Eddy Su is a financial advisor with LPL Financial in Edmonds, Washington, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mainsail Financial Group, Equitable Advisors, and Blue Raven Solar. Outside of his advisory work, he serves as a classroom tutor teaching AP Physics courses. 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 institutions. The firm supports a wide range of investment strategies and offers various financial planning and institutional platforms through a large network of advisors.

Gerald Wallace is a financial advisor at LPL Financial with 32 years of industry experience. He has held his current position at LPL Financial since 2005. Wallace holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

Colton Smith is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2017, progressing through various roles including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Throughout his career, Colton has focused on building relationships with clients based on trust, enabling them to make informed decisions to achieve their life goals. His professional experience encompasses financial consulting and planning, with a consistent commitment to supporting clients and their families in reaching their financial objectives. Colton's approach centers on empowering clients with the confidence needed to navigate their financial futures. Outside of his professional work, Colton has interests in football, horseback riding, military service, and traveling.

Barbara Kubesh is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including roles at The O.N. Equity Sales Company, Ohio National Financial Services, and Principal Securities. In addition to her advisory work, Kubesh is an artist and serves as president of a community water association. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with multiple platform options and proprietary model strategies.

Joseph Chiocca III is a financial advisor at Edward Jones in Lake Stevens, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors, LLC. 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 network of financial advisors and branch offices nationwide.

Matthew Boelter is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Viridian RIA, LPL Financial, and VOYA Financial Advisors. Outside of his advisory role, he is involved in a crypto mining business he operates with his son. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios, discretionary management, and non-discretionary online advice while serving approximately 477,000 clients with a fiduciary standard.

Cynthia Schmiedeknecht is a financial advisor at Ameriprise with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in business ownership at Sequence, Inc., which focuses on life coaching and consulting. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Paige Mcdonald is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is a member and COO of Super Ensemble Partners, LLC, where she manages an Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

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.

Garrison Krohn is a financial advisor at Cetera with a Series 66 designation and over three years of prior experience at Moss Adams and Baker Tilly. He has been with Cetera since 2026. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform, supporting a wide range of program options across discretionary and non-discretionary accounts.

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.

Chun Lee is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor entity since 2001. Outside of his advisory role, he sells long-term care insurance and provides notary services to clients on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

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.

Kelvin Herbruger is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. His prior experience includes roles at Boston Consulting Group and D.A. Davidson & Co. RBC Wealth Management, part of RBC Capital Markets, LLC, serves individual and institutional clients through tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of investment managers and offers customized strategies including tax management and responsible investing options.

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.

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.