Chung Wei Yang is a Series 66 licensed advisor at J.P. Morgan Securities with four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Bank of America and Merrill from 2020 to 2026 and was previously employed by Darden Restaurant from 2013 to 2017. 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. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation services provided by affiliated entities.

Cody Fair is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has worked with Primerica Advisors since 2009 and also spent four years at Better Properties from 2017 to 2021. Outside of advisory work, he owns and operates a Tesla-focused YouTube channel. Primerica Advisors is a large-scale institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies developed by third-party asset managers and supports trade execution and custody through established custodians.

Maxwell Rogers is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has previously worked at City National Bank. His background includes education at Middlebury College and experience in the sports and recreational sectors. 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 with tailored investment strategies, combining in-house and third-party managers to meet client risk profiles and preferences.

David Blynov is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, his background includes roles outside the financial industry such as working with Cool Cat Fence and Doordash. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.

James Piper is a financial advisor at LPL Financial with 29 years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, Ameriprise, and Citigroup Global Markets. He also operates Piper Financial Planning and Investments, a business related to his advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jon Petersen is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes proprietary research while acting as a broker-dealer, investment adviser, and futures commission merchant.

John Hall is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2003, initially working in institutional money management with Fidelity Investments. He later gained experience in the wholesale mortgage sector before focusing on private family wealth management starting in 2007 at Morgan Stanley. John works with business owners, retirees, non-profit organizations, and corporate executives, providing personalized financial strategies to support clients’ long-term goals. John holds a Bachelor’s degree in Communications from the University of Colorado at Boulder. He is a Personal Investment Advisor (PIA) and holds the title of Senior Vice President within Merrill Lynch Wealth Management. Beyond his professional work, John has served on the board of directors for the non-profit organization Cancer Research and Biostatistics and has participated in community-building efforts such as constructing homes in Haiti following the earthquakes. He also volunteers locally, reflecting his commitment to community involvement.

Glenn Coates is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory work, Coates serves on the finance committee of The Island School in Bainbridge Island, Washington. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques as part of its financial planning process, serving clients primarily in an advisory capacity.

Kristoffer Marshall is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill Lynch since 2011. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Janet Hawkins is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Her prior roles include positions at Ameriprise, Charles Schwab, Morgan Stanley, and Key Bank. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a variety of financial planning and portfolio management services supported by internal research and advanced investment tools.

Lorenzo De Simone is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to his advisory role, he worked in various positions including at Cascade Premier Soccer Club and Newcastle Golf Course. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory and investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Michael Wilcox is a financial advisor at Edward Jones with 19 years of industry experience, all spent at the firm since 2007. He holds Series 63 and Series 65 licenses and is based in Des Moines, Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Clarence Pickles is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at UBS Financial Services since 2009. 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 and provides a broad range of capital markets and research resources to support client strategies.

Gregory Baggenstos is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2002, totaling 23 years of industry experience. He is based in Kent, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Anthony Martiniello is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Services for over two decades. Outside of advising, he is president of accounting and tax service businesses that he has managed since the early 1980s. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services and supports advisors with a wide range of program options and affiliated resources.

Joshua Post is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding a Series 66 license and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member of Railroad Creek Renewable Energy, a nonprofit project developing hydroelectric clean energy, and participates on the board of Immanuel Community Services, which provides services to homeless and poor individuals in Seattle. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning across various financial topics without providing portfolio management or discretionary trading authority.

Sarah Power is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2014. Outside of her advisory role, she is a general member of Baja Caja LLC, a non-investment-related LLC. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Sarah works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and technology including artificial intelligence.

John Miller is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is involved in producing short film projects through his business, Pipers Creek Films, and serves as treasurer on the board of directors for Cascade Treasure Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients approaching or in retirement with a written Recommendation Report and ongoing retirement-income planning advice. The firm’s approach includes collaboration between a centralized service team and the client’s advisor, with recommendations based on internal and third-party research, and enrollment limited to clients meeting certain investable asset criteria.

Mark Peterson is a financial advisor with Thrivent Investment Management in Bellevue, WA. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he is a partner in a fishing guide company, Kenai Kingpin Outfitters LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of advisors. The firm focuses on holistic, goal-based planning covering areas such as retirement, income tax, and estate planning, with planning services offered separately from managed-account programs.

Joshua Taylor is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes four years at the Federal Reserve Bank of Kansas City and various roles in education and retail. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that incorporates investment research and tax-aware withdrawal strategies. The firm’s retirement income service features restrictive enrollment criteria and a proprietary recommendation process supported by an internal committee.