Sonia Lee is a Series 66 licensed financial advisor with 16 years of industry experience. She is currently with J.P. Morgan Securities, having previously worked at First Republic Securities Company and Merrill Lynch. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities and delivers its program on a non-discretionary basis.

Christopher Lee is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been affiliated with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

David Parker is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2010, following seven years at Ameriprise. Parker also operates under the DBAs Eastside Wealth Group and Brightpoint Financial Group. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Chen is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has held roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and order-routing arrangements.

Jacob Aragon is a Financial Consultant at Fidelity Investments. He has held multiple roles within the company since 2020, including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. Jacob works with clients to develop financial plans and provides personalized recommendations to help them pursue their financial goals while collaborating with a team of professionals. His experience at Fidelity Investments spans several years, during which he has supported clients in various capacities, focusing on understanding their values and objectives to create thoughtful financial strategies. Jacob holds an Arkansas Insurance License. Outside of his professional career, Jacob has interests in fitness, hiking, and running.

Jason Glazier is a financial advisor with Edward Jones, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at Ameriprise Financial Services, Wells Fargo Clearing, and Merrill. Glazier has been with Edward Jones since 2019. 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 strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Olivia Normand is a financial advisor with Morgan Stanley in Bellevue, WA. She holds a Series 66 designation and began her advisory career with Morgan Stanley in 2025. Prior to joining Morgan Stanley, she worked at Sun Oaks Tennis and Fitness Club and held various other roles including at Gonzaga University and Huntington Health. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and delivers planning services through Financial Advisors and the Estate Planning Strategies Group.

Jay Buxbaum is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with Temple De Hirsch Sinai, serving as Chair of the Investment Committee for the synagogue’s Endowment Fund and as an Advisory Board Member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm’s financial planning process utilizes structured discovery and planning tools, providing comprehensive strategies without individual security recommendations as part of standalone plans.

Joshua Moullet is a financial advisor at OSAIC with 22 years of industry experience. He held a role at Woodbury Financial Services for 20 years before joining OSAIC in 2024. He holds Series 63 and Series 65 licenses and also offers fixed insurance products through Radicle Wealth Management. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services supported by asset-allocation tools and multiple third-party platforms.

Shawn Macfarlan is a financial advisor at UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with UBS since 2002. 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 provides access to proprietary research and a broad range of capital markets services.

Sydney Sutkus is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Bertsch is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Ek Riley Investments. In addition to his advisory role, he has a 50% ownership interest in Schumaker Bertsch LLC, a financial practice based in Issaquah, WA. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Anya Krishnaswamy is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation. She has less than one year of industry experience. Prior to joining UBS, her background includes roles at the University of Texas at Austin, CS Disco, and Breakthrough Central Texas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and discretionary portfolio management.

Patrick Healey is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. Outside of his advisory role, he serves as president of the Chestnut Estates HOA in Sammamish, Washington. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jordan Price is a financial advisor with LPL Financial based in Tukwila, WA, holding a Series 66 credential and bringing one year of industry experience. His prior roles include positions at BECU Investment Services, DML Capital, and KeyBank. Outside of finance, he has served as a national assistant referee for the US Soccer Referee Federation since 2015. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a diverse range of advisory services and utilizes various investment strategies and technology tools to support its network of over 22,800 advisors.

Kerry Wate is a financial advisor at Ameriprise with 21 years of industry experience. He holds the CFA® designation along with Series 63, 65, and 66 licenses. Prior to joining Ameriprise in 2019, he worked at Bank of America and Merrill from 2013 to 2019. Outside of advising, he is involved in managing a real estate development and management business. Ameriprise offers a retirement-income planning service targeted at clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Brigitte Lembo is a financial advisor with RBC Capital Markets holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and offers access to both in-house and third-party investment managers.

Heather Gordon is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. 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, pension plans, corporations, and charitable organizations.

Katherine Hohimer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various roles within public school districts from 2011 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Jill Poppe Loveall is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2009. She holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.