Aaron Olson is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab since 2002. Outside of his advisory role, he has worked as a server at a restaurant since 2023. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with alternative investment due diligence and integrated brokerage and custody services.

Colin Haueter is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Raymond James Financial Services, Northwestern Mutual, and Bridgeway Wealth Services. LPL Enterprise, LLC 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 insurance product sales through affiliated entities.

Thomas Cox is a Series 66-registered financial advisor with Equitable Advisors in Bellevue, WA, where he has worked for five years. Prior to joining Equitable Advisors, he was involved with the University of California's Managerial Economics Department and held various roles at the university from 2017 to 2021. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party program sponsors to deliver tailored investment solutions and fiduciary services.

Aaron Moulton is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked with various Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he has ownership interests in two investment-related businesses based in Issaquah. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and tailors recommendations using proprietary research and planning tools.

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.

Brandon Matthews is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2019. His prior roles include work at USI Kibble & Prentice and Evergreen Home Loans. Matthews also serves as an associate at Mainspring Wealth Advisors, where he manages client relationships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs a non-discretionary, goal-oriented approach using analytical tools to tailor recommendations and supports both advisory programs and institutional consulting.

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 Series 66 licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at Bank of America and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Darren Horejsi is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes 11 years at U.S. Bancorp Advisors, LLC, followed by 12 years with both LPL Financial and Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology tools and a large network of over 22,800 advisors.

Ryan Graff is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Morgan Stanley, First Republic Investment Management, and Nordstrom. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm operates both as a broker-dealer and investment adviser, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Loren Hammersberg is a financial advisor with Charles Schwab in Bellevue, WA, holding Series 66 and Series 63 licenses and 11 years of industry experience. His career includes roles at Charles Schwab since 2017 and Capital One Investing from 2012 to 2017. Outside of advising, 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 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 a combination of non-discretionary and discretionary investment options supported by strategic asset allocation, alternative investments, and a centralized operational structure.

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.

Ivan Murphy Dlouhy is an advisor with LPL Enterprise holding a Series 66 designation and has less than one year of industry experience. Prior to joining LPL Enterprise, he worked in education at several schools including Omak Middle School and Squalicum High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers, financial planning, and participation in wrap programs.

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 at LPL Enterprise with ChFC®, Series 65, and Series 63 designations and two years of industry experience. Prior to joining LPL Enterprise, he worked at Equitable Advisors, H&R Block, Front Range Financial, and Syncis. Outside of his advisory role, he is involved with Sogum LLC, a tax preparation and accounting business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and various institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, with additional services in trust custody, insurance, and secured lending.

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.