Lindsy Ferrin is a financial advisor with Edward Jones in Des Moines, WA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in promotions and marketing for the Seattle Thunderbirds Hockey Club. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with a wide range of advisory programs and affiliated financial services.

Calvin Bright is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at CBRE, Inc. for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Sheri Redford is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and 37 years of industry experience. She has worked at RBC Capital Markets since 2005 and also at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Nathan Borchardt is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2020, following five years at Wedbush Securities Inc. Outside of his advisory work, he is an associate employee of The Commerce Company in Tacoma, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to deliver non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ty Smith is a Series 66 licensed financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and is currently associated with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is the sole proprietor of an investment-related business, ET Old Town Properties, LLC, in Bremerton, WA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets.

Michelle Tran is a financial advisor with Merrill in Seattle, WA, holding Series 65 and Series 66 designations and two years of industry experience. She has been with Merrill since 2019 and previously worked at the University of Minnesota for five years. 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 a range of clients, including individuals, high-net-worth clients, and institutions.

Lowell Diers is a CFP® professional with 28 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at firms including Chase Investment Services Corp., Wamu Investments, and KeyBanc Capital Markets. 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 through more than 14,000 advisors and provides both brokerage and advisory solutions.

Dylan Abrams is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. His prior experience includes a role at Foresters Financial Services, Inc. and involvement with Edge West LLC. 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 institutional investors.

Tiffani Lee Kumabe is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining UBS in 2022. UBS Financial Services Inc. 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 plans to clients’ goals and risk tolerances.

Stacy Gannon is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. Her career includes multiple roles at Wells Fargo Clearing and Merrill, as well as seven years at Kms Financial Services, Inc. based in Seattle, WA. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services with a broad menu that includes specialized planning such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, offering clients flexible implementation options through its brokerage and advisory programs.

Jamie Franceschina is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2016. Her prior experience includes four years at Morgan Stanley. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carrie Anderson is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Ameriprise, Becu Boeing Employee Credit Union, and LPL Financial. Anderson is also a registered professional with Pacific Rim Financial Group dba McKay Wealth Management, where she is involved in operations and administrative duties. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and retirement services, managing over $256 billion in assets through a network of more than 10,000 advisors.

Brent Wojtanowicz is a financial advisor with Edward Jones in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of advisory work, he is a partner in 26 Adams LLC, a retail property business in Anderson Island, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of approximately 23,701 advisors and over $1 trillion in assets under management.

Chelsea Walters is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Morgan Stanley, Nationwide Mutual Insurance Company, Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and offers broader derivatives and commodities capabilities.

Micahl Ong is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over two decades of experience in financial advising. He specializes in working with successful individuals who value high-quality service, integrity, and a goal-oriented wealth planning approach. Micahl focuses on areas including executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management, and socially responsible, values-based, and ESG investing. His financial planning process prioritizes clients’ unique goals, providing customized strategies that align with their needs. Before joining Merrill Lynch as a Financial Advisor in 2002, Micahl gained experience as a management consultant advising financial institutions at Booz Allen & Hamilton, a corporate strategist at Morgan Stanley Asset Management, and Vice President of Global Corporate Strategy at Merrill Lynch Investment Managers. His diverse professional background equips him with a broad perspective that informs his personalized approach to client advisory. He holds the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered SRI Counselor™ designation, and the Personal Investment Advisor designation. Micahl earned a Bachelor of Science degree cum laude in Finance from New York University’s Stern School of Business and an MBA from Columbia University. He completed an executive course in Pensions and Investment Management at the University of Pennsylvania’s Wharton School. Outside of work, Micahl is passionate about travel, having visited over 57 countries, and maintains an active lifestyle with hiking, biking, pilates, barre, and competitive badminton. He is conversant in several languages including English, Chinese (various dialects), Spanish, Italian, Malay, and Thai. Additionally, Micahl founded and chaired the community organization CBS Gives Back to Boston from 2008 to 2021.

Peter Stefanic is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates Stefanic Insurance and Financial Services, which he founded in 2000. In addition to his advisory work, he is licensed as an insurance agent and sells fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management options, combining discretionary and non-discretionary strategies across various program structures and custodial relationships.

Gwen Weigelt is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. She has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Angela Simmons is a CFP® professional at Wells Fargo Advisors in Seattle, WA, with 29 years of industry experience. She has worked at Wells Fargo Advisors since 2019, following roles at Wells Fargo Clearing and Prudential Equity Group. Simmons also owns and operates her own investment management firms, including Angela Simmons, LLC, and is a trustee for the Gregory Simmons Group 401(k). Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services that include retirement, education, and business-owner transition planning. The firm employs proprietary research and planning tools to develop tailored client recommendations, with a flexible approach to implementation and compensation.

Karen Spink is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. Outside of her advisory work, she is a partner in Sea Ya Diving, LLC, a dive boat charter business in Seattle. 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 combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Andrew Mischke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at Wells Fargo Bank, Bank of America, and Merrill. Outside of finance, he is involved with the Eastside Huskies Baseball Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services based on an IPS-driven process grounded in modern portfolio theory.