Reid Immel is an Investment Consultant at Fidelity Investments, where he currently provides financial planning services. He employs a thoughtful, listening-driven approach, focusing on clients' priorities to co-create plans that align with their current situations and long-term goals. His experience at Fidelity Investments includes roles as Relationship Manager, Financial Representative, and Financial Services Representative, all within the 2024 to 2025 period. This progression reflects his involvement in various aspects of financial services and client relationship management. Outside of his professional work, Reid has personal interests that include fitness, social events with friends, playing musical instruments, music, and reading.

Scott Davis is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has worked with Ameriprise Financial Service, LLC since 2000 and Ameriprise Financial Services, Inc. from 2007 to 2020. Outside of his advisory role, he is employed by Cascadia Operations LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anthony Ohl is a CFP® professional with 13 years of experience in financial advising. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. in 2022. He is also the owner of Tony Ohl Financial Services, LLC, a support company co-branded with Raymond James. 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 clients. The firm uses analytical tools for tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wesley Brandon is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2021 and previously operated Brandon Wealth Advisors LLC. Outside of his advisory role, he has been involved with the Northridge Swim Club for several years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily through its network of investment adviser representatives.

Trevor La Rowe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Pruco Securities, LLC. Outside of his advisory work, he is involved with HWPO, LLC, which operates Crossfit Burien. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Kenneth Snypp is a financial advisor at Edward Jones in Snohomish, WA, holding a Series 66 designation with nine years of industry experience. He previously worked at Alaska USA FCU for five years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brennan Jacobson is a financial advisor with Ameriprise in Kingston, WA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked with Ameriprise Financial Services and has held various positions including roles at Creative Pewter Designs and the US Census Bureau. He serves on the boards of the Kingston/NK Rotary Scout Advisory Committee and the Kingston Chamber of Commerce. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines proprietary research and modeling with algorithmic tools to support its advisory approach while delivering a broad range of financial and insurance solutions.

Kelly Aversa is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and previously worked at KMS Financial Services and as a self-employed advisor. Outside of her advisory role, she is involved with Callen and Associates, an investment-related business. 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.

Adam Pickrell is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for seven years at the U.S. Department of Veterans Affairs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices.

Joseph Lyons is a financial advisor with LPL Financial in Duvall, WA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His background includes roles at Morgan Stanley, TD Ameritrade, Waddell & Reed, and running a business entity named 15 James. Outside of finance, he is involved in coaching high school softball and CrossFit. 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 services including financial planning, model portfolios, third-party asset management, and retirement advice, supported by technology tools, with a significant scale of discretionary assets and over 22,800 advisors.

Patrick Swesey is a financial advisor with RBC Capital Markets in Edmonds, WA, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with RBC Capital Markets and its predecessor since 2008. Outside of his advisory role, he serves as a committee member at Marysville Foursquare Church, assisting with budgeting and cash flow management. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party investment managers.

Meghan Antonucci is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets services through its platform.

Bryan Hendrickson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Merrill, Waddell & Reed Inc., and running his own firm, Bryan L. Hendrickson, Inc. He has also been involved with the Everett Public Schools Foundation. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies across a broad platform.

Brent Anderson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He began his career with Fidelity in 2008, serving as an Investment Consultant and later as a Financial Consultant until his current role. Throughout his career, Brent has focused on working with clients to develop financial plans aimed at achieving success and freedom. He holds a California Insurance License, supporting his work in financial consulting. Outside of his professional responsibilities, Brent enjoys baseball, comedy, family activities, fitness, and spending time with his pets.

Jim Flinn is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors, Inc. and KMS Financial Services, Inc. He manages a small family trust established to assist relatives in need. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a variety of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Loren Van Loo is a financial advisor with Edward Jones in Marysville, WA, holding Series 63 and Series 66 licenses and offering 37 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he is involved in condominium rental businesses in Marysville and Chelan, Washington. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with an extensive network of over 23,700 advisors and more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Katherine Hohimer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various roles within public school districts from 2011 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Justine Purvis is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has a background in wealth management and financial consulting, having worked at TIAA Financial Services from 2013 to 2023 in various roles including Wealth Management Advisor, Financial Consultant, and Client Relationship Manager. Prior to that, she gained experience as a Financial Operations Assistant at Wills Eckfeldt Asset Management and as a Branch Office Administrator at Edward Jones. Justine focuses on understanding each client's unique financial goals and life circumstances to collaboratively develop financial plans that promote overall financial well-being. She emphasizes clear communication and works closely with clients to create actionable roadmaps tailored to their needs. A Seattle native, Justine enjoys spending time with her 5-year-old daughter exploring the Pacific Northwest. Her personal interests include art, beach activities, boating, family activities, parenthood, and pets.

Kandace Sylvester is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Investment Services, Umpqua Bank, Columbia Bank, and Wells Fargo. Outside of her advisory roles, Sylvester owns Kan Do Yoga LLC, where she teaches public yoga classes and retreats. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Jens Halle is a financial advisor with Charles Schwab in Lynnwood, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2006. He is a member of the East King County Estate Planning Council, which promotes continuing education and networking among estate planning professionals. Charles Schwab & Co., Inc. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.