Lisa Parke is a financial advisor at Edelman Financial Engines with one year of experience. She holds a Series 65 designation and has worked in the financial industry since 2012, including roles at Viridian Investments and Appropriate Balance Financial Services. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Mikaela Lelonek is a financial advisor at RBC Capital Markets in Seattle, WA, holding Series 65 and Series 63 licenses with three years of industry experience. Her previous roles include positions at Wells Fargo Bank and Walpole Financial Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

George Pierce is a financial advisor with LPL Financial in Seattle, WA, holding a Series 63 designation and bringing 43 years of industry experience. He previously worked at Coldstream Capital Management Inc. from 2016 to 2021. Pierce serves as a director, trustee, and treasurer on the board of the William E Wockner Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Allison Odenthal is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Janney Montgomery Scott and Merrill. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Eric Dash is a financial advisor at Edward Jones in Seattle, WA, holding the CFA® designation along with Series 66 and Series 63 licenses. He has 12 years of industry experience, including prior roles at Northwestern Mutual Investment Services LLC and other firms. Outside of his advisory work, Dash coaches youth ski racing and teaches skiing as a snow sports instructor. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and $1.01 trillion in assets under management.

Michael Mazur is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analyses.

Matthew Hersch is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 designations with 22 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and methodologies.

Laron Williams is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 credential and has worked at firms including Edward Jones and Pruco Securities, LLC. Outside of finance, he manages operations for Careful Movers, a moving company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and retirement-plan support alongside access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client solutions.

William George is a financial advisor with Merrill in Seattle, WA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Merrill, he worked at Bank of America, BMO, Bank of the West, and US Bank. Outside of his advisory role, he works as an independent contractor providing rideshare services for Lyft and Uber. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Basel Elesrawi is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Bank of America and has additional experience outside finance including positions at LA Fitness and Einstein Bagels. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Kevin Young is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management solutions across a broad range of products and services.

Shawn Hintz is a financial advisor at UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with UBS Financial Services since 1998. Outside of his advisory work, he serves on the board of directors for Safe Crossings, a charity that provides grief counseling for children and families. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Susan Beardsley is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2013. Beardsley is also associated with Olympic Investment Group, a doing-business-as name for Financial Advocates Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Darla Cerrillo is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience, including her current tenure at Edward Jones since 2020. Prior to her career in finance, she worked for over two decades at Lowe's Home Improvement. 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 strategies, managing approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Ethan Yamamoto is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Alaska Airlines and held various positions at the University of Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its process.

Daniel Golik is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wells Fargo entities since 2007, including Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Bailey is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008 and at City National Bank since 2020. Outside of finance, he was a passive owner of NATIVIS, an anti-cancer medical device company, from 2014 to 2019. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and includes integrated financial planning, custody, and brokerage services.

Olivia Thwaits is a financial advisor at Merrill with five years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Merrill, she worked at U.S. Bancorp Investments, Inc., U.S. Bank, and Becu. 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 for individuals, high-net-worth clients, and institutional investors.

Chris Economou is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on understanding clients' complete financial situations to develop personalized wealth management strategies. Chris integrates insights from Merrill and solutions from Bank of America to help clients navigate dynamic market conditions and pursue their financial goals. Chris holds a Bachelor's Degree from the University of Washington and has earned the Personal Investment Advisor (PIA) designation. He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, Chris enjoys camping, cooking, golfing, hiking, and spending time with his family.

David Johnson is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining LPL Financial in 2026, he spent a decade at D.A. Davidson & Co. He volunteers as a teacher of a middle school electives course at St. Johns Catholic School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.