Bradley Dillon is a financial advisor with Wells Fargo Clearing based in Bellevue, WA. He holds Series 65 and Series 63 licenses and has 25 years of industry experience, including 17 years at Goldman, Sachs & Co. before joining Wells Fargo in 2026. 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.

Sang Lee is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Wells Fargo in 2026, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC from 2022 to 2025. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Patrick Valle is a financial advisor with Charles Schwab in Seattle, WA, holding Series 65, 63, and 66 credentials and bringing 22 years of industry experience. His background includes roles at Charles Schwab Bank, Allegiance Gold, and operating Valle Capital Management, LLC. He also teaches a course on stock option strategies for UCLA Extension. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management supported by centralized supervision, custody, and integrated operational services.

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.

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.

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.

Duane Covey is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 credentials with 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a limited partner and director of Covey Corporation, a family holdings entity based in Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Daniel Gonzales is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at PeaceHealth St. Joseph Medical Center and held various other positions in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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 Series 66 credentials and approximately one year of industry experience. She previously worked at LPL Enterprise LLC and has an academic background from the University of San Diego. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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.