Andrew Baker is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His career includes roles at Mass Mutual Investors Services and Metropolitan Life Insurance Company, along with longstanding involvement in Green Financial. Outside of financial advising, he serves as president of Lewis River Logging Co. Corp, managing the corporation's assets. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, alongside specialized advisory programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Yan Jiang is a financial advisor at J.P. Morgan Securities with nine years of industry experience and holds the Series 66 designation. His prior experience includes roles at Bank of America, Merrill, Cetera, and East West Bancorp. Outside of his advisory work, he is a co-owner of JM 19665 LLC, a family-owned business unrelated to his securities activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mai Hoang is a financial advisor at Merrill in Redmond, WA, holding a Series 66 designation and with four years of industry experience. Mai has been with Merrill since 2018 following a five-year period out of the workforce. Outside of advisory work, Mai is co-owner of family rental properties in Oklahoma and Missouri. 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.

David Wright is a financial advisor at RBC Capital Markets with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and UBS. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Kelli La Belle is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2018, she worked at Mercer & Co. from 2016 to 2018. Outside of finance, she teaches dance classes to children through the Inspire Academy of Dance. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Siripond Siriwandee is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, having also worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bryan Tessier is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with Equitable Advisors since 2017 and previously with AXA Advisors, LLC. In 2023, he established a sole proprietorship to hire an administrative assistant for client support. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Kyle Tait serves as Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2018. He is dedicated to helping investors develop, implement, and maintain financial plans that address their objectives, with a focus on guiding clients toward financial independence with confidence. Kyle has been with Fidelity Investments since 2001, progressing through various positions including Vice President, Financial Consultant (2012-2018), Account Executive (2011-2012), Investment Representative (2009-2011), Relationship Manager (2009), Financial Representative (2008-2009), and roles in Investments and Service Trading from 2001 to 2004. He holds a California Insurance License.

Robert Sander is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2011. Outside of his advisory role, he is a 50% owner of Jinnelle LLC, a small bakery business operated by his spouse. Charles Schwab 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 combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured due diligence process for alternative investments.

Hironori Mikami is a financial advisor with Equitable Advisors in Kirkland, WA, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. He has been with Equitable Advisors since 2011, including time working under its prior name, Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Sally Beckwith is a financial advisor at Morgan Stanley with 40 years of industry experience. She has held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Beckwith holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and analytics.

Michael Lin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at CUSO Financial Services, Wells Fargo Clearing Services, and J.P. Morgan Securities. He is also involved in offering investment products and services through the trade name Sound Investment & Retirement Solutions. LPL Financial is a registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of advisers. The firm provides a wide range of advisory programs, financial planning, and retirement consulting, supported by model portfolios, third-party research, and advanced portfolio management technologies.

Zhao Liu is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to Merrill, Liu held roles at Bank of America, Wells Fargo Bank, and several other firms. 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.

Nickolas Rubin is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 66 and Series 63 designations and three years of industry experience. His prior work history includes multiple terms with Equitable Advisors and roles in education at Washington State University, Grays Harbor Community College, Southwestern Oregon Community College, and Bothell High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Jeremy Riggs is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He joined Equitable Advisors in 2025 and has prior work experience in various roles, including positions at Amazon, Arizona Grand Resort, Lake Wilderness Golf Course, and in education with Tahoma School District and Tahoma High School. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, providing both advisory and brokerage channels tailored to clients' goals, risk tolerance, and time horizon.

Zachary De Boer is a financial advisor at Edward Jones in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at HomeSmart ION Realty Group and Luxoft. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of financial advisors and branch offices.

Chad Parmenter is a financial advisor at OSAIC with 34 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Securities America, Inc. for 17 years. Outside of advising, he serves as a trustee for family portfolios focused on income and growth. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Glen Ness is a CFP® professional with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he serves on the Board of Directors for Providence Classical Christian School and acts as an elder at Snohomish Community Church. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Michael Flewelling is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. Prior to that, he was employed at Becu and Vantiv. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Karen Lee is currently a Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2019. In this role, she partners with clients to help them work towards financial independence by curating plans that empower them to make informed financial decisions. Her professional experience includes previous roles as a Financial Advisor at Edward Jones from 2017 to 2019, AVP of Business Development at Dawnay Day AV India Advisors P L from 2006 to 2008, AVP and Wealth Manager at Van Gogh Preferred Banking, ABN AMRO Bank N.V India from 2005 to 2006, and Branch Manager at HDFC Bank LTD India from 2002 to 2005. Karen holds a California Insurance License.