David Wehrman is a financial advisor with UBS Financial Services in Kenmore, WA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with UBS Financial Services since 2000. 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, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

William Barlowe is a ChFC® credentialed financial advisor with 10 years of industry experience, currently with Edward Jones since 2015. He is based in Kirkland, WA, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Aaron Postema is a Series 66-licensed financial advisor with Edward Jones in Kirkland, WA, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Timothy Schell is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Peoples Bank, LPL Financial LLC, and D.A. Davidson & Co. since beginning his career in 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Randy Busch is a Series 66-licensed financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a board member for the Northshore Senior Center in Bothell, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jeremy Barrette is a Series 66-licensed financial advisor with LPL Financial, based in Snohomish, WA. He has one year of industry experience and has held prior roles at Wells Fargo and BECU. His background includes service in the United States Army and involvement with the Skagit YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Daniel Cicu is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. His prior experience includes roles at NYLIFE Securities, J.P. Morgan Securities, and Keybank, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

William Schultheis is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Soundmark Wealth Management for 16 years. Outside of advising, he is the author of The Coffee House Investor, a book for which he receives royalties. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Ryan Smolko is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Legacy Equity Valuations and Lorraine Barrick LLC, and has experience in both valuation and advisory roles. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary options, separately managed accounts, and affiliated funds.

Matthew Kroner is a financial advisor with Edward Jones in Duvall, WA, holding a Series 66 designation and two years of industry experience. His background includes roles at JP Morgan and various positions in the food and service industries. Edward Jones is a full-service wealth management firm serving 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 through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Judd is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL in 2025, he was with Grove Point Advisors and Grove Point Investments from 2021 to 2025 and worked at H. Beck, Inc. for nine years. He is also the owner of TrainingConnections LLC, a business related to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by extensive technology platforms and a large network of investment adviser representatives.

Junzhao Liu is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Liu held positions at Tianfu Seattle, Timeless Tea Dessert Cafe, and the City of Seattle / Seattle City Light, and has been affiliated with the University of Washington in various roles. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products and model portfolios.

Nicole Vankirk is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Merrill and Bank of America since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Xin Dean is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2019, Xin worked at PNC and attended Penn State University. Outside of advisory work, Xin is a co-owner of a rental property in Katy, Texas, along with family members. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Higgins is a financial advisor with Edward Jones in Everett, WA, holding the Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Higgins is involved in a small-scale real estate rental business. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Damon Thompson is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, Morgan Stanley, and periods as an independent advisor. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Turnbull is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked in landscaping and was involved with The House Christian Reformed Church for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, 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 through a large nationwide network of advisors and branch offices.

Charles Gardner is a CFP® with 38 years of industry experience, currently serving as a financial advisor with LPL Financial since 2019. He previously worked at Cetera Advisor Networks and Cetera Wealth Services for a combined 30 years. Gardner is associated with Swagerty & Gardner, LLC, an investment-related business operating as a DBA for his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Clinton Boxman is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he serves as a past president of the Kingston-NK Rotary Club and is involved with the Greater Kingston Chamber of Commerce. Ameriprise provides retirement-income planning services for individuals approaching or in retirement who meet specific asset thresholds, delivering written, non-discretionary recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a wide range of advisory, brokerage, and insurance solutions through affiliated companies and utilizes a combination of research, modeling, and algorithmic automation overseen by a Retirement Income Oversight Committee.