James Sabbatini is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked with firms including Thrivent, Voya Financial, Lincoln Financial Group, and Russell Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Victoria Best is a CFP® professional with 25 years of experience in financial advisory roles. She is currently with Robert Baird & Co. and previously held positions at Ameriprise Financial Services and Badgley Phelps Wealth Managers. Victoria also holds a real estate license. She is part of The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering a variety of financial planning, portfolio management, and brokerage services.

Kimo Zachary Tago is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Northwestern Mutual and the University of Hawaii. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Geoffrey Wilwerding is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and 65 licenses and 34 years of industry experience. He has been with UBS since 1995. Wilwerding volunteers on the investment committee of the Seattle Waldorf School, participating in biannual reviews of the school's endowment investments. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, providing a broad set of investment and capital markets solutions.

Candice Storm is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with RBC Capital Markets since 2013. Outside of her advisory role, she serves on the board of directors for Mountain Community Co-op and works as an independent contractor promoting wellness products for Melaleuca. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to client risk profiles, utilizing a combination of in-house and third-party investment managers and providing comprehensive portfolio management and financial planning services.

Zhi Yang James Chao is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, with prior experience at JPMorgan Chase Bank and JCpenney. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary advisory programs focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Mark Vastine is a CFP® and Series 66-licensed financial advisor with Edward Jones in Bainbridge Island, WA, where he has worked since 2011. He has 14 years of industry experience. Outside of advising, Vastine owns and teaches at Two Oceans Taiji Society, a taiji studio in Bainbridge Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay services.

Harrison Stenberg is a financial advisor with Cetera in Seattle, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining Cetera in 2025, he worked at Concourse Financial Group Securities Inc for eight years. Outside of his advisory work, he was involved with the North Seattle Baseball Association for four years. Cetera Investment Advisers LLC operates a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and provides access to multiple program structures through affiliated and third-party managers.

Peter Oliphant is a Financial Consultant currently working at Fidelity Investments since 2024. He engages with clients to understand their priorities and preferences, aiming to co-create financial plans that provide comfort and confidence in their financial future and legacy. Prior to his current role, Peter served as a Regional Advisor Consultant at Columbia Threadneedle Investments from 2020 to 2023. His professional experience spans various aspects of financial consulting and advisory services. Outside of his professional work, Peter enjoys family activities, fishing, golf, parenthood, and skiing.

Vern Barg is a financial advisor with LPL Financial in Bremerton, WA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management services through a large network of investment adviser representatives.

Bjorn Stehr is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, Unionbanc Investment Services, MUFG Union Bank, Bank of America, and Merrill. He is based in Seattle, WA. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Dormann is a financial advisor with Primerica Advisors in Belfair, WA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1999. Dormann serves as a board member and treasurer for The Hub Senior Center, a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Christopher Jay is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with a motivated and accomplished clientele, providing guidance on family wealth management strategies, LGBT wealth planning, managing new wealth, and sports and entertainment financial matters. Christopher and his team focus on helping clients navigate the complexities of significant wealth while supporting steady progress toward their priorities and ambitions. He holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Christopher earned a high school diploma from The Culver Academies and a bachelor's degree from Seattle University. Christopher is involved with multiple professional and community organizations, such as BlackPast.org, where he served as past chair, and KUOW Puget Sound Public Radio, where he held the board chair position. He also participates in Merrill Lynch’s Diversity & Inclusion Executive Council, the Bank of America Global NextGen Council, and other advisory and leadership councils. Outside of work, he enjoys music, reading, spending time with his family, and traveling.

Marc Cabraja is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has worked at Morgan Stanley since 2021, following prior roles at Wells Fargo Clearing Services and Stifel Nicolaus & Co Inc. Outside of his advisory role, he serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and portfolio modeling.

Perry Atkins is a financial advisor at Robert Baird & Co. in Seattle, WA, with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

Allen Murray is a CFP® professional with 25 years of industry experience. He has worked at Ameriprise since 2022 and previously spent 17 years with Edward Jones. His other business activities include ownership of a single-family real estate property unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice through a written Recommendation Report and ongoing support, focusing on income sources and tax-aware withdrawal strategies.

James Bentley is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 14 years of industry experience. His background includes roles at Royal Alliance Associates and a teaching position as an adjunct professor of entrepreneurship and industrial technologies at Cal Poly State University. Outside of advisory work, he owns a company that manufactures medical training body parts and operates an internet service provider. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of investment adviser representatives.

Alyssa Zuehlsdorff is a Financial Consultant currently working at Fidelity since 2024. Prior to this role, she served as a Financial Advisor and Assistant Vice President at Merrill Lynch from 2019 to 2024. Her approach to wealth management is consultative and objective, focusing on helping clients pursue their financial goals and long-term aspirations. She works closely with clients to understand their unique financial situations, preferences, and goals, exploring strategies that consider risk tolerance, time horizon, liquidity needs, overall investment objectives, and associated costs. Outside of her professional responsibilities, Alyssa enjoys boating, hiking, soccer, and traveling.

Steven Olson is a CFP® professional with over 31 years of industry experience, currently serving as an advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc. and KMS Financial Services, Inc. Olson also owns and operates Olympic Financial Strategies, which provides advisory and insurance services. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporations. The firm utilizes a model-based investment approach and offers a wide range of brokerage and advisory services through a multi-advisor platform.

Ellie Amann is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and is based in Seattle, WA. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she had professional experience with firms including Synopsys, glassybaby LLC, BDO USA, P.C., Brandy Melville, Madewell, and J. Crew. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates a forward-looking approach to capital markets.