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 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, following three years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non‑discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence with both quantitative and qualitative research, and may incorporate ESG criteria.

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 29 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, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

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. He provides guidance in areas such as investment consulting for defined contribution plans, international wealth management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Fluent in English and Mandarin, Binfeng works with clients from diverse backgrounds to help them make informed financial decisions. He holds the Personal Investment Advisor (PIA) designation. Binfeng's approach focuses on building meaningful relationships and delivering guidance tailored to each client's unique goals. Outside of his professional work, Binfeng has personal interests in antiquing, camping, fishing, hiking, and swimming.

John Wuest is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Merrill and First Republic Bank. Outside of finance, he is a silent partner in a pizza restaurant in Seattle. 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 through a non-discretionary program supported by centralized due diligence and proprietary research.

Jeffrey Loomans is a financial advisor with Ameriprise in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Before joining Ameriprise in 2020, he worked for seven years at Verde Capital Management, Inc. He is also a co-owner of Steller Wealth Planning LLC, an advisory business he manages alongside his role at Ameriprise. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement planning advice focused on reliable 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.

Aidan Neufeld is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Boise State University and Recreational Equipment, Inc., as well as involvement with the Evergreen Mountain Bike Alliance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios for retail and institutional investors.

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 Bellevue, WA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm works with clients through a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions, including ERISA fiduciary services for qualified plans.

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 credentials and bringing 63 years of industry experience. He has been with UBS Financial Services since 1993, totaling 33 years at the firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of investment products and research-driven strategies.

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.

Grace Sarver is a financial advisor with Morgan Stanley in Seattle, WA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at WaFd Bank and teaching positions at Chief Sealth High School and West Seattle High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and product offerings.

Jeanine Gabel is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Merrill since 2009 and is also affiliated with Bank of America, N.A. since 2006. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Colleen Pedey is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with clients to understand their financial goals and collaborates to develop customized financial plans. She emphasizes building strong, trustworthy relationships with clients and their families to support their wealth management needs over time. Colleen has extensive experience in wealth management and client services, having held various roles since 1983. Her previous positions include Senior Wealth Management Associate at Coldstream Wealth Management, Senior Team Manager and multiple client relationship roles at Charles Schwab & Co., as well as operations and trust management roles at Tyee Asset Strategies, Northwestern Trust Company, and other financial institutions. Outside of her professional work, Colleen's personal interests include gardening, music, pets, reading, and yoga.