Neil Mohaghegh is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2014, he has provided financial advice and guidance to individuals, families, and private business owners. He focuses on client-specific factors such as risk tolerance, time horizon, liquidity, and investment objectives to develop personalized wealth management strategies. Neil has been in the financial services industry since 2008. He utilizes the investment resources of Merrill and banking services from Bank of America to address clients’ financial needs, including investment selection, retirement planning, tax minimization, credit, and savings strategies. His areas of expertise include college education planning, family wealth management, legacy planning, liquidity management, and small business strategies. Neil holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Washington State University. Outside of his professional work, Neil participates in community volunteer activities following Merrill’s tradition of engagement. His personal interests include baseball, basketball, football, golfing, music, soccer, spending time with family, swimming, tennis, and traveling.

Jennifer Carrillo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and with 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non‑discretionary program supported by centralized due diligence and an ESG eligibility framework.

Brant Greene is a financial advisor at Ameriprise with over 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Greene serves as president of the Waterman & Katz Condo Association board of directors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

Samuel Stephens is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has prior experience at Lyft and Wells Fargo Bank, N.A. located in Seattle, WA. 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 databases.

Jim Flinn is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors, Inc. and KMS Financial Services, Inc. He manages a small family trust established to assist relatives in need. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a variety of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Kelsey Curtis is Vice President, Wealth Planner at Fidelity Investments, where she provides clients with personalized financial advice and guidance. In this role, she works collaboratively to help clients align their financial resources with their priorities and goals. Kelsey has experience in financial planning and consulting, having served as a Financial Consultant at Fidelity Investments from 2022 to 2026 and as a Financial Advisor at Ameriprise Financial from 2020 to 2022. Her professional background includes guiding clients through financial decisions with clarity and care. Outside of her professional work, Kelsey engages in family activities, fitness, outdoor adventures, and volunteering.

Julie Wong is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Jordan Price is a financial advisor with LPL Financial based in Tukwila, WA, holding a Series 66 credential and bringing one year of industry experience. His prior roles include positions at BECU Investment Services, DML Capital, and KeyBank. Outside of finance, he has served as a national assistant referee for the US Soccer Referee Federation since 2015. 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 diverse range of advisory services and utilizes various investment strategies and technology tools to support its network of over 22,800 advisors.

Michael Wallblom is a financial advisor with LPL Financial based in Seattle, WA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining LPL Financial in 2024, he spent nine years with Morgan Stanley and its affiliated private bank. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.

Adam Walters is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member at Sand Point Country Club in Seattle, participating in governance activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm offers institutional trading capabilities alongside wealth management, supported by proprietary research and a wide range of capital markets services.

Brad Weiner is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has been with UBS since 2004. Outside of his advisory role, he is a partner in a family-owned real estate property partnership. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Keith Foe is a CFP® and ChFC® with 23 years of industry experience. He is currently with Cetera and also serves as an owner and financial advisor at Anderson, Foe, Kent, Madsen & Associates, LLC. In addition to his advisory roles, he teaches accounting classes at North Seattle College. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services.

Carolyn La Favers is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 solutions through a large nationwide network of advisors and branch offices.

Madelyn Kim is a financial advisor with Charles Schwab, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at TD Ameritrade and JP Morgan Securities. She is based in Seattle, WA. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and oversight.

James Gilbert is a CFP® professional with 24 years of experience in the financial industry, currently serving at Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary services under a fiduciary standard.

Steven Knudsen is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and having 43 years of industry experience. His prior work includes roles at Piper Sandler & Co. and Citigroup Global Markets before joining Morgan Stanley in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Kandace Sylvester is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Investment Services, Umpqua Bank, Columbia Bank, and Wells Fargo. Outside of her advisory roles, Sylvester owns Kan Do Yoga LLC, where she teaches public yoga classes and retreats. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Richard Riddle is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley since 2016 and also works with Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and advanced modeling tools, serving clients both directly and through corporate agreements.

Jon Mcmillan is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 credential and totaling 26 years of industry experience. He has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Cheng Lan Chi is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and three years of industry experience. She has been with Wells Fargo Clearing since 2023 and has worked at Wells Fargo Bank, N.A. since 2017. 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 across a large network of advisors.