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.

Steven Tolonen is a financial advisor with Edward Jones in Renton, WA, holding Series 63, 65, and 66 licenses and 31 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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.

He He is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill, He worked at Bank of America, Key Investment Services, and KeyBank. He also has experience in education technology and educational services. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jon Garberg is a financial advisor with Raymond James & Associates in Kirkland, WA. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Raymond James in 2026, he worked at Stifel Nicolaus & Co Inc for nine years and Robert Baird & Co. for three years. Outside of finance, he is a drummer in the classic rock band Red Herring and serves as a high school football referee with the Pacific Northwest Football Officials Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting, with a focus on tailored advice supported by firm research and a range of portfolio management styles.

David Bustamante is a Planning Consultant specializing in personalized financial planning. He partners with clients to provide tailored financial discussions, utilizing advanced financial planning software and tools to help clients achieve their financial goals with clarity and confidence. David has experience as an Associate Planner at The Retirement Solution, Inc from 2023 to 2024, a Registered Client Service Representative at Morgan Stanley from 2021 to 2023, and a Licensed Service Representative at Key Investment Services (KEYBANK CORP) from 2019 to 2021. Outside of his professional work, David enjoys cooking and baking, participating in family activities, hiking, listening to music, and engaging in parenthood.

Megan Durning is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1989. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.

Jose Antonio Reyes Sierra is a financial advisor at Edward Jones in Mercer Island, WA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Northwest Tax Advisors LLC, Webb, Clovis & Associates, PLLC, and Schweitzer Engineering Laboratories, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Karen Bayuga is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2020, following an 11-year tenure at D.A. Davidson & Co. 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 advice. 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.

Marc Dorgan is a financial advisor with Ameriprise in Mill Creek, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Dorgan serves as a varsity and travel softball coach in the local community. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers services through a centralized retirement-income consulting team.

Traci Bumpus is a Private Wealth Advisor at Merrill Private Wealth Management. She brings over two decades of experience in investment management and financial planning, focusing on guiding individuals and families through the complexities of wealth management. Her approach involves working closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. She began her career in financial services in 1999 after graduating Summa Cum Laude from Biola University with a Bachelor's Degree in Business Management emphasizing finance. Traci holds professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her expertise covers areas such as corporate executive services, family wealth management strategies, international wealth management, and legacy planning. Outside of her professional role, Traci enjoys interests including baseball, biking, football, music, photography, reading, spending time with her family, traveling, and watching movies.

Christopher Lee is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been affiliated with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

David Parker is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2010, following seven years at Ameriprise. Parker also operates under the DBAs Eastside Wealth Group and Brightpoint Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Chen is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has held roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Scottrade. 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 combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and order-routing arrangements.

Jacob Aragon is a Financial Consultant at Fidelity Investments. He has held multiple roles within the company since 2020, including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. Jacob works with clients to develop financial plans and provides personalized recommendations to help them pursue their financial goals while collaborating with a team of professionals. His experience at Fidelity Investments spans several years, during which he has supported clients in various capacities, focusing on understanding their values and objectives to create thoughtful financial strategies. Jacob holds an Arkansas Insurance License. Outside of his professional career, Jacob has interests in fitness, hiking, and running.

Jason Glazier is a financial advisor with Edward Jones, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at Ameriprise Financial Services, Wells Fargo Clearing, and Merrill. Glazier has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Olivia Normand is a financial advisor with Morgan Stanley in Bellevue, WA. She holds a Series 66 designation and began her advisory career with Morgan Stanley in 2025. Prior to joining Morgan Stanley, she worked at Sun Oaks Tennis and Fitness Club and held various other roles including at Gonzaga University and Huntington Health. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and delivers planning services through Financial Advisors and the Estate Planning Strategies Group.

Jay Buxbaum is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes tenures at Merrill, Bank of America, and Morgan Stanley since 2021. Outside of his advisory role, he serves on the Investment Committee and Advisory Board of the Temple De Hirsch Sinai, a non-profit synagogue, where he chairs the Investment Committee for its Endowment Fund. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning and uses firm-approved tools and methodologies, including Monte Carlo simulations, while providing various retail and institutional investment solutions.

Joshua Moullet is a financial advisor at Osaic Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services for 20 years. In addition to his advisory role, he offers fixed insurance products to clients through Radicle Wealth Management. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a range of advisory and brokerage services delivered through a multi-advisor platform.

Shawn Macfarlan is a financial advisor at UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets services.