Sevda Yilmaz is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Her prior work includes roles at Bank of America, Transperfect, and various other companies. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lorilee Wells is a financial advisor with LPL Financial in Bothell, WA, holding a Series 66 credential and 24 years of industry experience. Her prior roles include positions at Boeing Employee Credit Union, Raymond James Financial, Investment Advisors International, Merrill, and Morgan Stanley DW Inc. She offers investment products and services through LPL Financial’s DBA, BECU 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, managing over $819 billion in discretionary assets through a large network of advisors.

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 in Bellevue, WA, holding Series 66, Series 63, and Series 65 licenses with six years of industry experience. Her prior work includes roles at DHI Mortgage (DR Horton) 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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 with Raymond James & Associates, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, Compound Interest Investing LLC, and Apple American LLC. Outside of advising, 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 broad client base including individuals, institutions, pension plans, and municipalities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

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 Series 66 licensed financial advisor with seven years of industry experience. She currently works at LPL Financial and previously held roles at KMS Financial Services, Inc. and the Office of Malcolm Montague. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by proprietary research and technology, serving a large network of over 22,800 advisors.

Robert Mc Allister is a financial advisor with Cambridge Investment Research Advisors in Bellevue, WA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Federal Express and has been president of West Seattle Mortgage, Inc. since 2002. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

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 in Bellevue, WA, holding the Series 63 and Series 65 credentials and bringing 19 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Northwestern Mutual in various capacities from 2006 through 2019. Outside of his advisory work, he owns and operates a tax preparation and accounting business employing a certified public accountant. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peter Oh is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 28 years of industry experience. He has worked at LPL Financial since 2010 and spent 12 years at Merrill prior to that. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of strategies and technological tools.

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.