Amy Kerr is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2010 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Mason Lawrence is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has worked at firms including D.A. Davidson & Co., Pacific Capital Resource Group, and E.K. Riley Investments. His career also includes several years dedicated to full-time education between 2011 and 2021. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions, model-based asset allocations, and global research to tailor plans to clients’ goals and risk tolerances.

Janice Abides is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 12 years of industry experience. She has worked with Fidelity Investments since 2021, having previously been with UnionBanc Investment Services and HSBC Bank USA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple funds, and use of AI in investment research.

Margaret Hoy is a CFA® charterholder with Series 63 and Series 65 licenses, currently serving as a financial advisor at Edward Jones in Seattle, WA. She has four years of industry experience, including six years at Versus Investments and ongoing involvement with Global Alternative Investment Services, Inc. Outside of her advisory role, she operates an art store on Etsy as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Michael Hatch is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Bank of America and Citibank. Based in Seattle, WA, he joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Ava Doney is a Financial Advisor with Merrill Lynch Wealth Management. She works with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Ava provides resources for investing, retirement planning, and saving for unexpected events, and connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Ava specializes in comprehensive wealth planning, focusing on family wealth management strategies, women and wealth, and clients in sports and entertainment. She serves motivated clients including women, tech professionals, and Seattle locals. Ava holds a Bachelor's Degree in Finance with a minor in Sports Management from Washington State University. She began her career as a summer analyst at Bank of America Merrill and has continued with the firm as a financial advisor. Her professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional role, Ava is involved with the community organization Fight CRC. Her personal interests include boating, cooking, golfing, running marathons, skiing, spending time with family, traveling, and practicing yoga.

Ryan Grimmer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James, he worked at Zack Rosenbloom and Associates, PC for eight years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through a broad advisor network and affiliated advisory firms.

Amish Giri is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019 in various roles including Financial Consultant and Investment Consultant. He assists high net-worth individuals and families with comprehensive financial planning, focusing on tax efficient investing, investment strategies, risk management, and legacy planning considerations. Amish emphasizes staying informed about financial markets and effective communication to ensure client strategies align with their goals. His professional experience includes positions such as Relationship Manager and Investment Solutions Representative at Fidelity Investments, as well as earlier roles at Brown Brothers Harriman and Bank of New Hampshire. Amish holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, Amish enjoys board games, scuba diving, snowboarding, tennis, and volunteering.

Ella Apalisok is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with 21 years of industry experience. She has worked at UBS since 2009, following prior roles at Merrill and Ameriprise. 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 combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

James Toepel is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in a variety of client focus areas including college education planning, institutional investment consulting, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. James holds a Bachelor's Degree from the University of Washington and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in basketball, tennis, and traveling.

Daniel Tam is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include extensive tenure at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory activities, he is the owner of TAMFAM LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and incorporates model portfolios, third-party management, and customized strategies.

James Rice is a financial advisor at Morgan Stanley in Bellevue, WA, holding Series 63 and Series 66 designations with 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

John Thackray is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Equitable Advisors since 2020. Outside of his advisory work, he is associated with Retirement Path Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and uses both firm-offered and third-party advisory programs.

Lori Wiegand is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 credentials and has 32 years of industry experience. She has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2011. Wiegand serves as a board member for a local homeowners association, contributing to community asset and financial management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Lawrence Rude is a financial advisor with Edward Jones in Bellevue, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he teaches emergency management courses for the Department of Homeland Security and serves on the Board of Trustees for Valley Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, operating under a fiduciary standard with over $1 trillion in assets under management.

Mekenzie Jones is a Financial Consultant currently working at Fidelity Investments. In this role, she partners with clients to develop and implement financial plans aimed at helping them achieve their financial goals. Mekenzie joined Fidelity Investments in 2022 as a Planning Consultant and was promoted to Financial Consultant in 2023. Prior to that, she worked as a Financial Advisor at Edward Jones from 2019 to 2022. Her professional experience spans several years in financial advisory roles, focusing on client-centered financial planning and consultation. Mekenzie's approach involves collaborating closely with clients to support their financial objectives. Outside of her professional career, Mekenzie enjoys family activities, fitness, outdoor adventures, and parenthood.

Richard Lawrence is a financial advisor at LPL Financial with 27 years of industry experience. He has held positions at Ek Riley Investments, LLC, First Allied Securities, Inc., and Ragen Mackenzie Investment Services, LLC prior to joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Nathan Day is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity Investments since 2007, progressing through various positions including Financial Consultant, Investments Representative, Private Client Specialist, Financial Representative, and Retirement Services Specialist. Nathan partners with his clients to create and implement financial plans aimed at building and maintaining their wealth with confidence. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Nathan enjoys boating, family activities, fitness, motorcycles, movies, and snowboarding.

Lauree Harrison is a CFP® with 14 years of industry experience, currently affiliated with Cetera. She has worked at Cetera Wealth Services, LLC since 2013 and is also the owner of Cascade Guided Wealth LLC, a financial services business. Outside of financial advising, she contracts as a marketing assistant for a real estate agent in Seattle. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting a range of program structures and custodial relationships.

Lars Thorne Thomsen is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to his current role, he held various short-term positions including involvement with soccer camps and associations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives capabilities.