Naima Rasheed is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 66 designation and has previously worked at Mathnasium and First Hill Trust Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Anthony Soh is a CFP® and ChFC® with 19 years of industry experience. He is currently with OSAIC and has previously worked at Royal Alliance, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. Outside of his primary advisory role, he provides advisor education on life insurance and annuity products through Advisory Resource Group, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across a range of investment types.

Adair Hawkins is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for 14 years at Redmond Signature Dentistry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offers a range of advisory programs, investment strategies, and affiliated financial services.

James Watson is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Pruco Securities, LLC and through his own firm, Watson Watson Financial Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Ezra Altaras is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James Financial. Prior to joining Raymond James in 2020, he spent 12 years with Wells Fargo Advisors. He is also the owner and CEO of Altaras Financial Group LLC, an independent financial services firm affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support through a broad range of account types and an extensive affiliate network.

James Butler is a CFP® professional with 28 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2013. Outside of his role at the firm, he serves as co-trustee for the Butler Wealth Management, LLC 401(k) plan and holds various personal fiduciary responsibilities, including acting as personal representative and trustee for family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Michael Foody is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He has held previous roles at City National Bank, RBC Capital Markets, and Wells Fargo in various capacities. He serves on the advisory board of Treehouse, a nonprofit organization supporting youth in foster care. The DDK Group, part of Baird’s Private Wealth Management department, provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of strategies including separately managed accounts and overlays, supported by internal research and model-driven management, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Juliana Gunawan Lee is a financial advisor at RBC Capital Markets with 26 years of industry experience. She has been with RBC Capital Markets LLC since 2008 and holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Jeremy Hoffman is a financial advisor with Ameriprise in Bonney Lake, WA, holding a Series 66 designation and 10 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015 and is also associated with Heritage Wealth Advisors. Outside of his advisory role, he is an investment specialist with Scannell LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Gary Ovsak is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 66 designations and 26 years of industry experience. His previous roles include positions at Cetera Advisor Networks LLC, Beverly McConaghy, Northwest Advisor Group, and Planmember Securities Corporation, as well as 15 years as a self-employed advisor. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Cara Saunto is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

Mark Pederson is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management, based in the Bellevue office. He serves as an Investment Advisory Program Portfolio Manager, specializing in designing and managing personalized or defined investment strategies on a discretionary basis. These strategies may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. Mark's expertise covers a broad range of financial planning and wealth management services, including portfolio management with an emphasis on dividend-growth and income-producing investments, tax minimization, retirement income planning, and socially responsible investing. He has experience managing the private wealth of affluent individuals and senior corporate executives, offering guidance on complex areas such as 401(k) and IRA strategies, estate planning, and executive trading plans. He holds a Bachelor of Science degree from the University of Washington and a Master's degree from Colorado State University. Mark maintains a commitment to community involvement through volunteer work. In his personal time, he enjoys music, reading, and spending time with his family.

Aubrey Rosenthal is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill and First Republic Investment Management. Rosenthal is currently based in Bellevue, WA. 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 combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Eric Gudmundson is a Series 66 credentialed financial advisor with 23 years of industry experience. He is currently affiliated with LPL Enterprise and has held roles at Prudential Insurance Company of America, Pruco Securities, Park Avenue Securities, Guardian Life Insurance Company, Pleasant Financial, Inc., and Allstate Insurance Co. Outside of his advisory work, he owns Pleasant Financial, Inc., a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.

Tyler De Brock is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation. His prior work includes a role at Hilltop Securities Inc. and time spent at the University of Washington. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocation and research to tailor plans according to clients’ goals and risk tolerances. The firm provides a broad range of services including fee-based financial planning, discretionary portfolio management, and capital markets operations.

Darby Jones is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and global resources.

Gavin Schumaker is a financial advisor with Wells Fargo Advisors in Mercer Island, WA, holding Series 65 and Series 63 credentials and seven years of industry experience. Before joining Wells Fargo Advisors in 2023, he worked at LPL Financial and E.K. Riley Investments, LLC. He is a 50% owner of Outdoor Trading Post LLC, a business unrelated to 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 including niche services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels, delivering tailored recommendations through Wells Fargo’s research and planning tools.

Jon Roelofs is a CFP®-designated financial advisor with Edward Jones in Maple Valley, WA, holding 19 years of industry experience. He has been with Edward Jones since 2006. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors.

Aaron Easter is a financial advisor at Edward Jones with 21 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Boris Zrnic is a financial advisor with Equitable Advisors in Tukwila, WA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Merrill, Fidelity Investments, Edward Jones, JPMorgan Chase, and Bank of America. Outside of finance, he is the owner of Boka Fragrance LLC, a perfume business based in Port Orchard, WA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that includes advisory and brokerage channels, tailoring services based on clients’ goals, risk tolerance, and time horizon.