Michael Miller is a financial advisor at Morgan Stanley in Bellevue, WA, with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019. Prior to that, he was with Invesco Advisers, Inc. and Invesco Distributors, Inc. from 2014 to 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Brian Herc is a financial advisor with Edward Jones in Bothell, WA, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a single residence townhome rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Shawna Karch is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her career in financial advising, she worked at JCPenney from 2012 to 2017. 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 through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Yi Wu is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with two years of industry experience. Prior to joining UBS, Yi served in the United States Army for four years and held positions at IntelliPro and Eurest. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, focusing on tailored portfolio management and research-driven financial planning. The firm combines institutional trading capabilities with wealth management services and operates across multiple financial sectors including brokerage, advisory, and capital markets.

Daniela Swesey is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation. Prior to joining RBC Capital Markets, her work history includes roles at ByteDance, Zulily, Car Toys, Eddie Bauer, and Dell. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Christopher Stacey is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he serves on the board of directors for Eastport Shores Condos and coaches pole vaulting for a local high school track team. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement, combining research-driven recommendations with a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jeffrey Kirk is a Wealth Management Advisor at Merrill Lynch Wealth Management. He assists clients in preparing for retirement and aims to make the transition smooth and stress-free. He collaborates closely with clients' tax, legal, and real estate professionals to ensure alignment and progress toward shared goals. Supported by a team specializing in investment management, lending, and estate planning strategies, Jeffrey works to coordinate the various aspects of clients' financial lives. Jeffrey holds professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of California, Berkeley. His client focus areas include college education planning, equity compensation services, personal retirement planning, small business strategies, and tax minimization. He is involved with the Human Rights Campaign and serves as a volunteer champion for Better Money Habits through Bank of America. Outside of his professional role, Jeffrey's personal interests include cooking, dancing, hiking, music, reading, running, spending time with family, traveling, watching movies, and yoga.

Morgan Elzey is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2024. Prior to joining Raymond James, he gained experience at USI Insurance Services and has a diverse background including roles in photography and the restaurant industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth families, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs for municipal and public finance clients as well as employer-sponsored retirement plans.

Jay Lakhani is an Investment Consultant who is dedicated to helping clients feel confident in their financial decisions. He focuses on simplifying complex financial topics to ensure clear understanding and guidance. Jay prioritizes understanding each client's individual goals to provide tailored support aimed at achieving their long-term financial objectives. Outside of his professional work, Jay has interests in cars, social events with friends, and music.

Padraic Devine is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Robert Baird & Co. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients. The team provides customized consulting and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Paul Shirley is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he focuses on building relationships of trust with clients, understanding their unique situations and goals, and assisting them in working towards those goals. Prior to his current position, Paul served as Branch Manager at Charles Schwab from 2021 to 2024, and before that, as Branch Manager at TD Ameritrade from 2016 to 2021. His professional experience centers on branch leadership and client relationship management within the financial services industry. Outside of his professional responsibilities, Paul enjoys attending concerts, participating in family activities, fitness, football, outdoor adventures, and traveling.

James Zwickert is a Series 66 licensed financial advisor with LPL Financial in Seattle, WA. He has 23 years of industry experience, including 17 years with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

Annukka Mikkola is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been working with the firm since 1993, providing advice, guidance, and personalized strategies across various aspects of wealth management. Annukka and her team serve high-net worth individuals, affluent families, and successful business enterprises across the country. Annukka's areas of expertise include family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and tax minimization. She holds the Chartered Retirement Planning Counselor™ (CRPC™), Accredited Asset Management Specialist™ (AAMS®), and Personal Investment Advisor (PIA) designations. She earned a Bachelor's Degree from the University of Washington. Throughout her career, Annukka has been recognized for her professional achievements, including being named to the Barron's "Top 1,500 Financial Advisors" list in 2026 and Forbes' "Best-in-State Wealth Advisors," "Top Women Wealth Advisors Best-in-State," and "Best-In-State Wealth Management Teams" lists in recent years. Annukka is actively involved in the Bellevue community and enjoys boating, camping, gardening, hiking, pickleball, running, skiing, tennis, traveling, and spending time with her family.

Christopher Belcher is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. He previously worked at Fyxt, LLC and AdvanceCRE, LLC, and has held various roles since 2018. RBC Wealth Management, a division of RBC Capital Markets, provides services to individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management options tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Charles Regan is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, Wells Fargo Advisors, LPL Enterprise, and Raymond James Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers, with portfolio implementation tailored to investors’ tax sensitivity and investment restrictions.

Kyle Roberts is a Financial Consultant at Fidelity Investments, where he has been working since 2021. In his role, he collaborates with clients to develop comprehensive financial plans tailored to their personal goals, utilizing Fidelity's resources to create personalized strategies for individuals and families. He has accrued experience within Fidelity Investments through various positions since 2017, including Investment Consultant, Relationship Manager, and Workplace Planning Consultant I and II. Kyle holds a California Insurance License. Outside of his professional responsibilities, Kyle has interests in beach activities, cooking and baking, food, music, soccer, and theater.

Timothy Ganahl is a financial advisor with Robert W. Baird & Co. in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Robert W. Baird since 2016. The DDK Group, where Ganahl works, is part of Robert W. Baird’s Private Wealth Management department and provides services to individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, supported by internal research and specialized strategies including tax management and direct indexing.

Jennifer Wynn is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 credentials and accumulating 34 years of industry experience. She has been with Merrill since 1993. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Zhi Wen Su is a financial advisor with J.P. Morgan Securities in Kirkland, WA, holding Series 63 and Series 66 designations and seven years of industry experience. He has been affiliated with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017. Outside of his advisory role, Su is a partial owner involved in managing several real estate investment entities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm’s services focus on non-discretionary advice, incorporating an ESG eligibility framework and access to a broad range of investment products through its affiliations.

Renee Mantua is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.