Benjamin Pawlak is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Morgan Stanley, and Northwestern Mutual, as well as experience in high school education at Roosevelt High School. He currently works at LPL Financial and Emerald Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by in-house and third-party research.

Tessa Wood is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and 22 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent three years with Morgan Stanley. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and other institutional clients. The group offers tailored consulting and portfolio services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Benjamin Chen is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual and Equitable. Outside of financial services, he has been involved with So Tasty Corp and the Bellevue Badminton Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Quillow Blackwell is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses. He has three years of industry experience and has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates with over 14,000 financial advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Trevor Williams is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked in education and automotive sectors, including positions at Sultan School District, AutoNation, the University of Washington, and Everett Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Jacob Watkins is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and concurrently with J.P. Morgan Chase Bank since 2010. Outside of his advisory work, he is involved in the hospitality industry as a security and bartender at Fremont Dock Sports Bar and Grill. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates on a non-discretionary basis, combining institutional advisory capabilities with brokerage, distribution, and investment management functions.

Eoghan Shields is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Jason Emerson is a financial advisor at Edward Jones in Manchester, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he served with the City of Tacoma Fire Department and the Shoreline Fire Department and was involved with First In Training and Education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

James Navone is a financial advisor with Ameriprise in Seattle, WA, holding a Series 63 designation and bringing 43 years of industry experience. He has worked at Ameriprise and its predecessor entity since 2005. Outside of his advisory role, he has ownership in Elliott Suites LLC, a business related to real estate leasing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored planning and recommendations focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Patrick Burns is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Zachary Joss is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His career background includes roles at Bank of America and several other diverse companies. He also had a brief involvement with Delfino's Chicago Style Pizza. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Cina is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Zevenbergen Capital Investments and KPMG. J.P. Morgan Securities 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 in their investment approach.

Thomas Drouin is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2010. Prior to his current role, he has spent over a decade within the same firm. Outside of his advisory work, he occasionally works as an Uber driver. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing research-driven, algorithm-supported recommendations tailored by a centralized retirement-income consulting team.

Shelley Pearce is a financial advisor with Robert Baird & Co. in Kenmore, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she is a landlord of a rental property. Robert Baird & Co.’s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations, providing tailored consulting and portfolio management services through a range of strategies and investment vehicles.

Klaudia Olkowski is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2005 and holds the Series 63 and Series 66 licenses. 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 research and model-based asset allocations to tailor plans according to client goals and risk tolerances.

Natalie Garcia is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Baird in 2023, she held various roles in hospitality and home loans. Outside of finance, she works as a bartender at Collins Pub in Seattle. Baird's DDK Group, where Garcia advises clients, serves individuals, families, pensions, corporations, and institutional clients, providing customized financial planning and portfolio management through a combination of in-house and third-party managers.

Ryan Steen Muscat is a financial advisor with Fidelity and holds the Series 66 designation. He has one year of industry experience, including work with Fidelity Investments since 2024. Outside of finance, he operates a tour guide service based in Missoula, Montana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an adviser to multiple registered funds.

Keroles Azer is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Wells Fargo, JPMorgan Chase, and Bank of America, and maintains an independent video production and content creation business. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Isaac Lleras is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at JP Morgan Securities and Ameriprise Financial Services. 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.

Tran Cao is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Merrill in 2020, Tran worked in retail at Ann Taylor Inc, American Eagle Outfitters Inc., and J Crew. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.