Daniel Golik is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior work includes nearly a decade at Piper Sandler & Co. and various roles within Wells Fargo entities dating back to 2004. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Riley Cray is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America since 2019 and has prior experience with Integrity Mortgage Group, North Sound Valuation, and other firms. Outside of finance, he has been involved with the YMCA of Snohomish County. 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.

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 at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at D.A. Davidson & Co. for 11 years. Outside of his advisory role, he volunteers as a teacher of a middle school electives course at St. Johns Catholic School in Seattle. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting a broad range of advisory strategies implemented by its network of investment adviser representatives.

Crystal Brown is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA and Fidelity Investments during her career. Crystal is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

John Albert is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following previous roles at Merrill and Banc of America Investment Services, Inc. He is based in Seattle, WA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, using research and analytics from Wells Fargo Investment Institute and third-party sources to evaluate investment options.

Willie Daniels is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business ownership through Frontline Group Inc. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, using a centralized consulting team that delivers non-discretionary, model-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Kiera Lyssikatos is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at USI Insurance Services and the Downtown Seattle Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and investment modeling.

Cori Karas is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and is based in Seattle, WA. Karas has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Adelaide Grimm is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 66 and Series 63 licenses and having 18 years of industry experience. Her prior roles include positions at Merrill, Bank of America, Ameriprise, and Independent Financial Group. Outside of advisory work, she is involved in real estate sales and property management as an owner and officer of several rental property businesses. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, serving a broad range of clients through various advisory programs.

Tiffany Timar is a financial advisor with Morgan Stanley in Silverdale, WA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets beginning in 1991. Outside of finance, she works as a cashier at a retail franchise on weekends. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad array of investment and planning services.

Edmond Powell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing services that include corporate benefits, employee benefits planning, equity compensation services, family wealth management strategies, services for defined benefit plans, employee financial health, personal retirement planning, portfolio management services, and retirement income. Edmond holds a Bachelor's Degree from Arizona State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials support his expertise in developing personalized financial plans tailored to individual client goals and circumstances. His approach involves connecting clients to the people, plans, and processes that align with their unique ambitions, focusing on areas such as funding education, retirement lifestyle planning, healthcare cost coverage, and long-term family goals. Edmond emphasizes simplicity and transparency in wealth planning to help clients navigate the complexities of investing.

Brian Acarregui is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Citigroup Global Markets and Morgan Stanley Smith Barney, where he has worked since 2009. He also serves as a trustee in a trust-related business activity. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a range of investment services backed by extensive resources and tools.

Patrick Foley is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and having six years of industry experience. He has been affiliated with both Merrill and Bank of America since 2016. 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 strategies for a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Hoke is a Series 66-licensed financial advisor with Morgan Stanley in Seattle, WA, bringing 22 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is the sole proprietor of a property management business. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and does not provide individual security recommendations as part of its standalone financial planning services.

Scot Sageser is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Avantax Advisory Services and World Equity Group, Inc. He is actively involved in several community and nonprofit organizations, serving in leadership roles with groups such as the Valley of Bremerton Scottish Rite, the Scottish Rite Scholarship Foundation of Washington, and the Franklin Lodge No 5, all of which focus on scholarships, education, and charitable activities. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management, financial planning, and access to third-party managers, operating a multi-manager platform with a broad range of program options and custodial relationships.

Colin Igawa is a Wealth Management Advisor who serves clients across the Northwest, Hawaii, and Nevada. His practice focuses on holistic wealth planning aimed at changing perspectives on generational wealth, engaging multiple generations to foster lasting community impact. Colin works with a diverse clientele that includes tech entrepreneurs, business owners, individuals experiencing divorce, families, and non-profit organizations. Colin holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Financial Consultant® (ChFC®) designation, along with being a Personal Investment Advisor (PIA) and a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his bachelor's degree from Seattle University with a double major in Finance and Business Economics. Before joining Merrill in 2022, Colin gained experience as a private client advisor at J.P. Morgan, Met Life Securities, and Wells Fargo, beginning his career in 2009. Outside of his professional work, Colin is active in his community, including long-term involvement with the University of Hawaii. He supports clients' mental and physical health and enjoys running, hiking, weightlifting, golf, as well as interests in opera, ballet, dance, poetry, music, reading, traveling, and watching movies.

Jason Lynch is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has worked at both Bank of America, N.A. and Merrill for the past 10 years. Outside of his advisory role, Lynch is an advisory board member of Alexander Hamilton Scholars, a charitable organization focused on supporting high-achieving, underprivileged youth transitioning from high school to college. He is also involved in family investment partnerships that manage outside investments and estate planning. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional accounts.