Caleb Cissna is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held various roles in hospitality and automotive sectors and worked in educational institutions. Caleb is currently associated with Columbia Hospitality alongside his advisory role. 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.

Natasha Bulpin is a financial advisor at RBC Capital Markets with eight years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers to tailor strategies according to each client’s advisory risk profile.

Hailey Howard is a financial advisor at UBS Financial Services with a Series 66 designation and 0 years of industry experience. Her prior work experience includes roles at Fernhaus, Independent Bank, and involvement with Main Street Food Ventures. She also has a background in education, having worked at the University of Michigan, Ionia High School, and Ionia Middle School. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services, offering a range of products and research-driven advisory solutions tailored to clients' goals and risk tolerances.

Jason Demarre is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Equitable Advisors. He also operates a business entity for tax and investment purposes named Time Advisor Group, LLC. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lynn Russell Ashihara is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 registrations with 32 years of industry experience. She has been with Merrill since 2009 and also maintains a long-term association with Bank of America, N.A. since 2003. Outside of her advisory role, she is involved with Nexus Condominium Investment in Seattle. 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 plans, corporations, and charitable organizations.

Michael Doney is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at UBS Financial Services since 1998. Outside of his advisory role, he serves as a trustee managing family trusts, including overseeing asset distributions and liquidation of real estate. 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 employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Suzanne Friedel is a financial advisor at Merrill with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Merrill since 2005. She also has experience at Bank of America, where she has worked since 2009. 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 investment strategies for individuals, high-net-worth clients, and institutions.

G Schroeder is a financial advisor at Morgan Stanley with 27 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 1999 to 2009. Schroeder holds Series 63 and Series 65 licenses and is based in Seattle, WA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized offerings such as private funds and structured products.

Heather Odegaard is a financial advisor with LPL Financial in Tukwila, WA. She holds a Series 66 designation and has one year of experience with LPL Financial, following over a decade at BECU Investment Services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Boelter is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Viridian RIA, LPL Financial, and VOYA Financial Advisors. Outside of his advisory role, he is involved in a crypto mining business he operates with his son. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios, discretionary management, and non-discretionary online advice while serving approximately 477,000 clients with a fiduciary standard.

Paige Mcdonald is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is a member and COO of Super Ensemble Partners, LLC, where she manages an Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Timothy Swanson is a CERTIFIED FINANCIAL PLANNER™ practitioner with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Campbell Soup Company from 2016 to 2018. 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 solutions supported by a nationwide network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary wrap fee strategies along with tax-efficient services.

Jonathon Lee is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and its use of algorithmic methods and AI technologies in portfolio management.

Glenn Sadang serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works closely with Merrill clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. His goal is to provide clients with the knowledge and tools necessary to manage their financial lives effectively. Glenn holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. He focuses on helping clients identify their financial goals and develop strategies to pursue them.

Garrison Krohn is a financial advisor at Cetera with a Series 66 designation and over three years of prior experience at Moss Adams and Baker Tilly. He has been with Cetera since 2026. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform, supporting a wide range of program options across discretionary and non-discretionary accounts.

Nicholas Slater is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and having 21 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Mc Kenna Wall is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2018, Wall worked at Athleta and was employed by the Seattle Seahawks from 2016 to 2018. Wall also has experience at the University of Washington from 2015 to 2019. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Steven Leigh is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America and a brief period at the Seattle Music Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kevin Kent is a financial advisor at Cetera with Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at Northwestern Mutual and currently serves as a partner at Anderson, Foe, Kent, Madsen & Associates, LLC, doing business as Pillar Financial Group. Outside of advising, he holds the position of treasurer for a homeowners association and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.

Stephen Hirjak is a financial advisor with Charles Schwab, holding a Series 66 credential and one year of industry experience. Prior to joining Schwab, he worked at MML Investors Services and MassMutual Life Insurance, and he spent over three decades with the City of Seattle. Outside of advising, he owns Western Experts LLC, which provides public safety consulting and expert witness services related to policing. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to affiliated discretionary separate managed accounts.