Grant Warner is a financial advisor with Edward Jones in Seattle, WA, holding the ChFC® and Series 66 designations and bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Keller Williams Realty for one year and Jewel Hospitality for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Benjamin Hamblin is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has been with Robert W. Baird since 2021 and previously worked in various roles outside the financial industry. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Steven Bentley is a financial advisor with Ameriprise in Silverdale, WA, holding a Series 66 designation and 11 years of industry experience. He previously worked at LPL Financial and owned The Montane Group, Inc., a business used to employ family members and maintain a 401(k) plan for staff. He also serves as a mentor for the Northwest Environmental Training Center. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm employs a centralized service team and a defined investment approach that includes asset allocation and tax-aware withdrawal strategies.

Michael Allen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked at Edward Jones, Wells Fargo Advisors, and Alloy Capital, a support company he owns and serves as president and secretary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Pine is a Branch Leader with extensive experience in financial services. He has held roles including Financial Consultant at Fidelity Investments since 2021, Consumer Banking and Investments Market Leader at Bank of America from 2017 to 2021, Branch Manager at Wells Fargo Investments in 2017, and Financial Advisor at Merrill Edge from 2014 to 2017. His expertise includes planning for retirement, transitioning into retirement, and planning during retirement. He approaches financial planning with an educational focus, aiming to help clients feel confident and informed throughout the process. Outside of his professional work, Jeffrey has interests in cars, comedy, cooking and baking, football, reading, and traveling.

Baker Livingston is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at State Farm and attended Texas State University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marc Compton is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Merrill and Bank of America since 2010. Outside of his advisory role, he is the owner of Buffalo Coffee Co, a coffee-related business, and serves as Board President for Southwest Church of Christ, a religious organization in Tigard, Oregon. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Joanne Wagner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has previously worked at Merrill and Bank of America and is also associated with Verity Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives, offering financial planning and a range of advisory programs.

Sakhi Kulkarni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and based in Seattle, WA. Kulkarni has been affiliated with Wells Fargo Bank since 2018 and has prior experience at U.S. Bank. Outside of financial services, Kulkarni has been involved with Home Needs Inc since 2010. 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 uses research and analytics to guide investment selection and offers a range of brokerage and advisory solutions.

Robert Preudhomme is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients for over 9 years, focusing on creating personalized financial strategies to help individuals meet their wealth management goals. Robert specializes in portfolio and risk management, retirement income planning, wealth transfer and legacy management, banking and lending services through Bank of America, N.A., 401(k) plans, and long-term care. He holds a Bachelor's Degree from the University of Cincinnati and an MBA from the University of West Florida. His professional designations include Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in both French and English. Robert lives in North Seattle with his wife and two children. He is active in his community and participates in organizations such as the Shoreline Chamber of Commerce, United Way of King County, and the YMCA. Outside of work, he enjoys basketball, chess, football, rock climbing, woodworking, and spending time with his family.

Mohit Lalwani is a financial advisor at Merrill with a Series 66 designation. He has recently transitioned to the financial industry after a long tenure at Vodafone Idea Limited and experience at The Sherwin William Company. He is based in Seattle, WA, and has been with Merrill since 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model‑based and discretionary investment strategies.

Erik Severson is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he is a passive member of Bean LLC, which operates a bakery in Sandpoint, ID. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with a large advisor and branch network and offers additional services such as trust capabilities and securities-based lending.

Tony Wu is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with J.P. Morgan Securities in Seattle, where he has worked since 2021. Prior to joining J.P. Morgan Securities, he was with Merrill and Bank of America from 2015 to 2021. 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 brokerage, distribution, and investment management capabilities.

Jordan Merlino is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this role, Jordan held positions at TD Ameritrade, including Senior Financial Consultant from 2020 to 2021, Financial Consultant from 2019 to 2020, and Client Service Specialist in 2019. Jordan's professional focus is on providing clients with the tools, resources, and financial planning necessary to build confidence and work collaboratively towards their financial future. Jordan emphasizes creating a safe space for sharing experiences and prioritizes economic empowerment in financial guidance. Outside of work, Jordan has interests in concerts, military service, pets, reading, and volunteering.

Matthew Sasonoff is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and five years of industry experience. Prior to joining JPMorgan Securities in 2021, he held roles at DoorDash, Diners LLC, SAP Concur, Omni Partners, the University of Washington, and Wheel Fun Rentals. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in recommending investment strategies.

Paul Thorpe is a financial advisor at Edward Jones in Belfair, Washington, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes positions at J.P. Morgan Chase Bank and Craft and Technical Solutions LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Rena Mcneal is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Herring is a financial advisor at Edward Jones in Silverdale, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked for sixteen years at Puget Sound Naval Shipyard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and operates a nationwide network of more than 23,000 financial advisors.

Steven Whitaker is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 63, and Series 65 credentials and 13 years of industry experience. Prior to joining Wells Fargo, he worked in various educational roles across multiple school districts including Central Kitsap, South Kitsap, Port Townsend, Kent, and North Kitsap. He also served at Chief Kitsap Academy for one year. 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 both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party data.

James Woosley is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise in Seattle, WA. Prior to his role at Ameriprise, he worked in landscape design and retail, including a position at Dean Backholm Landscape Design, Inc. He also has experience at George Fox University. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendation reports and ongoing tax-aware withdrawal strategies.