Yan Jiang is a financial advisor at J.P. Morgan Securities with nine years of industry experience and holds the Series 66 designation. His prior experience includes roles at Bank of America, Merrill, Cetera, and East West Bancorp. Outside of his advisory work, he is a co-owner of JM 19665 LLC, a family-owned business unrelated to his securities activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mai Hoang is a financial advisor at Merrill in Redmond, WA, holding a Series 66 designation and with four years of industry experience. Mai has been with Merrill since 2018 following a five-year period out of the workforce. Outside of advisory work, Mai is co-owner of family rental properties in Oklahoma and Missouri. 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.

David Wright is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior experience includes roles at Morgan Stanley and UBS. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides various wrap fee advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and customizable portfolio options.

Kelli La Belle is a financial advisor with Edward Jones in Issaquah, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, she worked at Mercer & Co. and has been involved in the dance instruction field for over a decade. She also teaches dance classes to children aged 3 to 18 at Inspire Academy of Dance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers various advisory programs and strategies, including discretionary and non-discretionary wrap fees, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Siripond Siriwandee is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2018, having also worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bryan Tessier is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 66 licenses. Bryan has worked with Equitable Advisors since 2017 and previously with AXA Advisors, LLC. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a network of Investment Adviser Representatives and offers a range of third-party and proprietary advisory solutions without sponsoring its own wrap fee program.

Kyle Tait serves as Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2018. He is dedicated to helping investors develop, implement, and maintain financial plans that address their objectives, with a focus on guiding clients toward financial independence with confidence. Kyle has been with Fidelity Investments since 2001, progressing through various positions including Vice President, Financial Consultant (2012-2018), Account Executive (2011-2012), Investment Representative (2009-2011), Relationship Manager (2009), Financial Representative (2008-2009), and roles in Investments and Service Trading from 2001 to 2004. He holds a California Insurance License.

Brian Hegstad is a financial advisor with Cetera Investment Advisors LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Merrill Lynch, LPL Financial, and Morgan Stanley. Outside of his advisory work, he is the owner of Masterfully Minted, LLC, a non-investment-related business. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party money managers, supporting both discretionary and non-discretionary account structures.

Robert Sander is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2011. Outside of his advisory role, he is a 50% owner of Jinnelle LLC, a small bakery business operated by his spouse. Charles Schwab 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 combination of non-discretionary advisory recommendations and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured due diligence process for alternative investments.

Hironori Mikami is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2011, previously working with AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party programs.

Wei Lin Huang is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation. Huang has been with Edward Jones since 2025. Prior to joining the firm, Huang was self-employed and worked with Uber for three years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through a large network of financial advisors and branch offices nationwide.

Sally Beckwith is a financial advisor at Morgan Stanley with 40 years of industry experience. She has held roles at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Beckwith holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and analytics.

Michael Lin is a financial advisor with LPL Financial based in Tukwila, WA, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at CUSO Financial Services, Wells Fargo Clearing Services, J.P. Morgan Securities, and Chase Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on diverse investment strategies and extensive operational support tools.

Zhao Liu is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to Merrill, Liu held roles at Bank of America, Wells Fargo Bank, and several other firms. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nickolas Rubin is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 63 and Series 66 credentials. His prior work experience includes roles in education at Washington State University, Grays Harbor Community College, Southwestern Oregon Community College, and Bothell High School. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach centers on assessing client risk tolerance and matching clients to program models or discretionary managers, using both proprietary and third-party solutions.

Jeremy Riggs is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Amazon, Arizona Grand Resort, and Lake Wilderness Golf Course. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with investment models or discretionary managers, utilizing a range of proprietary and third-party programs.

Zachary De Boer is a financial advisor at Edward Jones in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at HomeSmart ION Realty Group and Luxoft. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of financial advisors and branch offices.

Chad Parmenter is a financial advisor at OSAIC with 34 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Securities America, Inc. for 17 years. Outside of advising, he serves as a trustee for family portfolios focused on income and growth. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Glen Ness is a CFP® professional with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, he serves on the Board of Directors for Providence Classical Christian School and acts as an elder at Snohomish Community Church. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Michael Flewelling is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and previously held positions at BECU and Vantiv. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, utilizing various portfolio programs and institutional platforms.