Aaron Yen is an Investment Consultant who collaborates with clients to understand their financial goals and develops tailored financial plans to meet their needs. He emphasizes educating clients and building strong, trust-based relationships with them and their families. His professional experience includes roles as a Relationship Manager at Fidelity Investments from 2022 to 2024, a Licensed Relationship Manager at Key Bank from 2020 to 2022, and a Financial Adviser at Edward Jones from 2018 to 2020. Outside of his professional career, Aaron has interests in cooking and baking, hiking, military service, pets, traveling, and yoga.

Brian Locke is a financial advisor with LPL Financial in Tukwila, WA, holding the Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been associated with Boeing Employee Credit Union and Linsco Private Ledger for over 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, incorporating both discretionary and non-discretionary management, model portfolios, and access to research from multiple sources.

Christopher Johnson is a financial advisor with Edward Jones in Seattle, WA, holding the Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025. Prior to this, Johnson worked at Amazon for seven years and served 14 years in the United States Marine Corps. Outside of his advisory role, he coaches CrossFit and fitness classes at local gyms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products.

Scott Rethke is a financial advisor at Ameriprise in Kirkland, WA, holding a Series 66 designation with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in multi-family real estate ownership. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports primarily for Ameriprise-managed accounts.

Madeline Fletcher is a Series 66-registered financial advisor with Morgan Stanley in Seattle, WA, and has four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC, where she has worked since 2021, her background includes roles at King County and Brigham Young University - Idaho. Outside of her advisory work, she is involved with Floyd Glass & Remodel LLC, a construction and engineering business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm uses structured planning tools and investment models to support clients, managing approximately $2.74 trillion in assets.

Rahatul Islam is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations. He has experience with JPMorgan Chase Bank NA and J.P. Morgan Securities, along with earlier roles at Amazon.com, Inc. and Best Buy. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with discretionary options and a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Sagar Gandhi is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2016. Outside of his advisory work, he is the owner of K.S.G.9 Holdings LLC, a real estate rental and holdings business. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager searches, and customized performance reporting through its Institutional Consulting Services program.

Brandon Miller is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Washington State Employees Credit Union and Quality Food Centers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs with both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Darren Trautmann is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2008 to 2026, including wealth management and investment management roles. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Nathan Wolanski is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Before joining Ameriprise in 2026, he held roles at Grand Canyon University and the Montane Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning through written reports and annual advice based on proprietary research and third-party data.

Charles Shaffer III is a financial advisor with LPL Enterprise based in Mercer Island, WA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Mass Mutual Investors Services, New York Life, and The Prudential Insurance Company of America. Outside of his advisory role, he owns a business focused on strategic planning, branding, and target audience research for small advertising agencies. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated advisory and broker-dealer platform.

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.

Jorge Bustamante is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Paraplanner at Ameriprise from 2021 to 2023 and as a Registered Client Service Associate at Raymond James from 2019 to 2021. In his current position, Jorge partners with clients to translate their financial goals into actionable plans. He employs a collaborative approach to help clients evaluate their options and make informed decisions regarding saving, investing, and wealth management. Outside of his professional work, Jorge has interests in camping, fitness, hiking, outdoor adventures, parenthood, and soccer.

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.

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.

Abby Wentz is a financial advisor with Fidelity in Tukwila, WA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at PLICO and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it holds distinctive roles such as CFTC registration and advisory responsibilities for multiple registered investment companies.