Aaron Tschumper is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Joey’s and Anthony’s and has experience from Western Washington University. Morgan Stanley Wealth Management serves individual and institutional clients, offering financial planning and advisory services supported by firm-approved tools and investment committee analyses.

Bon Koo is a financial advisor with LPL Enterprise, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has two years of industry experience and has previously worked at firms including Equitable Advisors and H&R Block. Outside of his advisory role, he is involved with Sogum LLC, a tax preparation and accounting business. LPL Enterprise serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a range of brokerage and insurance services.

Jason Mcgary is a Series 65-credentialed financial advisor with 17 years of industry experience. He has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process informed by quantitative screening, qualitative research, and employs tax-aware strategies alongside risk management techniques such as derivatives and tax-loss harvesting.

Dylan Cavanaugh is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to his current role, he worked at Fidelity Brokerage Services LLC and has a background that includes positions at Victory Briefs Institute and McCullar Realty. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managed portfolios built using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a variety of clients and maintains oversight of sub-advisers while employing systematic models that incorporate mutual funds, ETFs, and ETPs.

Bradley Dillon is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 65 and Series 63 licenses and 25 years of industry experience. His career includes 17 years at Goldman, Sachs & Co. and five years at AllianceBernstein L.P. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Sang Lee is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to his current role at Wells Fargo, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Lamar Neagle is a Series 66-licensed financial advisor with Morgan Stanley in Bellevue, WA, bringing six years of experience at the firm and a total of five years in the industry. Prior to his finance career, he spent nine years with Major League Soccer and remains involved in the soccer community through roles such as board member of the RAVE Foundation and partner in Ballard Football Club, LLC. He also serves on advisory and development boards for Seattle Sounders F.C., Mount Rainier Athletic Club, and the Local Organizing Committee for FIFA Seattle. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and utilizing firm-approved tools and models to assist in client planning.

Aaron Schulz is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Alexa's Catering and Cafe, Cintas, Edgerock Wealth Management, and Troon: The Ridge at Castle Pines. 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 employs various advisory models and programs, relying on third-party sponsors and discretionary managers to deliver solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Landry Watson is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has worked at several Cetera entities since 2024, following prior roles at Avantax Investment Services and Prospéra Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individual, corporate, charitable, institutional, and retirement plan clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Matthew Ryan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at LPL Financial, LLC for 12 years before joining Raymond James in 2023. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and institutional consulting services.

James Kovarik is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2006, following a prior role at Piper Jaffray Inc. beginning in 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research, custody, underwriting, and capital markets services.

Jonathan Luke is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Loren Lo is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Equitable Advisors since 2013 and previously at Axa Advisors, LLC. Outside of his advisory role, he is involved with Hidden Point LLC, a short-term rental business, and operates under the Retirement Path Advisors brand. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching them to appropriate advisory models, utilizing third-party asset managers and multiple investment options while providing ERISA fiduciary services for qualified plans.

Debera Hansen Aiken is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2024, she worked at Ameriprise and Northwestern Mutual in various advisory and management roles. 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 supported by research from the Wells Fargo Investment Institute.

Robert Fletcher IV is a financial advisor at RBC Capital Markets with a Series 66 designation. He has one year of industry experience and previously worked at Equitable Advisors LLC and Fairwood Golf & Country Club. RBC Wealth Management serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers and tailored strategies based on client risk profiles.

Geoffrey Wendover is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and Charles Schwab Bank. He is based in Bellevue, WA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory models and access to discretionary separately managed accounts, supported by multi-asset portfolios and research from the Schwab Center for Financial Research.

Laela Erickson is a financial advisor at Edelman Financial Engines with five years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial LLC and Thrivent Financial. Erickson’s career background also includes roles outside finance, such as working at Morrie's Minnetonka Subaru and Gander Outdoors/Camping World. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Ava Jaksha is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation. Prior to joining Ameriprise, she worked at LPL Enterprise LLC and has a background that includes completing her education at the University of San Diego. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Todd Campbell is a financial advisor at UBS Financial Services with a Series 66 designation and experience beginning in 2024. His prior roles include positions at WA State Paid Family Medical Leave, Fairway Independent Mortgage Corporation, Nintex Inc., and Nordstrom Inc. Outside of his advisory work, he is a partner in Ascendant Properties LLC, involved in managing a rental property. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and provides research-driven, tailored investment solutions.

Lucy Young is a financial advisor at UBS Financial Services in Bellevue, WA. She holds a Series 66 designation and has been with UBS since 2025. Prior to joining UBS, she held positions in various industries including retail and food service, with experience at companies such as 5 Iron Golf, Lululemon, Village Wines, and Serena Gelato. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor financial plans and portfolio management through a large network of advisors.