Blake Willey is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their specific goals and investment needs. He leverages the resources and support available at Fidelity to implement strategies that align with the interests of his clients. Blake has experience as a financial consultant with previous roles at E*TRADE from Morgan Stanley (2020-2022), Charles Schwab (2018-2020), and as a financial advisor at Merrill Lynch (2017-2018). Throughout his career, he has focused on understanding client objectives to pursue appropriate financial solutions. Outside of his professional role, Blake engages in family activities and enjoys sports such as golf, running, and soccer.

Meghan Donahoe is a CFP®-certified financial advisor with 11 years of industry experience, currently at J.P. Morgan Securities. Her prior experience includes roles at Stifel Nicolaus & Co. and ongoing employment with JPMorgan Chase Bank, N.A. Outside of her advisory work, she is involved in e-commerce as a part-time seller on an online consignment platform. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and features broader derivatives and commodities capabilities.

Judah Piano is a financial advisor at MassMutual Investors Services with 12 years of industry experience. He holds CFP®, Series 65, and Series 63 credentials. Prior to his current role, he worked at Metlife Securities from 2015 to 2017. Outside of his advisory work, he is an independent insurance agent providing life, disability, long-term care, fixed annuities, and health insurance services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Rebecca Chang is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation. She has one year of industry experience, including prior roles at Bank of America, Yuanta Commercial Bank, and SinoPac Commercial Bank. Before her financial career, she spent four years at I-Shou University. 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 a range of individual and institutional clients.

Jeffrey Crabb is a CFP® professional with 36 years of industry experience and has been with Edward Jones in Seattle, WA since 2000. He holds Series 63, 65, and 66 licenses. Outside of his advisory role, he serves on the membership committee of a local business networking group, where he screens new members and helps resolve issues within the network. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kristina Jensen is a financial advisor at Merrill with 39 years of industry experience. She holds a Series 63 designation and has been affiliated with Merrill since 1987 and Bank of America 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Zhu is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Wells Fargo Securities, LLC for nine years before joining Merrill in 2018. Outside of his advisory role, he serves on the investment committee of the Crowden Music Center and is an advisory board member of the East Bay Center for the Performing Arts, a performing arts school serving youth in underserved communities. Merrill, along with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

John Ramseyer is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he is involved in ranching operations through Ellensburg Cattle Company, participating in general farm activities on weekends. Robert Baird & Co.’s DDK Group, where Ramseyer works, serves high net worth individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection and internal research support.

Athena Gatan is a financial advisor at Ameriprise with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2001. In addition to her role at Ameriprise, she manages an advisory business at Wealthbridge Advisors Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Jackson Madden is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2023, progressing from Financial Representative to Relationship Manager before assuming his current role. Jackson's work focuses on partnering with clients and their advisors to help pursue financial goals. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Daniel Kozuck is a Series 66-credentialed financial advisor with Wells Fargo Clearing in Seattle, WA, and has two years of industry experience. His prior roles include a position at Olfactory NYC and periods outside the workforce. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions across a large network of advisors.

Ericka Lamsek is a financial advisor with Wells Fargo Advisors in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory role, she serves as a trustee for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored recommendations.

Daniel Ortiz Rivas is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Robinhood Financial and several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies and model portfolio provider for Fidelity Institutional Wealth Adviser.

Phillip Ussery is a CFP® professional with 18 years of industry experience currently advising clients at Edward Jones since 2017. His career includes prior roles at Symetra Securities, Symetra Investment Services, Chase Investment Services, and Banc of America Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Spencer O'Brien is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. His background includes prior roles at Amazon Web Services and nearly a decade of service in the United States Army. Outside of his advisory work, he serves as a volunteer Admissions Liaison Officer for the United States Military Academy. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and modeling techniques to support client decision-making without providing individual security recommendations.

Jennifer Krikawa is a Planning Consultant at Fidelity Investments. In her role, she partners with clients to develop and implement personalized financial plans that align with their life goals. Prior to joining Fidelity Investments in 2023, Jennifer worked as a Private Client Banker at JPMorgan Chase Bank from 2018 to 2023. Outside of her professional work, Jennifer has interests in running and singing.

Mehrzad Yousefi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has held prior positions at Bank of America, Tiffany & Co., Big Lots, and HomeGoods. Outside of his advisory role, he works part-time as a floor/front associate for HomeGoods. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Carlo Berti is a Series 66-registered financial advisor with LPL Enterprise, LLC, based in Mercer Island, WA. He has two years of industry experience with prior roles at Transamerica Financial Advisors and Wfgia. Outside of his advisory work, Carlo has been involved in gig economy roles with companies such as DoorDash, Uber Eats, and Instacart. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm emphasizes model-driven portfolio management and access to third-party asset managers, along with a range of financial planning and consulting services.

Jason Trichler is Senior Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been since 2001. He began his financial services career in 1997. Jason holds a Bachelor's degree in Economic Geography from the University of Washington and has studied pension and investment management at the University of Pennsylvania's Wharton School of Business. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Additionally, he holds various FINRA registrations including Series 3, 4, 7, 9, 10, 24, 52, 53, 63, and 65. Jason focuses on delivering personalized wealth management strategies for high net worth families, executives, business owners, and non-profit institutions. His areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. In his role as a Senior Portfolio Manager, he manages discretionary investment strategies combining individual securities, Merrill Lynch models, and third-party strategies. Born and raised in Seattle, Jason has lived in Kingston since 2006, where he raises his three sons. He has been actively involved in community organizations such as the North Kitsap Boys and Girls Club, where he currently volunteers. Previously, he spent 14 years as a head coach for the North Kitsap Pee Wee basketball league. His personal interests include skiing, hiking, golfing, cooking, gardening, scuba diving, traveling, and spending time with his family.

Nhat Bui is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tukwila, WA. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to his current role, he has worked at firms including Mainspring Wealth Advisors LLC and First Tech Federal Credit Union. Outside of his advisory work, he is the CEO of Julia Bui LLC, a business involved in the sale of shampoo, clothing, and fruits. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, and institutional investors. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.