Danielle Zinck is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 credential and has four years of industry experience. Prior to her current role since 2021, she worked in various capacities including catering and events management. She also maintains a part-time role as a caterer with Green Apple Events and Catering. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies.

Avery Hultgren is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, Avery held various roles including positions at Optistaffing, Manpower Group/EXPERIS, and Seattle University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Stephanie Scheidegger is a Series 66-licensed financial advisor with Equitable Advisors in Bellevue, WA, bringing six years of industry experience. Her background includes ten years with Richard Stewart, followed by five years at Stewart Financial Group DBA, before joining Equitable Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs and third-party asset managers to tailor solutions based on client risk tolerance and goals.

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 financial advisor at Thrivent Investment Management in Bellevue, WA, with 10 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its investment management arm since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm delivers comprehensive written recommendations across various financial topics and offers clients the option to combine planning with managed accounts under a consolidated billing structure.

Wasian Wowor is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His work history includes roles at Bank of America, Merrill, KOL LLC, Panen LLC, and City University of Seattle. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Kimberley Jendrick is a financial advisor at UBS Financial Services in Bellevue, WA, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, U.S. Bancorp Advisors, and Latona Pub. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of services including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

John Rial is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with a select group of entrepreneurs, affluent owners of private and pre-IPO businesses, C-suite executives, and families to develop individualized wealth management and liability management strategies. John is a qualified Portfolio Manager who manages personalized or defined investment strategies that can include individual stocks and bonds, model portfolios, and third-party investment options, often on a discretionary basis. He also oversees equity portfolio management, securities and restricted stock trading, as well as concentrated stock hedging and monetization strategies for his team. John has been serving clients since 1995 and focuses on areas such as college education planning, family wealth management strategies, and managing new wealth. He leads the Foreman Rial Group, delivering comprehensive wealth planning and asset management solutions supported by global institutional research and pricing. His team emphasizes providing a boutique level of guidance to meet the needs of fast-moving, elite clients, helping reduce their financial life risk and supporting their pursuit of new ventures. A Pittsburgh native, John earned his Bachelor of Science degree from Pennsylvania State University. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds several FINRA registrations, including Series 7, 9, 10, 31, 63, and 65. Prior to his financial career, John served on active duty in the U.S. Navy with distinction in Operations Desert Shield, Desert Storm, and Noble Eagle, completing multiple commanding officer tours as a senior naval officer. He is involved with Opportunity International and The Bear Creek School. John’s personal interests include golfing, ice hockey, and tennis.

Brent Soloway is a financial advisor with Raymond James Financial in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 33 years of industry experience and has been with Raymond James since 2013. In addition to his advisory role, he provides equity analysis and education for new advisors through Mainspring Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable focus on municipal and public finance through its affiliation with a municipal advisor.

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.

Jacob Wendover is a Series 66-licensed advisor at Fidelity with one year of industry experience. His prior work includes roles at Thinking People Consulting, Jimmy Johns, Kenmore Air LLC, and Village Wines. He also has experience in education and service positions at Boise State University, several schools, and Door Dash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

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 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.

Stephen Webb is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with 16 years of industry experience. He has worked at Equitable Advisors since 2009 and was previously associated with AXA Advisors, LLC. Outside of his advisory role, he is involved with Cascade Wealth Strategies, LLC. Equitable Advisors serves individuals across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes third-party managers and proprietary tools to deliver customized investment solutions.

Christopher Weber is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence, employing forward-looking capital market assumptions and an ESG eligibility framework in its recommendations.

Brian Doughty is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and LPL Financial. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMORGAN Chase Bank, N.A. and Edward Jones. Barrett is based in Sammamish, Washington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Ashley Gardner is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Merrill since 2018 and previously held roles at Wells Fargo Clearing and various other organizations. Outside of her advisory work, Gardner is involved in multiple business activities, including running an online sales business and functioning as a part-time caregiver for a state health program. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.