Aaron Marshall Spitzbart is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients' individual priorities to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Aaron holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Seattle University. His approach emphasizes ongoing advice and guidance tailored to clients’ evolving financial needs.

Katherine Maher is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Thrivent Investment Management and Thrivent Financial. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Brendon Wu is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Prior to joining Merrill, he spent eight years at Christ Covenant Church and took a one-year sabbatical in 2019. He serves as a trustee for a fiduciary rule entity based in Bellevue, Washington. 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, utilizing model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Axel Isackson is a Financial Advisor with Merrill Lynch Wealth Management, operating in the greater Seattle area. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Axel takes a client-centered approach by understanding what matters most to each individual and helping them develop clear financial strategies aligned with their goals. Axel holds degrees in Managerial Economics and Business Finance from Central Washington University, where he also played football for five years. He brings the discipline and competitive mindset from his athletic experience into his work. Axel is a Personal Investment Advisor (PIA) and maintains an active interest in financial markets and investing. Outside of his professional role, Axel enjoys a variety of outdoor and sporting activities, including baseball, boating, fishing, football, golfing, ice hockey, skiing, surfing, and spending time with his family. He focuses on building trust and confidence with clients as their financial situations and goals evolve.

Austin Glenn is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at the University of Utah David Eccles School of Business and Village Life. Outside of advising, he operates Austin Glenn Photography. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a written Recommendation Report and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Bryant Griffiths is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Mitchel Mcghee is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using a range of mutual funds, ETFs, and ETPs.

Rodney Williams is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with individual clients to address their personal financial situations by exploring financial alternatives tailored to their specific goals and desires. Prior to his current role, Rodney served as a Financial Advisor at Merrill Lynch from 2017 to 2021. His professional experience spans over several years in the financial advisory sector, focusing on client-centered financial planning and consultation. Outside of his professional work, Rodney's personal interests include fitness, football, movies, outdoor adventures, running, and yoga.

Vick Guo is a Financial Consultant at Fidelity Investments, a position held since 2023. He brings over a decade of experience in the financial industry, having previously worked as a Premier Banker at Wells Fargo Bank from 2013 to 2023 and as a Financial Service Professional at New York Life Insurance Company from 2011 to 2013. Vick holds a CA Insurance License and is a CERTIFIED FINANCIAL PLANNER™. He specializes in comprehensive family financial planning, assisting individuals and families with retirement planning and wealth building strategies aimed at achieving long-term financial security. Vick holds an MBA in Finance and a bachelor's degree in Accounting, underpinning his thoughtful and relationship-driven approach to client service. Outside of his professional work, Vick enjoys cooking and baking, fishing, and exploring culinary experiences as a foodie.

Laura Simons is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2017. Prior to that, she was a Sales Coordinator for The Juice Plus Company, a nutritional product business, from 2011 to 2017. 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.

Matthew Telona is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various financial roles at firms including Bank of America, Merrill, and Fidelity. Outside of finance, he has been involved with coffee-related ventures such as Sea Level Coffee and Olympia Coffee Roasters. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Jennifer Droppelman is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Robert W. Baird & Co. since 2015. Outside of her advisory role, she is the owner and member of OneSouthShore LLC, a non-investment-related business. Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department. The firm offers financial planning, portfolio management, separately managed account programs, and custody services, employing a range of strategies including manager-traded and model-traded SMAs, tax management, and direct indexing.

Daniel Dullum is a financial advisor at UBS Financial Services with 11 years of industry experience. He has previously worked at US Bank and U.S. Bancorp Investments, Inc. Outside of his advisory role, he serves on the board of Lighthouse Cooperative, a charity providing cooperative learning for elementary school children, where he assists with bookkeeping and reporting. 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’s advisory approach utilizes proprietary capital market assumptions, model-based asset allocations, and research from UBS Global Research to tailor plans according to clients’ goals and risk tolerances.

Clark Small is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2010 and Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in several business activities in Sun Valley, Idaho, including working on race competition setup and owning a property management oversight company. 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.

Linda Vuong is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked with Morgan Stanley Private Bank since 2020 and has been with Morgan Stanley Smith Barney since 2009, as well as having experience with Citigroup Global Markets dating back to 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Travis Rus is a financial advisor at Raymond James Financial in Bellevue, WA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Inc. since 2000. Rus is also the owner of Eastside Advisors, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and it supports municipal and public finance work through a unique municipal advisor affiliation.

Kirsten Kunkel is a financial advisor at Robert Baird & Co. in Seattle, WA, with 24 years of industry experience. She has been with Robert Baird & Co. since 2014 and holds Series 63 and Series 65 licenses. Outside of her advisory role, Kunkel serves on the finance council for Our Lady of Fatima Parish, where she reviews the parish budget and financial health. Kunkel is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded strategies with ongoing manager oversight and internal research tools.

George Aokuso is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partner in Plato's Cave LLC, an Airbnb business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and may include ESG eligibility in its recommendations.

Michael Keever is a financial advisor at Raymond James Financial Services Advisors, Inc. with 44 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Raymond James in 2023. Keever is also the owner and CEO of Keever Capital LLC and a partner at Small Haven LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Micah Thompson is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and one year of industry experience. He previously worked at J.P. Morgan Securities and has a background that includes roles at DoorDash and JPMorgan Chase Bank, N.A. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory in its investment approach.