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.

Sean Hsu is a CFP® professional with nine years of industry experience, currently affiliated with Morgan Stanley in Bellevue, WA. His prior experience includes roles at UBS Financial Services Inc., JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Axa Advisors, LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process utilizes firm-approved tools and modeling techniques to support tailored financial strategies.

Jessica Steiner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. She has worked at Edward Jones since 2021 and previously held positions at South Sound 911, Salish Lodge, and Verizon Wireless. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Kaplan is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2001, including a 21-year tenure at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Fazil Tiryakioglu is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a member of the Tiryakioglu & Duenwald Group, which has been recognized on the Forbes "Best-in-State Wealth Management Teams" list in 2023 and 2024. With a focus on high net worth families, individuals, and business owners, Fazil and his team provide comprehensive wealth management strategies tailored to clients' retirement, education, cash, and liability management needs. Their approach emphasizes building long-term relationships and offering personalized solutions based on each client's unique goals and risk tolerance. Fazil holds a Bachelor's Degree from the University of Georgia and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers a range of financial planning areas such as corporate benefits, family wealth management strategies, legacy planning, philanthropic planning, and portfolio management. The Tiryakioglu & Duenwald Group is dedicated to guiding clients through disciplined financial strategies and ongoing progress tracking to promote goal achievement. In addition to his professional work, Fazil is active in community and charitable activities. He serves as the EC Junior Football Director, sits on the Eastside Catholic Board of Directors, and participates in initiatives including the Jerry Woods Maple Valley Food Drive and Splashforward. His personal interests include biking, boating, fishing, football, hiking, reading, scuba diving, skiing, spending time with family, and traveling.

Joseph Solan is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has worked in diverse roles including at Gonzaga University and Colonial Life prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Dale E. Young III is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 1997 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Susan Hanneman is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with Merrill since 2011. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Eric Madison is a Series 66-licensed financial advisor with Morgan Stanley in Kirkland, WA, with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment services, including financial planning and estate strategies.

Chu Yi Hsu is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent six years at Wells Fargo Investments, LLC, as well as one year at Ameriprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, combining proprietary research with third-party data and utilizing diversification principles and modern portfolio theory.

Andrew Norman is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Voya Financial Advisors and Weststar Financial Group. Outside of advising, he is involved in independent insurance brokering, owns a consulting business, co-owns a management firm for his Ameriprise practice, and serves on the advisory board of Global Racing Group. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Maegan Dornan is a CFP® professional with 10 years of experience currently affiliated with Raymond James Financial in Issaquah, WA. She has worked at Wells Fargo Clearing for seven years before joining Raymond James and co-manages Hall & Dornan Capital Partners. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals while offering specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting.

Ross Gooding is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Wells Fargo Clearing for five years. Outside of his advisory role, Gooding is the founder and president of Resilient Leader and is involved with Next Level Academy, a basketball training camp. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various technological tools.

Charlotte Riviera is a financial advisor at LPL Financial with 43 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Linsco Private Ledger for 20 years and KeyBanc Capital Markets Inc. for 7 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Radecki is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as president of the MREHA, a homeowners association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Scott Settle is a financial advisor with Raymond James & Associates in Kirkland, WA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Olivia Ragusa is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, N.A., Dicks Sporting Goods, North Shore Community College, and PartyCity. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Vediz is a CFA® charterholder and holds Series 65 and Series 63 licenses, with 15 years of industry experience. He is currently with Morgan Stanley in Kirkland, WA, where he has worked since 2017 across the Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. His prior experience includes roles at Bank of America, Merrill, and D.A. Davidson & Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm uses structured planning tools, including Monte Carlo simulations and Secular Return Estimates, while generally acting in an advisory capacity for client financial plans.

Lynn Thompson is a financial advisor with Ameriprise in Issaquah, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise in 2017, Thompson worked at Weldon Barber from 2012 to 2017. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Brad Junker is a financial advisor with Charles Schwab in Bellevue, WA, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His career includes 12 years at TD Ameritrade and ongoing roles at Charles Schwab and Charles Schwab Bank. Outside of advising, he is involved in managing a rental property through a property management company. Charles Schwab primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational services.