Braden Johnson is a financial advisor with Ameriprise in Bainbridge Island, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at JP Morgan Securities LLC from 2013 to 2019 before joining Ameriprise. Johnson serves on the Board of Directors for the Evelyn H. Fuldner Foundation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to offer tailored, non-discretionary recommendations delivered by a centralized consulting team.

Margaret Haslach is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. She has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Haslach is involved in community and professional organizations, serving on the financial subcommittee and as treasurer for GENPRIDE, and she is active in public speaking and networking groups such as Females & Finance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and strategies, including proprietary and third-party models, with flexible discretionary or non-discretionary management tailored to client objectives.

Cathleen Ackley is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on assisting clients in developing personalized financial plans that align with their unique goals and values. Her approach prioritizes understanding clients' life priorities, aspirations, and legacies to create comprehensive strategies that address areas such as college education planning, legacy planning, liquidity management, philanthropic planning, special needs planning, and wealth management for women. Cathleen holds professional designations including Chartered Financial Consultant (ChFC), Chartered Special Needs Consultant (ChSNC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from Northern Illinois University. In addition to her professional activities, she is involved with organizations such as the Disability Action Network (DAN) and Merrill Women's Exchange, and contributes to community initiatives including DECA, the Washington CMV Project, and Special Olympics. Raised in the Chicagoland area and a Northwest resident since 2005, Cathleen has personal interests in nature and the arts. She enjoys traveling, wine tasting, exploring culinary experiences, and spending time outdoors in the Pacific Northwest. Her hobbies include baseball, cooking, dancing, drawing, ice hockey, music, painting, photography, and quality time with her family.

Jasmine Foreman is a financial advisor with Robert Baird & Co. in Seattle, WA. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Baird, she worked in logistics and held roles at Seattle University, Chartwells, Famous Footwear, Firehouse Subs, and in education. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management, utilizing a range of strategies from traditional allocations to more complex approaches, along with municipal advisory and public finance services.

Alexis Green is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including New York Life Insurance Company, NYLIFE Securities LLC, Eagle Strategies LLC, and PGR Financial. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Alan Blinn is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory work, he is involved in independent insurance brokering focused on long-term care. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored retirement-income advice through a centralized consulting team.

Gregory Anthis is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his daughter's trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a diverse range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Stoeser is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Juman Sung is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Juman held various roles related to education and seasonal work, including positions at Vanderbilt University and Camp Twin Creeks. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Hamlyn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously spent 37 years at Merrill before joining LPL Financial in 2023. Jennifer is also a commissioned notary, a role she began in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing advanced research tools and a broad network of over 22,800 advisors.

Jamie Pickard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also maintains a role at The Melting Pot. Additionally, he has been associated with Wells Fargo Bank since 2015. 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 options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Jordan is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Amit Trivedi is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Eric Kinyon is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2019. In this role, he leads and coaches a team of advisors in the Greater Seattle area, focusing on creating an environment that fosters excellent client experiences. Eric's career at Fidelity spans 19 years, during which he has worked with thousands of clients and their families across all stages of their financial lives. Prior to his current role, Eric served in various positions at Fidelity Investments, including VP Branch Office Manager, VP Regional Planning Consultant, VP Senior Account Executive, Financial Planning Consultant, and Financial Representative. In 2019, he also held the position of Lead Financial Advisor at Empirical Wealth Management. Eric's extensive experience encompasses leadership, financial planning, and client relationship management. Outside of his professional work, Eric enjoys boating, family activities, golf, skiing, and traveling.

Isaac Wojtanowicz is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 credential and previously worked at the State of Colorado and Southern Glazers Wine and Spirits. Outside of his advisory role, he coaches the boys basketball C team at Bellarmine Preparatory High School in Tacoma, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of various net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Jeffrey Miller is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves on the investment sub-committee for the Hamlin Robinson School in Seattle. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and 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 client solutions.

Katie Rubio is a financial advisor at Morgan Stanley with 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014 and holds a Series 66 designation. Outside of her advisory role, she operates a small online shop offering crafted and homemade goods as well as reselling antiques. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Kameon Thompson is a financial advisor at Stifel with 35 years of industry experience. He holds the Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Christopher Thiel is the Vice President and Branch Leader at Fidelity Investments. In this role, he supports Financial Advisors and their clients in pursuing their financial goals through thoughtful planning interactions. He leads a team committed to providing a high standard of care. Before becoming Branch Leader in 2020, Christopher served as a Regional Planning Consultant at Fidelity Investments from 2016 to 2020. His professional experience centers on supporting financial planning and advisory services. Outside of his professional responsibilities, Christopher enjoys outdoor activities such as biking, camping, canoeing, fishing, hiking, and snowboarding.

Hong Ying Chan is a financial advisor with Wells Fargo Clearing in Mercer Island, WA, holding a Series 66 credential and 21 years of industry experience. She has worked at Wells Fargo in various capacities since 2005, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she is involved in managing several rental property businesses jointly owned with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.