Maxwell Winter is a Series 66 licensed financial advisor with Ameriprise Financial Services, LLC, where he has worked since 2018. He has eight years of industry experience, including prior roles at ERA Helicopters LLC and Western Washington University. Outside of advising, he is involved in tax preparation through a separate tax advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawals, and Social Security strategies.

Kyle Gardner is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial since 2019. He previously worked at Cetera Advisor Networks for six years and was involved with Subculture Apparel for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Susan Youngsman is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She previously worked at Banc Of America Investment Services, Inc. from 1998 to 2006 before joining Linsco Private Ledger in 2006. Outside of her advisory role, she serves as president of her own LPL business entity, Susan Youngsman & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning, asset management, and institutional platforms, utilizing various portfolio strategies and technology tools to support its advisors.

Michelle Schmidt is a CFP® and holds a Series 66 designation, with three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at Plymouth Language Program, The Midland Group, Clara Biotech, Big Brothers Big Sisters Lone Star, Hardin-Simmons University, and Dallas Baptist University. Outside of finance, she operates Michelle Schmidt LLC, a food blog and photography service. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sarah Hand is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial since 2021, following 16 years at Wells Fargo Advisors LLC. Outside of her advisory role, she is employed as a Senior Registered Client Associate at Legacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized services such as municipal finance and SIMPLE IRA Employer Advisory programs.

Ashley Kelly is a Financial Consultant at Fidelity Investments. In this role, Ashley collaborates with clients to develop customized financial plans aimed at helping them achieve their financial goals. Ashley emphasizes transparency and focuses on assisting clients in making informed decisions regarding their financial futures. Ashley has been with Fidelity Investments since 2020, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. This experience has provided Ashley with a comprehensive understanding of financial planning and client relationship management within the firm. Ashley is passionate about building relationships with local families and utilizes Fidelity's expertise and resources nationwide to enhance the support provided to clients.

Taylor Justice is a financial advisor at UBS Financial Services with nine years of industry experience. He has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research, capital markets services, and affiliated banking programs.

Adelaide Siers is a financial advisor with UBS Financial Services, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining UBS, she was involved with the Washington State University Panhellenic Council and the Carson College of Business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Theresa Newton is a financial advisor at Edward Jones in Bothell, WA, holding a Series 66 designation. She joined Edward Jones in 2026 and has prior work experience at Costco Wholesale from 2013 to 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Sebastian Holmqvist is a CFP® professional with 11 years of industry experience, currently associated with Raymond James Financial in Mill Creek, WA. Prior to joining Raymond James in 2024, he spent nine years at Edward Jones. He is also the owner and president of Holmqvist Wealth Management, a financial advisory support company. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Amadeus Frega is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory services focusing on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Kyle Montano is a financial advisor with J.P. Morgan Securities in Lynnwood, WA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Travis Credit Union and Bank of America. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Neil Lance is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 28 years of industry experience. His career includes roles at Fidelity Investments, U.S. Bancorp Investments, and various advisory firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Kalina is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Aaron Undseth is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mill Creek, WA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he owns a support company, Undseth Financial Inc., which assists his practice. 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, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Chad Masche is a financial advisor with Thrivent Investment Management in Mill Creek, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Thrivent Investment Management since 2007 and Thrivent Financial since 2014. Outside of his advisory role, he serves as Church President on the council of Good Shepherd Lutheran Church in Snohomish, WA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Christopher White is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of advisors and branch offices. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Wartes is a financial advisor at Raymond James Financial with over one year of industry experience. He holds the Series 66 designation and has previously worked at Mainspring Wealth Advisors, Permabilt, and other firms. Outside of his advisory role, he serves as Vice President and independent contractor at Constellation Wealth Services, where he is involved in administrative and portfolio management activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and advisory programs supported by analytical tools and maintains unique municipal advisory capabilities within a large institutional platform.

Tuyen Nguyen is a financial advisor at Fidelity with 24 years of industry experience. He previously worked at American Century Investments for 21 years and was self-employed from 2011 to 2019. Nguyen holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm also serves multiple registered investment companies and employs oversight controls to manage potential conflicts of interest.

Christopher Wittenbrink is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develops personalized wealth management strategies designed to support those goals. His approach includes customized planning, investment management, and ongoing guidance to help clients navigate market conditions and pursue financial objectives effectively. Christopher has been in the financial services industry since 2011 and joined Merrill Lynch in 2018. He focuses on affluent individuals, assisting them with areas such as college education planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree in Business Administration and Political Science from Central Washington University. Outside of his professional role, Christopher participates in Scouting America and enjoys personal interests such as baseball, football, hiking, music, photography, tennis, and spending time with his family. He lives in Everett, Washington with his wife and two children.