Dawn Williams is a financial advisor at Ameriprise with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2009. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Rodney Tameno is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding a Series 66 designation and six years of industry experience. His career includes roles at Wells Fargo Clearing and National Securities Corporation, with nearly a decade at VFinance Investments. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to deliver customized recommendations, integrating advisory services with other financial products and referral channels.

John Coeuille is a financial advisor with Edward Jones in Bellevue, WA, holding Series 63, Series 65, and Series 66 licenses and 22 years of industry experience. He has worked at Edward Jones since 2017, with prior roles at CUSO Financial Services and Prudential Investment Management Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Shawn Contento is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 23 years. Outside of his advisory role, he participates in fundraising activities as a member of ESA/Omicron, a club supporting St. Jude’s Hospital, multiple sclerosis causes, and military families during the holiday season. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools like asset-allocation models and automated rebalancing to manage portfolios across a range of investment types.

Cherise Briggs Hand is a Series 66-licensed advisor with Equitable Advisors, based in Bellevue, WA. She joined Equitable Advisors in 2025 and has one year of industry experience. Outside of financial advising, she works as a yoga instructor at several YogaSix locations and has experience in the hospitality and service industries. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Benjamin Bear is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He worked at Pruco Securities, LLC from 2000 to 2024 before joining LPL Enterprise. Bear serves on the board of the National Association of Insurance & Financial Advisors, overseeing one of the four regions in Washington State and participating in member recruitment and event organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program, alongside affiliated insurance and trust services.

Rachel Knight is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and bringing 26 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc., various insurance carriers, and several nonprofit foundations. She serves as secretary on the board of the Sundance Glen Homeowners Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies.

Sharona Chandra is Vice President and Wealth Planner at Fidelity Investments. In this role, she assists clients and their families in navigating significant financial decisions throughout various life stages. She collaborates closely with clients to understand their values, aspirations, and priorities, co-creating financial plans aimed at wealth accumulation, retirement readiness, wealth transfer, and legacy planning. Sharona began her career as a Private Client Banker at JP Morgan Chase from 2019 to 2023. She then held several positions within Fidelity Investments, progressing from Investment Consultant (2023-2024) to Financial Consultant (2024-2026), before assuming her current role in 2026. Her expertise spans wealth planning and investment consulting. Outside of her professional pursuits, Sharona has interests in art, cooking and baking, hiking, painting, and traveling.

Emily Bahr is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 22 years of industry experience. She previously worked at Foresters Financial Services and Foresters Advisory Services before joining Cetera in 2019. Outside of her advisory role, she serves as vice president of the Hilltop Elementary PTSA, secretary for the Ashbrooke Homeowners Association, and treasurer for the Brier Terrace Middle School PTSA. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.

Eileen Days is a Wealth Management Advisor and co-founder of Chan Days Wealth Management, a mother-daughter team based in Bellevue, Washington. She works closely with executives, medical professionals, and privately-held business owners to provide tailored financial strategies, in-depth advice and guidance, and dedicated service. Within her team, Eileen leads business management and focuses on advancing an optimal client experience. She has expertise in investment evaluation, insurance selection, client relationship management, and connecting clients to resources and specialists across the Bank of America enterprise. Eileen has been a Wealth Management Advisor with Merrill Lynch Wealth Management since 2008 and began her career with Bank of America in 2002. She has held leadership roles including Sales Manager of the Merrill Evergreen Market and Resident Director of the Federal Way Merrill Lynch Wealth Management office. She holds a Bachelor's Degree from Bastyr University and the Chartered Financial Consultant (ChFC) designation. As a qualified Portfolio Manager, she can build and manage personalized or defined investment strategies for clients. In addition to her professional responsibilities, Eileen is active in the community, serving on the boards of the Bellevue Boys & Girls Club and South Seattle College Foundation. She also volunteers with Bank of America’s local Community Volunteer Group and participates in the bank’s employee networks. Outside of work, she enjoys spending time with her family, engaging in arts and crafts, playing games, and coordinating extracurricular activities for her three children.

Chad Garr is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he holds a 50% ownership in KIOKE LLC, a company involved with farmland leased for grazing and farming. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

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.

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.

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.

Shuzhen Xu is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation. Xu has over eight years of experience in banking and financial services, with prior roles at Cathay Bank, ICBC USA, N.A., and East West Bank. 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 supported by structured discovery conversations and firm-approved planning tools.

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.