Jason Kwon is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. His prior experience includes roles at Chase Investment Services, Morgan Stanley, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Khaleb Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Equitable, MassMutual Life Insurance, and Central Washington University, among others. Outside of finance, he was involved with Leiren Designs for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with additional advisory roles to multiple registered investment companies.

Nina Boss is a financial advisor at Edward Jones in Renton, WA, with 16 years of industry experience. She has been with Edward Jones since 2012 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets under management and offers various advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Patrick Rossi is a financial advisor at Cetera with 14 years of industry experience. He has held roles at Foresters Advisory Services LLC and Foresters Financial Services prior to joining Cetera in 2019. Outside of his advisory work, he provides educational seminars as a retirement specialist for Security Benefit and is a partial owner of Trident Wealth Planning PLLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Anthony Abas is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 credential with one year of industry experience. His prior experience includes 20 years of service in the U.S. Army and a brief period at Northwestern University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Dana Nesterova is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2021, she worked at Wells Fargo and held positions at Starbucks Coffee Company and Gap Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

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.

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.

Hao Taff is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. He has been with Edward Jones since 2008, including his current role starting in 2025. Outside of his advisory work, he teaches tai chi classes at Highline College and the Federal Way Community Center as a form of community involvement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices.

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.

Charles Hanson is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

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.

Andrew Jones is a financial advisor with LPL Enterprise holding Series 65, 63, and 66 licenses and two years of industry experience. His prior roles include positions at Thrivent Financial, Robert Half, and the Idaho Department of Insurance. Outside of advising, he is involved in creating and uploading designs to print-on-demand websites. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

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.

Deidre Bowman is a financial advisor at Raymond James Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and was previously with Commonwealth Financial Network for 20 years. Outside of her advisory work, she is the owner and president of BnGRanchllc, where she cares for and trains rescue horses for adoption. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supporting municipal and public-finance work through its unique affiliations.

Victoria Heft is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with 10 years of industry experience. She has been with Primerica Advisors since 2016 and has held roles in various sectors including counseling and the food and beverage industry. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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.