David Grenier is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been affiliated with Merrill since 1981 and with Bank of America, N.A. 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 model-based and discretionary strategies supported by internal and third-party managers for a range of individual and institutional clients.

Sydney Sutkus is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Wells Fargo in 2016, Sutkus worked at Morgan Stanley in various capacities from 2003 to 2012 and at Piper Sandler & Co. from 1998 to 2003. 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 supported by research from Wells Fargo Investment Institute and third-party data.

Brian Bertsch is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Ek Riley Investments. In addition to his advisory role, he has a 50% ownership interest in Schumaker Bertsch LLC, a financial practice based in Issaquah, WA. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Anya Krishnaswamy is a financial advisor at UBS Financial Services with one year of industry experience and holds a Series 66 designation. Her prior roles include various positions at UBS Financial Services and experience in education and technology sectors. 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, supported by proprietary research and a broad range of capital markets services.

Patrick Healey is a CFP® professional with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds a Series 66 designation and is based in Bellevue, WA. Outside of his advisory role, he serves as president of the Chestnut Estates HOA in Sammamish, WA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Kerry Wate is a financial advisor at Ameriprise with 21 years of industry experience. He holds the CFA® designation along with Series 63, 65, and 66 licenses. Prior to joining Ameriprise in 2019, he worked at Bank of America and Merrill from 2013 to 2019. Outside of advising, he is involved in managing a real estate development and management business. Ameriprise offers a retirement-income planning service targeted at clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Brigitte Lembo is a financial advisor with RBC Capital Markets holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and offers access to both in-house and third-party investment managers.

Heather Gordon is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. 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.

Jill Poppe Loveall is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2009. She holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Robb Meyer is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Gregg Quinn is a financial advisor with Ameriprise in Sammamish, WA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Andrew Beason is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to identify their life goals and develop personalized financial strategies aimed at pursuing those objectives. His approach emphasizes a comprehensive understanding of each client’s full financial picture, allowing him to tailor wealth management solutions that adapt to changing market conditions. Andrew’s areas of expertise include education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Washington. Based in Seattle, Andrew is involved in community organizations such as Big Brothers Big Sisters, Seattle Yacht Club, and Crystal Mountain Alpine Club. Outside of work, he enjoys adventure sports, boating, skiing, soccer, and spending time with his family.

Emmanuel Bofa is a financial advisor at Equitable Advisors with a Series 66 designation. He has one year of industry experience and previously worked in various roles within school districts and at the YMCA Center for Community Impact. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and provides ERISA fiduciary services, focusing on matching clients to appropriate investment models and discretionary managers.

Koen Solis is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Equitable Advisors, he worked at Cascade Wealth Services and has held roles outside finance including at Kemper Sports, Mill Creek Country Club, and the Washington Referee Association. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Vernon Applegate is a CFP® with 16 years of experience and has been with Edward Jones since 2010. He is based in Kirkland, WA, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

John Schneider is a CFP®-certified financial advisor with Edward Jones, based in Kent, WA, and has 35 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Baker is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His career includes roles at Mass Mutual Investors Services and Metropolitan Life Insurance Company, along with longstanding involvement in Green Financial. Outside of financial advising, he serves as president of Lewis River Logging Co. Corp, managing the corporation's assets. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, alongside specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Yan Jiang is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Merrill, Bank of America, Cetera, and East West Bancorp. Outside of his advisory role, he is a co-owner of a family real estate LLC. 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 through a non-discretionary program supported by a centralized due diligence process.

Mai Hoang is a financial advisor at Merrill in Redmond, WA, holding a Series 66 designation and with four years of industry experience. Mai has been with Merrill since 2018 following a five-year period out of the workforce. Outside of advisory work, Mai is co-owner of family rental properties in Oklahoma and Missouri. 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.

David Wright is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior experience includes roles at Morgan Stanley and UBS. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides various wrap fee advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and customizable portfolio options.