Christopher Johnson is a financial advisor with Edward Jones in Seattle, WA, holding the Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025. Prior to this, Johnson worked at Amazon for seven years and served 14 years in the United States Marine Corps. Outside of his advisory role, he coaches CrossFit and fitness classes at local gyms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products.

Scott Rethke is a financial advisor at Ameriprise in Kirkland, WA, holding a Series 66 designation with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports primarily for Ameriprise-managed accounts.

Rahatul Islam is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations. He has experience with JPMorgan Chase Bank NA and J.P. Morgan Securities, along with earlier roles at Amazon.com, Inc. and Best Buy. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with discretionary options and a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Sagar Gandhi is a financial advisor at J.P. Morgan Securities based in Seattle, WA, with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various divisions of JPMorgan Chase since 2016. Outside of his advisory role, he is the owner of K.S.G.9 Holdings LLC, a real estate rental and holdings business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Ashtin Miller is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation. Miller joined Morgan Stanley in 2025 after two years at SoundEcon and has prior experience at Amazon and McDonald's. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Brandon Miller is a financial advisor with LPL Financial in Seattle, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Washington State Employees Credit Union in various roles over a five-year period. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Darren Trautmann is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include 18 years with Northwestern Mutual, across wealth management, investment management, and life insurance divisions. He also operates two investment-related legal entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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, with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Walpole Financial Advisors and Wells Fargo Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, utilizing both in-house and third-party investment managers.

George Pierce is a financial advisor with LPL Financial based in Seattle, WA. He holds a Series 63 designation and has 43 years of industry experience. His prior roles include positions at Coldstream Capital Management and operating his own firm, George R. Pierce & Associates, LLC. Pierce is a board member and treasurer of the William E Wockner Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing various advisory models and technology tools to support investment decisions.

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.

Zachary Kill is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at LPL Financial. He has held advisory roles at Cambridge Investment Research Advisors and Cambridge Investment Research, INC, and is also involved with Finity Group, LLC, an insurance and benefits-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and various institutional platforms.

Kevin Young is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 24 years of industry experience. He has been with UBS Financial Services since 2009 and previously worked at Merrill from 2002 to 2009. 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 and uses proprietary research and model-based asset allocations to tailor investment strategies.

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 34 years of industry experience. His prior work includes nearly a decade at Piper Sandler & Co. and various roles within Wells Fargo entities dating back to 2004. 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 Wells Fargo Investment Institute and third-party analytics.

Riley Cray is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America since 2019 and has prior experience with Integrity Mortgage Group, North Sound Valuation, and other firms. Outside of finance, he has been involved with the YMCA of Snohomish County. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.