Andrew Tempelis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America, where he worked for nearly three decades. 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 approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Carl Lindgren is a CFP®-certified financial advisor with eight years of industry experience. He is currently with LPL Financial in Bellevue, WA, where he has worked since 2022. His prior experience includes roles at Laird Norton Wealth Management and JPMorgan. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Brenda Huber is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Her prior experience includes roles at Edward Jones and Ameriprise. She also provides investment products and services through BECU Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of financial planning and portfolio management options, utilizing both proprietary and third-party research and technology.

Xu Zou is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Xu worked at Intuit and held various roles in technology and consulting fields. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lucy Bogen is a financial advisor at Robert W. Baird & Co. in Bellevue, WA, holding a Series 66 designation. She has one year of industry experience and previously worked at Saltchuk. Baird’s DDK Group serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services supported by internal research and manager oversight.

Kristen Buxton is a Private Wealth Advisor with Merrill Private Wealth Management, serving ultra-high net worth individuals and families. With 25 years of experience, she provides comprehensive financial management services including integrated estate planning, trust services, liquidity analysis, and philanthropic planning. Kristen returned to Merrill in 2016 after a five-year tenure as a Family Wealth Director at Morgan Stanley. In 2017, she earned her Private Wealth Advisor designation at Merrill, a distinction that identifies advisors serving clients with investable net worths of $10 million or more. Kristen holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is a Chartered Life Underwriter® (CLU). She also carries the Personal Investment Advisor (PIA) credential. Educated at Mt Vernon High School, she is based in Kenmore, Washington. Outside of her professional pursuits, Kristen dedicates time and resources to supporting at-risk youth. Her personal interests include cooking, golfing, gardening, reading, swimming, traveling, watching movies, and spending time with her family.

Molli Hiegel is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017, including a role at Charles Schwab Bank, SSB. Prior to that, she was employed at Fidelis Partners from 2015 to 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary portfolios and offers integrated custody, brokerage, and financial planning solutions.

Lewis Race is a financial advisor with Ameriprise in Seattle, WA, holding CFP®, Series 63, and Series 66 designations and bringing 30 years of industry experience. His prior work includes nearly a decade at Northwestern Mutual Wealth Management Company and associated entities. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jamie Lotta is a financial advisor with Charles Schwab in Bellevue, WA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab in 2022, Jamie worked at Merrill from 2019 to 2022. Outside of financial services, Jamie is involved as a board member of the nonprofit organization Toxic Free Futures and is the CEO of Foundation Roche Noir, where she actively participates in strategy and grant distributions. She also retains ownership interests in two food and beverage companies founded with her husband. 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 a blend of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Alan Macias is a Series 66 licensed financial advisor with Merrill in Bellevue, WA, and has six years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank prior to joining Merrill and Bank of America. He serves on the finance committee of Skagit Habitat for Humanity, where he reviews financial statements and advises on financial goals. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Viyana Kwak is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Kirkland, WA. Her prior experience includes roles at D.A. Davidson & Co., Citigroup Global Markets, and RBC Capital Markets. She has held various positions at Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Tony Bright is a financial advisor with Edward Jones in Tukwila, WA, holding a Series 66 designation and bringing 16 years of industry experience. He worked at U.S. Bancorp Investments, Inc. from 2013 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Robert Graue is a financial advisor with Robert Baird & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory work, he is involved with the Bellevue Sunrise Rotary, a charitable organization. Robert Baird & Co.’s Private Wealth Management practice, including the DDK Group, serves individuals, families, pensions, corporations, and charitable organizations by providing consulting and portfolio services tailored to client goals and risk tolerances. The firm offers a range of investment strategies and services, including discretionary management, separately managed accounts, and municipal advisory and public finance services.

Leann St. Germain is a financial advisor with Stifel in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Stifel Nicolaus since 2008. Stifel serves a broad range of clients—including individuals, institutional clients, charitable organizations, and state and municipal entities—offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Steven Tolonen is a financial advisor with Edward Jones in Renton, WA, holding Series 63, 65, and 66 licenses and 31 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Michael Campbell is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Royal Alliance Associates, Pacific Capital, Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Palisades Investment Advisors. He serves on the board of the Friends of Laurelhurst Foundation and is a member of the Fred Hutch Professional Advisory Council. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of managed account programs and alternative investments.

He He is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill, He worked at Bank of America, Key Investment Services, and KeyBank. He also has experience in education technology and educational services. 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.

Jon Garberg is a financial advisor with Raymond James & Associates in Kirkland, WA. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Raymond James in 2026, he worked at Stifel Nicolaus & Co Inc for nine years and Robert Baird & Co. for three years. Outside of finance, he is a drummer in the classic rock band Red Herring and serves as a high school football referee with the Pacific Northwest Football Officials Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting, with a focus on tailored advice supported by firm research and a range of portfolio management styles.

David Bustamante is a Planning Consultant specializing in personalized financial planning. He partners with clients to provide tailored financial discussions, utilizing advanced financial planning software and tools to help clients achieve their financial goals with clarity and confidence. David has experience as an Associate Planner at The Retirement Solution, Inc from 2023 to 2024, a Registered Client Service Representative at Morgan Stanley from 2021 to 2023, and a Licensed Service Representative at Key Investment Services (KEYBANK CORP) from 2019 to 2021. Outside of his professional work, David enjoys cooking and baking, participating in family activities, hiking, listening to music, and engaging in parenthood.

Megan Durning is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1989. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its 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.