Sagar Gandhi is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2016. Outside of his advisory work, he is the owner of K.S.G.9 Holdings LLC, a real estate rental and holdings business. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager searches, and customized performance reporting through its Institutional Consulting Services program.

Brandon Miller is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Washington State Employees Credit Union and Quality Food Centers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs with both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Darren Trautmann is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2008 to 2026, including wealth management and investment management roles. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Nathan Wolanski is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Before joining Ameriprise in 2026, he held roles at Grand Canyon University and the Montane Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning through written reports and annual advice based on proprietary research and third-party data.

Mikaela Lelonek is a financial advisor at RBC Capital Markets in Seattle, WA, holding Series 65 and Series 63 licenses with three years of industry experience. Her previous roles include positions at Wells Fargo Bank and Walpole Financial Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

George Pierce is a financial advisor with LPL Financial in Seattle, WA, holding a Series 63 designation and bringing 43 years of industry experience. He previously worked at Coldstream Capital Management Inc. from 2016 to 2021. Pierce serves as a director, trustee, and treasurer on the board of the William E Wockner Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Allison Odenthal is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Janney Montgomery Scott and Merrill. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Michael Mazur is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analyses.

Matthew Hersch is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and methodologies.

Kevin Young is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management solutions across a broad range of products and services.

Shawn Hintz is a financial advisor at UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with UBS Financial Services since 1998. Outside of his advisory work, he serves on the board of directors for Safe Crossings, a charity that provides grief counseling for children and families. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Ethan Yamamoto is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Alaska Airlines and held various positions at the University of Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its process.

Daniel Golik is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wells Fargo entities since 2007, including Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Bailey is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008 and at City National Bank since 2020. Outside of finance, he was a passive owner of NATIVIS, an anti-cancer medical device company, from 2014 to 2019. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and includes integrated financial planning, custody, and brokerage services.

Olivia Thwaits is a financial advisor at Merrill with five years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Merrill, she worked at U.S. Bancorp Investments, Inc., U.S. Bank, and Becu. 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, and institutional investors.

Chris Economou is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on understanding clients' complete financial situations to develop personalized wealth management strategies. Chris integrates insights from Merrill and solutions from Bank of America to help clients navigate dynamic market conditions and pursue their financial goals. Chris holds a Bachelor's Degree from the University of Washington and has earned the Personal Investment Advisor (PIA) designation. He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, Chris enjoys camping, cooking, golfing, hiking, and spending time with his family.

David Johnson is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining LPL Financial in 2026, he spent a decade at D.A. Davidson & Co. He volunteers as a teacher of a middle school electives course at St. Johns Catholic School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Crystal Brown is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA and Fidelity Investments during her career. Crystal is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

John Albert is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Willie Daniels is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business ownership through Frontline Group Inc. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, using a centralized consulting team that delivers non-discretionary, model-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.