Julie Kov is a financial advisor with Wells Fargo Advisors in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning in areas such as retirement, education, risk management, and specialized services including business-owner transitions and special-needs analysis.

Aurailla Gust is a CFP®-certified financial advisor with 31 years of industry experience. She is currently with Ameriprise in Bellevue, WA, having joined the firm in 2025. Prior to Ameriprise, she worked at Robert W Baird & Co for eight years and held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jason Kim is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. He began his career in finance with Equitable as a Financial Advisor from 2018 to 2020 before joining Fidelity Investments. At Fidelity, he has held various roles including Financial Representative, Relationship Manager, Planning Consultant, and Investment Consultant. His progressive experience within Fidelity reflects his deepening expertise in financial planning and client relationship management. Jason graduated from the University of Washington in 2018 with a degree in Economics. His personal experience of financial hardship during his family's move from South Korea to Orange County, California, has informed his professional approach. He is committed to helping clients achieve clarity and confidence in their financial decisions. Outside of his professional work, Jason enjoys canoeing, cooking and baking, and participating in social events with friends.

Matthew Cohrt is Vice President and Branch Leader at Fidelity Investments. In his role, he leads, coaches, and inspires advisors to maintain ongoing financial planning relationships with clients. He emphasizes the importance of strong relationships with associates to foster strong client relationships. Matthew has been with Fidelity Investments since 2007, holding various positions including Vice President, Regional Planning Consultant from 2016 to 2018; Vice President, Financial Consultant from 2012 to 2016; Financial Consultant from 2009 to 2012; and Financial Representative from 2007 to 2009. Prior to joining Fidelity, he worked as a Financial Advisor at Pacific Capital Resource Group from 2006 to 2007.

David Kopij is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving clients in the financial services industry since 1999 and joined Merrill Lynch in 2010. Throughout his 23-year career, David has guided multi-generational families in building, preserving, and distributing wealth. His team focuses on helping clients grow their assets, utilize those assets to meet financial objectives, and efficiently transfer wealth to loved ones. David’s areas of expertise include education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from Villanova University. Residing in Edmonds, Washington, just outside Seattle, David lives with his wife Dana and their three children: Hans, Claire, and Willie. He is involved in the community through St Luke’s Parish and School. David’s personal interests include adventure sports, biking, boating, camping, fishing, golfing, hiking, photography, skiing, and traveling.

Madison Buchea is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and has previously worked at AO Globe Life and UBS Financial Services Inc. Madison’s background includes a range of roles spanning from 2017 to the present across financial services and education. 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 sources.

Taylor Woodruff is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening, qualitative research, and tax-aware risk management strategies.

Jason Pouliott is a financial advisor with Edward Jones in Everett, WA, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Greg Leonard is a financial advisor with Ameriprise Financial Services LLC in Seattle, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior work includes roles at Fidelity Investments and Raymond James Financial Services. Leonard was also associated with Fisette & Kim Financial Services LLC in a non-investment role providing client support and financial planning services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Grace Cronin is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior experience includes roles at Stevens, Sloan & Shah and Baird. She also worked in education at California State University Monterey Bay for three years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s client model includes both non-discretionary advice and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Joey Nguyen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2026, he held roles at U.S. Bank and Addison Group among other positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of fund advisory roles, model portfolios, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Tzeyan Chan is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. Currently affiliated with Charles Schwab in Redmond, WA, Chan has worked with Charles Schwab and Charles Schwab Bank since 2021. Prior to that, Chan was employed at SALAL Credit Union and GCL New Energy Holdings Ltd. Chan also manages a rental property as a landlord. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Meshal Waqar is a financial advisor at Charles Schwab in Seattle, WA, holding a Series 66 designation. He has been in the industry since 2023, with prior experience at several firms including Raymond James Financial Services and Cetera. Outside of his advisory roles, he has been involved with Senior Financial Advisors Inc., a support company unrelated to investment activities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios alongside research from the Schwab Center for Financial Research.

Chantal Balcom is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Cadaret, Grant & Co., Inc. and Royal Alliance, in addition to operating Balcom Investments, Inc. since 2008. Outside of her advisory work, she serves as secretary on the board of the Breakers Association, a nonprofit organization, and also manages Balcom Farm in Newman Lake, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from in-house and third-party research and portfolio options.

Jeffrey Church is a financial advisor with Ameriprise in Newcastle, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is a co-owner of Golden Hour Honey, a retail business. Ameriprise specializes in retirement-income planning for individuals with substantial investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

George Pierce Jr. is a financial advisor at LPL Financial in Seattle, WA, holding the CFP® designation with eight years of industry experience. His prior roles include positions at Coldstream Wealth Management and Boone Wealth Advisors, with a background in education spanning a decade. He is also involved in a used car sales business outside of investment management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides diverse advisory programs and financial planning services supported by research, model portfolios, and various management options.

Traci Underhill is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has held various roles within J.P. Morgan entities since 2020, as well as experience in mortgage services from 2016 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting delivered on a non-discretionary basis. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Richard Mercier is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. His career includes roles at Securities America Advisors, Kms Financial Services, and continuous activity with Mercier Financial Group since 1977. Outside of his advisory work, he collects cards as a personal interest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from multiple sources and advanced portfolio options.

Randy Gordon serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2026. In this role, he collaborates with his Wealth Management Team to deliver comprehensive financial planning tailored to clients' individual goals. He has been with Fidelity Investments since 2021, initially joining as a Planning Consultant, then advancing to Financial Consultant before his current role. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2018 to 2021. Throughout his career, Randy has focused on developing financial plans and strategies that assist clients in investing prudently, building and transferring wealth, and enhancing their savings. His professional experience spans financial consulting and wealth management, emphasizing a holistic approach to financial planning. Outside of his professional endeavors, Randy has interests in comedy, football, golf, movies, singing, and traveling.

Paul Crane is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He previously served as a Financial Consultant at Fidelity Investments from 2019 to 2023 and as an Investment Consultant from 2018 to 2019. He holds a California Insurance License. Paul focuses on providing clients with dedicated time and attention to understand their needs and concerns, partnering with them to design and execute sustainable financial plans aimed at pursuing their lifetime goals.