Paul Lehrman is a financial advisor with Merrill in Mercer Island, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Merrill since 2006. Lehrman serves on the Bellevue Chamber of Commerce board representing Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aalesa Barker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and two years of industry experience. She previously worked at Columbia Bank for nine years before joining Wells Fargo in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options.

Connor Dennehy is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Baird in 2020, he worked at Proliance Hand Wrist and Elbow Physicians and Enterprise Installation. The DDK Group at Robert W. Baird & Co. serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts, and uses a mix of manager-traded and model-traded strategies supported by internal research and technology, including artificial intelligence.

Jenny Ning is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Merrill since 2010 and Bank of America, N.A. since 2011. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Ava Glapinski is a financial advisor at Robert W. Baird & Co. in Seattle, WA, with two years of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual. Her professional background also includes roles outside finance, such as work with Colectivo Coffee and Whelan's Coffee and Ice Cream. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a range of portfolio management strategies and emphasizes ongoing manager selection and monitoring supported by internal research and technology.

Aireen Kline is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 credentials and one year of industry experience. She has worked at Wells Fargo Bank, N.A. since 2019 and previously gained experience at Fred Meyer. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Lindsey Mckay is a financial advisor at Cetera with 21 years of industry experience and holds the Series 66 designation. Her career includes roles at VOYA Financial Advisors and ownership of McKay Wealth Management and Pacific Rim Financial Group since 2006. She is also an author, having researched and written a book, and participates in professional networking groups such as the Financial Planning Association of Puget Sound and Vistage. Cetera Investment Advisers LLC is a national platform serving individual and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm offers multiple program options through affiliated and third-party managers, supporting a wide range of investment strategies and client needs.

Michaela O'Connell is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 licenses and six years of industry experience. She has previously worked at Sanford C. Bernstein & Co., LLC, The Vanguard Group, Inc., and held roles outside finance including at Sakari Salon and Susquehanna University Career Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with a broad platform that includes institutional trading capabilities alongside wealth management services.

John Fry is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, Raymond James and Associates, Polytech Fibers, and Joynus. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary options tailored to plan objectives and risk tolerances.

David Eskenazi is a financial advisor with OSAIC in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at Securities America Advisors, Inc., KMS Financial Services, Inc., and Allied Asset Management, Inc. Eskenazi is a board member of the Rainier Valley Historical Society and HistoryLink, both nonprofit organizations, and is involved in sports memorabilia consignment and historical consulting. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios incorporating a range of asset types and provides access to third-party money managers and managed-account solutions.

Wendy Connors is a Series 66-licensed financial advisor with LPL Financial in Seattle, WA, where she has worked since 2009. She has 16 years of industry experience, including three years at Financial Advocates Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by a variety of model portfolios and research.

Todd Bonime is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. Outside of advising, he is a partner in Bonime Properties LLC, a family investment business based in Portland, Oregon. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market simulations.

George Shaw is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2018. In addition to his advisory role, Shaw is involved in non-investment business activities including ownership of real estate management entities in Lexington, KY, and Las Vegas, NV. Primerica Advisors provides 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 uses third-party asset managers and offers a wrap-fee solution with a tiered percentage-based fee structure.

Alana Frederick is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies, use of systematic methodologies and AI in research, and comprehensive proxy-voting and governance procedures.

Christopher Owens is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent eight years with Wells Fargo Home Mortgage. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Joseph Kochera is a CFP® with eight years of experience in financial advising at Edward Jones, where he has worked since 2017. Prior to his current role, he served 30 years in the United States Navy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory strategies under a fiduciary standard.

Justin Schuessler is a CFP®-designated financial advisor with Edward Jones, based in Seattle, WA. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stacey Sturgess is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kirk Balin is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses, and has 23 years of industry experience. He previously worked at Householder Group for 20 years and joined LPL Financial in 2013. Since 2025, he has also been involved with Gateway Wealth Partners, an independent registered investment advisor firm. LPL Financial serves individuals, retirement plans, and institutional clients through a national network of advisor representatives, offering a range of advisory programs, financial planning, and brokerage services supported by proprietary research and third-party subadvisors.

Julia Bordeaux is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Shore Capital Partners and Slalom Consulting. Bordeaux completed her studies at the University of Notre Dame in 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors and has distinctive registrations as a security-based swap dealer and futures commission merchant.