Jamie Taylor is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch and First Republic Investment Management. Taylor is based in Bellevue, WA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary recommendations supported by an in-house manager solutions team and centralized due diligence.

Matthew Arnold is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A., as well as extended experience outside the financial sector at Metrohm USA, Inc. and GERSTEL, Inc. He spent 15 years affiliated with the University of Southern California. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jack Robel is a financial advisor with Equitable Advisors in Kirkland, WA, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Equitable Advisors in 2020, he held various roles including assistant wrestling coach at Bishop Blanchet High School. He continues to assist as a wrestling coach, supporting the JV and Varsity teams. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working extensively with program sponsors and third-party managers to deliver a range of advisory and brokerage solutions.

Angela Pritchett is a financial advisor at Edward Jones in Kirkland, WA, holding a Series 66 designation with four years of industry experience. She has been with Edward Jones since 2000. 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 large network of advisors and branch offices nationwide.

Kirsti Woods is a Series 66-licensed financial advisor with Merrill, based in Bellevue, WA, and has 25 years of industry experience. She has worked with Merrill since 1997 and with Bank of America since 2016. Outside of her advisory role, Woods is an owner of several LLCs involved in real estate holdings. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Cole Foreman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to help them achieve their financial goals by educating clients on various investment options and developing personalized financial strategies. His approach considers liquidity needs, risk tolerance, and time frame to create tailored plans. Cole focuses on making the financial process clear and accessible, emphasizing availability for his clients. Cole’s expertise includes divorce transition planning, education planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds Series 7 and 66 FINRA registrations and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Born and raised in Bellevue, Washington, Cole earned his Bachelor’s Degree from Washington State University in 2014. He is actively involved in the university’s alumni community. Outside of work, Cole enjoys playing chess, golf, and tennis. He also participates in community efforts with organizations such as the Inspire Youth Project and the Pullman Elderly Care Center.

Amarinder Sandhu is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2020. Prior to that, he spent four years at Key Investment Services and Key Bank. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Barbara Crnkovich Smith is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. In addition to her advisory role, she is involved with Perry L Smith Consulting as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides a range of investment implementation options across multiple platforms, combining proprietary and third-party strategies tailored to client objectives.

Kent Ryland is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS PaineWebber Incorporated since 2001. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

John Champion Jr. is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 credential and 22 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of advisory work, his family is involved in a photography business focused on sports and family events. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to develop tailored financial plans.

Kenneth Jones is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has built his career at Merrill Lynch, beginning in 1984 in Anchorage, Alaska, accumulating over 34 years of experience. Kenneth specializes in providing a comprehensive approach to saving and managing wealth by first understanding a client's needs and goals, ensuring that every strategy aligns with what the client wants to achieve. He holds a Bachelor's Degree in Business Administration with a concentration in Finance from the University of Washington's Foster School of Business. Kenneth has earned the Personal Investment Advisor (PIA) designation, which supports his professional expertise. Based in Alaska since 1970, he has a connection to the outdoors and enjoys outdoor activities, as well as spending time in the kitchen indoors.

Ann Seidel is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She worked at UBS Financial Services for 14 years prior to joining Wells Fargo Clearing in 2025. Outside of her advisory role, she co-owns a rental property in Canmore, Alberta, Canada, which provides hotel lodging to guests. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hugo Varlamos is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Affirma Consulting, Carhartt Inc., and the University of Washington. Outside of finance, he is involved in the restaurant business as a proprietor of Varlamos Pizzeria. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage offerings.

Lindsay Gookstetter is a Series 66 licensed financial advisor with UBS Financial Services in Bellevue, WA, where she has worked for 10 years. She has a total of 8 years of industry experience, including a prior role at PS Business Parks Inc. from 2013 to 2016. She is also the proprietor of Gookstetter Consulting Service, an inactive entity established for gifts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory services.

Scott Lillibridge is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Bank of America, N.A. and Merrill. He serves on the investment committee of the Ronald McDonald House in Seattle, where he monitors fund assets and advises on investment policy. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of advisory services, including financial planning and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources to inform its investment approach, which emphasizes diversification and modern portfolio theory.

Ionut Cosmin Gubavu is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, Allianz Group, and NN Investment Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Ira Hershkowitz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include significant tenures at Merrill and Bank of America. Outside of his advisory work, he is a partner and manager at JJHouse LLC, a real estate-related business based in Mercer Island, WA. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a range of investment strategies, serving clients through its extensive network of financial professionals.

Karen Rowe is a financial advisor with Stifel in Bellevue, WA, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of her advisory role, she serves as Executive Director and Secretary of The Foster Foundation, a private family charitable foundation, and is also a dance instructor with Seattle Dance Fitness LLC. Stifel serves a diverse range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Debby Johanson is a financial advisor with Robert Baird & Co. in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she serves as treasurer for the Mount Si High School 70s Reunion. She 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, and charitable organizations. The group offers customized consulting and portfolio services using a variety of investment strategies and management approaches.

Chloe Sullivan is a financial advisor at Wells Fargo Clearing with three years of industry experience and holds a Series 66 credential. Prior to her current role starting in 2022, she has held positions at Morgan Stanley and various other firms. Outside of finance, she is involved with Pearl & Stone Wine Co. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.