Robert Schultz is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and in real estate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and analytical tools, supports municipal and public-finance work, and has expanded its advisory programs to include SIMPLE IRA Employer Advisory & Consulting Services.

Kyler Kedroske is a financial advisor at OSAIC based in Bellevue, WA, with seven years of industry experience and a Series 66 designation. His prior roles include positions at Hornor, Townsend, & Kent, LLC and Penn Mutual Life Insurance Company. Additionally, he serves as an insurance producer evaluating insurance products to meet client needs. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of asset-allocation tools and third-party solutions to construct portfolios across various investment types on discretionary or non-discretionary bases.

Julian McMahon is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance, Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and evo. Outside of advising, he serves as president of a professional networking organization and participates in a specialized group providing financial advice related to divorce. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using a range of investment products and third-party platforms, with portfolios constructed through firm-provided tools and managed either discretionarily or non-discretionarily.

Clarence Pickles is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at UBS Financial Services since 2009. UBS Financial Services 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 provides a broad range of capital markets and research resources to support client strategies.

Gyuwan Kim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kim worked at Fisher Investments and has held various roles including involvement with the Washington Student Association and Washington State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its process. The firm serves multiple registered investment companies and offers model portfolios through systematic methodologies and oversight controls.

Sheehan Trippel is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, Trippel worked as a freelance writer starting in 2023 and held positions at the University of Washington and ASTEX Business Services. Outside of advising, Trippel is active as a freelance writer and serves as Co-Executor of a family estate, as well as participating in the Eastside Action Rotary Club. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, and institutional clients, offering a combination of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, providing both discretionary and non-discretionary investment solutions.

Sarah Power is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2014. Outside of her advisory role, she is a general member of Baja Caja LLC, a non-investment-related LLC. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Sarah works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and technology including artificial intelligence.

Stacy Thornton is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is co-trustee of her father’s family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aaron Marshall Spitzbart is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients' individual priorities to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Aaron holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Seattle University. His approach emphasizes ongoing advice and guidance tailored to clients’ evolving financial needs.

Katherine Maher is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Thrivent Investment Management and Thrivent Financial. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Brendon Wu is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Prior to joining Merrill, he spent eight years at Christ Covenant Church and took a one-year sabbatical in 2019. He serves as a trustee for a fiduciary rule entity based in Bellevue, Washington. 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, utilizing model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Ryan Larson is a Series 66 licensed financial advisor with Thrivent Investment Management. He joined Thrivent in 2026 and has prior experience working with Pine Creek Group LLC and various roles in retail and agricultural services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, with a focus on planning rather than portfolio management for institutional clients.

Axel Isackson serves as a Financial Advisor within Merrill Lynch Wealth Management. In this role, he provides financial guidance and support to clients, helping them manage their wealth effectively. Further details regarding his experience, areas of expertise, education, credentials, or personal interests are not provided.

Jason Fay is a financial advisor at Charles Schwab with 21 years of experience in the industry and holds a Series 66 designation. He has worked at Charles Schwab and Charles Schwab Bank since 2007. Outside of his advisory role, he is involved in real estate and property management activities in Washington. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by a centralized operational structure.

Bryant Griffiths is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from the Wells Fargo Investment Institute and third parties with diversification principles and modern portfolio theory in its investment approach.

Jennifer Rogers is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones, she worked at Insight FS, a division of Growmark Inc., and Deere and Company. She holds Series 66 and Series 63 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Brent Schwartz is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior roles include positions in mortgage lending and education. Outside of his advisory work, he coaches junior varsity tennis for both boys and girls teams at Everett High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Vick Guo is a Financial Consultant at Fidelity Investments, a position held since 2023. He brings over a decade of experience in the financial industry, having previously worked as a Premier Banker at Wells Fargo Bank from 2013 to 2023 and as a Financial Service Professional at New York Life Insurance Company from 2011 to 2013. Vick holds a CA Insurance License and is a CERTIFIED FINANCIAL PLANNER™. He specializes in comprehensive family financial planning, assisting individuals and families with retirement planning and wealth building strategies aimed at achieving long-term financial security. Vick holds an MBA in Finance and a bachelor's degree in Accounting, underpinning his thoughtful and relationship-driven approach to client service. Outside of his professional work, Vick enjoys cooking and baking, fishing, and exploring culinary experiences as a foodie.

Kenneth Wang is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. In addition to his advisory role, he is president of KCW Accountancy Corporation, a CPA firm providing accounting and tax services. Cetera is an SEC-registered adviser serving a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a multi-manager platform with diverse program structures.

Blair Pehanich is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and 17 years of industry experience. He previously worked for Merrill Lynch from 2007 to 2021 before joining Morgan Stanley in 2021. Outside of his advisory role, he is involved in property management as the sole owner of real estate businesses in Kirkland. Morgan Stanley Wealth Management provides advisory services to individuals and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.