Danielle Zinck is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has worked at Merrill since 2021 and has prior experience in event catering and construction. Outside of her advisory role, she is also employed as a caterer for Green Apple Events and Catering. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations with model-based and discretionary investment strategies.

Stephanie Mochan is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to that, she was associated with Richard Stewart for a total of 15 years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Tyler Neal is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Austen Wilson is a Series 66-licensed financial advisor with Thrivent Investment Management in Bellevue, WA, where he has worked for 10 years. His career has been exclusively with Thrivent Financial and its affiliated investment management firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and written recommendations on a wide range of planning topics. The firm’s approach separates planning from managed-account services, with reviews typically conducted annually.

Alexander Gust is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 66 designation and previously worked at Baird Private Wealth Management and the United States Postal Service. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm delivers these services through a centralized consulting team and integrates algorithmic automation alongside expert oversight in its planning process.

Wasian Wowor is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill and Bank of America in 2020, he worked at KOL LLC and Panen LLC. He also has experience at the City University of Seattle. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and various institutional investors.

Brent Soloway is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Since 2013, he has been affiliated with Raymond James Financial Services Advisors and provides analysis of individual equities and education for new advisors through his role at Mainspring Wealth Advisors. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and government entities. The firm provides tailored, non-discretionary advisory services and maintains a notable focus on municipal and public finance, supported by a broad affiliate network and dedicated programs for small business retirement plans.

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.

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.

Dylan Whitcraft is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and nine years of industry experience. His career includes roles at Edward Jones, Capstone Financial, First Command, and Boeing Employee Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Bryan La Belle is a financial advisor at Edward Jones in Covington, WA, with six years of industry experience. He holds the Series 66 designation and previously worked for United Parcel Service for 13 years. Outside of his advisory role, he volunteers as an assistant football coach at Kentwood High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Stephen Webb is a financial advisor with Equitable Advisors in Issaquah, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009, including time when the firm operated as Axa Advisors, LLC. Webb is also involved with Cascade Wealth Strategies, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2018 and previously at Edward Jones from 2014 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering non-discretionary wealth advisory services supported by an in-house manager solutions team and a centralized due diligence framework.

Ashley Gardner serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where she offers a comprehensive approach to managing wealth. She works closely with clients to understand their families, financial situations, and priorities, crafting customized strategies that are adaptable to changing needs and market conditions. Her role includes providing access to Merrill's investment insights and the banking services of Bank of America to support various aspects of clients' financial lives. Her expertise encompasses areas such as Divorce Transition Planning, Education Planning, Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Managing New Wealth, Personal Retirement Planning, and Philanthropic Planning. Ashley is committed to delivering excellent service and helping clients achieve their financial goals, emphasizing clarity and confidence in decision-making during significant life events. Ashley holds a Bachelor's Degree from the University of Alabama System and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Beyond her professional pursuits, she follows Merrill's tradition of community involvement and spends time volunteering with local organizations. Her personal interests include bowling, camping, and spending time with her family.

Caleb Angel is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His career includes roles in the financial technology and mortgage sectors, as well as internships involving private company valuation. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide.

Henry Kooy is a financial advisor with Ameriprise in Mercer Island, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at New Balance Athletics and spent several years in full-time education. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.

Chung Wei Yang is a financial advisor with J.P. Morgan Securities in Renton, WA, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Bank of America and Merrill from 2020 to 2026. His earlier work experience includes a role at Darden Restaurant from 2013 to 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Cooney is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Bellevue, WA. He holds Series 63 and Series 65 designations and has 21 years of industry experience. His prior roles include positions at First Tech Federal Credit Union and Addison Avenue Investments, where he has worked concurrently with his current firm since 2012. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans and recommendations.

David Blynov is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, his background includes roles outside the financial industry such as working with Cool Cat Fence and Doordash. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.