William Schultheis is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Soundmark Wealth Management for 16 years. Outside of advising, he is the author of The Coffee House Investor, a book for which he receives royalties. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Ryan Smolko is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Legacy Equity Valuations and Lorraine Barrick LLC, and has experience in both valuation and advisory roles. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary options, separately managed accounts, and affiliated funds.

Matthew Kroner is a financial advisor with Edward Jones in Duvall, WA, holding a Series 66 designation and two years of industry experience. His background includes roles at JP Morgan and various positions in the food and service industries. Edward Jones is a full-service wealth management firm serving 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 through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Misner is a financial advisor with Edward Jones in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include 25 years at RBC Capital Markets and brief tenures at MML Investors Services and MassMutual Life Insurance Company before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and affiliated products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Steven Judd is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL in 2025, he was with Grove Point Advisors and Grove Point Investments from 2021 to 2025 and worked at H. Beck, Inc. for nine years. He is also the owner of TrainingConnections LLC, a business related to investment services. 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 financial planning and investment management services supported by extensive technology platforms and a large network of investment adviser representatives.

Cassidy Richmond is a financial advisor at Ameriprise Financial Services with 9 years of industry experience. Richmond holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2014. Outside of Ameriprise, Richmond manages an advisory business at Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendations and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and relies on proprietary research and algorithmic tools within a product ecosystem that includes affiliated fund options.

Junzhao Liu is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Liu held positions at Tianfu Seattle, Timeless Tea Dessert Cafe, and the City of Seattle / Seattle City Light, and has been affiliated with the University of Washington in various roles. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products and model portfolios.

Nicole Vankirk is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Merrill and Bank of America since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Steven Landau is a CFP®-credentialed financial advisor at Cetera with 20 years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Insurance Agency. He is also the owner and sole proprietor of two tax preparation and accounting businesses in Seattle. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of advisors.

Xin Dean is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2019, Xin worked at PNC and attended Penn State University. Outside of advisory work, Xin is a co-owner of a rental property in Katy, Texas, along with family members. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Higgins is a financial advisor with Edward Jones in Everett, WA, holding the Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Higgins is involved in a small-scale real estate rental business. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Stephen Jackson is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior experience includes 17 years at Independent Financial Group and earlier roles at EPlanning Advisors Inc, Diversified Financial Advisors, Ameriprise, and a previous tenure at LPL Financial. 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 and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Sean Singh is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 credential and has worked at OSAIC and Pacific Capital Resource Group since 2021. Outside of advisory services, he is involved in insurance sales, representing various carriers through roles as an insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach utilizing asset allocation and portfolio optimization tools, offering a range of advisory and brokerage services across multiple platforms.

Damon Thompson is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, Morgan Stanley, and periods as an independent advisor. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brian Turnbull is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked in landscaping and was involved with The House Christian Reformed Church for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Charles Gardner is a CFP® with 38 years of industry experience, currently serving as a financial advisor with LPL Financial since 2019. He previously worked at Cetera Advisor Networks and Cetera Wealth Services for a combined 30 years. Gardner is associated with Swagerty & Gardner, LLC, an investment-related business operating as a DBA for his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Clinton Boxman is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he serves as a past president of the Kingston-NK Rotary Club and is involved with the Greater Kingston Chamber of Commerce. Ameriprise provides retirement-income planning services for individuals approaching or in retirement who meet specific asset thresholds, delivering written, non-discretionary recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a wide range of advisory, brokerage, and insurance solutions through affiliated companies and utilizes a combination of research, modeling, and algorithmic automation overseen by a Retirement Income Oversight Committee.

Clayton Packard is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and has worked previously in construction and education sectors. Outside of his advisory work, he serves as a high school football coach for the Seattle School District, mentoring youth through athletics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, operating under a fiduciary standard and managing over $1 trillion in assets.

Deana Hale is a Series 66-licensed financial advisor at Edward Jones in Redmond, WA, with 17 years of industry experience, all with Edward Jones since 2009. She holds interests in oil lease revenue in Stephens County, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Gary Carson is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at T&A Supply Company for four years and Pacific Mat & Commercial Flooring for fourteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.