Miles Spahr is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked briefly at Ladenburg Thalmann and participated in the University of Oregon’s Business Accelerator Program. He also has experience as a student-athlete with the University of Oregon Football team. Equitable Advisors serves individuals across wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm’s advisory services utilize a range of third-party managers and emphasize matching clients to suitable investment models and discretionary management solutions.

Karen Witt is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she owns and manages rental property in Seattle. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and estimates from its Global Investment Committee.

Jared Vanwagoner is a Vice President and Financial Consultant at Fidelity Investments. He has held this position since 2013, following several roles within the company including Branch Service Manager, Private Client Specialist, Investor Center Financial Representative, Stock Plan Services Representative, and Financial Representative Phones, reflecting over a decade of experience at Fidelity. Jared focuses on serving high net-worth clients, working closely with families to educate and plan according to their individual financial goals. He emphasizes a personalized planning process that aligns with each client's unique needs and preferences. He holds insurance licenses in Arkansas and California. Outside of his professional role, Jared has interests in fitness, golf, and parenthood.

Brenda Campbell is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Bank of America, Merrill, and Morgan Stanley Smith Barney. 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 individuals, high-net-worth clients, and institutional investors.

Kevin Corder is a financial advisor with Ameriprise in Bellevue, WA. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining Ameriprise, his background includes roles in education and hospitality. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It 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.

Gary Peterson is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 11 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Tyler Mc Cullough is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Wedbush Securities for nine years before joining Raymond James in 2023. Outside of his advisory role, he has engaged in rental real estate by managing a former personal residence as a rental property. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting through various advisory programs.

Harrison White is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Mid Oregon Federal Credit Union and held roles at several other firms including United Parcel Service Inc and Hoopsource Basketball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Alexander Assaf is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kirkland, WA, holding a Series 66 designation and 15 years of industry experience. He has worked with several firms, including Curian Capital, LLC and Waddell & Reed, before joining Raymond James in 2016. He also works with Addison Avenue Investment Services, providing sales support to financial advisors. Raymond James Financial Services Advisors, Inc. offers 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 employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports specialized offerings such as municipal advising and SIMPLE IRA employer consulting.

Vipul Shah is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 12 years at Ondine Biomedical Inc and Ondine Research Laboratories, Inc. Outside of his advisory role, Shah is involved in various private equity and real estate investment entities, including interests in professional sports funds and restaurant businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains an extensive network of financial advisors and branch offices across the United States.

Kevin Chang is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously at Voya Financial Advisors from 2016 to 2021. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and bespoke investment strategies.

Eric Anderson is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1994 and Bank of America, N.A. since 2011. Outside of his advisory role, Anderson manages several family-held investment LLCs and serves as a trustee and successor trustee for family trusts. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes various program strategies and manager-constructed portfolios, supported by oversight from its Chief Investment Office and integration with Bank of America affiliates.

Donald Travis is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities LLC since 2015 and JPMorgan Chase Bank since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Alexander Lund is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Thrivent, he worked at Moss Adams for three years. Lund serves as a board member of the Everett Rowing Association, a nonprofit rowing club for youth and adults. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers planning either as a one-time or ongoing service and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Binh Huynh is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. for 12 years. 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, and institutional accounts.

Chas Elliott is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 designation. He has no prior industry experience but has worked at Bank of America, Merrill, Buckle INC, Trace Ifc Solutions LLC, Joe's House LLC, and Zumiez INC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sunny Yang is a CFP®-certified financial advisor with four years of industry experience, currently affiliated with LPL Enterprise. He has previously worked at Eagle Strategies LLC, NYLIFE Securities LLC, and New York Life. Outside of his advisory role, he owns and operates Radiant Wealth Strategies LLC and is involved in insurance brokerage and financial planning services. LPL Enterprise serves a wide range of clients including individual and high-net-worth investors, retirement plans, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment solutions.

Sebastian Gonzalez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Russell Investments for four years and has held roles at JPMorgan Chase Bank, N.A. since 2025. Gonzalez is licensed with the Series 66 designation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Aaron Olson is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab since 2002. Outside of his advisory role, he has worked as a server at a restaurant since 2023. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with alternative investment due diligence and integrated brokerage and custody services.

Colin Haueter is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Raymond James Financial Services, Northwestern Mutual, and Bridgeway Wealth Services. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.