David Lundquist is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 credentials with 38 years of industry experience. He has been with UBS since 1995. Lundquist serves on the advisory board of Office Club, a business membership organization, and participates in the oversight of the investment portfolio for The Overlake School’s endowment. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include fee-based financial planning and portfolio management. The firm utilizes proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals, combining institutional trading capabilities with wealth management services.

Jake Meguerditchian is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2011, progressing through various roles including Financial Consultant, Investment Consultant, Client Management Representative, Retirement Solutions Representative, and Investment Solutions Representative. As a Certified Financial Planner, Jake focuses on assisting individuals and their families with specific financial needs, emphasizing a process centered on integrity to help clients plan for their financial goals. His experience spans multiple facets of financial consulting and client management within Fidelity Investments. Outside of his professional responsibilities, Jake engages in activities such as fishing, fitness, running, and skiing.

Robert Walker is a financial advisor with LPL Financial based in Seattle, WA. He holds a Series 66 designation and has 22 years of industry experience. Prior to joining LPL Financial in 2021, he worked at VOYA Financial Advisors from 2014 to 2021 and briefly at Cetera Advisor Networks in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Shalvindra Dutt is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining Wells Fargo Clearing, he worked at Wells Fargo Bank, N.A. and Westpac Banking Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines proprietary and third-party research to support diversified investment approaches and offers a range of brokerage and advisory solutions.

Kyle Igarashi is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Navicet, PK (Concentrix Catalyst), and Hitachi Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient investing and securities-based lending.

Ramoncito Metra is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked within Wells Fargo-related entities since 2010, including Wells Fargo Advisors, LLC, and Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Murphy is a Financial Consultant at the Downtown Seattle, WA Fidelity branch. In his role, he assists individuals and families with navigating their investments and financial decisions. His areas of focus include college funding, retirement planning, stock options, rollovers, income planning, and legacy planning considerations. Joseph also supports self-directed investors interested in leveraging Fidelity's resources for their investment journey. Prior to joining Fidelity Investments in 2023, Joseph worked as a Financial Advisor at New York Life Insurance Company from 2019 to 2023. He holds a California Insurance License. Outside of his professional work, Joseph enjoys cooking and baking, as well as sailing, scuba diving, snowboarding, and swimming.

Shelby Owens Barker is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Barker held roles at the Community Boating Center and Western Washington University, and has been with Wells Fargo Bank, nA since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Scott Davis is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has worked with Ameriprise Financial Service, LLC since 2000 and Ameriprise Financial Services, Inc. from 2007 to 2020. Outside of his advisory role, he is employed by Cascadia Operations LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Nishant Kumar is a financial advisor at Merrill with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Merrill in 2026, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank for a combined total of over a decade. 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.

Charles Odell is a financial advisor with RBC Capital Markets in Bainbridge Island, WA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a wide range of portfolio management and financial planning services.

Jenny Wang is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2021. Prior to her financial services career, she held roles in education and retail. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

Samuel Eichhorn is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of experience. His prior work includes roles at U.S. Bank, UPS, FocusPoint Solutions, CED Greentech, and Valic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Steven Finnegan is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include operating his own firm, Steven Finnegan, LLC, from 2014 to 2021, as well as positions with Waddell & Reed, Inc. and various insurance carriers. He is based in Silverdale, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research from internal and third-party sources.

Robert Giordano is a Certified Financial Planner (CFP®) based in Seattle, WA, with 42 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Grant Warner is a financial advisor with Edward Jones in Seattle, WA, holding the ChFC® and Series 66 designations and bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Keller Williams Realty for one year and Jewel Hospitality for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Benjamin Hamblin is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has been with Robert W. Baird since 2021 and previously worked in various roles outside the financial industry. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Steven Bentley is a financial advisor with Ameriprise in Silverdale, WA, holding a Series 66 designation and 11 years of industry experience. He previously worked at LPL Financial and owned The Montane Group, Inc., a business used to employ family members and maintain a 401(k) plan for staff. He also serves as a mentor for the Northwest Environmental Training Center. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm employs a centralized service team and a defined investment approach that includes asset allocation and tax-aware withdrawal strategies.

Michael Allen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked at Edward Jones, Wells Fargo Advisors, and Alloy Capital, a support company he owns and serves as president and secretary. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Pine is a Branch Leader with extensive experience in financial services. He has held roles including Financial Consultant at Fidelity Investments since 2021, Consumer Banking and Investments Market Leader at Bank of America from 2017 to 2021, Branch Manager at Wells Fargo Investments in 2017, and Financial Advisor at Merrill Edge from 2014 to 2017. His expertise includes planning for retirement, transitioning into retirement, and planning during retirement. He approaches financial planning with an educational focus, aiming to help clients feel confident and informed throughout the process. Outside of his professional work, Jeffrey has interests in cars, comedy, cooking and baking, football, reading, and traveling.