Tom Elliott is a CFP® professional with 11 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. He has worked at RBC Capital Markets, LLC since 2016 and City National Bank since 2019. Outside of his advisory role, Elliott is the sole proprietor of Island Woods Retreat, a short-term rental property on Bainbridge Island, WA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual, institutional, and nonprofit clients. The firm offers various wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

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.

Giselle Fitzgerald is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to her advisory role, she held various positions in retail and hospitality, including at Aldo Shoes and Buckley's Pubs. Charles Schwab serves a large client base of 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 combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Richard Soper is a financial advisor with LPL Financial based in Bremerton, WA, holding a Series 63 designation and 29 years of industry experience. He has worked with Kitsap Credit Union and LPL Financial since 2001. Outside of his advisory role, he is involved in video production, creating public service announcements and commercials for local organizations, and he is also an author planning to self-publish a book titled "The Rock Star." LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shachee Gandhi is a financial advisor at Charles Schwab with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill, TD Ameritrade, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Raymond James Financial Services prior to her current role. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

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.

Braden Johnson is a financial advisor with Ameriprise in Bainbridge Island, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at JP Morgan Securities LLC from 2013 to 2019 before joining Ameriprise. Johnson serves on the Board of Directors for the Evelyn H. Fuldner Foundation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to offer tailored, non-discretionary recommendations delivered by a centralized consulting team.

Lorraine Brown is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked at the University of Nevada, Las Vegas, and spent 17 years at Caesars Entertainment. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Paula Fedirchuk is a financial advisor at Edward Jones with 17 years of industry experience. She holds the CFP® and Series 66 credentials and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of 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.

George Andrade is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 65 designations. 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, operating under a fiduciary standard.

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.

Sabrina Breda is Vice President Private Wealth Management Advisor at Fidelity Investments, where she has worked since 2007 in various roles including Wealth Management Advisor, Financial Consultant, Investment Consultant, and Client Service Specialist. She specializes in working with high net worth clients, focusing on comprehensive financial planning and facilitating family conversations to develop personalized financial plans. Her approach involves simplifying complex financial concepts to help clients organize their finances around understandable and tailored strategies. Sabrina believes that a well-structured financial plan is key to achieving financial goals and alleviating financial anxieties. Outside of her professional work, Sabrina enjoys hiking, parenthood, reading, and running.

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.

Steven Landau is a CFP®-credentialed financial advisor at Cetera with 20 years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Insurance Agency. He is also the owner and sole proprietor of two tax preparation and accounting businesses in Seattle. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of advisors.

Dale Donaldson is a financial advisor with Ameriprise in Belfair, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for Project Barnabas, Inc. and is involved in business ownership and real estate ventures. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Michael Bonds is a financial advisor with Charles Schwab in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience and has been with Charles Schwab and its affiliated entities since 1999. Outside of his advisory work, Bonds performs as a solo acoustic guitar and singing entertainer. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.