Luke Wagoner is a CFP® professional at LPL Financial with six years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2019 to 2023 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Donald Stout is a CFP®-certified financial advisor with Edward Jones in Bellevue, WA, where he has worked since 2013. He holds Series 65 and Series 66 licenses and has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jon Rorem is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2003. Outside of his advisory role, he is an agent for health insurance products through associations such as the Association of Washington Business and Blue Cross Blue Shield. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements, addressing a wide range of financial topics and allowing clients to combine planning with managed-account services under a consolidated billing option.

Michael Okinaka is a CFP® professional affiliated with LPL Financial in Seattle, WA, with 12 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Okinaka is also an independent insurance agent representing various insurance companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

John Seibly is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Stifel in Bellevue, WA, where he has worked since 2022. Prior to Stifel, he was employed at Russell Investments and Deloitte & Touche LLP. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Kendal Young is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, Kendal worked at Doordash, Bbot, and Europe Express. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Ryan Griffin is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and with nine years of industry experience. His career includes roles at Bank of America, Merrill, and Morgan Stanley, spanning various advisory and private banking positions since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Collins is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing 19 years of industry experience. His career includes roles at Morgan Stanley, Merrill, and Chase Investment Services before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2012. Outside his advisory role, he is involved with JNCM Properties LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence.

Meenakshi Sharma is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services LLC since 2017, having previously worked at Wells Fargo Bank NA beginning in 2010. Wells Fargo Advisors is a national securities firm that serves 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 analytics.

Alex Carter is a CFP® with 13 years of industry experience, currently affiliated with LPL Financial. He previously worked for Cadaret, Grant & Co., Inc. for 10 years and maintains a longstanding role at SC Financial Group, LLC. Outside of his advisory work, he operates a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party managers, supported by a large network of investment adviser representatives.

Ying Hu is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several major firms, including Bank of America, Merrill, and Prudential. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Julia James is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she worked at Lululemon for two years and has experience in childcare services. Julia studied at the University of Washington from 2016 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Hannah Grossblatt is a CFP® with six years of industry experience, currently with RBC Capital Markets. She previously worked at UBS Financial Services and City National Bank. Grossblatt serves on the Board of Directors for the Bellevue Chamber of Commerce and acts as a UBS relationship manager for the Seattle Chamber of Commerce. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized portfolios and a range of advisory programs that include discretionary and non-discretionary management, financial planning, and brokerage services.

Yun Risher is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, Yun worked at Merrill from 2009 to 2016 and Banc Of America Investment Services, Inc. from 1998 to 2009. 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 combines extensive research and analytics with both brokerage and advisory solutions, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Leanne Plancic is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2008 and was previously affiliated with AXA Advisors. Plancic is a member of the Greater Seattle Business Association's LGBTQ+ Business Community. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models delivered through a large network of Investment Adviser Representatives.

Heather Roy is a Series 66 licensed financial advisor with Morgan Stanley in Seattle, WA, and has four years of industry experience. Prior to her advisory role, she worked at RoundGlass LLC and practiced law at her own firm, the Law Office of Heather M. Roy, for thirteen years. She is also Vice President and Secretary of a family-owned business, Royal Cedars Limited, which is involved in passive income related to her spouse’s employment. Morgan Stanley Wealth Management provides a broad range of advisory services to 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 delivers its services through financial advisors and specialized planning groups.

Michael Copelan is a financial advisor at Merrill Lynch Wealth Management who works primarily with high net worth individuals and families, typically with a net worth between $3 million and $10 million. He focuses on providing comprehensive and coordinated financial strategies that incorporate wealth management, tax efficiency, estate planning, banking, and lending services through Bank of America, N.A. Michael emphasizes building trust, simplicity, and long-term vision in his client relationships to help them align their wealth with their goals. With over nine years of experience in financial services, Michael supports clients who are often business owners, executives, or professionals managing various financial priorities including retirement planning, real estate, equity compensation, and multigenerational wealth transfer. His practice is centered on proactive and personalized financial planning, assisting clients to simplify complexity and make confident decisions for generational wealth preservation. Michael holds a Bachelor's degree from Berry College and is a CERTIFIED FINANCIAL PLANNER (CFP), as well as holding designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He lives on the Olympic Peninsula with his wife and three children and is involved in community activities such as the Bainbridge Book Festival, Jefferson County Soccer Club, Port Townsend Film Festival, and Port Townsend Friends of the Library.

Carson Small is a Financial Advisor with Merrill Lynch Wealth Management, providing institutional-level resources and support while maintaining a boutique-style practice. He works with high-achieving individuals and families navigating complex wealth situations, including liquidity events, concentrated equity positions, multigenerational wealth transfer, and advanced investment strategies. His approach is holistic, focusing on helping clients clarify priorities, prepare for complexity, and build long-term strategies with purpose. Carson holds multiple professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Washington State University. Carson emphasizes understanding each client's values and goals through a thoughtful and structured discovery process combined with disciplined portfolio design. Outside of work, Carson enjoys fishing, hiking, and skiing. He often spends time fly fishing with his fiancée, tying flies and accompanied by their dog. The discipline, patience, and respect for craft he finds outdoors influence how he supports his clients.

Jennifer Heise is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Ameriprise and Terra Plata. Outside of financial services, she has experience working with Tom Douglas Restaurants. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Rebbie Thomas is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Wells Fargo Clearing since 2016 and Banc of America Investment Services, Inc. since 2000. Outside of her advisory role, Thomas serves as the treasurer for the Bainbridge Booster Club Cheer Boosters. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm combines research and analytics with a diversified investment approach and provides both brokerage and advisory solutions at scale.