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 Tukwila, WA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Merrill, Fidelity Investments, Edward Jones, JPMorgan Chase, and Bank of America. Outside of finance, he is the owner of Boka Fragrance LLC, a perfume business based in Port Orchard, WA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that includes advisory and brokerage channels, tailoring services based on clients’ goals, risk tolerance, and time horizon.

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, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Morgan Stanley, and Northwestern Mutual, as well as experience in high school education at Roosevelt High School. He currently works at LPL Financial and Emerald Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by in-house and third-party research.

Tessa Wood is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and 22 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously spent three years with Morgan Stanley. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and other institutional clients. The group offers tailored consulting and portfolio services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Benjamin Chen is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual and Equitable. Outside of financial services, he has been involved with So Tasty Corp and the Bellevue Badminton Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Trevor Williams is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked in education and automotive sectors, including positions at Sultan School District, AutoNation, the University of Washington, and Everett Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Stephanie Mochan is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to that, she was associated with Richard Stewart for a total of 15 years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Tyler Neal is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of 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 investment strategies.

Alexander Gust is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 66 designation and previously worked at Baird Private Wealth Management and the United States Postal Service. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm delivers these services through a centralized consulting team and integrates algorithmic automation alongside expert oversight in its planning process.

Wasian Wowor is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His work history includes roles at Bank of America, Merrill, KOL LLC, Panen LLC, and City University of Seattle. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Navone is a financial advisor with Ameriprise in Seattle, WA, holding a Series 63 designation and bringing 43 years of industry experience. He has worked at Ameriprise and its predecessor entity since 2005. Outside of his advisory role, he has ownership in Elliott Suites LLC, a business related to real estate leasing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored planning and recommendations focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Patrick Burns is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Zachary Joss is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. He has worked at Merrill since 2022 and is also affiliated with Bank of America. Outside of finance, he has experience in small business operations, including time at Delfino's Chicago Style Pizza. 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 tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Drouin is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Ameriprise since 2010. Prior to his current role, he has spent over a decade within the same firm. Outside of his advisory work, he occasionally works as an Uber driver. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing research-driven, algorithm-supported recommendations tailored by a centralized retirement-income consulting team.

Shelley Pearce is a financial advisor with Robert Baird & Co. in Kenmore, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she is a landlord of a rental property. Robert Baird & Co.’s DDK Group serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations, providing tailored consulting and portfolio management services through a range of strategies and investment vehicles.

Natalie Garcia is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Baird in 2023, she held various roles in hospitality and home loans. Outside of finance, she works as a bartender at Collins Pub in Seattle. Baird's DDK Group, where Garcia advises clients, serves individuals, families, pensions, corporations, and institutional clients, providing customized financial planning and portfolio management through a combination of in-house and third-party managers.

Ryan Steen Muscat is a financial advisor with Fidelity and holds the Series 66 designation. He has one year of industry experience, including work with Fidelity Investments since 2024. Outside of finance, he operates a tour guide service based in Missoula, Montana. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an adviser to multiple registered funds.

Neil Bonn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads a boutique-style team within a global bank that delivers Wealth Planning, Investment Advisory Services, and Personal Banking, with banking services provided through Bank of America, N.A. His team focuses on serving ultra high-net-worth corporate executives, families, business owners, and non-profit organizations. Neil and his team have expertise in managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. They collaborate closely with clients’ attorneys, accountants, and other advisors to align financial and legacy strategies. Neil’s areas of focus include executive compensation, equity compensation services, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, investment strategy, tax minimization, and retirement income. He holds a Bachelor of Science degree in Economics from Central Washington University and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Neil enjoys boating, golfing, hiking, skiing, tennis, and spending time with his family.