Benjamin Navratil is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and previously served in the U.S. Army for six years. Robert W. Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing internal research and technology, including artificial intelligence, along with a range of separately managed account strategies.

Shannon Vingo is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and five years of industry experience. Before joining Morgan Stanley in 2025, Shannon worked at Merrill for six years and held positions at Alliance Partners and Rosselle Realty. Outside of finance, Shannon was involved with ClaySmile LLC from 2014 to 2019. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its financial planning approach.

Jason Therrell is a financial advisor with UBS Financial Services in Edmonds, WA, holding a Series 66 credential and 27 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Therrell owns several personally managed businesses unrelated to investment advisory services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Its advisors use proprietary research and model-based allocations to tailor plans to clients’ goals and risk tolerances.

Garrett Sloan is a financial advisor with Charles Schwab in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s investment approach emphasizes multi-asset model portfolios with strategic asset allocation, delivered primarily through non-discretionary advisory relationships alongside access to discretionary separately managed accounts.

Alejandra Tapia Alvarado is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and three years of industry experience. She has worked at Wells Fargo Bank, JPMorgan Chase Bank, and J.P. Morgan Securities, among other employers. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

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 in Seattle, WA, holding a Series 66 designation and having 22 years of industry experience. His prior roles include positions at VOYA Financial Advisors, Cetera Advisor Networks, and Equitable Advisors. 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 range of advisory and brokerage services with a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Darrell Warner is a CFP®-certified financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. and Merrill. He is based in Seattle, WA, and holds the Series 66 designation. 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 sources.

Shalvindra Dutt is a financial advisor at Wells Fargo Clearing based in Seattle, WA, holding Series 65 and Series 63 credentials with two years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked at Wells Fargo Bank, N.A. and Westpac Banking Corporation. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines both 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 in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo bank since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources alongside diversification and modern portfolio theory principles.

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 Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Merrill, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank in various capacities between 2014 and 2026. 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 supported by internal and third-party investment teams for a range of individual and institutional clients.

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 with J.P. Morgan Securities in Seattle, WA. She holds a Series 66 designation and has four years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Tutorfly, Loft, Bath and Body Works, and the University of California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment-management entities.

Matthew Philichi is a financial advisor at UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining UBS in 2024, he served five years in the United States Air Force. He is also involved as a member of a management committee for a real estate investing LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Samuel Eichhorn is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked at U.S. Bank, UPS, FocusPoint Solutions, CED Greentech, and Valic. Eichhorn is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.