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 in Auburn, WA, holding Series 65 and Series 63 licenses and 10 years of industry experience. Her prior work includes roles at Truce Law, Joey Restaurant, Southern Charm Espresso, and Blue River Counseling. Heft has also been involved in sales of non-investment home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies created by unaffiliated asset managers, with approximately $15.5 billion in assets under management.

William Mason is a financial advisor at Cetera with 10 years of industry experience. He holds Series 65 and Series 63 credentials. His prior work includes roles at Northwestern Mutual Investment Services and several business ventures, including Essential Benefits, LLC and Digby International LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

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.

Alexander Ainsley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career as an attorney after graduating with honors from Gonzaga University School of Law, where he was active in student government and law reviews. Alexander later transitioned to wealth management to address the needs of Northwest families seeking sophisticated and coordinated financial planning. He works closely with clients and their external advisors, including CPAs and estate planning attorneys, to align all aspects of their financial lives with their long-term goals. Alexander holds a Bachelor's Degree from Seattle University and a Juris Doctorate from Gonzaga University. He has earned professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). His expertise includes equity compensation services, family wealth management, college education planning, special needs planning strategies, and services for endowments, foundations, and non-profits. He is involved in community organizations such as the Homes and Hope Community Land Trust, the Economic Alliance of Snohomish County, and Friends of the Educational Opportunity Program. Additionally, he serves on the Foundation for Educational Opportunity Board at the University of Washington. Alexander supports initiatives focused on affordable housing and expanding opportunities for underserved populations. Outside of work, he enjoys chess, football, music, reading, spending time with his family, and traveling.

Scott Mac Cormac is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2018, following three years at Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Will Doss is a Financial Consultant at Fidelity Investments, where he works with clients to develop financial plans aimed at helping them achieve their personal and family goals. His approach focuses on fostering harmony in clients' lives through structured financial planning. Will has been with Fidelity Investments since 2018, progressing through various roles including Financial Associate, Workplace Planning Consultant, and Planning Consultant before assuming his current position as Financial Consultant in 2023. This progression reflects his growing experience in financial consulting and planning services. Outside of his professional work, Will engages in activities such as biking, fishing, hiking, snowboarding, and spending time with his pets.

Michael J. Hammar is a financial advisor with UBS Financial Services in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 1998. 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 combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Robert Kemper is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He previously worked for Commonwealth Financial Network for 11 years before joining Raymond James in 2025. He is also involved with Mendham Wealth Partners as an investment strategist, overseeing investment strategy, asset allocation, and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Binfeng Hou is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Binfeng provides financial planning and investment advisory services to clients. Further details about Binfeng's experience, areas of expertise, education, and personal interests have not been provided.

John Wuest is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at Merrill and First Republic Bank. Outside of finance, he is a silent partner in a Seattle-based pizza restaurant, Cardinal, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jeffrey Loomans is a financial advisor with Ameriprise in Issaquah, WA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Prior to joining Ameriprise in 2020, he worked for Verde Capital Management, Inc. for seven years. Outside of his advisory role, he is co-owner of Steller Wealth Planning LLC, an investment-related business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering 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.

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.

Sean Mc Cabe is a financial advisor with Ameriprise in Mercer Island, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Dukes Seafood and Chowder and West Seattle High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, supported by algorithmic automation and oversight, to deliver tailored retirement-income advice.

Corinne Crabs is a financial advisor at UBS Financial Services with 38 years of industry experience. She has worked at UBS since 2008. Outside of her advisory role, she serves as Director of the Heritage Society and Director of the Rainier Arts and Library Foundation at The Rainier Club, and she will be a part-time junior varsity tennis coach at Holy Names Academy in April 2024. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Richard Stewart is a financial advisor with Equitable Advisors in Bothell, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC, where he worked for over two decades. 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 operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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.

Stuart Sierer is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 63 years of industry experience. He has been with UBS since 1993, totaling 33 years at the firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Ohenebah Nkrumah is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses. She has one year of industry experience, with a work history that includes roles at Wells Fargo Bank, Bank of America, and Cornell and Associates. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.