Mehrzad Yousefi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes roles at Bank of America, HomeGoods, Tiffany & Co., and Big Lots. Outside of advising, he works as a floor associate at HomeGoods. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Trichler is Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1997 and has been with Merrill Lynch since 2001. Jason offers expertise in serving high net worth families, executives, business owners, and non-profit institutions. His client focus areas include college education planning, family wealth management strategies, retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. Jason holds a B.A. in Economic Geography from the University of Washington and studied pension and investment management at the Wharton School of Business at the University of Pennsylvania. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), and Certified Divorce Financial Analyst (CDFA). He maintains multiple FINRA registrations including Series 3, 4, 7, 9, 10, 24, 52, 53, 63, and 65. Born and raised in Seattle, Jason has resided in Kingston since 2006, where he raises his three sons. He served as a head coach for the North Kitsap Pee Wee basketball league for 14 years and currently volunteers for the North Kitsap Boys and Girls Club. Jason enjoys skiing, hiking, golfing, and cooking in his personal time.

Shannon Vingo is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and five years of industry experience. Before joining Morgan Stanley in 2025, Shannon worked at Merrill for six years and held positions at Alliance Partners and Rosselle Realty. Outside of finance, Shannon was involved with ClaySmile LLC from 2014 to 2019. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning approach.

Garrett Sloan is a financial advisor with Charles Schwab in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s investment approach emphasizes multi-asset model portfolios with strategic asset allocation, delivered primarily through non-discretionary advisory relationships alongside access to discretionary separately managed accounts.

Alejandra Tapia Alvarado is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and three years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Boeing Employees Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Matthew Parrish is a CFP® professional with over 32 years of experience in the financial industry. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.

David Lundquist is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with UBS since 1995. Lundquist serves on the advisory board of Office Club, a business membership organization, and participates in the oversight of the investment portfolio for The Overlake School’s endowment. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include fee-based financial planning and portfolio management. The firm utilizes proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals, combining institutional trading capabilities with wealth management services.

Jake Meguerditchian is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2011, progressing through various roles including Financial Consultant, Investment Consultant, Client Management Representative, Retirement Solutions Representative, and Investment Solutions Representative. As a Certified Financial Planner, Jake focuses on assisting individuals and their families with specific financial needs, emphasizing a process centered on integrity to help clients plan for their financial goals. His experience spans multiple facets of financial consulting and client management within Fidelity Investments. Outside of his professional responsibilities, Jake engages in activities such as fishing, fitness, running, and skiing.

Robert Walker is a financial advisor with LPL Financial based in Seattle, WA. He holds a Series 66 designation and has 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked at VOYA Financial Advisors from 2014 to 2021 and briefly at Cetera Advisor Networks in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Shalvindra Dutt is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining Wells Fargo Clearing, he worked at Wells Fargo Bank, N.A. and Westpac Banking Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines proprietary and third-party research to support diversified investment approaches and offers a range of brokerage and advisory solutions.

Ronald Gubelman is a financial advisor with LPL Financial in Burien, WA. He holds the Series 66 designation and has 23 years of industry experience. His prior work includes seven years at Key Investment Services and ongoing roles with Boeing Employee Credit Union and LPL Financial since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ramoncito Metra is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked within Wells Fargo-related entities since 2010, including Wells Fargo Advisors, LLC, and Wells Fargo Clearing since 2016. 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.

Joseph Murphy is a Financial Consultant at the Downtown Seattle, WA Fidelity branch. In his role, he assists individuals and families with navigating their investments and financial decisions. His areas of focus include college funding, retirement planning, stock options, rollovers, income planning, and legacy planning considerations. Joseph also supports self-directed investors interested in leveraging Fidelity's resources for their investment journey. Prior to joining Fidelity Investments in 2023, Joseph worked as a Financial Advisor at New York Life Insurance Company from 2019 to 2023. He holds a California Insurance License. Outside of his professional work, Joseph enjoys cooking and baking, as well as sailing, scuba diving, snowboarding, and swimming.

Shelby Owens Barker is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Barker held roles at the Community Boating Center and Western Washington University, and has been with Wells Fargo Bank, nA since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nishant Kumar is a financial advisor at Merrill with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Merrill in 2026, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank for a combined total of over a decade. 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 plans, corporations, and charitable organizations.

Charles Odell is a financial advisor with RBC Capital Markets in Bainbridge Island, WA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a wide range of portfolio management and financial planning services.

Jenny Wang is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2021. Prior to her financial services career, she held roles in education and retail. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

Jorge Gordillo Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work experience includes roles at Bank of America and Mutual of Omaha. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Finnegan is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include operating his own firm, Steven Finnegan, LLC, from 2014 to 2021, as well as positions with Waddell & Reed, Inc. and various insurance carriers. He is based in Silverdale, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research from internal and third-party sources.

Robert Giordano is a Certified Financial Planner (CFP®) based in Seattle, WA, with 42 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.