Benjamin Mclaughlin is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies through a combination of in-house and third-party managers, supported by RBC’s integrated capital markets and asset management capabilities.

Benjamin Bear is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He worked at Pruco Securities, LLC from 2000 to 2024 before joining LPL Enterprise. Bear serves on the board of the National Association of Insurance & Financial Advisors, overseeing one of the four regions in Washington State and participating in member recruitment and event organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program, alongside affiliated insurance and trust services.

Jason Formo is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2019, following an 11-year tenure at RBC Capital Markets Corporation. He is based in Seattle, WA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Steven Alonzo is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors, LLC since 2020 and previously at JP Morgan Securities LLC from 2013 to 2020. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Sharona Chandra is Vice President and Wealth Planner at Fidelity Investments. In this role, she assists clients and their families in navigating significant financial decisions throughout various life stages. She collaborates closely with clients to understand their values, aspirations, and priorities, co-creating financial plans aimed at wealth accumulation, retirement readiness, wealth transfer, and legacy planning. Sharona began her career as a Private Client Banker at JP Morgan Chase from 2019 to 2023. She then held several positions within Fidelity Investments, progressing from Investment Consultant (2023-2024) to Financial Consultant (2024-2026), before assuming her current role in 2026. Her expertise spans wealth planning and investment consulting. Outside of her professional pursuits, Sharona has interests in art, cooking and baking, hiking, painting, and traveling.

Aileen Krohn is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc., and is also involved with Macaulay & Associates LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, supported by a large network of advisors and integrated financial solutions.

Steven Harlow is a financial advisor at Merrill based in Seattle, WA, with 16 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Incorporated and Bank of America, N.A. since 2009. Outside of his advisory role, he manages a residential rental property through a personal LLC. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Emily Bahr is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 22 years of industry experience. She previously worked at Foresters Financial Services and Foresters Advisory Services before joining Cetera in 2019. Outside of her advisory role, she serves as vice president of the Hilltop Elementary PTSA, secretary for the Ashbrooke Homeowners Association, and treasurer for the Brier Terrace Middle School PTSA. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.

Lance Rummel is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley firms since 2009, including over a decade with Morgan Stanley Private Bank. Outside of his advisory role, he owns and operates Gig Harbor Boat Rentals and oversees Redrum Holdings LLC, a family business holding company. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, offering tailored plans supported by firm-approved tools and a wide range of investment solutions.

Eileen Days is a Wealth Management Advisor and co-founder of Chan Days Wealth Management, a mother-daughter team based in Bellevue, Washington. She works closely with executives, medical professionals, and privately-held business owners to provide tailored financial strategies, in-depth advice and guidance, and dedicated service. Within her team, Eileen leads business management and focuses on advancing an optimal client experience. She has expertise in investment evaluation, insurance selection, client relationship management, and connecting clients to resources and specialists across the Bank of America enterprise. Eileen has been a Wealth Management Advisor with Merrill Lynch Wealth Management since 2008 and began her career with Bank of America in 2002. She has held leadership roles including Sales Manager of the Merrill Evergreen Market and Resident Director of the Federal Way Merrill Lynch Wealth Management office. She holds a Bachelor's Degree from Bastyr University and the Chartered Financial Consultant (ChFC) designation. As a qualified Portfolio Manager, she can build and manage personalized or defined investment strategies for clients. In addition to her professional responsibilities, Eileen is active in the community, serving on the boards of the Bellevue Boys & Girls Club and South Seattle College Foundation. She also volunteers with Bank of America’s local Community Volunteer Group and participates in the bank’s employee networks. Outside of work, she enjoys spending time with her family, engaging in arts and crafts, playing games, and coordinating extracurricular activities for her three children.

Chad Garr is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2004 to 2008. Outside of advising, he has a 50% ownership interest in KIOKE LLC, a company that holds farmland leased for grazing and farming. 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 combines brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Conner Elliott is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Costco Wholesale Corporation and Washington State University. Elliott is also employed at Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations delivered in partnership with its financial advisors.

Matthew Hughey is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Charles Schwab and Charles Schwab Bank, and he served in the United States Marine Corps Reserves for 10 years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research to support tailored client strategies.

Alexander Lopez is a financial advisor at UBS Financial Services in Seattle, WA, holding the Series 66 designation with seven years at UBS and three years prior experience at PHH Mortgage. He has a total of five years in the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Anthony Rugnetta is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, 49 Wealth Management, and Compass. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Dorian Broadus is a financial advisor with Thrivent Investment Management in Bellevue, WA. He holds a Series 66 credential and has been with Thrivent and its affiliated entities since 2025. Prior to his financial services role, he was involved in youth and amateur sports organizations, including serving as a field manager and professional official for Top Tier Sports and as a professional umpire for Umpire Northwest LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial analyses without portfolio management or discretionary trading authority. The firm’s approach includes comprehensive planning on a variety of topics and an optional managed-account program under a consolidated billing arrangement.

Claire Horton is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has additional tenure at Wells Fargo Bank, N.A., Citigroup Global Markets, and Citicorp Investment Services. Outside of her advisory work, she is involved with the YMCA of Seattle's Homes program, providing a spare room to young people seeking long-term housing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory and financial planning services and utilizes research from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Mercedes Rodrigues is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Investments, LLC from 2006 to 2011 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions across a broad asset base.

Ryan Baker is a financial advisor with Edward Jones in Renton, WA. He holds a Series 66 designation and joined Edward Jones in 2025 after a 32-year career at Quality Food Centers. Outside of his advisory role, he is involved in rental property maintenance in Edmond, OK. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of advisors and branch offices.

Dana Duke Williams is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has worked with Wells Fargo affiliates since 2008, including Wells Fargo Investments and Wells Fargo Clearing. 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 combines research from Wells Fargo Investment Institute and third-party sources to offer diversified investment solutions across a broad platform.