Davis Noblat is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles outside the financial industry at Green Apple Catering, Rainier Golf and Country Club, and several food service establishments. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying on various program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Adam Skagen is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he is a partner involved in managing agricultural land and timber production in Idaho. 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 utilizes proprietary research and model-based asset allocations to tailor client plans and provides a broad range of capital markets and fiduciary services.

Walter Schlaepfer is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Merrill, Bank of America, and First Republic Investment Management. Outside of his advisory work, he is involved with the Schlaepfer Family Foundation, a charitable organization focused on giving. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory approach. The firm combines large institutional advisory capabilities with brokerage and investment management services.

Linh Tran is a CFP® professional with four years of industry experience, currently affiliated with Charles Schwab in Bellevue, WA. Her work history includes roles at Charles Schwab Premier Bank, Charles Schwab Bank, and Charles Schwab & Co., Inc. She has also held positions at Stably and Seattle Pacific University. 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 both non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and a centralized operational structure.

Irina Burova is a financial advisor at Charles Schwab in Redmond, WA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Deutsche Bank AG and Equitable Advisors. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by strategic asset allocation models and due diligence on alternative investments.

Matthew Wahlman is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His previous experience includes roles at Robert Baird & Co. and Boeing Employee Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management with access to model portfolios and research.

Emily Kim is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2016 and also has experience with Bank of America, N.A. since 2022. 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 strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jian Zou is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Jian works directly with clients to develop customized financial strategies aimed at achieving both their short- and long-term objectives. He offers support across various financial areas including investing, retirement planning, and risk management, and also facilitates access to specialists in banking, credit, home financing, and small business solutions. Jian brings expertise in college education planning, family wealth management, retirement income strategies, and portfolio management among other areas. He holds an MBA from the University of Iowa and has completed an Accredited Certificate Program at Hunan Normal University. Jian is a Personal Investment Advisor (PIA) and is fluent in English and Mandarin. Outside of his professional responsibilities, Jian enjoys cooking, fishing, hiking, music, painting, reading, running, singing, spending time with family, and writing. His approach centers on understanding what matters most to his clients and creating tailored strategies to pursue their financial goals.

Dannica Samp is a financial advisor at Edward Jones in Everett, WA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in various roles within the dental and medical fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Margaret Youch is a financial advisor at Wells Fargo Advisors in Bellevue, WA, with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Margaret has a membership interest in a construction company owned by her husband, although she does not earn income from it. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of specialized planning options tailored to clients meeting net-worth thresholds.

Benjamin Melton is a financial advisor with LPL Financial in Mercer Island, WA. He holds the CFP® and CFA® designations and has 12 years of industry experience, including six years with LPL Financial and six years with E.K. Riley Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Russell Snyder is a CFP® with nine years of industry experience, currently affiliated with Raymond James Financial in Bothell, WA. His prior roles include tenures at Mutual Securities, LPL Financial, and Hornor, Townsend & Kent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Weichbrodt is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been associated with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he owns and manages a property management business, University House LLC, in Seattle. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers a range of investment and advisory services through its extensive network of financial advisors.

Feng Chi Chen is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

Julie Kov is a financial advisor with Wells Fargo Advisors in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning in areas such as retirement, education, risk management, and specialized services including business-owner transitions and special-needs analysis.

Reza Dekhani is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Financial Advocates Investment Management from 2017 to 2023. Outside of his advisory role, Dekhani is involved in property management and rental income through his Dekhani Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management, model portfolios, and a variety of investment strategies supported by in-house and third-party research.

Aurailla Gust is a CFP®-certified financial advisor with 31 years of industry experience. She is currently with Ameriprise in Bellevue, WA, having joined the firm in 2025. Prior to Ameriprise, she worked at Robert W Baird & Co for eight years and held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jason Kim is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. He began his career in finance with Equitable as a Financial Advisor from 2018 to 2020 before joining Fidelity Investments. At Fidelity, he has held various roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant. His progressive experience within Fidelity reflects his deepening expertise in financial planning and client relationship management. Jason graduated from the University of Washington in 2018 with a degree in Economics. His personal experience of financial hardship during his family's move from South Korea to Orange County, California, has informed his professional approach. He is committed to helping clients achieve clarity and confidence in their financial decisions. Outside of his professional work, Jason enjoys canoeing, cooking and baking, and participating in social events with friends.

Matthew Cohrt is Vice President and Branch Leader at Fidelity Investments. In his role, he leads, coaches, and inspires advisors to maintain ongoing financial planning relationships with clients. He emphasizes the importance of strong relationships with associates to foster strong client relationships. Matthew has been with Fidelity Investments since 2007, holding various positions including Vice President, Regional Planning Consultant from 2016 to 2018; Vice President, Financial Consultant from 2012 to 2016; Financial Consultant from 2009 to 2012; and Financial Representative from 2007 to 2009. Prior to joining Fidelity, he worked as a Financial Advisor at Pacific Capital Resource Group from 2006 to 2007.

Madison Buchea is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and has previously worked at AO Globe Life and UBS Financial Services Inc. Madison’s background includes a range of roles spanning from 2017 to the present across financial services and education. 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.