Tracie Paige serves as the Vice President and Branch Leader at Fidelity Investments, overseeing the Lynnwood Investor Center. In this role, she leads a team of investment professionals committed to prioritizing client needs and enhancing their professional skills. She has held several positions within Fidelity Investments, advancing from Financial Representative in 2014 to her current role as Vice President and Branch Leader since 2026. Her experience spans wealth management planning, relationship management, and branch leadership. Throughout her career, Paige has focused on client service and team development within the investment industry.

Brandon Trout is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Canteen OCS/Compass Group for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Mitchell Brewe is a financial advisor at RBC Capital Markets with six years of industry experience and a Series 66 designation. His prior roles include positions at City National Bank, BlackRock, AMZ Management Consulting, and a basketball club. Outside of his advisory work, he manages personal rental properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Daniel Reisdorff is a CFP® professional with 17 years of experience in financial advising, currently serving at Edward Jones since 2008. He holds the Series 66 license and is based in Arlington, WA. Outside of advising, he is a vice president of Gamut Bookkeeping Inc., a role he has held since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branches.

Maeve Murdoch is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Hays, Core Power Yoga, and the Spanish Ministry of Education, Culture, and Sport. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Peter Mckenna is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2015, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of AI-driven research and formal governance procedures.

Warren Phillips is a financial advisor with Edward Jones in Arlington, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, as well as affiliated financial services beyond traditional advisory offerings.

Charles Cotterill is a Series 66–licensed financial advisor with Raymond James Financial in Mill Creek, Washington, with 19 years of industry experience. He worked at Edward Jones for 12 years before joining Raymond James in 2019. Outside of his advisory role, he was the owner of Cotterill RV Rental from 2018 to 2022 and serves as president of Cotterill Wealth Services LLC, a support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Robert Finke is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. Outside of his advisory role, he serves on the board of Slow Food Whidbey Island, an organization that promotes local food and farms. OSAIC Wealth serves a diverse clientele including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment process focused on asset allocation and portfolio optimization, supported by various managed account strategies and third-party manager options.

Jeffrey Anderson is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Merrill. Anderson is also the owner and manager of Legacy Wealth Partners, a support company based in Bothell, WA. 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 institutional clients. 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.

Christopher Stein is a CFP® with 27 years of experience in financial services. He is currently with Cetera and has previously worked at VOYA Financial Advisors and operated Stein Financial Services since 1998. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides various portfolio management and financial planning services through a multi-manager platform that offers both discretionary and non-discretionary options.

Sandra Newell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has held roles at several firms, including VOYA Financial Advisors and Robert B Joki, CLU & Associates. Outside of advisory work, she is a notary public and is involved in insurance sales covering life, disability, fixed annuities, and long-term care, as well as life settlements through approved vendors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, and retirement plan clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies across various account types and program structures.

Deanne Bilsborough is a financial advisor with Edward Jones in Edmonds, WA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Edward Jones since 2008. 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 managed solutions, separately managed accounts, and tax-efficient services under a fiduciary standard.

Kimberly Printz is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2006, having previously worked at Piper Jaffray Inc. since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Breese Pritchard is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Investments in various capacities since 2003. Pritchard volunteers with Junior Achievement, presenting financial awareness material to students in the classroom. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Maureen Kelly is a financial advisor with LPL Financial in Lynnwood, WA, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Coastal Community Bank, and Washington State University. She is also a commissioned Notary Public in the state of Washington. 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 advisory services including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of over 22,800 advisors and advanced operational tools.

Paul Johnson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company and was involved in education as an assistant boys basketball coach at Providence Classical Christian School. He also owns Fourth Dimension, LLC, a business focused on buying and selling watches and consumer technology. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices.

Zachary Smith is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on investment consulting, aiming to empower clients' financial futures by developing personalized strategies aligned with their aspirations and evolving life circumstances. Prior to his current position, Zachary served as an Investment Advisor Representative at MWA Financial Services Inc from 2023 to 2024 and as a Financial Representative at Modern Woodmen of America during the same period. His professional experience centers on financial planning and investment advising. Outside of his professional work, Zachary has interests in camping, fitness, motorcycles, outdoor adventures, puzzles, and reading.

James Kellett is a financial advisor at Edward Jones in Everett, WA, with 32 years of experience at the firm since 1994. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Kellett serves as a precinct committee officer and participates in a military honor guard, providing funeral honors for veterans and supporting emergency response efforts. 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 and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Meryl Inman is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments, Meryl worked briefly at Highlands Aerial Park. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and incorporates algorithmic methodologies and AI in its investment process.