Chaoran Yu is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities, Yu worked at JPMorgan Chase Bank, Bank of America, Merrill, and First Financial NW Bank. Outside of his advisory role, he personally invests in rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with client retention of final decision-making authority.

Jeffrey Mitchell is a financial advisor with Ameriprise in North Bend, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at D.A. Davidson & Co. before joining Ameriprise and has co-authored a book on college football recruiting with his son titled "Before the Pads Come On." Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Davonta Martin is a CFP® professional with two years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at Raymond James Financial and Mainspring Wealth Advisors, as well as prior positions at Alterra Advisors and Loin Street Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and models, and it provides specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.

Sunil Sanghvi is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds the Series 66 designation and is based in Bellevue, WA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual investors, institutional accounts, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.

Gregory Wasick is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked with firms including Morgan Stanley and JPMorgan Chase Bank, N.A. He is also a co-owner of Jeffers 13 LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to support investment recommendations within an ESG eligibility framework.

Jason Roberts is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with four years of industry experience. He has been with Morgan Stanley since 2013. Outside of his advisory role, he is involved in property management of a rental property in Snohomish, Washington. Morgan Stanley Wealth Management is an SEC-registered investment advisor and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Daniel Purcell is a financial advisor at J.P. Morgan Securities in Bellevue, WA, with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Charles Schwab (formerly TD Ameritrade), UBS Financial Services, and Pacific West Financial Consultants. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program focuses on written asset allocation advice, manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Benjamin Seran is a financial advisor with OSAIC based in Kirkland, WA, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Momentum Wealth Advisors and Osaic Wealth. Outside of finance, he teaches a chess after-school program for middle school students. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting a broad range of programs from financial planning to retirement plan consulting.

Mandy Sheau Huei Ho is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. She has worked at UBS Financial Services since 2023 and previously held roles at BNY Mellon and Key Private Bank. She serves as a volunteer board member for the Herbert Jones Foundation, which supports educational programs in entrepreneurism and small business, and co-owns a health and fitness business managed by her husband. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Trevor Marston is a CFP® and Series 66-registered financial advisor with three years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He also works with Mainspring Wealth Advisors, LLC, where he supports client planning and investment activities. Prior to his financial advisory roles, he was involved in several arts organizations, including the Island Shakespeare Festival and Seattle Public Theater. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and analytical modeling, supported by specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Miles Ramsden is a financial advisor at Edward Jones with 7 years of industry experience, holding a Series 66 designation. His prior roles include positions at Franklin Templeton and JP Morgan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,000 advisors and 15,000 branch offices nationwide.

Doug Wiedemeier Jr. is a financial advisor at Robert W. Baird & Co. with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at D.A. Davidson & Co., Equitable Advisors, LPL Financial, LLC, and NYLife Securities, LLC. He has also worked in various other positions outside the financial sector, including at Costco Wholesale Corporation and DoorDash. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing both internal research and external partnerships to guide client advice.

Patrick Summit is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Global Federal Credit Union, First Financial Northwest Bank, MML Investors Services, MassMutual Life Insurance Company, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and customized strategies, supported by extensive operational tools.

Michele Centanni is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing customized investment advice and guidance to wealthy individuals and their families, focusing on family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Michele began his career in wealth management in Switzerland in 2009 and gained international experience in Italy and Canada before joining Merrill Lynch Wealth Management in the United States in 2016. He holds a Master's Degree in Engineering from La Sapienza University in Rome and a Master's Degree in Finance from LIUC Business School in Milan. Michele is also a Personal Investment Advisor (PIA). Fluent in English and Italian, Michele is a member of the Rotary Club and resides in Seattle. His personal interests include cooking, reading, and traveling.

Catherine Tong Lee is a CFA® charterholder and holds Series 63 and Series 66 licenses, with 13 years of industry experience. She is currently with Morgan Stanley in Kirkland, WA, where she has worked since 2021, following five years at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning that uses firm-approved tools and analyses to model outcomes.

April Connell is a financial advisor at Edward Jones with 11 years of industry experience. She has held positions at Merrill and Bank of America, N.A. prior to joining Edward Jones in 2019. Connell holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Eri Takahashi is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018. Her prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities. She serves as a board member of the Hokubei Hochi Foundation, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Sean Mcgowan is a financial advisor with Wells Fargo Clearing in Bellevue, WA. He holds a Series 66 designation and has 27 years of industry experience, including 14 years at Merrill and over 10 years with Wells Fargo. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions.

Nancy Sanchez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Prior to that, she was with Livlyn, LLC from 2017 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates centralized due diligence using quantitative and qualitative research and may include ESG criteria within its recommendations.

Daniel Martiniello is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services Inc. and Avantax Advisory Services from 2020 to 2025. Outside of his advisory role, he has provided accounting and tax preparation services through his long-standing work at Accounting & Tax Services Inc. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.