Lynn Russell Ashihara is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 registrations with 32 years of industry experience. She has been with Merrill since 2009 and also maintains a long-term association with Bank of America, N.A. since 2003. Outside of her advisory role, she is involved with Nexus Condominium Investment in Seattle. 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.

Michael Doney is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at UBS Financial Services since 1998. Outside of his advisory role, he serves as a trustee managing family trusts, including overseeing asset distributions and liquidation of real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Suzanne Friedel is a financial advisor at Merrill with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Merrill since 2005. She also has experience at Bank of America, where she has worked since 2009. 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, and institutions.

G Schroeder is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 1999 to 2009. Schroeder holds Series 63 and Series 65 licenses and is based in Seattle, WA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized offerings such as private funds and structured products.

Jonathon Lee is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and its use of algorithmic methods and AI technologies in portfolio management.

Glenn Sadang serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works closely with Merrill clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. His goal is to provide clients with the knowledge and tools necessary to manage their financial lives effectively. Glenn holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. He focuses on helping clients identify their financial goals and develop strategies to pursue them.

Nicholas Slater is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and having 21 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Mc Kenna Wall is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2018, Wall worked at Athleta and was employed by the Seattle Seahawks from 2016 to 2018. Wall also has experience at the University of Washington from 2015 to 2019. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Steven Leigh is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America and a brief period at the Seattle Music Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to 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 investors.

Kevin Kent is a financial advisor at Cetera with Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Northwestern Mutual and currently serves as a partner at Anderson, Foe, Kent, Madsen & Associates, LLC, doing business as Pillar Financial Group. Outside of advising, he holds the position of treasurer for a homeowners association and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.

Stephen Hirjak is a financial advisor with Charles Schwab, holding a Series 66 credential and one year of industry experience. Prior to joining Schwab, he worked at MML Investors Services and MassMutual Life Insurance, and he spent over three decades with the City of Seattle. Outside of advising, he owns Western Experts LLC, which provides public safety consulting and expert witness services related to policing. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to affiliated discretionary separate managed accounts.

Daniel Walker is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Fidelity Investments, Silicon Valley Bank Private Bank, Ameriprise, and Parcion Private Wealth LLC. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sarah Cecil is a CFP® and holds a Series 66 license with 15 years of industry experience, all at Edward Jones since 2011. She is based in Seattle, WA. Outside of her financial advisory role, she owns several rental properties in the Seattle and Issaquah areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Rachel Seely is a CFP® professional with six years of experience in financial advising, currently with UBS Financial Services in Seattle. She has been with UBS since 2017, including her time as a student at the University of Washington. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor financial plans and portfolio management strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Stephanie Schnieder is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to clients’ risk profiles, leveraging both in-house and third-party investment managers and emphasizing customizable investment solutions.

Christopher Perrault is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2010 and with Wells Fargo Clearing since 2016. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Daniel is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and no prior industry experience. His background includes roles at MassMutual Life Insurance Company, Goldman Sachs & Co. LLC, Morgan Stanley, and Uber Technologies. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and emphasizes event-driven planning programs such as divorce, estate settlement, and employer-sponsored planning.

Christian Cobb is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017, following prior roles at Umpqua Investments and Umpqua Bank. Outside of his advisory work, he is a managing member of a hazelnut farm LLC and serves as trustee for a family trust. 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, and institutional accounts.

Alexander Saliba is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Merrill since 2010. He is based in Seattle, WA. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Moss is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 designations and totaling 30 years of industry experience. He has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 1991. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.