Naima Rasheed is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 66 designation and has previously worked at Mathnasium and First Hill Trust Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Anthony Soh is a CFP® and ChFC® with 19 years of industry experience. He is currently with OSAIC and has previously worked at Royal Alliance, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. Outside of his primary advisory role, he provides advisor education on life insurance and annuity products through Advisory Resource Group, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across a range of investment types.

Steven Aichinger is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 11 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he owns Meadowbrook Oil Corp, which holds mineral right oil royalties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Daniel Grigg is a financial advisor at Ameriprise in Seattle, WA, with seven years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Ameriprise since 2022. His prior experience includes roles at Definitive Signings LLC and Definitive Paint LLC, where he remains active. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Adair Hawkins is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for 14 years at Redmond Signature Dentistry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offers a range of advisory programs, investment strategies, and affiliated financial services.

Ezra Altaras is a CFP® with 20 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. since 2020 and previously spent 12 years at Wells Fargo Advisors. He is the owner and managing director of Altaras Financial Group LLC, an independent financial services firm affiliated with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Brad Moore is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2012, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His professional experience spans over a decade within the firm. Brad focuses on developing meaningful relationships with his clients, emphasizing trust and confidence in the financial planning process. He aims to make financial decisions straightforward and comfortable for those he works with. Outside of his professional role, Brad enjoys attending concerts, participating in family activities, watching football, playing golf, engaging in outdoor adventures, and traveling.

Kohl Metzger is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Based in Seattle, WA, Metzger holds the Series 66 license. He is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and offers access to various investment strategies through its extensive resources.

Michael Foody is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He has held previous roles at City National Bank, RBC Capital Markets, and Wells Fargo in various capacities. He serves on the advisory board of Treehouse, a nonprofit organization supporting youth in foster care. The DDK Group, part of Baird’s Private Wealth Management department, provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of strategies including separately managed accounts and overlays, supported by internal research and model-driven management, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Juliana Gunawan Lee is a financial advisor at RBC Capital Markets with 26 years of industry experience. She has been with RBC Capital Markets LLC since 2008 and holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Gary Ovsak is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including Cetera Advisor Networks LLC and Northwest Advisor Group. His tenure at Merrill began in 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Rylan Nordquist is a financial advisor at Morgan Stanley in Seattle, WA, with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2022, following roles at JPMorgan Chase Bank and Wells Fargo. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm provides tailored financial planning and a variety of advisory programs supported by structured planning tools and extensive investment resources.

Matthew Zylstra is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory work, he serves on the finance and investment committee of Monroe Christian School, assisting with financial recommendations for the school’s operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Cara Saunto is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

Mark Pederson is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management, based in the Bellevue office. He serves as an Investment Advisory Program Portfolio Manager, specializing in designing and managing personalized or defined investment strategies on a discretionary basis. These strategies may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. Mark's expertise covers a broad range of financial planning and wealth management services, including portfolio management with an emphasis on dividend-growth and income-producing investments, tax minimization, retirement income planning, and socially responsible investing. He has experience managing the private wealth of affluent individuals and senior corporate executives, offering guidance on complex areas such as 401(k) and IRA strategies, estate planning, and executive trading plans. He holds a Bachelor of Science degree from the University of Washington and a Master's degree from Colorado State University. Mark maintains a commitment to community involvement through volunteer work. In his personal time, he enjoys music, reading, and spending time with his family.

Aubrey Rosenthal is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill and First Republic Investment Management. Rosenthal is currently based in Bellevue, WA. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Tyler De Brock is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation. His prior work includes a role at Hilltop Securities Inc. and time spent at the University of Washington. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocation and research to tailor plans according to clients’ goals and risk tolerances. The firm provides a broad range of services including fee-based financial planning, discretionary portfolio management, and capital markets operations.

Darby Jones is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and global resources.

Alan Robinson is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of directors for SOHAPPY FARMS LLC, a geoduck aquaculture business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using both in-house and third-party managers.

Charles Anderson is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Nwf Advisory Group, Whjr Associates, and Royal Alliance Associates, Inc. Outside of advisory work, he manages a tax preparation and business management firm. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware withdrawal strategies.