Lorilee Wells is a financial advisor with LPL Financial in Bothell, WA, holding a Series 66 designation and 24 years of industry experience. She has worked with both LPL Financial and the Boeing Employee Credit Union since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Robert Ebert is a Financial Advisor with Merrill Lynch Wealth Management, representing individuals, families, and business owners seeking assistance in achieving their financial goals. With over nine years of experience, he is dedicated to providing personalized wealth planning strategies tailored to each client's unique circumstances. Robert's expertise encompasses managing new wealth, personal retirement planning, and developing individual and corporate investment strategies. He builds long-term relationships with clients, focusing on understanding their financial needs and creating plans that address goals such as retirement, education funding, and estate planning. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. Outside of his professional work, Robert enjoys adventure sports including biking, scuba diving, skiing, skydiving, and surfing. His approach centers on uncovering what matters to clients and their families to develop strategies that support their financial objectives.

Gianna Miller is a financial advisor at Merrill with six years of industry experience. She holds Series 66, Series 63, and Series 65 licenses. Before joining Merrill in 2018, she worked at DHI Mortgage and KeyBank Inc. 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 using model-based and discretionary investment strategies.

Scott Heimdahl is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory work, he is a member of Blue Tractor LLC, a family LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Katie Han is a Wealth Management Planning Consultant who collaborates with clients to identify their financial goals and co-create tailored plans aimed at building confidence in their portfolios. She has experience working with clients to develop strategies that align with their individual objectives. Prior to her current role, Katie served as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Representative at the same firm from 2021 to 2022. These positions provided her with direct experience in client relationship management and financial advising. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Ionut Gusu is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Bank of America, Merrill, Compound Interest Investing LLC, and Apple American LLC. Outside of his advisory role, he is a partner in Avia Pervia SRL, where he is involved in bookkeeping and budgeting. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering tailored financial planning and consulting with a range of portfolio management styles.

Michael Foster Jr. is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc since 2014. Foster serves as Chairman of the Board for the Foster Foundation, a private family charitable foundation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Christina Becker is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Raymond James since 2017 and previously spent five years with TIAA/TIAA-CREF. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Carlyn Earl is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. She previously worked at KMS Financial Services, Inc. and the Office of Malcolm Montague before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Robert Mc Allister is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with one year of industry experience. Prior to joining Cambridge, he worked at Federal Express and has been president of West Seattle Mortgage, Inc. since 2002. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management strategies and platforms.

Su Pyai Sone Naing is a financial advisor at Ameriprise in Bellevue, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise, Su worked at Oppenheimer & Co. Inc. for three years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Stanley is a financial advisor at Charles Schwab in Bellevue, WA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Equitable Advisors, MassMutual Life Insurance, and MML Investors Services. In addition to his advisory work, he has experience with the Bellevue School District. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment advice and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated custody and brokerage services, and structured approach to alternative investments and cash management.

Priyanka Joshi is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2026. In this role, she collaborates closely with advisors to assist clients in planning and implementing strategies tailored to their financial goals. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant. Her experience encompasses a range of client service and financial planning responsibilities, focusing on serving sophisticated and high-value clients. Further details about her education, credentials, personal interests, or community involvement have not been provided.

Emanuel Roa is a financial advisor at Charles Schwab with a Series 66 credential and six years of industry experience. His prior firms include Fidelity Investments, Penn Mutual Life Insurance Company, and Mainsail Financial Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized custody and order-routing services.

Wesley Burns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2006 to 2019. Outside his advisory work, Burns owns and operates a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research, offering both discretionary and non-discretionary portfolio management.

Peter Oh is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Payal Saraf is a Financial Consultant currently working at Fidelity Investments since 2022. She has held various roles in the financial services industry, including Financial Solutions Advisor at Merrill Edge from 2017 to 2022, Relationship Manager at Bank of America from 2015 to 2017, and Manager at UCO Bank in India from 2012 to 2015. Throughout her career, Payal has developed experience in financial consulting and relationship management. She emphasizes partnering with clients to create customized financial plans that align with their lifetime goals. Her professional background spans multiple financial institutions and roles focused on client service and financial solutions. Payal is committed to giving clients the time and attention needed to understand their individual needs and concerns. This approach supports building strong relationships with clients and their families as they work together toward financial objectives.

Scott Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at Wells Fargo Clearing and Waddell & Reed. Outside of his advisory work, he serves as president of a local Business Network International chapter and co-presents on faith and finances through Generosity University at Compass City Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and has a municipal advisor affiliation that supports its public finance services.

Conner Frische is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and having six years of industry experience. His prior roles include positions at Ryan Walker State Farm Insurance and the University of Oregon. Frische has been with Merrill and Bank of America since 2019. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Scott Mcclave is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2020, following a three-year tenure at Voya Financial Advisors. Outside of his advisory role, Mcclave is a limited partner in two Florida-based limited partnerships focused on acquiring and managing apartment complexes. 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 plans, corporations, and charitable organizations.