Aaron Moulton is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and two years at Prudential Equity Group. Outside of his advisory role, he has ownership interests in KITA BRKA LLC and Cedar Creek Wealth Management LLC, both investment-related entities in Issaquah, WA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Ka Leung Alfred Tong is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 credential with one year of industry experience. His prior career includes positions at Bank of America and KeyBank. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Ryan Johnson is a financial advisor at Equitable Advisors with Series 66 registration and less than one year of industry experience. His prior background includes roles in property management and education. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of advisers and third-party program sponsors.

Thoeum Thaiy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Seafirst Bank (Bank of America) in 1992 and later joined Banc of America Investment Services in 1999. In 2009, he became part of Merrill Lynch Wealth Management following Bank of America's acquisition of Merrill. With over three decades of experience, Thoeum specializes in developing strategies for high-net-worth individuals, families, and businesses. His approach is consultative and focuses on a holistic view of wealth management that incorporates investments, credit, banking, and insurance. He leverages resources available at Merrill Lynch Wealth Management and Bank of America to create customized plans aimed at growing and preserving client assets, emphasizing asset allocation, diversification, and regular rebalancing. Thoeum earned a B.A. in Business Management with an emphasis in finance from Washington State University in 2000 and a Master of Science degree in Personal Financial Planning from the College for Financial Planning in 2015. He and his wife Mary live in Renton, Washington, with their two children. Outside of work, Thoeum enjoys spending time with his family, traveling, camping, running, and participating in firm-sponsored volunteering events and activities at his children's schools.

Joshua Jude Ong is a financial advisor at J.P. Morgan Securities in Kirkland, WA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Bank of America and Merrill, spanning eight years, before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach and incorporates derivatives and commodities capabilities.

Darren Horejsi is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Boeing Employee Credit Union since 2014 and spent 11 years with U.S. Bancorp Advisors, LLC prior to that. 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 wide range of advisory and brokerage services, using various portfolio strategies and investment tools, supported by a large network of advisors and significant assets under management.

Loren Hammersberg is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Charles Schwab since 2017, following five years at Capital One Investing. Outside of finance, he is involved with Elevate Martial Arts LLC as an officer and works as a video assistant for the Seattle Seahawks during home games. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services through a combination of non-discretionary and discretionary investment programs. The firm’s integrated structure supports scalable client coverage and includes centralized custody, order routing, and due diligence on alternative investments.

Joseph Parent is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Advisor Networks LLC, as well as operating his own independent advisory business, Joseph Parent LLC. He serves on the Board of Directors for the Northgate Plaza Condos Home Owners Association and participates in the Bellevue Brain Trust business networking group. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing tailored, non-discretionary recommendation reports that integrate research, modeling, and tax-efficient strategies. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthieu Braem is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to his financial advisory role, he has been involved in professional and private soccer training activities, including playing for the Tacoma Stars in the Major Arena Soccer League and owning Frenchy Elite Football, a private soccer training business. He is also affiliated with the French-American Chamber of Commerce in Seattle. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a variety of advisory models delivered through its network of Investment Adviser Representatives and third-party asset managers.

Michael Miser is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Oppenheimer & Co., LPL Financial, Stratos Wealth Partners, and Bank of America. He is based in Bellevue, 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, pension plans, corporations, and charitable organizations.

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.

Fred Green is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and has been involved with Pacific West Securities Inc and The Lincoln National Life Insurance Company for over two decades. In addition to his advisory role, he is active in insurance sales, including fixed insurance, group benefits, individual health, and Medicare products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers diverse investment management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies alongside various program structures and custodial relationships.