Steven Finnegan is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously operated his own firm, Steven Finnegan, LLC, from 2014 to 2021. His background also includes long-term roles with Waddell & Reed, Inc. and various insurance carriers. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

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. He holds the Series 63 and Series 66 designations and has 21 years of industry experience. Prior to joining Raymond James in 2022, he worked at Alloy Capital, where he is the sole owner and serves as president and secretary, as well as at Wells Fargo Advisors Financial Network and Edward Jones. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

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.

Baker Livingston is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at State Farm and attended Texas State University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marc Compton is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Merrill and Bank of America since 2010. Outside of his advisory role, he is the owner of Buffalo Coffee Co, a coffee-related business, and serves as Board President for Southwest Church of Christ, a religious organization in Tigard, Oregon. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Joanne Wagner is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Merrill, Bank of America, Mass Mutual Investors Services, Morgan Stanley, and Ameriprise. She is also involved with Verity Credit Union. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives utilizing various portfolio strategies and technologies.

Sakhi Kulkarni is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and based in Seattle, WA. Kulkarni has been affiliated with Wells Fargo Bank since 2018 and has prior experience at U.S. Bank. Outside of financial services, Kulkarni has been involved with Home Needs Inc since 2010. 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 uses research and analytics to guide investment selection and offers a range of brokerage and advisory solutions.

Megan Warshaw is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience at the firm. Prior to joining Edward Jones, she worked five years at ABRA Auto Body & Glass. Outside of her advisory role, Megan is involved in freelance writing and business consulting and performs as the lead singer and keyboardist in a local rock band. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Wesley Brandon is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2021 and previously operated Brandon Wealth Advisors LLC. Outside of his advisory role, he has been involved with the Northridge Swim Club for several years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily through its network of investment adviser representatives.

Robert Preudhomme is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he applies over nine years of experience to help clients develop personalized financial strategies. He specializes in portfolio and risk management, retirement income planning, wealth transfer and legacy management, banking and lending services through Bank of America, and long-term care planning. His work focuses on education planning, family wealth management, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, and retirement income. Mr. Preudhomme holds a Bachelor's Degree from the University of Cincinnati and an MBA from the University of West Florida. He is a Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English and French and collaborates closely with clients' tax, legal, and real estate professionals to coordinate comprehensive financial plans. Living in North Seattle with his wife and two children, Mr. Preudhomme participates actively in his community, supporting organizations such as the Shoreline Chamber of Commerce, United Way of King County, and the YMCA. His personal interests include basketball, chess, football, rock climbing, woodworking, and spending time with his family.

Mohit Lalwani is a financial advisor at Merrill with a Series 66 designation. He has recently transitioned to the financial industry after a long tenure at Vodafone Idea Limited and experience at The Sherwin William Company. He is based in Seattle, WA, and has been with Merrill since 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model‑based and discretionary investment strategies.

Erik Severson is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he is a passive member of Bean LLC, which operates a bakery in Sandpoint, ID. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with a large advisor and branch network and offers additional services such as trust capabilities and securities-based lending.

Miles Ramsden is a financial advisor at Edward Jones with 7 years of industry experience, holding a Series 66 designation. His prior roles include positions at Franklin Templeton and JP Morgan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,000 advisors and 15,000 branch offices nationwide.

Tony Wu is a CFP® professional with 19 years of industry experience. He is currently with J.P. Morgan Securities in Seattle, WA, where he has worked since 2021. His prior experience includes roles at Merrill, Bank of America, Wells Fargo Clearing, Waddell & Reed, Charles Schwab, and UBS Financial Services. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations incorporating an ESG eligibility framework.

Jordan Merlino is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this role, Jordan held positions at TD Ameritrade, including Senior Financial Consultant from 2020 to 2021, Financial Consultant from 2019 to 2020, and Client Service Specialist in 2019. Jordan's professional focus is on providing clients with the tools, resources, and financial planning necessary to build confidence and work collaboratively towards their financial future. Jordan emphasizes creating a safe space for sharing experiences and prioritizes economic empowerment in financial guidance. Outside of work, Jordan has interests in concerts, military service, pets, reading, and volunteering.

Matthew Sasonoff is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at DoorDash, Diners LLC, SAP Concur, Omni Partners, and the University of Washington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by systematic due diligence and a combination of quantitative and qualitative research.