Kandace Sylvester is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Investment Services, Umpqua Bank, Columbia Bank, and Wells Fargo. Outside of her advisory roles, Sylvester owns Kan Do Yoga LLC, where she teaches public yoga classes and retreats. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Jens Halle is a financial advisor with Charles Schwab in Lynnwood, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2006. He is a member of the East King County Estate Planning Council, which promotes continuing education and networking among estate planning professionals. Charles Schwab & Co., Inc. serves primarily 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.

Gavin Chinn is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior experience includes roles at Verity Credit Union, CUSO Financial Services, L.P., and Piper Sandler & Co. He serves as a board member of the Alpha Tau Omega National Fraternity. 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 investment management solutions through a large network of advisors.

Mario Morgan is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2018. He provides guidance to clients in creating comprehensive financial plans tailored to their personal needs and wishes. Mario has been with Fidelity Investments since 2011, initially serving as a Financial Consultant before his current position. Prior to joining Fidelity, Mario worked as an Investment Representative at USAA Financial Advisors, Inc in 2010, a Financial Advisor at Chase Investment Services Corp in 2010, and a Financial Advisor at Edward Jones from 2008 to 2010. His professional experience spans various aspects of financial advising and wealth planning. Outside of his professional work, Mario enjoys biking, golf, music, reading, and tennis.

Wei Lin Huang is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation. Huang has been with Edward Jones since 2025. Prior to joining the firm, Huang was self-employed and worked with Uber for three years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through a large network of financial advisors and branch offices nationwide.

Kevin Hansen is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Securities America Advisors, Inc. and Kms Financial Services Inc. Hansen also operates a DBA called Ravenna Capital Management. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and multiple strategies including discretionary UMAs and third-party money managers.

Tyrel Tait is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. Prior to this role, he served as a Financial Consultant at Fidelity from 2013 to 2017 and as an Investment Consultant from 2012 to 2013. His previous experience also includes financial advisory positions at U.S. Bancorp Investments, Chase Investment Services, and Wells Fargo Investments dating back to 2004. In his professional capacity, Tyrel collaborates with clients to develop and implement retirement and investment plans tailored to their goals, priorities, and time frames. He focuses on diagnosing the current state of clients' plans, identifying areas for improvement, and establishing sustainable and flexible strategies that adapt to changing circumstances. Tyrel holds a California Insurance License. Outside of his professional work, Tyrel has interests in art, family activities, fitness, hiking, music, and traveling.

Jeffrey Stenberg is a financial advisor at Edward Jones in Edmonds, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Amazon and Aerotek, among other roles. 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. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Nicholas Maderis is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2015. Outside of his advisory role, he is a partial owner of Nibero, LLC, where he is involved in property upkeep and rent collection. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative and qualitative research with forward-looking market assumptions and includes ESG criteria within its investment recommendations.

Emil Anderson is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held various roles within JPMorgan Chase and its affiliates since 2011. Outside of his advisory work, he serves as an officer and treasurer for a youth STEM robotics organization and volunteers as a personal finance instructor for high school students. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary, written asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and may include ESG considerations.

Andrew Wilson is a financial advisor with Charles Schwab in Seattle, WA, holding a Series 66 designation and entering his first year in the industry. Prior to joining Schwab, he worked at Island Research for one year and spent nine years at Amazon.com. Charles Schwab & Co., Inc. serves a broad client base, primarily 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 mix of non-discretionary and discretionary investment options, supported by a large-scale, integrated operational structure.

Sarah Burdick is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for twelve years and is also associated with Sound Harbor Financial, where she manages client service and office operations. Outside of her advisory role, she and her husband own a small rental property in Bremerton, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, employing analytical tools to illustrate potential outcomes and supports its recommendations through various advisory programs.

Eric Sandstrom is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at Shari and James Jenkins Inc. and Waddell & Reed, Inc. His other business activities include operating DBAs affiliated with his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Selena Riggins is a financial advisor at Fidelity with 25 years of industry experience. She holds a Series 66 designation and has been with Fidelity and its affiliates in various roles since 2002. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

David Lund is a financial advisor with Thrivent Investment Management in Shoreline, WA, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Lund teaches German on weekends and seasonally, including preparing students for the Deutsches Sprachdiplom and AP German exams. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic goal-based analyses and written recommendations across a broad range of planning topics without discretionary trading authority.

Jacob Sandberg is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked with Financial Advocates Investment Management and Householder Group Estate & Retirement Specialists. Sandberg also provides administrative support to Financial Advocates Investment Management, an independent investment advisor firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Janet Lee is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James since 2018, following two years at Wells Fargo Clearing in a similar capacity. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning and consulting services that are generally non-discretionary and supported by a variety of portfolio management strategies and affiliated research.

Denise Brandon is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her career includes positions at Waddell & Reed, D.A. Davidson & Co., UBS Financial Services, and Piper Sandler & Co., as well as operating Brandon Wealth Advisors LLC. She has also been involved in non-variable insurance sales through Jackson National and Brighthouse Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both proprietary and third-party investment strategies.

Derrik Sankey is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Brandon Miller is a financial advisor with LPL Financial in Seattle, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he worked at Washington State Employees Credit Union in various roles over a five-year period. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.