Adam Babson is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 66 licenses and has experience in the industry spanning several roles since 2005, including fourteen years at Russell Investments and recent positions at Mainspring Wealth Advisors and Verus Investments. There are no additional notable outside activities on record. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Douglas Fitzpatrick is a financial advisor at Ameriprise in Bellevue, WA, holding Series 63 and Series 66 licenses. He has been with Ameriprise since 2026 and previously worked at Key Investment Services, LLC, and KeyBank. Fitzpatrick’s background also includes roles in academia and other sectors prior to entering the financial industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Brian Herc is a financial advisor with Edward Jones in Bothell, WA, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a single residence townhome rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Kevin Hansen is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 credentials. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its platform.

Brendan Smith is a financial advisor at Wells Fargo Clearing in Bellevue, WA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Wells Fargo Bank, Liberty Mutual, and International Fidelity Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services supported by research from Wells Fargo Investment Institute and third-party sources.

Paul Shirley is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he focuses on building relationships of trust with clients, understanding their unique situations and goals, and assisting them in working towards those goals. Prior to his current position, Paul served as Branch Manager at Charles Schwab from 2021 to 2024, and before that, as Branch Manager at TD Ameritrade from 2016 to 2021. His professional experience centers on branch leadership and client relationship management within the financial services industry. Outside of his professional responsibilities, Paul enjoys attending concerts, participating in family activities, fitness, football, outdoor adventures, and traveling.

James Lennon is a financial advisor at J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 designations with 11 years of industry experience. His prior roles include positions at HSBC Bank USA, Bank of America, Merrill, and Key Bank affiliates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a nondiscretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their process integrates quantitative and qualitative research to support tailored recommendations within a broader derivatives and commodities framework.

Zhi Wen Su is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various J.P. Morgan entities since 2017. Outside of his advisory role, Su is a partial owner in several real estate ventures, including commercial properties and investment groups based in Washington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Collin Bennett is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and two years of industry experience. He previously worked at Pitchbook Data and Highspot, and has experience outside the financial sector, including a five-year tenure at Eastside Academy. Edward Jones is a 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 advisors and branch offices.

Avery Haug is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Avery held roles at Texas Tech University and Lowe's Home Improvement Store. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a mix of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and utilizes algorithmic methods and AI in its investment process.

Ericka Marini is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Edward Jones since 2019. She operates EK Marini Consulting, a pro bono service offering workforce transition assistance to U.S. Veterans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide, managing over $1 trillion in assets through a large network of financial advisors and branch offices. The firm provides diverse advisory services including discretionary and non-discretionary strategies, overlay and tax-efficient solutions, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Alexandra Armour is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She previously worked at Bridge Industrial, Hines, and Russell Investments. Alexandra serves as Junior Development Chair for the Mercer Island Preschool Association, where she participates in board meetings and manages fundraising activities. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 advisors.

Nicholas Champagne is a financial advisor with LPL Financial in Issaquah, WA, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, Edward Jones Investment, and AT&T Mobility. 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, supporting advisors with research tools and diverse investment strategies.

Tammy Winterfeld is a CFP®-designated financial advisor with Raymond James Financial in Bellevue, WA, and has 23 years of industry experience. She has worked at Raymond James Financial since 2009 and is also associated with Investment Associates, where she serves as Operations Manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized capabilities in municipal and public finance advisory services.

Robert Mace is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at Washington State Employees Credit Union and Symetra Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Adair Hawkins is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for 14 years at Redmond Signature Dentistry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offers a range of advisory programs, investment strategies, and affiliated financial services.

Brad Moore is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2012, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His professional experience spans over a decade within the firm. Brad focuses on developing meaningful relationships with his clients, emphasizing trust and confidence in the financial planning process. He aims to make financial decisions straightforward and comfortable for those he works with. Outside of his professional role, Brad enjoys attending concerts, participating in family activities, watching football, playing golf, engaging in outdoor adventures, and traveling.

Austen Wilson is a financial advisor at Thrivent Investment Management in Bellevue, WA, with 10 years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and its investment management arm since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management. The firm delivers comprehensive written recommendations across various financial topics and offers clients the option to combine planning with managed accounts under a consolidated billing structure.

Brent Soloway is a financial advisor with Raymond James Financial in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 33 years of industry experience and has been with Raymond James since 2013. In addition to his advisory role, he provides equity analysis and education for new advisors through Mainspring Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, with a notable focus on municipal and public finance through its affiliation with a municipal advisor.

Jacob Wendover is a Series 66-licensed advisor at Fidelity with one year of industry experience. His prior work includes roles at Thinking People Consulting, Jimmy Johns, Kenmore Air LLC, and Village Wines. He also has experience in education and service positions at Boise State University, several schools, and Door Dash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.