Douglas Custer is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. His prior roles include positions at Financial Engines Advisors L.L.C., Viridian RIA, LLC, Private Client Services LLC, and Appropriate Balance Financial Services. He serves on the advisory board of the Northwest Symphony Orchestra and is a member of the Planned Giving Advisory Council for the Overlake Medical Center Foundation. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and offers both advisor-led and online investment solutions to a large client base.

Trent Trailov is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Ameriprise, Independent Financial Group, Trail CPA, GPL Tax & Accounting, and Integrated AG. Outside of advising, he is involved with Trail CPA Corporation, a tax preparation and accounting business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of financial planning and advisory services through a broad network of investment adviser representatives, offering both discretionary and non-discretionary management along with model portfolios and research support.

Peter Gilding is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Raymond James Financial Services and Crossroads Financial Services. He has also worked in education and tutoring before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and various investment strategies.

Jeremy Taylor is a CFP®, ChFC®, and Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has been involved with Mainspring Wealth Advisors, LLC since 2013, where he serves as owner and branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional organizations. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools, and maintains unique affiliations such as a municipal advisor arrangement and specialized employer advisory programs.

Alex Cormier is a Financial Consultant at Fidelity Investments, where they have been serving since 2025. Prior to this role, Alex held positions as an Investment Consultant, Relationship Manager, and Financial Representative within Fidelity Investments from 2022 to 2025. Alex works closely with clients to define and understand their specific financial goals, developing personalized plans to align with their vision and provide confidence and structure across their portfolios. Collaborating with a Wealth Management Team, Alex executes these plans efficiently for clients and their families. Alex's approach emphasizes building a foundation of trust through understanding what is important to each client. This client-centered strategy supports the development of tailored financial solutions. Outside of their professional responsibilities, Alex enjoys art, family activities, golf, outdoor adventures, parenthood, and spending time with pets.

Johnatan Mendez is a financial advisor with Cambridge Investment Research Advisors based in Bellevue, WA. He holds a Series 66 designation and has been with Cambridge Investment Research Advisors and related entities since 2025. Prior to his advisory role, he held various positions including at The Boeing Company and University of Washington Tacoma. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management solutions and platform arrangements tailored to client objectives.

Donald Lagerquist is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options, manages approximately $1.01 trillion in assets, and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Peter Doolittle is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Edward Jones, Northwest Asset Management, OneMain Financial, and the University of Redlands. He also manages an advisory business through Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice based on detailed analysis and collaboration between a centralized service team and individual advisors.

Jennae Reid is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at Wells Fargo Clearing and ShareBuilder. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and related financial services.

Aimee Kelly is a financial advisor with RBC Capital Markets in Kirkland, WA, holding a Series 66 designation and 14 years of industry experience. She has been with RBC Capital Markets since 2014. 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 a range of advisory programs with tailored investment strategies, combining in-house and third-party managers to meet clients’ risk profiles and investment preferences.

Alan Khaitov is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Gonzaga University from 2016 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based financial planning agreements.

Paul Adams is a CFP® professional with 29 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2025 and spent 16 years at UBS Financial Services prior to that. Adams holds a Series 66 registration. 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 a range of brokerage and advisory solutions.

Rory O'Sullivan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to his current role, he worked at Wells Fargo Funds Distributor, LLC from 2016 to 2018. He serves as a board member and finance committee member of the Magnolia Chamber of Commerce in Seattle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and risk profiling, and supports its clients through various advisory programs and institutional consulting services.

Jordan Kirk is a CFP® and Series 66 registered advisor with Charles Schwab in Lynnwood, WA, with four years of industry experience. He has been associated with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of investment options supported by centralized custody and oversight.

Cynthia Hwang is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and six years of industry experience. Her work history includes roles at JPMorgan Chase Bank NA and Wells Fargo Bank, NA. J.P. Morgan Securities LLC 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Douglas Meck is a financial advisor at LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Waddell and Reed Inc and various insurance carriers. He also serves as Tax Director at Greenwood, Ohlund & Co, LLP, a tax preparation and accounting firm. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and advanced technologies.

Stacy Oster is a financial advisor at UBS Financial Services in Bellevue, WA, with 26 years of industry experience. She has been with UBS and its predecessor Paine Webber since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets solutions. The firm combines institutional trading capabilities with wealth management services to meet diverse client needs.

Chia Wei Liu is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His career includes roles at various Wells Fargo entities since 2017 and a prior position at Safeway. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets through more than 14,000 advisors.

Benjamin Bringolf is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wells Fargo Advisors, LLC since 2015 and has worked at Wells Fargo Bank since 2003. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Benjamin Duenwald is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 1998 and holds multiple professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is the founder of the Exit Planning Institute's Washington chapter and works closely with business owners to assist in planning and executing business sales. Benjamin graduated from the University of Washington Business School with a focus on Finance. His expertise includes college education planning, executive compensation, family wealth management strategies, personal retirement planning, philanthropic planning, small business strategies, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, and retirement income. He approaches client relationships through listening, understanding, and collaboration. Outside of his professional work, Benjamin and his wife, Sarah, a couple with two young children, enjoy traveling the Northwest and engaging in outdoor activities such as fishing, golf, skiing, and river rafting. He is also involved in professional organizations such as Girls Inc. PNW and the Washington Exit Planning Chapter.