Molli Hiegel is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2017, including a role at Charles Schwab Bank, SSB. Prior to that, she was employed at Fidelis Partners from 2015 to 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary portfolios and offers integrated custody, brokerage, and financial planning solutions.

Lewis Race is a financial advisor with Ameriprise in Seattle, WA, holding CFP®, Series 63, and Series 66 designations and bringing 30 years of industry experience. His prior work includes nearly a decade at Northwestern Mutual Wealth Management Company and associated entities. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jamie Lotta is a financial advisor with Charles Schwab in Bellevue, WA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab in 2022, Jamie worked at Merrill from 2019 to 2022. Outside of financial services, Jamie is involved as a board member of the nonprofit organization Toxic Free Futures and is the CEO of Foundation Roche Noir, where she actively participates in strategy and grant distributions. She also retains ownership interests in two food and beverage companies founded with her husband. 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 offers a blend of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Alan Macias is a Series 66 licensed financial advisor at Merrill with six years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Macias serves on the finance committee of Skagit Habitat for Humanity, where he participates in reviewing and recommending financial statements. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Viyana Kwak is a CFP® professional with 24 years of industry experience and has been with Morgan Stanley since 2015. She is based in Kirkland, WA, and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual agreements and corporate financial planning partnerships.

Tony Bright is a financial advisor with Edward Jones in Tukwila, WA, holding a Series 66 designation and bringing 16 years of industry experience. He worked at U.S. Bancorp Investments, Inc. from 2013 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Robert Graue is a financial advisor with Robert Baird & Co. in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory work, he is involved with the Bellevue Sunrise Rotary, a charitable organization. Robert Baird & Co.’s Private Wealth Management practice, including the DDK Group, serves individuals, families, pensions, corporations, and charitable organizations by providing consulting and portfolio services tailored to client goals and risk tolerances. The firm offers a range of investment strategies and services, including discretionary management, separately managed accounts, and municipal advisory and public finance services.

Leann St. Germain is a financial advisor with Stifel in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Stifel Nicolaus since 2008. Stifel serves a broad range of clients—including individuals, institutional clients, charitable organizations, and state and municipal entities—offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Steven Tolonen is a financial advisor with Edward Jones in Renton, WA, holding Series 63, 65, and 66 licenses and 31 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Michael Campbell is a financial advisor with OSAIC in Kirkland, WA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes roles at Royal Alliance Associates, Pacific Capital, Penn Mutual Life Insurance Company, Hornor Townsend & Kent, and Palisades Investment Advisors. He serves as a board member of the Friends of Laurelhurst Foundation, a nonprofit supporting Laurelhurst Elementary School, and is a council member of the Fred Hutch Professional Advisory Council. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to offer integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs.

He He is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill, He worked at Bank of America, Key Investment Services, and KeyBank. He also has experience in education technology and educational services. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jon Garberg is a financial advisor with Raymond James & Associates in Kirkland, WA. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Raymond James in 2026, he worked at Stifel Nicolaus & Co Inc for nine years and Robert Baird & Co. for three years. Outside of finance, he is a drummer in the classic rock band Red Herring and serves as a high school football referee with the Pacific Northwest Football Officials Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting, with a focus on tailored advice supported by firm research and a range of portfolio management styles.

David Bustamante is a Planning Consultant specializing in personalized financial planning. He partners with clients to provide tailored financial discussions, utilizing advanced financial planning software and tools to help clients achieve their financial goals with clarity and confidence. David has experience as an Associate Planner at The Retirement Solution, Inc from 2023 to 2024, a Registered Client Service Representative at Morgan Stanley from 2021 to 2023, and a Licensed Service Representative at Key Investment Services (KEYBANK CORP) from 2019 to 2021. Outside of his professional work, David enjoys cooking and baking, participating in family activities, hiking, listening to music, and engaging in parenthood.

Megan Durning is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1989. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jose Antonio Reyes Sierra is a financial advisor at Edward Jones in Mercer Island, WA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Northwest Tax Advisors LLC, Webb, Clovis & Associates, PLLC, and Schweitzer Engineering Laboratories, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Aleisha Lucas is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Karen Bayuga is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2020, following an 11-year tenure at D.A. Davidson & Co. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Lyons is a financial advisor with LPL Financial in Duvall, WA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His background includes roles at Morgan Stanley, TD Ameritrade, Waddell & Reed, and running a business entity named 15 James. Outside of finance, he is involved in coaching high school softball and CrossFit. 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 services including financial planning, model portfolios, third-party asset management, and retirement advice, supported by technology tools, with a significant scale of discretionary assets and over 22,800 advisors.

Trayon Mc Nairy is a financial advisor at Edward Jones in Kirkland, WA, with two years of industry experience. Prior to joining Edward Jones, he worked at U.S. Bank for four years and Comcast for another four years. Outside of his advisory role, he owns a residential real estate investment property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of advisors and branch offices.

Marc Dorgan is a financial advisor with Ameriprise in Mill Creek, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Dorgan serves as a varsity and travel softball coach in the local community. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers services through a centralized retirement-income consulting team.