Marcie Green is a financial advisor at Ameriprise in Bellevue, WA, holding a Series 66 designation with 12 years of industry experience. Her prior work includes roles at Bank of America and Merrill. She has been with Ameriprise since 2019. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide tailored, tax-efficient withdrawal strategies. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Clifford Thomas is a financial advisor with Cetera in Sammamish, WA, holding a Series 66 credential and 27 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of advisory work, he is president of a tax preparation and accounting firm. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management through a multi-manager platform with various program options and affiliated managers.

Jeffrey Blumenthal is a financial advisor with Charles Schwab in Mercer Island, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Charles Schwab since 2004. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management along with brokerage, custody, and financial planning services. The firm is notable for its integrated structure, scale, and use of multi-asset model portfolios with access to alternative investments.

Anthony Gian is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual’s affiliated firms in 2016 and 2017. In addition to his advisory work, Gian is involved in outside insurance sales for property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships.

Diane Harper is a financial advisor with UBS Financial Services in Medina, WA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has been with UBS Financial Services since 1989. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Ningyi Chen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Aislinn Baker is a financial advisor at Stifel with 10 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2013. Outside of her advisory role, she is the owner of AB Contractors, Inc., a residential and commercial road construction business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Arash Borhani is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Clearing and AXA Advisors, as well as diverse experience outside finance, including working as an Instacart driver and operating a resale business specializing in CDs and vinyl records. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management services, utilizing a range of proprietary and third-party advisory programs.

Joshua Madore is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 65 and Series 63 credentials and bringing eight years of industry experience. His career includes roles at Raymond James Financial Services Advisors, Eastside Advisors, and U.S. Bancorp. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Zhengyang Fu is a financial advisor at Merrill with a Series 66 designation. He has been in the industry since 2026, with prior experience at Bank of America and Cathay Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Benjamin Hirai is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2024, he worked at PwC from 2022 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing model portfolios and serves as an advisor to multiple registered investment companies.

Leonard Tanne is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2023. His background also includes roles at the Jackson School of International Studies and education-related positions. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure to support a large client base.

Wesley Clark is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, INC. and Avantax Advisory Services for over two decades and has been the owner of Byzness Merchants, an online resale business, since 2016. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to a broad range of investment strategies and program options.

Anya Stutz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior work includes positions at Cetera Advisor Networks, VOYA Financial Advisors, AMR Capital Management, and Security Mutual Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lucy Levon is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 credentials and 36 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a broad range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Dante Rodriguez is a financial advisor at Merrill in Bellevue, Washington, with 12 years at the firm and seven years of industry experience. He holds the Series 63 and Series 65 designations. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joel Berntson is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is the sole proprietor of Double O Resorts LLC, a property management business based in Seattle. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Curtis Schlichtmann is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 credential and three years of industry experience. He has been with Merrill since 2005. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Nap is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Wells Fargo Advisors from 2012 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Adam Levy is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at NBC Securities, JHS Capital Advisors, Paulson Investment Company, and Merrill. Outside of his advisory work, he is involved as the owner of LL Equine Project LLC, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of advisory strategies delivered through a large network of investment adviser representatives.