry since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Laurel Reynolds is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at RBC Capital Markets, LLC, Wells Fargo Clearing, and Wells Fargo Investments, LLC. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including individuals, corporate clients, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Mark Serafini is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. He previously worked at Voya Financial Advisors and has been involved with Plannetics, LLC as a managing partner. Serafini serves on the National Board of Advisors for Washington State University’s Carson College of Business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jingwei He is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, KeyBank, and Allstate Corp. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Uriah Halpin is a financial advisor with Ameriprise in Bothell, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns and manages Healthy Balance, LLC, an investment-related business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies and employs a combination of research, modeling, and tax-efficiency analysis in its retirement planning approach.

Hayley Newman is a CFP® and Series 66-registered financial advisor with Raymond James Financial in Bothell, WA, bringing three years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., as well as Ross Financial, where she held an associate position. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary approaches supported by analytical modeling and risk profiling.

Mark Logsdon is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with 19 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following a year at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Jason Therrell is a financial advisor with UBS Financial Services in Edmonds, WA, holding a Series 66 credential and 27 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Therrell owns several personally managed businesses unrelated to investment advisory services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Its advisors use proprietary research and model-based allocations to tailor plans to clients’ goals and risk tolerances.

Jamie Chambers is a CFP® professional with 25 years of experience in the financial services industry. He has been with Ameriprise since 2000, including his current role at Ameriprise since 2020. He is the sole owner and manager of J. Chambers, LLC, a business entity established for future use. Ameriprise provides retirement-income planning services primarily aimed at individuals approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement income recommendations.

Thomas Mercer is a financial advisor with LPL Financial in Woodinville, Washington, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at BECU Investment Services, First Tech Federal Credit Union, and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Garrett Sloan is a financial advisor with Charles Schwab in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s investment approach emphasizes multi-asset model portfolios with strategic asset allocation, delivered primarily through non-discretionary advisory relationships alongside access to discretionary separately managed accounts.

Zecheng Ye is a financial advisor with LPL Financial holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at JP Morgan Chase and Equitable Advisors. 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, model portfolio programs, third-party asset management, and institutional platforms.

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.

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.

Perry Smith is a ChFC® credentialed financial advisor with 41 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007 and operates his own consulting business focusing on tax planning and business consulting. In addition to his advisory work, he is an independent insurance agent and a real estate broker. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory through multiple platforms and proprietary model strategies.

Reid Immel is an Investment Consultant at Fidelity Investments, where he currently provides financial planning services. He employs a thoughtful, listening-driven approach, focusing on clients' priorities to co-create plans that align with their current situations and long-term goals. His experience at Fidelity Investments includes roles as Relationship Manager, Financial Representative, and Financial Services Representative, all within the 2024 to 2025 period. This progression reflects his involvement in various aspects of financial services and client relationship management. Outside of his professional work, Reid has personal interests that include fitness, social events with friends, playing musical instruments, music, and reading.