Kyle Montano is a financial advisor with J.P. Morgan Securities in Lynnwood, WA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Travis Credit Union and Bank of America. 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.

Neil Lance is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 28 years of industry experience. His career includes roles at Fidelity Investments, U.S. Bancorp Investments, and various advisory firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Kalina is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Aaron Undseth is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mill Creek, WA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he owns a support company, Undseth Financial Inc., which assists his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Chad Masche is a financial advisor with Thrivent Investment Management in Mill Creek, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Thrivent Investment Management since 2007 and Thrivent Financial since 2014. Outside of his advisory role, he serves as Church President on the council of Good Shepherd Lutheran Church in Snohomish, WA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Christopher White is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of advisors and branch offices. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Wartes is a financial advisor at Raymond James Financial with over one year of industry experience. He holds the Series 66 designation and has previously worked at Mainspring Wealth Advisors, Permabilt, and other firms. Outside of his advisory role, he serves as Vice President and independent contractor at Constellation Wealth Services, where he is involved in administrative and portfolio management activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and advisory programs supported by analytical tools and maintains unique municipal advisory capabilities within a large institutional platform.

Christopher Wittenbrink is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develops personalized wealth management strategies designed to support those goals. His approach includes customized planning, investment management, and ongoing guidance to help clients navigate market conditions and pursue financial objectives effectively. Christopher has been in the financial services industry since 2011 and joined Merrill Lynch in 2018. He focuses on affluent individuals, assisting them with areas such as college education planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree in Business Administration and Political Science from Central Washington University. Outside of his professional role, Christopher participates in Scouting America and enjoys personal interests such as baseball, football, hiking, music, photography, tennis, and spending time with his family. He lives in Everett, Washington with his wife and two children.

Steven Tomalin is a Series 66-licensed financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities for the past 10 years and was previously employed at King County Library System. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to support its recommendations.

Nien Hoang is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been practicing as a financial advisor since 2010, working directly with technology and healthcare professionals, as well as small business owners and entrepreneurs. His approach is focused on a streamlined, goals-based wealth management process driven by accountability, exceptional service, and results. His areas of expertise include college education planning, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Nien holds certifications including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA), and maintains FINRA Series 7, 9, 10, and 66 registrations along with insurance licenses. He earned a bachelor's degree from Seattle University. Based in Seattle, Nien enjoys spending time with his wife and two sons exploring the outdoors, traveling, and supporting local sports teams. He is involved in community work through organizations such as Helping Link, reflecting his commitment to supporting others beyond his professional role.

Judith Salas is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Kovich is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sarah Frauenholtz is a Wealth Management Advisor with Merrill Lynch Wealth Management. She assists individuals, families, and nonprofit organizations in creating comprehensive financial plans that integrate wealth management, legacy planning, and philanthropy. Sarah works to help clients turn complex financial decisions into connected strategies involving banking, lending, trust and estate planning, investing, and philanthropic efforts. Since 2015, Sarah has been a part of the Kelly Wealth Management Group at Merrill. She holds a bachelor's degree in Mathematics from Carroll College in Helena, Montana, and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Chartered Advisor in Philanthropy and Personal Investment Advisor. Her professional focus includes family wealth management strategies, services for endowments, foundations, and nonprofits, legacy planning, personal retirement planning, philanthropic planning, and retirement income. Sarah is involved in community activities including serving on the board of the March of Dimes and volunteering with Financial Beginnings, a nonprofit focused on financial education. She also participates in the Better Money Habits Champions, a Bank of America volunteering network, and has served on the Board of Directors for the Downtown Everett Association. Outside of work, she enjoys cooking, golfing, music, volleyball, and spending time with her family.

Steven Foster is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial and its affiliates since 2001, including eight years with Foster Financial Group Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor non-discretionary planning and consulting to client goals and supports these through advisory programs and institutional portfolio management.

Aaron Wartes is a financial advisor with Raymond James Financial, holding the Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2022. In addition to his advisory role, he operates Constellation Wealth Services in affiliation with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports clients through advisory programs and institutional consulting.

Emily Faust is a financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2010 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Aaron Wolfe is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010, based in Mukilteo, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

Brandon Trout is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Canteen OCS/Compass Group for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, 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, operating under a fiduciary standard.

Daniel Reisdorff is a CFP® professional with 17 years of experience in financial advising, currently serving at Edward Jones since 2008. He holds the Series 66 license and is based in Arlington, WA. Outside of advising, he is a vice president of Gamut Bookkeeping Inc., a role he has held since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branches.

Warren Phillips is a financial advisor with Edward Jones in Arlington, WA, holding Series 63 and Series 66 licenses and bringing 28 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 with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, as well as affiliated financial services beyond traditional advisory offerings.