Daniel Purcell is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Charles Schwab (formerly TD Ameritrade) for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Benjamin Seran is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Momentum Wealth Advisors and has a background that includes commercial fishing in Southeast Alaska. Outside of his advisory role, he teaches an after-school chess program for middle school students. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Mandy Sheau Huei Ho is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. She has worked at UBS Financial Services since 2023 and previously held roles at BNY Mellon and Key Private Bank. She serves as a volunteer board member for the Herbert Jones Foundation, which supports educational programs in entrepreneurism and small business, and co-owns a health and fitness business managed by her husband. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Trevor Marston is a CFP® and Series 66-registered financial advisor with three years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He also works with Mainspring Wealth Advisors, LLC, where he supports client planning and investment activities. Prior to his financial advisory roles, he was involved in several arts organizations, including the Island Shakespeare Festival and Seattle Public Theater. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and analytical modeling, supported by specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Miles Ramsden is a financial advisor at Edward Jones with 7 years of industry experience, holding a Series 66 designation. His prior roles include positions at Franklin Templeton and JP Morgan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,000 advisors and 15,000 branch offices nationwide.

Doug Wiedemeier Jr. is a financial advisor at Robert W. Baird & Co. with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at D.A. Davidson & Co., Equitable Advisors, LPL Financial, LLC, and NYLife Securities, LLC. He has also worked in various other positions outside the financial sector, including at Costco Wholesale Corporation and DoorDash. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing both internal research and external partnerships to guide client advice.

Patrick Summit is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at Global Federal Credit Union, First Financial Northwest Bank, MML Investors Services, MassMutual Life Insurance Company, and Equitable Advisors. 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 financial planning and investment management solutions, including access to third-party asset managers and customized strategies, supported by extensive operational tools.

Michele Centanni is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing customized investment advice and guidance to wealthy individuals and their families, focusing on family wealth management strategies, international wealth management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Michele began his career in wealth management in Switzerland in 2009 and gained international experience in Italy and Canada before joining Merrill Lynch Wealth Management in the United States in 2016. He holds a Master's Degree in Engineering from La Sapienza University in Rome and a Master's Degree in Finance from LIUC Business School in Milan. Michele is also a Personal Investment Advisor (PIA). Fluent in English and Italian, Michele is a member of the Rotary Club and resides in Seattle. His personal interests include cooking, reading, and traveling.

Catherine Tong Lee is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Kirkland, WA. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through various platforms including corporate financial planning agreements.

April Connell is a Series 66-registered financial advisor with Edward Jones in Bellevue, Washington, with 11 years of industry experience. She has worked at Edward Jones since 2019 and has prior experience with Bank of America, Merrill, and Caliber Home Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Eri Takahashi is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018. Her prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities. She serves as a board member of the Hokubei Hochi Foundation, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Sean Mcgowan is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nancy Sanchez is a Series 66-licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and was previously with Livlyn, LLC from 2017 to 2021. J.P. Morgan Securities provides institutional consulting services to clients such as 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. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Daniel Martiniello is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services Inc. and Avantax Advisory Services from 2020 to 2025. Outside of his advisory role, he has provided accounting and tax preparation services through his long-standing work at Accounting & Tax Services Inc. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

Andrew Tempelis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Merrill and Bank of America, where he worked for nearly three decades. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Carl Lindgren is a CFP®-certified financial advisor with eight years of industry experience. He is currently with LPL Financial in Bellevue, WA, where he has worked since 2022. His prior experience includes roles at Laird Norton Wealth Management and JPMorgan. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Brenda Huber is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Her prior experience includes roles at Edward Jones and Ameriprise. She also provides investment products and services through BECU Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of financial planning and portfolio management options, utilizing both proprietary and third-party research and technology.

Kristen Buxton is a Private Wealth Advisor with Merrill Private Wealth Management, serving ultra-high net worth individuals and families. With 25 years of experience, she provides comprehensive financial management services including integrated estate planning, trust services, liquidity analysis, and philanthropic planning. Kristen returned to Merrill in 2016 after a five-year tenure as a Family Wealth Director at Morgan Stanley. In 2017, she earned her Private Wealth Advisor designation at Merrill, a distinction that identifies advisors serving clients with investable net worths of $10 million or more. Kristen holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and is a Chartered Life Underwriter® (CLU). She also carries the Personal Investment Advisor (PIA) credential. Educated at Mt Vernon High School, she is based in Kenmore, Washington. Outside of her professional pursuits, Kristen dedicates time and resources to supporting at-risk youth. Her personal interests include cooking, golfing, gardening, reading, swimming, traveling, watching movies, and spending time with her family.

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.