Morgan Elzey is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Elzey worked at USI Insurance Services and held various roles in photography, restaurant, and post-production businesses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors.

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 financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2009 and previously held positions at Ameriprise Advisor Services, Inc. and Ameriprise. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC, Raymond James Financial Services, and Wells Fargo Clearing. 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.

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 at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various J.P. Morgan entities since 2017. Outside of his advisory role, Su is a partial owner in several real estate ventures, including commercial properties and investment groups based in Washington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

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.

Tue Tran is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, he worked at Express Credit Union and the British Council. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Mark Eberle is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a large network of advisors.

Avery Haug is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Avery held roles at Texas Tech University and Lowe's Home Improvement Store. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a mix of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and utilizes algorithmic methods and AI in its investment process.

Michael Garbooshian is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, he worked at Citigroup Global Markets from 2001 to 2009. He serves as a trustee for an investment-related trust in Pittsburgh, Pennsylvania. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, 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 structured planning tools and investment models as part of its advisory services.

Jeffrey Lazcano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Uber and JC Penney. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Yihua Zhao is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Yihua served as a Planning Consultant from 2023 to 2025, a Relationship Manager from 2021 to 2023, an Investment Solutions Representative from 2020 to 2021, and a Customer Advocate from 2018 to 2020, all within Fidelity Investments. This progression highlights Yihua's extensive experience and commitment within the financial services industry. Yihua holds a California Insurance License, supporting expertise in financial planning and client advisory services. A personal statement reflects a deep passion for financial planning and an appreciation for the unique challenges involved in assisting each client. Outside of professional responsibilities, Yihua has interests in food, pets, table tennis, and traveling.

Dawn Guzman is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 1987. Dawn focuses on delivering a holistic approach to managing wealth by listening to her clients' needs and ensuring each strategy is based on a clear understanding of their goals. She leverages the capabilities of Merrill Lynch Wealth Management and the banking services of Bank of America to address various aspects of her clients' financial lives. Dawn holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned a High School Diploma from Bremerton High School. Her client focus areas include managing new wealth, personal retirement planning, and women and wealth. Having recently relocated to Arizona, Dawn enjoys golfing, boating, and spending time with her family. She is involved with the community through her work with First Tee of Seattle.