Kristian Olsen is a financial advisor with RBC Capital Markets based in Edmonds, WA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Rodney Humphreys is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo in various roles from 2015 to 2021. Outside of his advisory work, he is the owner of a residential cleaning business based in Lynnwood, Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Hailey Van Avery is a Series 66 licensed financial advisor at UBS Financial Services with six years of industry experience. Prior to joining UBS, she worked at Boeing and Grounds Coffee Co. She has also spent time in education. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Vartika Abhishek is a financial advisor with Merrill, holding Series 66, Series 63, and Series 65 credentials and seven years of industry experience. Her prior roles include positions at Bank of America, Deutsche Bank, Emkay Global Financial Services Ltd, Sanctum Wealth Private Ltd, Charles Schwab, TD Ameritrade, and Fidelity Brokerage Services LLC. She is based in Marysville, WA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Martin is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work history includes roles at JP Morgan Chase, Charles Schwab, Merrill Lynch, and Empower Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction.

Kristi Price is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation 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 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.

Zohaib Rizwan is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Charles Schwab and Chase Bank. 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 to manage model portfolios and fund advisory services.

Christopher Hudec is a financial advisor with Raymond James Financial in Langley, WA, holding the Series 66 designation and bringing 19 years of industry experience. He has worked with Cairn Financial, Inc. since 2011, serving in leadership roles including President and Treasurer. His background also includes 15 years of service with the Alaska Air National Guard. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized advisory programs for a diverse client base.

Michael White is a CFP® with 38 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Advisors LLC since 2013 and owns Michael White Financial, an S-corp used for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program options and custodial relationships.

Loretta Carton is a financial advisor at Edward Jones with over 22 years at the firm and six years of industry experience. She holds the Series 66 designation and is based in Lake Stevens, Washington. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Lydia Barker is a financial advisor at UBS Financial Services with Series 66 credentials. She has three years of industry experience, including prior roles at Lakeview Dental Clinic, Nordstrom, and Espresso Avenue. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances.

Scott Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at Wells Fargo Clearing and Waddell & Reed. Outside of his advisory work, he serves as president of a local Business Network International chapter and co-presents on faith and finances through Generosity University at Compass City Church. 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 advice supported by analytical tools and has a municipal advisor affiliation that supports its public finance services.

Monica Callen is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She worked at KMS Financial Services, Inc. for 16 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers diverse financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from LPL Research and third-party subadvisors.

Ingrid Falip is a financial advisor with Raymond James Financial who holds a Series 66 designation and has nine years of industry experience. Her career includes roles at Bank of America, Merrill, and Edward Jones prior to joining 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 tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Ryan Hinz is a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists clients in exploring how Fidelity can support them in achieving their financial goals. He applies his industry experience to simplify complex financial topics and unique client situations, enabling individuals and families to make informed decisions about their financial future. Ryan began his career at Fidelity Investments in 2016 and has held multiple positions, including Financial Representative, High Net Worth Associate, Investment Solutions Representative, Relationship Manager, Investment Consultant, and Financial Consultant, before assuming his current role in 2023. This progression reflects his extensive experience within the financial services industry. Outside of his professional work, Ryan has interests in boating, hiking, parenthood, skiing, tennis, and traveling.

Dannica Samp is a financial advisor at Edward Jones in Everett, WA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in various roles within the dental and medical fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Russell Snyder is a CFP® with nine years of industry experience, currently affiliated with Raymond James Financial in Bothell, WA. His prior roles include tenures at Mutual Securities, LPL Financial, and Hornor, Townsend & Kent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Smith is a CFP® and holds a Series 66 license with 11 years of industry experience, all of which has been with Edward Jones since 2015. He is based in Marysville, WA. Outside of his advisory role, Smith is the owner of JACH Capital LLC, a holding company formed to own a rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Nathan Cotterill is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. Prior to his current role, he served eight years in the United States Navy. He is also an Investment Advisor Representative for Cotterill Wealth Services in Mill Creek, WA. 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 consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jason Pouliott is a financial advisor with Edward Jones in Everett, WA, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.