Klaudia Olkowski is a financial advisor with UBS Financial Services in Seattle, WA. She holds Series 63 and Series 66 licenses and has 25 years of industry experience, including 21 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Natalie Garcia is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Seattle, WA, bringing three years of industry experience. Prior to joining Baird, her background includes roles in home loans and hospitality operations. Outside of advising, she works as a bartender at Collins Pub in Seattle. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services utilizing both manager-traded and model-traded strategies, supported by ongoing research and internal tools.

Ryan Steen Muscat is a financial advisor with Fidelity and holds the Series 66 designation. He has one year of industry experience, including work with Fidelity Investments since 2024. Outside of finance, he operates a tour guide service based in Missoula, Montana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an adviser to multiple registered funds.

Shane Feist is a financial advisor at Edward Jones in Auburn, WA, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he serves as an assistant track coach and volleyball line judge for the Sumner School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management and a network of over 23,000 advisors nationwide. The firm provides a range of investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Keroles Azer is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at institutions including JPMorgan Chase Bank and Bank of America. Outside of finance, he owns and manages a video production and content creation business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory and financial planning services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Konrad Carter is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and University of Phoenix. 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 strategies for a range of client types including individuals and charitable organizations.

Brent Soloway is a financial advisor with Raymond James Financial in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 33 years of industry experience and has been with Raymond James since 2013. In addition to his advisory role, he provides equity analysis and education for new advisors through Mainspring Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable focus on municipal and public finance through its affiliation with a municipal advisor.

Neil Bonn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads a boutique-style team within a global bank that delivers Wealth Planning, Investment Advisory Services, and Personal Banking, with banking services provided through Bank of America, N.A. His team focuses on serving ultra high-net-worth corporate executives, families, business owners, and non-profit organizations. Neil and his team have expertise in managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. They collaborate closely with clients’ attorneys, accountants, and other advisors to align financial and legacy strategies. Neil’s areas of focus include executive compensation, equity compensation services, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, investment strategy, tax minimization, and retirement income. He holds a Bachelor of Science degree in Economics from Central Washington University and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Neil enjoys boating, golfing, hiking, skiing, tennis, and spending time with his family.

Isaac Lleras is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at JP Morgan Securities and Ameriprise Financial Services. 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.

Tran Cao is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2020 and previously held positions at Ann Taylor Inc., American Eagle Outfitters Inc., and J Crew. 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.

Nancy Urbina is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation and five years of experience at Baird. Her background includes roles outside finance such as working at La Villa Mexican Restaurant and teaching at La Salle High School. The DDK Group at Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through private wealth management, offering financial planning, portfolio management, and custody services. The firm employs a blend of manager-traded and model-traded strategies, tax management, and internal research, supporting approximately $394 billion in assets under management as of December 31, 2025.

David Aramaki is a financial advisor with Ameriprise in Newcastle, WA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he engages in photography for a local public school district. Ameriprise offers a retirement-income planning service focused on clients with substantial investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools and advisory oversight to tailor plans primarily for assets held in Ameriprise-managed accounts.

Dylan Whitcraft is a financial advisor with LPL Financial holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, Capstone Financial, and First Command. He currently offers investment products and services through LPL Financial using the trade name BECU Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by extensive technology and offers both discretionary and non-discretionary investment strategies.

Gregory Olson is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2012 and holds a Series 66 designation. Based in Seattle, WA, Olson has spent over a decade serving clients through a leading global financial institution. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to customize client strategies.

Elizabeth Mcdaniel is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2011, alongside a concurrent role at Bank of America, N.A. since 2018. 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 both model-based and discretionary investment strategies.

Bryan La Belle is a financial advisor at Edward Jones in Covington, WA, with six years of industry experience. He holds the Series 66 designation and previously worked for United Parcel Service for 13 years. Outside of his advisory role, he volunteers as an assistant football coach at Kentwood High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Jennifer Wang is currently the Vice President and Financial Consultant at Fidelity, a position she has held since 2019. She has previous experience as a Financial Solutions Advisor at Merrill from 2018 to 2019 and served as a Financial Center Manager at Bank of America from 2015 to 2018. Her work focuses on wealth accumulation, retirement planning, and customized financial goals tailored to her clients and their families. Jennifer works closely with her clients to provide a simplified and stress-free process aimed at enhancing their confidence in their financial future. No additional information about her education, credentials, or personal interests has been provided.

Ashley Gardner is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Merrill since 2018 and previously held roles at Wells Fargo Clearing and various other organizations. Outside of her advisory work, Gardner is involved in multiple business activities, including running an online sales business and functioning as a part-time caregiver for a state health program. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caleb Angel is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His career includes roles in the financial technology and mortgage sectors, as well as internships involving private company valuation. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide.

Henry Kooy is a financial advisor with Ameriprise in Mercer Island, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at New Balance Athletics and spent several years in full-time education. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.