John Rial is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with a select group of entrepreneurs, affluent owners of private and pre-IPO businesses, C-suite executives, and families to develop individualized wealth management and liability management strategies. John is a qualified Portfolio Manager who manages personalized or defined investment strategies that can include individual stocks and bonds, model portfolios, and third-party investment options, often on a discretionary basis. He also oversees equity portfolio management, securities and restricted stock trading, as well as concentrated stock hedging and monetization strategies for his team. John has been serving clients since 1995 and focuses on areas such as college education planning, family wealth management strategies, and managing new wealth. He leads the Foreman Rial Group, delivering comprehensive wealth planning and asset management solutions supported by global institutional research and pricing. His team emphasizes providing a boutique level of guidance to meet the needs of fast-moving, elite clients, helping reduce their financial life risk and supporting their pursuit of new ventures. A Pittsburgh native, John earned his Bachelor of Science degree from Pennsylvania State University. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds several FINRA registrations, including Series 7, 9, 10, 31, 63, and 65. Prior to his financial career, John served on active duty in the U.S. Navy with distinction in Operations Desert Shield, Desert Storm, and Noble Eagle, completing multiple commanding officer tours as a senior naval officer. He is involved with Opportunity International and The Bear Creek School. John’s personal interests include golfing, ice hockey, and tennis.

Brent Soloway is a financial advisor with Raymond James Financial in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 33 years of industry experience and has been with Raymond James since 2013. In addition to his advisory role, he provides equity analysis and education for new advisors through Mainspring Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable focus on municipal and public finance through its affiliation with a municipal advisor.

Neil Bonn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads a boutique-style team within a global bank that delivers Wealth Planning, Investment Advisory Services, and Personal Banking, with banking services provided through Bank of America, N.A. His team focuses on serving ultra high-net-worth corporate executives, families, business owners, and non-profit organizations. Neil and his team have expertise in managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. They collaborate closely with clients’ attorneys, accountants, and other advisors to align financial and legacy strategies. Neil’s areas of focus include executive compensation, equity compensation services, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, investment strategy, tax minimization, and retirement income. He holds a Bachelor of Science degree in Economics from Central Washington University and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Neil enjoys boating, golfing, hiking, skiing, tennis, and spending time with his family.

Jacob Wendover is a Series 66-licensed advisor at Fidelity with one year of industry experience. His prior work includes roles at Thinking People Consulting, Jimmy Johns, Kenmore Air LLC, and Village Wines. He also has experience in education and service positions at Boise State University, several schools, and Door Dash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

David Aramaki is a financial advisor with Ameriprise in Newcastle, WA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he engages in photography for a local public school district. Ameriprise offers a retirement-income planning service focused on clients with substantial investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools and advisory oversight to tailor plans primarily for assets held in Ameriprise-managed accounts.

Stephen Webb is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with 16 years of industry experience. He has worked at Equitable Advisors since 2009 and was previously associated with AXA Advisors, LLC. Outside of his advisory role, he is involved with Cascade Wealth Strategies, LLC. Equitable Advisors serves individuals across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes third-party managers and proprietary tools to deliver customized investment solutions.

Brian Doughty is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and LPL Financial. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jennifer Talbot is a CFP® and holds a Series 66 license with 11 years of experience in the financial advisory industry. She has been with Edward Jones since 2015, working out of the Redmond, WA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Barrett is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMORGAN Chase Bank, N.A. and Edward Jones. Barrett is based in Sammamish, Washington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Ashley Gardner is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Merrill since 2018 and previously held roles at Wells Fargo Clearing and various other organizations. Outside of her advisory work, Gardner is involved in multiple business activities, including running an online sales business and functioning as a part-time caregiver for a state health program. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Cooney is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including First Tech Federal Credit Union and CUSO Financial Services. Based in Kirkland, WA, he has been associated with Raymond James and Addison Avenue Investments since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools to align with client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kristine Nelson is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation with one year of industry experience. She was self-employed for 15 years prior to joining Edward Jones in 2025. 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 large network of financial advisors and branch offices nationwide.

Jon Petersen is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes proprietary research while acting as a broker-dealer, investment adviser, and futures commission merchant.

John Hall is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2003, initially working in institutional money management with Fidelity Investments. He later gained experience in the wholesale mortgage sector before focusing on private family wealth management starting in 2007 at Morgan Stanley. John works with business owners, retirees, non-profit organizations, and corporate executives, providing personalized financial strategies to support clients’ long-term goals. John holds a Bachelor’s degree in Communications from the University of Colorado at Boulder. He is a Personal Investment Advisor (PIA) and holds the title of Senior Vice President within Merrill Lynch Wealth Management. Beyond his professional work, John has served on the board of directors for the non-profit organization Cancer Research and Biostatistics and has participated in community-building efforts such as constructing homes in Haiti following the earthquakes. He also volunteers locally, reflecting his commitment to community involvement.

Ha Tran is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and several real estate and mortgage firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Connor Girard is a Financial Consultant at Fidelity Investments, where he works closely with local clients to assist them in reaching their financial goals through education and planning. His approach focuses on helping clients understand their portfolios and the steps necessary to plan for both short- and long-term objectives. Connor utilizes the tools and resources offered by Fidelity to support his clients effectively. He joined Fidelity Investments in 2023 and has held multiple roles within the company, including Customer Relationship Advocate, Relationship Manager, and Investment Consultant, before assuming his current position. This progression reflects his growing experience and expertise in financial consulting. Outside of his professional responsibilities, Connor enjoys activities such as visiting the beach, camping, attending concerts, hiking, exploring different foods as a foodie, and spending time with pets.

Kristoffer Marshall is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill Lynch since 2011. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Robert Schultz is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Granite Falls Premier Real Estate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports a wide network of advisors through various investment programs and specialized municipal and retirement plan services.

Kyler Kedroske is a financial advisor at OSAIC with seven years of industry experience and holds the Series 66 designation. His prior experience includes roles at Hornor, Townsend, & Kent, LLC, Penn Mutual Life Insurance Company, and Concordia University Portland. He is also involved as an insurance producer with Pacific Capital Resource Group, evaluating insurance products for clients. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across various programs, including financial planning and advisor-managed portfolios. The firm utilizes a model-based investment process with multiple custodial and legacy account arrangements, supporting both discretionary and third-party manager strategies.

Julian Mcmahon is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 credential and has worked at Royal Alliance, Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and evo. Outside of advising, he serves as president of a local BNI networking group and participates in a specialized financial advisor team focused on divorce planning. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management across multiple programs and platforms.