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.

William Sherrell is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones before joining Fidelity, where he has been since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Maxwell Winter is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2018. Outside of his advisory role, he provides tax preparation services through a separate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that delivers customized retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Gardner is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to this, he spent six years at Cetera Advisor Networks and was involved with Subculture Apparel for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers various financial planning and advisory programs, leveraging both discretionary and non-discretionary management along with model portfolios, research, and technology-driven portfolio solutions.

Susan Youngsman is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been associated with Linsco Private Ledger since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Chun Lee is a financial advisor with LPL Financial in Edmonds, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial (formerly LINSCO/Private Ledger) since 2001. Outside of his advisory role, he is a notary providing free signature notarizations for clients and prospect and also sells long-term care insurance through GE. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Michelle Schmidt is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, she worked at several organizations including Plymouth Language Program and The Midland Group. Outside of finance, she operates Michelle Schmidt LLC, a food blog and photography service. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kelvin Herbruger is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining RBC Capital Markets, he worked at D.A. Davidson & Co. and Boston Consulting Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a range of advisory programs with tailored investment strategies and integrates both in-house and third-party investment managers.

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.

Kyle Montano is a financial advisor with J.P. Morgan Securities in Lynnwood, WA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Travis Credit Union and Bank of America. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Kalina is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Aaron Undseth is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mill Creek, WA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he owns a support company, Undseth Financial Inc., which assists his practice. 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 investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kenneth Smith is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he owns Aymen Publications, a publishing business, and Aymen Leadership Coaching, a consulting practice. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm provides tailored, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support clients’ income planning needs.

Elizabeth Carbajal is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Teksystems Global Service and Zulily LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the country.

Kevin Smith is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as president of PSWS Operations, LLC, overseeing financial planning practice operations, and is president of the nonprofit board Life Spring. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.