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.

Jorge Gordillo Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work experience includes roles at Bank of America and Mutual of Omaha. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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 with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has previously worked at Merrill and Bank of America and is also associated with Verity Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives, offering financial planning and a range of advisory programs.

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.

Robert Preudhomme is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been serving clients for over 9 years, focusing on creating personalized financial strategies to help individuals meet their wealth management goals. Robert specializes in portfolio and risk management, retirement income planning, wealth transfer and legacy management, banking and lending services through Bank of America, N.A., 401(k) plans, and long-term care. He holds a Bachelor's Degree from the University of Cincinnati and an MBA from the University of West Florida. His professional designations include Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in both French and English. Robert lives in North Seattle with his wife and two children. He is active in his community and participates in organizations such as the Shoreline Chamber of Commerce, United Way of King County, and the YMCA. Outside of work, he enjoys 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.