Padraic Devine is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Robert Baird & Co. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients. The team provides customized consulting and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Brendan Smith is a financial advisor at Wells Fargo Clearing in Bellevue, WA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Wells Fargo Bank, Liberty Mutual, and International Fidelity Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services supported by research from Wells Fargo Investment Institute and third-party sources.

Macy Merry Farpali Lammers is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Annukka Mikkola is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been working with the firm since 1993, providing advice, guidance, and personalized strategies across various aspects of wealth management. Annukka and her team serve high-net worth individuals, affluent families, and successful business enterprises across the country. Annukka's areas of expertise include family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. She holds the Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS®), and Personal Investment Advisor (PIA) designations. She earned a Bachelor's Degree from the University of Washington. Throughout her career, Annukka has been recognized for her professional achievements, including being named to the Barron's "Top 1,500 Financial Advisors" list in 2026 and Forbes' "Best-in-State Wealth Advisors," "Top Women Wealth Advisors Best-in-State," and "Best-In-State Wealth Management Teams" lists in recent years. Annukka is actively involved in the Bellevue community and enjoys boating, camping, gardening, hiking, pickleball, running, skiing, tennis, traveling, and spending time with her family.

Christopher Belcher is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. He previously worked at Fyxt, LLC and AdvanceCRE, LLC, and has held various roles since 2018. RBC Wealth Management, a division of RBC Capital Markets, provides services to individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management options tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

James Lennon is a financial advisor at J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 designations with 11 years of industry experience. His prior roles include positions at HSBC Bank USA, Bank of America, Merrill, and Key Bank affiliates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a nondiscretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their process integrates quantitative and qualitative research to support tailored recommendations within a broader derivatives and commodities framework.

Charles Regan is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC, Raymond James Financial Services, and Wells Fargo Clearing. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

William Renner is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and previously held positions at Consumer Direct Care Network Washington and O'Reilly Auto Parts. In addition to advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Kyle Roberts is a Financial Consultant at Fidelity Investments, where he has been working since 2021. In his role, he collaborates with clients to develop comprehensive financial plans tailored to their personal goals, utilizing Fidelity's resources to create personalized strategies for individuals and families. He has accrued experience within Fidelity Investments through various positions since 2017, including Investment Consultant, Relationship Manager, and Workplace Planning Consultant I and II. Kyle holds a California Insurance License. Outside of his professional responsibilities, Kyle has interests in beach activities, cooking and baking, food, music, soccer, and theater.

Teresa Torgison is a financial advisor with Edward Jones in Des Moines, WA. She holds a Series 66 designation and has been with Edward Jones since 2017. Prior to her career in financial advising, she worked for 20 years at Meridian Dental Clinic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Nikolay Vinogradov is a financial advisor with Wells Fargo Clearing in Seattle, WA. He holds a Series 66 designation and has over 20 years of experience with Wells Fargo Bank, and has been with Wells Fargo Clearing Services since 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jennifer Wynn is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 credentials and accumulating 34 years of industry experience. She has been with Merrill since 1993. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

John Canning Jr. is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with J.P. Morgan Securities since 2018 and previously worked at JPMorgan Chase Bank, NA from 2012 to 2018, as well as J.P. Morgan Asset Management from 2003 to 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with both quantitative and qualitative analyses and includes a range of derivatives and commodities capabilities.

Renee Mantua is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Mark Eberle is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a large network of advisors.

Cynthia Lowenstein is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, JPMorgan Chase Bank, and The Retirement Solution Inc. in addition to her current roles at Wells Fargo. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Garbooshian is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, he worked at Citigroup Global Markets from 2001 to 2009. He serves as a trustee for an investment-related trust in Pittsburgh, Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory services.

Jeffrey Lazcano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Uber and JC Penney. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions.

Yihua Zhao is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Yihua served as a Planning Consultant from 2023 to 2025, a Relationship Manager from 2021 to 2023, an Investment Solutions Representative from 2020 to 2021, and a Customer Advocate from 2018 to 2020, all within Fidelity Investments. This progression highlights Yihua's extensive experience and commitment within the financial services industry. Yihua holds a California Insurance License, supporting expertise in financial planning and client advisory services. A personal statement reflects a deep passion for financial planning and an appreciation for the unique challenges involved in assisting each client. Outside of professional responsibilities, Yihua has interests in food, pets, table tennis, and traveling.

Jie Ji is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. Jie has worked at several major financial institutions, including J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Bank of America, Merrill, and Softbank China Venture Capital. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, emphasizing a non-discretionary approach where clients retain final decision-making authority.