David Lenvin is a Series 66-credentialed financial advisor with 19 years of experience, currently practicing at Equitable Advisors since 2007. He previously worked with Axa Advisors, LLC from 2007 to 2020. Outside of his advisory role, he is involved in managing investment real estate through several LLCs. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement consulting, and asset management. The firm utilizes a variety of advisory models and third-party asset managers, offering services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Scott Davis is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has worked with Ameriprise Financial Service, LLC since 2000 and Ameriprise Financial Services, Inc. from 2007 to 2020. Outside of his advisory role, he is employed by Cascadia Operations LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kathryn Kelleher is a Series 66 licensed financial advisor with Equitable Advisors in Bellevue, WA, and has two years of industry experience. Before joining Equitable Advisors, she worked at Boston Consulting Group and the Allen Institute, among other roles. She has a background that includes experience in consulting, research, and banking. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory solutions.

Anthony Ohl is a CFP® professional with 13 years of experience in financial advising. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. in 2022. He is also the owner of Tony Ohl Financial Services, LLC, a support company co-branded with Raymond James. Raymond James Financial Services Advisors, Inc. provides 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 uses analytical tools for tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Grant Warner is a financial advisor with Edward Jones in Seattle, WA, holding the ChFC® and Series 66 designations and bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Keller Williams Realty for one year and Jewel Hospitality for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Chaoran Yu is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities, Yu worked at JPMorgan Chase Bank, Bank of America, Merrill, and First Financial NW Bank. Outside of his advisory role, he personally invests in rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with client retention of final decision-making authority.

Jeffrey Mitchell is a financial advisor with Ameriprise in North Bend, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at D.A. Davidson & Co. before joining Ameriprise and has co-authored a book on college football recruiting with his son titled "Before the Pads Come On." Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Gregory Wasick is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked with firms including Morgan Stanley and JPMorgan Chase Bank, N.A. He is also a co-owner of Jeffers 13 LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to support investment recommendations within an ESG eligibility framework.

Joanne Wagner is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Merrill, Bank of America, Mass Mutual Investors Services, Morgan Stanley, and Ameriprise. She is also involved with Verity Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives utilizing various portfolio strategies and technologies.

Jason Roberts is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with four years of industry experience. He has been with Morgan Stanley since 2013. Outside of his advisory role, he is involved in property management of a rental property in Snohomish, Washington. Morgan Stanley Wealth Management is an SEC-registered investment advisor and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Megan Warshaw is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience at the firm. Prior to joining Edward Jones, she worked five years at ABRA Auto Body & Glass. Outside of her advisory role, Megan is involved in freelance writing and business consulting and performs as the lead singer and keyboardist in a local rock band. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Wesley Brandon is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2021 and previously operated Brandon Wealth Advisors LLC. Outside of his advisory role, he has been involved with the Northridge Swim Club for several years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily through its network of investment adviser representatives.

Daniel Purcell is a financial advisor at J.P. Morgan Securities in Bellevue, WA, with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Charles Schwab (formerly TD Ameritrade), UBS Financial Services, and Pacific West Financial Consultants. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program focuses on written asset allocation advice, manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Benjamin Seran is a financial advisor with OSAIC based in Kirkland, WA, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Momentum Wealth Advisors and Osaic Wealth. Outside of finance, he teaches a chess after-school program for middle school students. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting a broad range of programs from financial planning to retirement plan consulting.

Erik Severson is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he is a passive member of Bean LLC, which operates a bakery in Sandpoint, ID. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with a large advisor and branch network and offers additional services such as trust capabilities and securities-based lending.

Doug Wiedemeier Jr. is a financial advisor at Robert W. Baird & Co. with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at D.A. Davidson & Co., Equitable Advisors, LPL Financial, LLC, and NYLife Securities, LLC. He has also worked in various other positions outside the financial sector, including at Costco Wholesale Corporation and DoorDash. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing both internal research and external partnerships to guide client advice.

Patrick Summit is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Global Federal Credit Union, First Financial Northwest Bank, MML Investors Services, MassMutual Life Insurance Company, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and customized strategies, supported by extensive operational tools.

Michele Centanni is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing customized investment advice and guidance to wealthy individuals and their families, focusing on family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Michele began his career in wealth management in Switzerland in 2009 and gained international experience in Italy and Canada before joining Merrill Lynch Wealth Management in the United States in 2016. He holds a Master's Degree in Engineering from La Sapienza University in Rome and a Master's Degree in Finance from LIUC Business School in Milan. Michele is also a Personal Investment Advisor (PIA). Fluent in English and Italian, Michele is a member of the Rotary Club and resides in Seattle. His personal interests include cooking, reading, and traveling.

Catherine Tong Lee is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 13 years of industry experience. She is currently with Morgan Stanley in Kirkland, WA, where she has worked since 2021, following five years at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning that uses firm-approved tools and analyses to model outcomes.

James Woosley is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise in Seattle, WA. Prior to his role at Ameriprise, he worked in landscape design and retail, including a position at Dean Backholm Landscape Design, Inc. He also has experience at George Fox University. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendation reports and ongoing tax-aware withdrawal strategies.