Binfeng Hou is a Financial Advisor at Merrill Lynch Wealth Management. He provides guidance in areas such as investment consulting for defined contribution plans, international wealth management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Fluent in English and Mandarin, Binfeng works with clients from diverse backgrounds to help them make informed financial decisions. He holds the Personal Investment Advisor (PIA) designation. Binfeng's approach focuses on building meaningful relationships and delivering guidance tailored to each client's unique goals. Outside of his professional work, Binfeng has personal interests in antiquing, camping, fishing, hiking, and swimming.

Devin Meucci is a financial advisor at UBS Financial Services in Mukilteo, WA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients with 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, providing a broad range of capital markets and advisory solutions.

Aidan Neufeld is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Boise State University and Recreational Equipment, Inc., as well as involvement with the Evergreen Mountain Bike Alliance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios for retail and institutional investors.

Richard Stewart is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm works with clients through a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions, including ERISA fiduciary services for qualified plans.

James Russo is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been associated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Stacey Mulier is a financial advisor at Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 66 licenses with nine years of industry experience. Prior to joining Baird in 2025, she worked at Avalara for four years and Envestnet Tamarac for seven years. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm provides services such as financial planning, portfolio management using separately managed accounts, and municipal advisory services, supported by internal research and technology tools.

Jennings White is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. He specializes in family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Mr. White adopts a risk-averse approach and focuses on building long-term portfolios founded on sound fundamental practices. He collaborates closely with clients to define their financial goals and matches those goals with appropriate portfolios of securities. His disciplined process aims to mitigate risk while preserving and growing clients' wealth. Mr. White emphasizes transparency and integrity, prioritizing clients' interests and maintaining long-term relationships to help clients achieve their stated objectives. He utilizes the resources and research available at Merrill Lynch Wealth Management to develop customized strategies addressing income generation, wealth accumulation, and generational wealth transfers. Mr. White holds a Master's Degree from Seattle University and a Bachelor's Degree from the College of Charleston. He is a Personal Investment Advisor (PIA) and follows Merrill's tradition of community participation, dedicating time to volunteer with local organizations. In his personal life, he enjoys music, reading, spending time with his family, and traveling.

Ray Au is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Merrill, Bank of America, HSBC, and J.P. Morgan. Outside of his advisory work, he is connected to a family-run math tutoring business in Mukilteo, WA, though he does not participate in its operations. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

Grace Sarver is a financial advisor with Morgan Stanley in Seattle, WA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at WaFd Bank and teaching positions at Chief Sealth High School and West Seattle High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and product offerings.

Jeanine Gabel is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Merrill since 2009 and is also affiliated with Bank of America, N.A. since 2006. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Colleen Pedey is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with clients to understand their financial goals and collaborates to develop customized financial plans. She emphasizes building strong, trustworthy relationships with clients and their families to support their wealth management needs over time. Colleen has extensive experience in wealth management and client services, having held various roles since 1983. Her previous positions include Senior Wealth Management Associate at Coldstream Wealth Management, Senior Team Manager and multiple client relationship roles at Charles Schwab & Co., as well as operations and trust management roles at Tyee Asset Strategies, Northwestern Trust Company, and other financial institutions. Outside of her professional work, Colleen's personal interests include gardening, music, pets, reading, and yoga.

Clayton Packard is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and has worked previously in construction and education sectors. Outside of his advisory work, he serves as a high school football coach for the Seattle School District, mentoring youth through athletics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, operating under a fiduciary standard and managing over $1 trillion in assets.

Deana Hale is a Series 66-licensed financial advisor at Edward Jones in Redmond, WA, with 17 years of industry experience, all with Edward Jones since 2009. She holds interests in oil lease revenue in Stephens County, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Autumn Zarkos is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior experience includes roles at Fidelity Investments and Seattle Pacific University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Aaron Campbell is a financial advisor with Equitable Advisors in Bellevue, WA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Nordstrom, Columbia Distributing, and Royell Manufacturing. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate advisory models or managers, utilizing both proprietary and third-party solutions.

Anthony Perovich is a financial advisor at RBC Capital Markets in Seattle, WA. He holds a Series 66 designation and began his career in the financial industry in 2025. Prior to joining RBC, he worked at Cintas and spent six years with Rainier Golf and Country Club. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and planning services, leveraging both in-house and third-party managers.

Gary Carson is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at T&A Supply Company for four years and Pacific Mat & Commercial Flooring for fourteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

George Harrison IV is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Robert Baird & Co. from 2014 to 2019 before joining Stifel in 2019. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Geoffrey White is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at UBS Financial Services, D.A. Davidson & Co., and Wells Fargo Investments. He has been with Ameriprise since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Chase Mc Allister is a financial advisor at Morgan Stanley in Bellevue, WA, holding a Series 66 designation with approximately one year of industry experience. His prior work includes roles at ACT Capital Advisors and UBS Financial Services, as well as a position at The Golf Club at Newcastle. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.