Christine Yeakley is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at NYLife Securities LLC, New York Life Insurance Company, and D.A. Davidson & Co. She has been with Ameriprise since 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual advice focused on retirement income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Trevor La Rowe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Pruco Securities, LLC. Outside of his advisory work, he is involved with HWPO, LLC, which operates Crossfit Burien. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

April Connell is a financial advisor at Edward Jones with 11 years of industry experience. She has held positions at Merrill and Bank of America, N.A. prior to joining Edward Jones in 2019. Connell holds a Series 66 designation. 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 and investment strategies supported by a nationwide network of financial advisors and branch offices.

Kenneth Snypp is a financial advisor at Edward Jones in Snohomish, WA, holding a Series 66 designation with nine years of industry experience. He previously worked at Alaska USA FCU for five years before joining Edward Jones in 2017. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eri Takahashi is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018. Her prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities. She serves as a board member of the Hokubei Hochi Foundation, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Sean Mcgowan is a financial advisor with Wells Fargo Clearing in Bellevue, WA. He holds a Series 66 designation and has 27 years of industry experience, including 14 years at Merrill and over 10 years with Wells Fargo. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Nancy Sanchez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Prior to that, she was with Livlyn, LLC from 2017 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates centralized due diligence using quantitative and qualitative research and may include ESG criteria within its recommendations.

Lucy Bogen is a financial advisor at Robert W. Baird & Co. in Bellevue, WA, holding a Series 66 designation. She has one year of industry experience and previously worked at Saltchuk. Baird’s DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services supported by internal research and manager oversight.

Camilo Hincapie is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. He is also the owner of 100% Clean LLC, where he manages payroll and business planning. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts, leveraging a multi-asset investment approach and an integrated operational structure.

Kristen Buxton is a Private Wealth Advisor with Merrill Private Wealth Management, serving ultra-high net worth individuals and families. With 25 years of experience, she provides comprehensive financial management services including integrated estate planning, trust services, liquidity analysis, and philanthropic planning. Kristen returned to Merrill in 2016 after a five-year tenure as a Family Wealth Director at Morgan Stanley. In 2017, she earned her Private Wealth Advisor designation at Merrill, a distinction that identifies advisors serving clients with investable net worths of $10 million or more. Kristen holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is a Chartered Life Underwriter® (CLU). She also carries the Personal Investment Advisor (PIA) credential. Educated at Mt Vernon High School, she is based in Kenmore, Washington. Outside of her professional pursuits, Kristen dedicates time and resources to supporting at-risk youth. Her personal interests include cooking, golfing, gardening, reading, swimming, traveling, watching movies, and spending time with her family.

Molli Hiegel is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017, including a role at Charles Schwab Bank, SSB. Prior to that, she was employed at Fidelis Partners from 2015 to 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary portfolios and offers integrated custody, brokerage, and financial planning solutions.

Lewis Race is a financial advisor with Ameriprise in Seattle, WA, holding CFP®, Series 63, and Series 66 designations and bringing 30 years of industry experience. His prior work includes nearly a decade at Northwestern Mutual Wealth Management Company and associated entities. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kelly Aversa is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and previously worked at KMS Financial Services and as a self-employed advisor. Outside of her advisory role, she is involved with Callen and Associates, an investment-related business. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jamie Lotta is a financial advisor with Charles Schwab in Bellevue, WA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab in 2022, Jamie worked at Merrill from 2019 to 2022. Outside of financial services, Jamie is involved as a board member of the nonprofit organization Toxic Free Futures and is the CEO of Foundation Roche Noir, where she actively participates in strategy and grant distributions. She also retains ownership interests in two food and beverage companies founded with her husband. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Alan Macias is a Series 66 licensed financial advisor with Merrill in Bellevue, WA, and has six years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank prior to joining Merrill and Bank of America. He serves on the finance committee of Skagit Habitat for Humanity, where he reviews financial statements and advises on financial goals. 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 investors.

Viyana Kwak is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Kirkland, WA. Her prior experience includes roles at D.A. Davidson & Co., Citigroup Global Markets, and RBC Capital Markets. She has held various positions at Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Robert Graue is a financial advisor with Robert Baird & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory work, he is involved with the Bellevue Sunrise Rotary, a charitable organization. Robert Baird & Co.’s Private Wealth Management practice, including the DDK Group, serves individuals, families, pensions, corporations, and charitable organizations by providing consulting and portfolio services tailored to client goals and risk tolerances. The firm offers a range of investment strategies and services, including discretionary management, separately managed accounts, and municipal advisory and public finance services.

Leann St. Germain is a financial advisor with Stifel in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Stifel Nicolaus since 2008. Stifel serves a broad range of clients—including individuals, institutional clients, charitable organizations, and state and municipal entities—offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Michael Campbell is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Royal Alliance Associates, Pacific Capital, Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Palisades Investment Advisors. He serves on the board of the Friends of Laurelhurst Foundation and is a member of the Fred Hutch Professional Advisory Council. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of managed account programs and alternative investments.

Adam Pickrell is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for seven years at the U.S. Department of Veterans Affairs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices.