Patrick Riley is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America since 2015. Riley is based in Seattle, WA. 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, and institutional investors.

Boris Zrnic is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior experience includes roles at Merrill/Bank of America, Fidelity Investments, Edward Jones, and JPMorgan Chase Bank. Outside of his advisory work, he owns Boka Fragrance LLC, a perfume business based in Port Orchard, WA. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a variety of advisory models through a network of Investment Adviser Representatives and third-party program sponsors, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

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 financial advisor at Equitable Advisors with five years of industry experience. She holds a Series 66 designation and has been associated with Equitable Advisors since 2020. Prior to her current role, she worked with Richard Stewart for ten years. She is also involved with Stewart Financial Group DBA. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of in-house and third-party advisory models and investment options.

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. 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 at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Burns is involved in managing Burns Investment Group, LLC, a business related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

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.

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 at LPL Financial with nine years of industry experience and a Series 66 designation. His work history includes roles at Boeing Employee Credit Union, Edward Jones, Capstone Financial, and First Command. 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 portfolios, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

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 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

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 is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Her career includes prior roles at Wells Fargo Clearing, Wells Fargo Advisors, Uber, and Lyft. Outside of her advisory work, she is involved in caregiving through the Washington State Department of Social and Health Services and manages several small business ventures including product merchandising and online sales. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutions by providing managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm offers a variety of investment strategies overseen by its Chief Investment Office and integrates closely with Bank of America affiliates for trading, lending, and capital markets support.

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.