Dana Ferrell is a financial advisor with Ameriprise Financial Services LLC in Bellevue, WA, holding Series 63 and Series 65 licenses, and has 29 years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory role, he manages business operations and planning for Thumper Enterprises LLC and Attamood LLC, entities supporting his practice. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, specializing in retirement income planning through its Premier Retirement Income service. The firm provides clients with tailored recommendation reports and ongoing advice focused on income stability and tax-efficient withdrawal strategies.

James Ferguson is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in working with technology executives to manage their stock awards and options. He focuses on creating wealth management strategies that balance risk and diversification to help clients pursue their long-term financial goals. Jim Ferguson began his financial services career in 1986 after graduating from Western Washington University with a Bachelor's Degree in Business Administration with a concentration in Finance. After a brief tenure at Microsoft, he transitioned to a financial advisor role and has since spent over three decades assisting individuals, families, business owners, and executives in managing substantial wealth. His areas of expertise include executive compensation, international wealth management, managing new wealth, and portfolio management services. He and his team work closely with clients both domestically and internationally, leveraging the firm's comprehensive resources when necessary. He holds FINRA Series 7, 31, and 63 registrations, as well as the Personal Investment Advisor (PIA) designation. Beyond his professional role, Jim is involved in community service through FareStart in Seattle. His personal interests include golfing, skiing, and spending time with his family.

Claude Nesis is a CFP® with 39 years of industry experience, currently serving at LPL Financial since 2020. He previously worked at KMS Financial Services, Inc. for 16 years and Cincinnati Analysts, Inc. for 14 years. Outside of advising, he is involved with The Nesis Group, which includes activities related to non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisers through model portfolios, third-party subadvisors, and customized investment strategies, and is notable for its scale and integration of non-advisory financial services alongside its advisory platform.

Ronald Gascoyne III is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Omni-Fund, Inc., Haselwood Auto Group, American Pacific Mortgage, Blackpoint IT Services, and Denali Advanced Integration. 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 portfolio programs, third-party asset management, and institutional platforms.

Jacob Green is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing four years of industry experience. Prior to joining J.P. Morgan in 2021, he served six years in the United States Marine Corps. He is also a member of the Washington National Guard, where he develops members of his platoon to meet unit and branch standards. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Marcela Scott is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 registrations and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Paul Lehrman is a financial advisor with Merrill in Mercer Island, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Merrill since 2006. Lehrman serves on the Bellevue Chamber of Commerce board representing Bank of America. 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, pension plans, corporations, and charitable organizations.

Sean Hsu is a CFP® professional with nine years of industry experience, currently affiliated with Morgan Stanley in Bellevue, WA. His prior experience includes roles at UBS Financial Services Inc., JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Axa Advisors, LLC. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process utilizes firm-approved tools and modeling techniques to support tailored financial strategies.

Jessica Steiner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. She has worked at Edward Jones since 2021 and previously held positions at South Sound 911, Salish Lodge, and Verizon Wireless. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Kaplan is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2001, including a 21-year tenure at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, 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, supported by multi-asset model portfolios and centralized operational infrastructure.

Lindsey Mckay is a financial advisor at Cetera with 21 years of industry experience and holds the Series 66 designation. Her career includes roles at VOYA Financial Advisors and ownership of McKay Wealth Management and Pacific Rim Financial Group since 2006. She is also an author, having researched and written a book, and participates in professional networking groups such as the Financial Planning Association of Puget Sound and Vistage. Cetera Investment Advisers LLC is a national platform serving individual and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm offers multiple program options through affiliated and third-party managers, supporting a wide range of investment strategies and client needs.

Fazil Tiryakioglu is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a member of the Tiryakioglu & Duenwald Group, which has been recognized on the Forbes "Best-in-State Wealth Management Teams" list in 2023 and 2024. With a focus on high net worth families, individuals, and business owners, Fazil and his team provide comprehensive wealth management strategies tailored to clients' retirement, education, cash, and liability management needs. Their approach emphasizes building long-term relationships and offering personalized solutions based on each client's unique goals and risk tolerance. Fazil holds a Bachelor's Degree from the University of Georgia and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers a range of financial planning areas such as corporate benefits, family wealth management strategies, legacy planning, philanthropic planning, and portfolio management. The Tiryakioglu & Duenwald Group is dedicated to guiding clients through disciplined financial strategies and ongoing progress tracking to promote goal achievement. In addition to his professional work, Fazil is active in community and charitable activities. He serves as the EC Junior Football Director, sits on the Eastside Catholic Board of Directors, and participates in initiatives including the Jerry Woods Maple Valley Food Drive and Splashforward. His personal interests include biking, boating, fishing, football, hiking, reading, scuba diving, skiing, spending time with family, and traveling.

Joseph Solan is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has worked in diverse roles including at Gonzaga University and Colonial Life prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Dale E. Young III is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 1997 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Susan Hanneman is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with Merrill since 2011. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Eric Madison is a Series 66-licensed financial advisor with Morgan Stanley in Kirkland, WA, with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment services, including financial planning and estate strategies.

Chu Yi Hsu is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing and its predecessor firms since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Andrew Norman is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Voya Financial Advisors and Weststar Financial Group. Outside of advising, he is involved in independent insurance brokering, owns a consulting business, co-owns a management firm for his Ameriprise practice, and serves on the advisory board of Global Racing Group. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Maegan Dornan is a CFP® professional with 10 years of industry experience, currently affiliated with Raymond James Financial in Issaquah, WA. She has worked at Wells Fargo-related firms for 10 years before joining Raymond James Financial Services Advisors, Inc. and Hall & Dornan Capital Partners, where she serves as managing partner. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical modeling and also maintains unique affiliations in municipal and public finance.

Ross Gooding is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Wells Fargo Clearing for five years. Outside of his advisory role, Gooding is the founder and president of Resilient Leader and is involved with Next Level Academy, a basketball training camp. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various technological tools.