Conner Elliott is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Costco Wholesale Corporation and Washington State University. Elliott is also employed at Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations delivered in partnership with its financial advisors.

Matthew Hughey is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Charles Schwab and Charles Schwab Bank, and he served in the United States Marine Corps Reserves for 10 years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research to support tailored client strategies.

Beau Voutour is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at QBSI-Xerox for eleven years. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Alexander Lopez is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to joining UBS, he spent three years at PHH Mortgage. 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, offering a broad platform of capital markets solutions alongside its advisory network.

Anthony Rugnetta is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, 49 Wealth Management, and Compass. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Dorian Broadus is a financial advisor with Thrivent Investment Management in Bellevue, WA. He holds a Series 66 credential and has been with Thrivent and its affiliated entities since 2025. Prior to his financial services role, he was involved in youth and amateur sports organizations, including serving as a field manager and professional official for Top Tier Sports and as a professional umpire for Umpire Northwest LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses without portfolio management or discretionary trading authority. The firm’s approach includes comprehensive planning on a variety of topics and an optional managed-account program under a consolidated billing arrangement.

Claire Horton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory work, she volunteers as a host for the YMCA of Seattle's Homes Program, providing housing support to young people seeking long-term accommodation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Mercedes Rodrigues is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she co-owns a rental property in Las Vegas with her spouse. 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 investment process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Baker is a financial advisor with Edward Jones in Renton, WA. He holds a Series 66 designation and joined Edward Jones in 2025 after a 32-year career at Quality Food Centers. Outside of his advisory role, he is involved in rental property maintenance in Edmond, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of advisors and branch offices.

David Rockey is a financial advisor with Cetera who holds Series 63 and Series 66 registrations and has 34 years of industry experience. He has worked with Cetera and its affiliates since 2018, including roles at First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Mikkel Louie is Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he focuses on helping affluent families develop and execute personalized wealth strategies aimed at growth, preservation, and transfer of wealth. He leads a team that coordinates with specialists to address clients' financial goals comprehensively. Mikkel has over 20 years of experience in the financial services industry, having held various positions at Fidelity Investments since 2000, including Vice President roles in Wealth Management and Regional Planning Consulting. He is a Certified Financial Planner™ and holds a California Insurance License. Outside of his professional work, Mikkel enjoys cooking and baking, fishing, hiking, and solving puzzles.

Dana Duke Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

April Wilson is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Osaic since 2020. She previously worked for Penn Mutual Insurance Company and Hornor Townsend & Kent Inc. from 2006 to 2020. Outside of her advisory role, Wilson is involved in insurance brokerage activities and manages rental properties in Washington and Hawaii. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and a variety of investment products to build portfolios, with discretionary and non-discretionary management options.

Henry Martin is a Financial Advisor with Merrill Lynch Wealth Management, providing comprehensive financial strategies tailored to the unique needs of his clients. He partners with individuals to define their goals and develop portfolio strategies designed to help them navigate complex financial challenges. Henry offers ongoing advice and adapts financial plans as clients’ situations evolve, supporting priorities such as retirement, education planning, legacy planning, tax minimization, and managing new wealth. With experience working with clients at every life stage, Henry helps optimize employer compensation for professionals in industries like technology and assists in planning the timing of retirement. His approach focuses on delivering clear, actionable advice to simplify the financial decision-making process, allowing clients to concentrate on what matters most while feeling confident they are on track to achieve their goals. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a bachelor's degree from Washington State University. Outside of his professional work, Henry’s personal interests include cooking, fishing, football, golfing, hunting, pickleball, running marathons, scuba diving, skiing, and traveling. His philosophy centers on helping clients uncover what matters to them and their families to create strategies that pursue their financial objectives.

Olive Siau New Goh is a CFA® charterholder and holds a Series 66 license, with 17 years of industry experience. She currently works at J.P. Morgan Securities, where she has been employed since 2023, and previously spent nine years at Citigroup Global Markets. 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 an ESG eligibility framework to inform its recommendations.

Elizabeth Hawley is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she actively manages a rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, utilizing both in-house and third-party managers and providing comprehensive financial planning, portfolio management, and brokerage services.

Daniel Slattery is a financial advisor at UBS Financial Services in Seattle, WA, with 10 years of industry experience. He holds the Series 66 designation and has been with UBS Financial Services since 2015. 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 and provides a broad range of capital markets solutions.

Robert Black is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Merrill since 2006 and Bank of America since 2015. Outside of advising, he serves as an officer for the Bainbridge Ballet Performance Group, a local nonprofit supporting ballet performances and managing board operations. 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, pension plans, corporations, and charitable organizations.

Lori Arnevick is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She provides wealth management services to select individuals, families, and executives, delivering customized financial strategies for retirement planning, investment management, wealth transfer, lending, and personalized banking services through Bank of America, N.A. Lori is a qualified Portfolio Manager who builds and manages personalized strategies, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She manages these strategies on a discretionary basis through the firm's Investment Advisory Program. Lori began her career in financial services in 1990 and has over 30 years of experience. She holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning Institutes Corp. In addition, she has the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Kentridge High School. Lori focuses on areas including executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. Outside of her professional work, Lori enjoys gardening, golfing, and spending time with her family. She is also involved with local charities.

Brien Mc Hugh is a Series 66-credentialed financial advisor with Morgan Stanley in Seattle, WA, where he has worked for nine years. His tenure includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured discovery processes and planning tools to develop client plans.