Juliana Gunawan Lee is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party 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 with nine years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley, J.P. Morgan Chase Bank, J.P. Morgan Securities, and Wells Fargo in various capacities since 2011. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations, firm-approved planning tools, and scenario modeling guided by its Global Investment Committee.

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.

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 at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Alan Robinson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of SOHAPPY FARMS LLC, which specializes in geoduck aquaculture. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment 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.

Douglas Mc Clure is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors for 10 years. He is also a co-owner and advisor at Legacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized programs in municipal finance and retirement plan consulting.

Michael Miller is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019 and at Bank of America, N.A. since 2020. Prior to his advisory roles, he was employed at Sand Valley Golf Resort for three years. 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.

Boris Zrnic is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior experience includes roles at Merrill/Bank of America, Fidelity Investments, Edward Jones, and JPMorgan Chase Bank. Outside of his advisory work, he owns Boka Fragrance LLC, a perfume business based in Port Orchard, WA. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a variety of advisory models through a network of Investment Adviser Representatives and third-party program sponsors, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Danielle Zinck is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 credential and has four years of industry experience. Prior to her current role since 2021, she worked in various capacities including catering and events management. She also maintains a part-time role as a caterer with Green Apple Events and Catering. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies.

Benjamin Pawlak is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Emerald Wealth Management, Northwestern Mutual, Wells Fargo Clearing Services, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies and technology tools.

Tessa Wood is a financial advisor at Robert Baird & Co. in Seattle, WA, with 23 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following three years at Morgan Stanley. Robert Baird & Co. is an institutional firm with approximately $394 billion in regulatory assets under management as of December 31, 2025. The firm’s Private Wealth Management department, including the DDK Group, serves individual, corporate, pension, profit-sharing, and charitable clients, offering a range of financial planning, portfolio management, and brokerage services supported by internal research and investment tools.

Benjamin Chen is a financial advisor at LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Northwestern Mutual and Equitable, as well as a background in mortgage services with Homelink Mortgage Inc. Outside the financial industry, he has been involved with So Tasty Corp and the Bellevue Badminton Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Avery Hultgren is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, Avery held various roles including positions at Optistaffing, Manpower Group/EXPERIS, and Seattle University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions.

Trevor Williams is a financial advisor with J.P. Morgan Securities in Mill Creek, Washington, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Forney Financial/LPL Financial and Prudential. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by related J.P. Morgan affiliates.

Stephanie Scheidegger is a Series 66-licensed financial advisor with Equitable Advisors in Bellevue, WA, bringing six years of industry experience. Her background includes ten years with Richard Stewart, followed by five years at Stewart Financial Group DBA, before joining Equitable Advisors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs and third-party asset managers to tailor solutions based on client risk tolerance and goals.