Nate Flood is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. In this position, he serves as a trusted partner for clients and their families, focusing on understanding each client's unique circumstances, needs, and concerns. Nate's experience in the financial services industry includes various roles at Fidelity Investments since 2018. Prior to his current position, he worked as a Financial Consultant from 2020 to 2023, Investment Consultant from 2019 to 2020, Relationship Manager from 2018 to 2019, and Financial Representative in 2018. He began his career as a Financial Representative Apprentice at Veritude, LLC from 2017 to 2018.

Austin Heady is a CFP® professional with 25 years of industry experience, currently with Edward Jones since 2000. Based in Bellevue, WA, he holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Janet Mc Ghee is a financial advisor at Raymond James Financial with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Equitable Advisors, LLC and Hall & Dornan Capital Partners. Janet serves as Co-Trustee of the Mother's Trust, Viola Bowie. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, primarily non-discretionary advisory services and supports specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Kenneth Woodsum is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Financial Advisor at LPL Financial from 2023 to 2025. In his professional capacity, Kenneth focuses on helping clients organize their financial picture, evaluate tradeoffs, and make informed decisions aligned with their unique goals. He emphasizes building financial planning relationships based on trust, transparency, and clear communication. Kenneth aims to create a collaborative experience where clients feel heard, supported, and empowered to move forward with confidence. Outside of his professional work, he enjoys various personal interests including camping, cooking and baking, hiking, photography, reading, and swimming.

Jere Meyer is a financial advisor with Cetera based in Redmond, WA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior experience includes roles at Parker, Smith & Feek, FSIC, and Professional Benefit Services. He serves on the board of a nonprofit organization, Bridge Ministries. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment options.

Amani Rahman is a Series 66-licensed financial advisor with Edward Jones in Redmond, WA, bringing six years of industry experience. Prior to joining Edward Jones in 2020, Rahman worked at the Kelley School of Business, Indiana University, and at the World Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jeff Jones is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He has held various roles within Fidelity Investments since 2016, including Investment Consultant, Relationship Manager, Workplace Planning Consultant II, Investment Solutions Representative, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Financial Associate at Thrivent Financial from 2015 to 2016. In his role, Jeff focuses on understanding his clients' goals and concerns to collaboratively design, execute, and monitor financial plans that help them work toward their objectives. His experience spans multiple aspects of financial consulting and investment solutions. Outside of his professional responsibilities, Jeff enjoys camping, hiking, traveling, exploring food, parenthood, and spending time with his pets.

Stuart Ardissono is a financial advisor with Raymond James Financial in Issaquah, WA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Industrial Scientific, the University of Washington, Rei, and service in the US Navy. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations through comprehensive risk profiling and asset-allocation analysis.

Bolun Ma is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Merrill, Bank of America, MassMutual Financial Group, and service in the US Army Reserve. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jasmine Barker is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jingwei Zang is a financial advisor with Merrill in Issaquah, WA, holding Series 63 and Series 66 licenses and bringing five years of industry experience. Prior to joining Merrill, Zang worked at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, HSBC Securities, HSBC Bank USA, New York Life, and American National. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Xin Chen is a financial advisor with Raymond James Financial, holding Series 66, 63, and 65 licenses and 14 years of industry experience. Prior to joining Raymond James in 2026, Chen worked at Ameriprise for one year and spent ten years at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and delivers non-discretionary, tailored advisory services supported by risk-based reviews and extensive institutional resources.

John Misner is a financial advisor with Edward Jones in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include 25 years at RBC Capital Markets and brief tenures at MML Investors Services and MassMutual Life Insurance Company before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and affiliated products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Nina Boss is a financial advisor at Edward Jones in Renton, WA, with 16 years of industry experience. She has been with Edward Jones since 2012 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets under management and offers various advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael J. Hammar is a financial advisor with UBS Financial Services in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 1998. 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, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jeffrey Loomans is a financial advisor with Ameriprise in Issaquah, WA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Prior to joining Ameriprise in 2020, he worked for Verde Capital Management, Inc. for seven years. Outside of his advisory role, he is co-owner of Steller Wealth Planning LLC, an investment-related business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Deana Hale is a Series 66-licensed financial advisor with Edward Jones in Redmond, WA, where she has worked since 2009. She has 16 years of industry experience. Outside of her advisory role, she has interests related to oil lease revenue in Breckenridge, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices.

Winnie To is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Autumn Zarkos is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior experience includes roles at Fidelity Investments and Seattle Pacific University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vick Agarwal is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on understanding the unique financial needs, goals, and challenges of his clients and their families. He collaborates with them to analyze their financial situations, develop customized plans, and assist in implementing these strategies. Vick is committed to building long-term relationships with his clients, aiming to serve as a trusted advisor over the years. Outside of his professional work, he engages in a variety of personal interests including baseball, board games, football, social events with friends, movies, and table tennis.