Benjamin Chen is a financial advisor at LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Northwestern Mutual and Equitable, as well as a background in mortgage services with Homelink Mortgage Inc. Outside the financial industry, he has been involved with So Tasty Corp and the Bellevue Badminton Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Quillow Blackwell is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and three years of industry experience. He has been with Wells Fargo Clearing since 2023 and has been affiliated with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to guide investment decisions, offering both discretionary and non-discretionary retirement plan services.

Jacob Watkins is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and is also employed with J.P. Morgan Chase Bank. Outside of his advisory role, he works as a security and bartender at Fremont Dock Sports Bar and Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients maintaining final decision-making authority.

Eoghan Shields is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Seattle, Washington. He has five years of industry experience, all with JPMorgan Chase and its affiliated entities since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence to develop model asset allocations, with implementation and certain portfolio services offered by affiliated investment-management entities.

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 credentials and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with various investment approaches and technology tools.

Zachary Joss is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. He has worked at Merrill since 2022 and is also affiliated with Bank of America. Outside of finance, he has experience in small business operations, including time at Delfino's Chicago Style Pizza. 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 tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Cina is a Series 66 licensed financial advisor with one year of industry experience. He is currently affiliated with J.P. Morgan Securities and has previous experience at Zevenbergen Capital Investments and KPMG. Cina’s background includes diverse roles across financial services and corporate sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

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 with UBS Financial Services in Seattle, WA. She holds Series 63 and Series 66 licenses and has 25 years of industry experience, including 21 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Natalie Garcia is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Seattle, WA, bringing three years of industry experience. Prior to joining Baird, her background includes roles in home loans and hospitality operations. Outside of advising, she works as a bartender at Collins Pub in Seattle. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by ongoing research and internal tools.

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 at Wells Fargo Clearing with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at institutions including JPMorgan Chase Bank and Bank of America. Outside of finance, he owns and manages a video production and content creation business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory and financial planning services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

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 with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2020 and previously held positions at Ann Taylor Inc., American Eagle Outfitters Inc., and J Crew. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Nancy Urbina is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation and five years of experience at Baird. Her background includes roles outside finance such as working at La Villa Mexican Restaurant and teaching at La Salle High School. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through private wealth management, offering financial planning, portfolio management, and custody services. The firm employs a blend of manager-traded and model-traded strategies, tax management, and internal research, supporting approximately $394 billion in assets under management as of December 31, 2025.

Dylan Whitcraft is a financial advisor with LPL Financial holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, Capstone Financial, and First Command. He currently offers investment products and services through LPL Financial using the trade name BECU Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by extensive technology and offers both discretionary and non-discretionary investment strategies.

Gregory Olson is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2012 and holds a Series 66 designation. Based in Seattle, WA, Olson has spent over a decade serving clients through a leading global financial institution. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to customize client strategies.