Mikkel Louie is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on helping affluent families develop and execute personalized wealth strategies aimed at growth, preservation, and transfer of wealth. He leads a team that coordinates with specialists to address clients' financial goals comprehensively. Mikkel has over 20 years of experience in the financial services industry, having held various positions at Fidelity Investments since 2000, including Vice President roles in Wealth Management and Regional Planning Consulting. He is a Certified Financial Planner™ and holds a California Insurance License. Outside of his professional work, Mikkel enjoys cooking and baking, fishing, hiking, and solving puzzles.

Dana Duke Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

April Wilson is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Osaic since 2020. She previously worked for Penn Mutual Insurance Company and Hornor Townsend & Kent Inc. from 2006 to 2020. Outside of her advisory role, Wilson is involved in insurance brokerage activities and manages rental properties in Washington and Hawaii. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and a variety of investment products to build portfolios, with discretionary and non-discretionary management options.

Henry Martin is a Financial Advisor with Merrill Lynch Wealth Management, providing comprehensive financial strategies tailored to the unique needs of his clients. He partners with individuals to define their goals and develop portfolio strategies designed to help them navigate complex financial challenges. Henry offers ongoing advice and adapts financial plans as clients’ situations evolve, supporting priorities such as retirement, education planning, legacy planning, tax minimization, and managing new wealth. With experience working with clients at every life stage, Henry helps optimize employer compensation for professionals in industries like technology and assists in planning the timing of retirement. His approach focuses on delivering clear, actionable advice to simplify the financial decision-making process, allowing clients to concentrate on what matters most while feeling confident they are on track to achieve their goals. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a bachelor's degree from Washington State University. Outside of his professional work, Henry’s personal interests include cooking, fishing, football, golfing, hunting, pickleball, running marathons, scuba diving, skiing, and traveling. His philosophy centers on helping clients uncover what matters to them and their families to create strategies that pursue their financial objectives.

Olive Siau New Goh is a CFA® charterholder and holds a Series 66 license, with 17 years of industry experience. She currently works at J.P. Morgan Securities, where she has been employed since 2023, and previously spent nine years at Citigroup Global Markets. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Elizabeth Hawley is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she actively manages a rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, utilizing both in-house and third-party managers and providing comprehensive financial planning, portfolio management, and brokerage services.

Daniel Slattery is a financial advisor at UBS Financial Services in Seattle, WA, with 10 years of industry experience. He holds the Series 66 designation and has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets solutions.

Lori Arnevick is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She provides wealth management services to select individuals, families, and executives, delivering customized financial strategies for retirement planning, investment management, wealth transfer, lending, and personalized banking services through Bank of America, N.A. Lori is a qualified Portfolio Manager who builds and manages personalized strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She manages these strategies on a discretionary basis through the firm's Investment Advisory Program. Lori began her career in financial services in 1990 and has over 30 years of experience. She holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning Institutes Corp. In addition, she has the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Kentridge High School. Lori focuses on areas including executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Lori enjoys gardening, golfing, and spending time with her family. She is also involved with local charities.

Brien Mc Hugh is a Series 66-credentialed financial advisor with Morgan Stanley in Seattle, WA, where he has worked for nine years. His tenure includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured discovery processes and planning tools to develop client plans.

Ethan Waterman is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The firm offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jeffrey Miller is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Merrill and Bank of America since 2010. Outside of his advisory role, he is involved in multiple business ventures including real estate development, private holding companies, and operating a car wash business. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Heady is a CFP® professional with 25 years of industry experience, currently with Edward Jones since 2000. Based in Bellevue, WA, he holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Christopher Mc Kinley is a CFP® professional with five years at MassMutual Life Insurance Co and Mass Mutual Investors Services, and four years of industry experience overall. His prior work includes roles at KeyBank and involvement in family businesses such as National Drycleaners and Helenas DryCleaners. He is also an independent insurance agent, focusing on life insurance, fixed annuities, disability, long-term care, and health products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved software tools, with an emphasis on collaborative, goal-based planning.

Michael Passage is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera and its affiliated firms since 2006. Outside of his advisory role, he serves as Vice Commodore and Bridge Member of the Classic Yacht Association, Pacific Northwest Fleet, where he helps organize classic boat shows and recruit new members. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies.

Hayden Bata is a Vice President, Financial Consultant at Fidelity Investments, where he serves as a trusted advisor to clients. He helps clients navigate important financial decisions by providing knowledge and guidance aimed at achieving their long-term financial and personal goals. Hayden has held several roles at Fidelity Investments since 2015, progressing through positions such as Financial Representative, High Net Worth Financial Representative, Investment Solutions Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current role. This experience spans multiple facets of financial consulting and client relationship management. Outside of his professional career, Hayden's personal interests include beach activities, photography, scuba diving, snowboarding, and traveling.

Eric Terry is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to joining Mass Mutual in 2020, he worked at Key Bank from 2014 to 2020. Outside of his advisory role, he is a member of a local cover band where he plays bass and sings. Mass Mutual Investors Services 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, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Valerie Wilson is a financial advisor at Morgan Stanley with a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved tools to develop plans that clients implement and update themselves.

Samvel Shakhramanov is a financial advisor with Edward Jones in Federal Way, Washington, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, following seven years at Lowe's Home Centers. Outside of his advisory role, he serves as executor of his father's estate and manages a custodial bank account for his minor sister’s Social Security survivor benefits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of over 23,700 financial advisors.

Koen Mueller is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Washington and University Audi/Freeway Motors. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Sherif Awad is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Awad has been with Raymond James since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals.