Seung Yoo is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. He focuses on understanding clients' financial priorities and developing personalized investment strategies tailored to their goals. In addition to investment advice, he provides access to banking and lending services through Bank of America. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Seung earned a Bachelor's Degree from Pratt Institute and a Master's Degree from Cornell University.

Gregory D. Lew is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2002 and holds the Series 63 designation. Outside of his advisory role, he is associated with Apex Capital Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to support a broad range of client needs.

Joseph Osborne is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 12 years of industry experience. He previously worked for Bank of America, N.A. and Merrill for a decade before joining Wells Fargo in 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to guide investment decisions, offering both discretionary and non-discretionary consulting for retirement plans.

Stephen Jackson is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior experience includes 17 years at Independent Financial Group and earlier roles at EPlanning Advisors Inc, Diversified Financial Advisors, Ameriprise, and a previous tenure at LPL Financial. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kimberly Blindheim is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Alexander Smith is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2016. Merrill serves a broad client base including individuals, retirement plans, corporations, charities, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by its chief investment office.

Michael Norman is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with three years of industry experience. Prior to joining UBS in 2022, he worked in construction with Quilceda Paving and Construction and has experience in education through Fusion Academy and Washington State University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings and proprietary research to tailor investment strategies.

Sean Singh is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 credential and has worked at OSAIC and Pacific Capital Resource Group since 2021. Outside of advisory services, he is involved in insurance sales, representing various carriers through roles as an insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach utilizing asset allocation and portfolio optimization tools, offering a range of advisory and brokerage services across multiple platforms.

Eric Chen is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. He specializes in working with high net-worth individuals, families, non-profits, and businesses on their wealth strategy. Eric focuses on understanding his clients' personal and financial situations and delivering detailed financial planning to help organize and improve their financial structure and strategies. Eric has been with Fidelity Investments since 2020, previously serving as a Financial Consultant. Prior to that, he worked with TD Ameritrade as a Senior Financial Consultant and Financial Consultant from 2016 to 2020, and he was an Account Executive at Amica Mutual Insurance from 2014 to 2016. Outside of his professional work, Eric enjoys board games, spending time with his pets, playing tennis, attending theater, and traveling.

Aaron McDermott is a financial advisor with Cetera in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Voya Financial Advisors, the University of Washington's Michael G. Foster School of Business, and entrepreneurial ventures in fitness and hospitality. McDermott is also an independent insurance agent managing fixed insurance product sales. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, 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 discretionary and non-discretionary programs, accommodating various investment strategies and custodial relationships.

Damon Thompson is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, Morgan Stanley, and periods as an independent advisor. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Turnbull is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked in landscaping and was involved with The House Christian Reformed Church for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

William Mason is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 10 years of industry experience. His prior roles include positions at Northwestern Mutual and various entities operating under the Pillar Financial Group name. Mason is also involved in multiple business activities, such as Essential Benefits, LLC, which he has been associated with since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary options supported by a large network of advisors and over $256 billion in assets under management.

Charles Bentley III is a financial advisor at Merrill with 32 years of industry experience. He holds the Series 66 credential and has worked with Merrill and Bank of America, N.A. since 1992. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Michael Bonds is a financial advisor with Charles Schwab in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience and has been with Charles Schwab and its affiliated entities since 1999. Outside of his advisory work, Bonds performs as a solo acoustic guitar and singing entertainer. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Alexander Ainsley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career as an attorney after graduating with honors from Gonzaga University School of Law, where he was active in student government and law reviews. Alexander later transitioned to wealth management to address the needs of Northwest families seeking sophisticated and coordinated financial planning. He works closely with clients and their external advisors, including CPAs and estate planning attorneys, to align all aspects of their financial lives with their long-term goals. Alexander holds a Bachelor's Degree from Seattle University and a Juris Doctorate from Gonzaga University. He has earned professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). His expertise includes equity compensation services, family wealth management, college education planning, special needs planning strategies, and services for endowments, foundations, and non-profits. He is involved in community organizations such as the Homes and Hope Community Land Trust, the Economic Alliance of Snohomish County, and Friends of the Educational Opportunity Program. Additionally, he serves on the Foundation for Educational Opportunity Board at the University of Washington. Alexander supports initiatives focused on affordable housing and expanding opportunities for underserved populations. Outside of work, he enjoys chess, football, music, reading, spending time with his family, and traveling.

Scott Mac Cormac is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, following three years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non‑discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence with both quantitative and qualitative research, and may incorporate ESG criteria.

Charles Gardner is a CFP® with 38 years of industry experience, currently serving as a financial advisor with LPL Financial since 2019. He previously worked at Cetera Advisor Networks and Cetera Wealth Services for a combined 30 years. Gardner is associated with Swagerty & Gardner, LLC, an investment-related business operating as a DBA for his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Clinton Boxman is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he serves as a past president of the Kingston-NK Rotary Club and is involved with the Greater Kingston Chamber of Commerce. Ameriprise provides retirement-income planning services for individuals approaching or in retirement who meet specific asset thresholds, delivering written, non-discretionary recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a wide range of advisory, brokerage, and insurance solutions through affiliated companies and utilizes a combination of research, modeling, and algorithmic automation overseen by a Retirement Income Oversight Committee.

Robert Kemper is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He previously worked for Commonwealth Financial Network for 11 years before joining Raymond James in 2025. He is also involved with Mendham Wealth Partners as an investment strategist, overseeing investment strategy, asset allocation, and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.