Lise Minthe is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets LLC for seven years before joining Wells Fargo in 2023. 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 process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Vincent Esposito is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked across several Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Douglas Mansell is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and no prior industry experience. His background includes roles at the Federal Aviation Administration and the National Transportation Safety Board. Mansell is also the owner of Adept Wealth Management LLC, an entity focused on marketing and bookkeeping. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented strategies.

Lindsey Moll is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Lance Sevier is a CFP® professional with 17 years of experience, currently affiliated with LPL Financial in Edmonds, WA. His prior experience includes roles at Penn Mutual Life Insurance Company, Hornor Townsend & Kent Inc, Alaska USA, and CUNA Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and technology-driven strategies.

Kirsten Kinnan is a CFP®-designated financial advisor with 27 years of industry experience, currently serving clients at Morgan Stanley in Seattle, WA. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and previously worked at J.P. Morgan Institutional Investments and J.P. Morgan Investment Holdings. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with capabilities including private funds, commodity pool operations, and principal trading.

Michael Lampros is a Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with Charles Schwab in Seattle, WA. He has worked at Charles Schwab since 2021, with prior experience at TD Ameritrade, Scottrade, and Bank of Springfield. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, alternative investment options, and an integrated operational structure.

Eymer Escobar Ramirez is a financial advisor with Raymond James Financial in Seattle, WA, holding a Series 66 designation and four years of industry experience. His work history includes positions at Merrill Lynch, Bank of America, and KeyBank. Outside of his advisory role, he operates a travel vlog on social media and is currently pursuing an Associate of Arts degree at North Seattle College. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Mushen is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as an advisor on the Board of Directors for the University Sunrise Rotary Foundation and manages Cascadia Operations LLC, a business supporting his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Bradford Richardson is a Financial Consultant at Fidelity Investments, where he has been working since 2018. In this role, he collaborates individually with a select group of clients and their families to assist them in working toward their financial security by providing a range of financial products and services tailored to their unique situations and goals. Prior to his current position, Bradford gained experience as an Investment Consultant at TD Ameritrade from 2015 to 2018, and as a Wealth Manager at USAA from 2011 to 2015. He has held Certified Financial Planner roles at several firms including Chase Investments, CUSO Financial Services, Raymond James & Associates, and Charles Schwab, spanning from 1995 to 2011. Outside of his professional work, Bradford has interests in football and kayaking.

Callahan Wales is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to his advisory role, he was involved with Gravity Winery and Newport Properties, and he attended the University of Michigan from 2014 to 2018. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, offering tailored recommendation reports that address income, Social Security, and tax strategies. The firm employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported advice.

Bobson Lee is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Wells Fargo Clearing since 2024 and was previously employed at Wells Fargo Bank, N.A. from 2019 to 2024. 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.

Jack Doney is a financial advisor at UBS Financial Services with five years of industry experience. He has held positions at J.P. Morgan Securities, JPMorgan Chase Bank, MassMutual Life Insurance Company, and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jeffrey Roberts is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Prior to joining Baird in 2021, he worked at StockShield LLC and spent over two decades at ADP. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, 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 non-traditional investment strategies.

Zijia Ye is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities in 2021, Zijia worked at Bank of America and several insurance and financial services firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kim Fox is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from the Wells Fargo Investment Institute and third-party databases.

Hahn Young is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at CITI Private Bank and J.P. Morgan Securities Inc. in Seattle, WA. 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.

Karen Thomas is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2021. She previously worked at Einberger Financial Planning Inc. for 14 years and has experience with Waddell & Reed Inc. and various insurance carriers dating back to 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of investment strategies.

Robert Maas is a financial advisor at Ameriprise with 38 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns a business called Too Belay and is involved in independent insurance brokering. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ileana Monico Gonzalez is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has previously worked at Bank of America for five years. 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 institutions.