Christian Clausen is a financial advisor at UBS Financial Services in Everett, WA, with five years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021. His prior experience includes a position at Parcion Private Wealth and roles at the University of Washington, Aloha Car Wash Company, and the Mukilteo School District. 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 provides financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Christopher Weber is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence, employing forward-looking capital market assumptions and an ESG eligibility framework in its recommendations.

Brian Doughty is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and LPL Financial. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jennifer Talbot is a CFP® and holds a Series 66 license with 11 years of experience in the financial advisory industry. She has been with Edward Jones since 2015, working out of the Redmond, WA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Wheeler is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012. His prior roles include positions at Linsco/Private Ledger and Philip F Wheeler Limited Partnership. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens with qualitative research and includes capabilities in derivatives and commodities through specialized regulatory registrations.

Kelly Tannhauser is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Kelly worked at Snohomish Valley Golf Center and Arena, and was involved with the Bellevue Club Swim Team for five years. 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 network of financial advisors and branch offices nationwide.

Kristine Nelson is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation with one year of industry experience. She was self-employed for 15 years prior to joining Edward Jones in 2025. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Connor Girard is a Financial Consultant at Fidelity Investments, where he works closely with local clients to assist them in reaching their financial goals through education and planning. His approach focuses on helping clients understand their portfolios and the steps necessary to plan for both short- and long-term objectives. Connor utilizes the tools and resources offered by Fidelity to support his clients effectively. He joined Fidelity Investments in 2023 and has held multiple roles within the company, including Customer Relationship Advocate, Relationship Manager, and Investment Consultant, before assuming his current position. This progression reflects his growing experience and expertise in financial consulting. Outside of his professional responsibilities, Connor enjoys activities such as visiting the beach, camping, attending concerts, hiking, exploring different foods as a foodie, and spending time with pets.

Robert Schultz is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Granite Falls Premier Real Estate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports a wide network of advisors through various investment programs and specialized municipal and retirement plan services.

Kyler Kedroske is a financial advisor at OSAIC with seven years of industry experience and holds the Series 66 designation. His prior experience includes roles at Hornor, Townsend, & Kent, LLC, Penn Mutual Life Insurance Company, and Concordia University Portland. He is also involved as an insurance producer with Pacific Capital Resource Group, evaluating insurance products for clients. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across various programs, including financial planning and advisor-managed portfolios. The firm utilizes a model-based investment process with multiple custodial and legacy account arrangements, supporting both discretionary and third-party manager strategies.

Julian Mcmahon is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 credential and has worked at Royal Alliance, Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and evo. Outside of advising, he serves as president of a local BNI networking group and participates in a specialized financial advisor team focused on divorce planning. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management across multiple programs and platforms.

Melissa Larson is a financial advisor with OSAIC in Kirkland, WA, holding CFP® and ChFC® designations and more than 28 years of industry experience. She has been with OSAIC since 2020 and concurrently serves clients through Pacific Capital Resource Group, Inc., where she has worked since 2001. Larson provides comprehensive planning support in life, disability, long-term care, and medical insurance in addition to financial planning. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm employs a model-based investment process supported by various risk and portfolio optimization tools and is notable for its scale, complex affiliate network, and private-equity ownership.

Gyuwan Kim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kim worked at Fisher Investments and has held various roles including involvement with the Washington Student Association and Washington State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its process. The firm serves multiple registered investment companies and offers model portfolios through systematic methodologies and oversight controls.

Stacy Jenkins is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo since 2016 and has operated a business called Cool Beans since 2003. Jenkins serves as co-trustee of her father’s family trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Ryan Larson is a Series 66 licensed financial advisor with Thrivent Investment Management. He joined Thrivent in 2026 and has prior experience working with Pine Creek Group LLC and various roles in retail and agricultural services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, with a focus on planning rather than portfolio management for institutional clients.

Jennifer Rogers is a financial advisor at Edward Jones in Seattle, WA, holding Series 66 and Series 63 credentials with five years of industry experience. She previously worked at Insight FS, a division of Growmark Inc., and Deere and Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of advisors and branch offices.

Brent Schwartz is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior roles include positions in mortgage lending and education. Outside of his advisory work, he coaches junior varsity tennis for both boys and girls teams at Everett High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Kenneth Wang is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. In addition to his advisory role, he is president of KCW Accountancy Corporation, a CPA firm providing accounting and tax services. Cetera is an SEC-registered adviser serving a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a multi-manager platform with diverse program structures.

Anabelle Jimeno is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. Her prior roles include a long tenure at Bank of America/Merrill Lynch and a position at WAFD Wealth. She is also a general partner at Designtheory LLC, a landscape and design business formed with her spouse, where she assists with business formation and tax filing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, using model asset allocations supported by centralized due diligence.

Aaron Bonck is a financial advisor with Cetera in Seattle, WA, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 12 years before joining Cetera in 2025. Outside of his advisory role, Bonck serves as a committee member for the Washington Finance Officers Association, where he helps plan educational sessions for the group's annual conference. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform combining model portfolios, third-party managers, and bespoke strategies, with over $256 billion in assets under management.