Michael Okinaka is a CFP® with 12 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also an independent insurance agent representing various insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by research and model portfolios.

Robert Eiford Jr. is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities since 2012. Prior to this, he was involved with the Robert S. Eiford and Susanne Eiford Family Partnership, LLC for 11 years. J.P. Morgan Securities 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Chelea Lawrence is a CFP® with 16 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

John Seibly is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Stifel in Bellevue, WA, where he has worked since 2022. Prior to Stifel, he was employed at Russell Investments and Deloitte & Touche LLP. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Kendal Young is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, he held roles at DoorDash, Bbot, Europe Express, and GR Golf Performance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and research from its Chief Investment Office and Global Research teams to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Ryan Griffin is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and with nine years of industry experience. His career includes roles at Bank of America, Merrill, and Morgan Stanley, spanning various advisory and private banking positions since 2016. 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.

Meenakshi Sharma is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2017 and has worked at Wells Fargo Bank NA since 2010. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alex Carter is a CFP® with 13 years of industry experience currently affiliated with LPL Financial. He previously worked at Cadaret, Grant & Co., Inc. for 10 years and maintains a role at SC Financial Group, LLC, where he has been active for 16 years. Outside of his advisory work, he operates a separate business entity, Alex Carter LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Ying Hu is a financial advisor at J.P. Morgan Securities with nine years of industry experience. Her prior roles include positions at Bank of America, Merrill, Pruco Securities LLC, and The Prudential Insurance Company of America. She holds Series 63 and Series 65 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Julia James is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she worked at Lululemon for two years and has experience in childcare services. Julia studied at the University of Washington from 2016 to 2020. 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 integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Hannah Grossblatt is a CFP® with six years of industry experience, currently with RBC Capital Markets. She previously worked at UBS Financial Services and City National Bank. Grossblatt serves on the Board of Directors for the Bellevue Chamber of Commerce and acts as a UBS relationship manager for the Seattle Chamber of Commerce. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized portfolios and a range of advisory programs that include discretionary and non-discretionary management, financial planning, and brokerage services.

Leanne Plancic is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2008, previously working under AXA Advisors during that time. Plancic is a member of the Greater Seattle Business Association’s LGBTQ+ Business Community. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizons.

Heather Roy is a Series 66 licensed financial advisor with Morgan Stanley in Seattle, WA, and has four years of industry experience. Prior to her advisory role, she worked at RoundGlass LLC and practiced law at her own firm, the Law Office of Heather M. Roy, for thirteen years. She is also Vice President and Secretary of a family-owned business, Royal Cedars Limited, which is involved in passive income related to her spouse’s employment. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services through financial advisors and specialized planning groups.

Michael Copelan is a financial advisor at Merrill Lynch Wealth Management who works primarily with high net worth individuals and families, typically with a net worth between $3 million and $10 million. He focuses on providing comprehensive and coordinated financial strategies that incorporate wealth management, tax efficiency, estate planning, banking, and lending services through Bank of America, N.A. Michael emphasizes building trust, simplicity, and long-term vision in his client relationships to help them align their wealth with their goals. With over nine years of experience in financial services, Michael supports clients who are often business owners, executives, or professionals managing various financial priorities including retirement planning, real estate, equity compensation, and multigenerational wealth transfer. His practice is centered on proactive and personalized financial planning, assisting clients to simplify complexity and make confident decisions for generational wealth preservation. Michael holds a Bachelor's degree from Berry College and is a CERTIFIED FINANCIAL PLANNER (CFP), as well as holding designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He lives on the Olympic Peninsula with his wife and three children and is involved in community activities such as the Bainbridge Book Festival, Jefferson County Soccer Club, Port Townsend Film Festival, and Port Townsend Friends of the Library.

Carson Small is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting high achieving individuals and families with complex wealth situations. His expertise includes navigating liquidity events, managing concentrated equity positions, orchestrating multigenerational wealth transfers, and implementing advanced investment strategies. Carson combines institutional-level resources with the personalized attention characteristic of a boutique practice. He employs a holistic approach that helps clients clarify their priorities, prepare for complexity, and develop purposeful, long-term strategies. Central to his practice is a disciplined portfolio design informed by a thoughtful and structured discovery process centered on each client's values and goals. Carson holds professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Carson earned a Bachelor's Degree from Washington State University. Outside of his professional work, he enjoys spending time outdoors, particularly fly fishing, hiking, and skiing, activities that reflect the patience and discipline he brings to his financial advisory role.

Jennifer Heise is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Terra Plata. Outside of finance, she has experience in environmental management and the restaurant industry. 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 solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Rebbie Thomas is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 66 designations and 24 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Banc of America Investment Services, Inc. Thomas serves as treasurer for the Bainbridge Booster Club Cheer Boosters. 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 incorporates modern portfolio theory, with a broad investment menu that includes insurance-related products and bank deposit sweep options.

Yashi Poole is a Financial Advisor with Merrill Lynch Wealth Management, supporting clients in managing and growing their wealth since 2022. She focuses on creating personalized strategies that align with clients' values, priorities, and long-term vision, offering expertise in areas such as college education planning, equity compensation services, legacy planning, liquidity management, philanthropic planning, small business strategies, and tax minimization. With four years of experience in the financial services industry, Yashi combines technical knowledge and real-world understanding to provide clarity, discretion, and collaborative relationships throughout every stage of her clients' financial lives. Her approach emphasizes empathy and discernment, recognizing the influence of financial decisions across generations and aiming to help clients move forward with confidence. Yashi holds a Master of Business Administration (MBA) from Louisiana State University in Shreveport and a Bachelor's Degree from the University of Phoenix. She is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Her personal interests include badminton, billiards, cooking, fishing, hiking, reading, soccer, tennis, writing, and yoga.

Joshua Nierenberg is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Cafe Ume, Jain Fulfillment LLC, Sharetea, and Jimmy Johns. Outside of finance, he has entrepreneurial experience with Jain Fulfillment LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

David Richardson is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Richardson manages two websites focused on art and faith events through his ownership of Eventsfy, LLC and Jesus Live LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.