Aaron Easter is a financial advisor at Edward Jones with 21 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Riley is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America since 2015. Riley is based in Seattle, WA. 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, and institutional investors.

Michael Miller is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019 and at Bank of America, N.A. since 2020. Prior to his advisory roles, he was employed at Sand Valley Golf Resort for three years. 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 and profit-sharing plans, corporations, and charitable organizations.

Jeremy Russell is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and seven years of industry experience. He has worked at notable firms including JPMorgan Securities, Ameriprise, Bank of America, and Merrill Lynch. In addition to his advisory role, he is a partner and owner of Seattle S&C LLC, a health and fitness business. 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 advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a broad product menu that includes insurance-related vehicles and bank deposit sweep options.

Danielle Zinck is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 credential and has four years of industry experience. Prior to her current role since 2021, she worked in various capacities including catering and events management. She also maintains a part-time role as a caterer with Green Apple Events and Catering. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies.

Benjamin Pawlak is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Emerald Wealth Management, Northwestern Mutual, Wells Fargo Clearing Services, and Morgan Stanley. 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, supporting advisors with a range of discretionary and non-discretionary investment strategies and technology tools.

Tessa Wood is a financial advisor at Robert Baird & Co. in Seattle, WA, with 23 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following three years at Morgan Stanley. Robert Baird & Co. is an institutional firm with approximately $394 billion in regulatory assets under management as of December 31, 2025. The firm’s Private Wealth Management department, including the DDK Group, serves individual, corporate, pension, profit-sharing, and charitable clients, offering a range of financial planning, portfolio management, and brokerage services supported by internal research and investment tools.

Benjamin Chen is a financial advisor at LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Northwestern Mutual and Equitable, as well as a background in mortgage services with Homelink Mortgage Inc. Outside the financial industry, he has been involved with So Tasty Corp and the Bellevue Badminton Club. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Quillow Blackwell is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and three years of industry experience. He has been with Wells Fargo Clearing since 2023 and has been affiliated with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to guide investment decisions, offering both discretionary and non-discretionary retirement plan services.

Jacob Watkins is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and is also employed with J.P. Morgan Chase Bank. Outside of his advisory role, he works as a security and bartender at Fremont Dock Sports Bar and Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients maintaining final decision-making authority.

Tyler Neal is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Austen Wilson is a financial advisor at Thrivent Investment Management in Bellevue, WA, with 10 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its investment management arm since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm delivers comprehensive written recommendations across various financial topics and offers clients the option to combine planning with managed accounts under a consolidated billing structure.

Eoghan Shields is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Seattle, Washington. He has five years of industry experience, all with JPMorgan Chase and its affiliated entities since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence to develop model asset allocations, with implementation and certain portfolio services offered by affiliated investment-management entities.

Jason Emerson is a financial advisor at Edward Jones in Manchester, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he served with the City of Tacoma Fire Department and the Shoreline Fire Department and was involved with First In Training and Education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wasian Wowor is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His work history includes roles at Bank of America, Merrill, KOL LLC, Panen LLC, and City University of Seattle. 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 and profit-sharing plans, corporations, and charitable organizations.

Zachary Joss is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. He has worked at Merrill since 2022 and is also affiliated with Bank of America. Outside of finance, he has experience in small business operations, including time at Delfino's Chicago Style Pizza. 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 tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kimberley Jendrick is a financial advisor at UBS Financial Services in Bellevue, WA, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, U.S. Bancorp Advisors, and Latona Pub. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of services including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Michael Cina is a Series 66 licensed financial advisor with one year of industry experience. He is currently affiliated with J.P. Morgan Securities and has previous experience at Zevenbergen Capital Investments and KPMG. Cina’s background includes diverse roles across financial services and corporate sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Thomas Drouin is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2010. Prior to his current role, he has spent over a decade within the same firm. Outside of his advisory work, he occasionally works as an Uber driver. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing research-driven, algorithm-supported recommendations tailored by a centralized retirement-income consulting team.

Shelley Pearce is a financial advisor with Robert Baird & Co. in Kenmore, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she is a landlord of a rental property. Robert Baird & Co.’s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations, providing tailored consulting and portfolio management services through a range of strategies and investment vehicles.