Curt Pederson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 33 years of industry experience. His prior roles include long tenures at Ameriprise and MML Investors Services, Inc. He is also involved with Sound Wealth, an entity related to his LPL business focused on non-variable insurance products. 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 portfolio programs, and institutional platforms, combining scale and diverse financial activities alongside its advisory platform.

Steven Fleck is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has prior experience at Edward Jones and several companies outside the financial sector. He is also involved with Cascaded Guided Wealth, where he works with clients to manage and grow their assets. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Curtis Baker is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation and previously worked at Keyston Bros Seattle. Outside of finance, he was involved with Made in Seattle LLC from 2016 to 2019. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, providing advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by strategic asset allocation and alternative investment options.

Devin Anthony is a Series 66-licensed financial advisor with Ameriprise in Bellevue, WA, and has seven years of industry experience. His prior roles include positions at Stifel, Bank of America, Merrill, and Capital One Financial. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice based on proprietary research and third-party data.

Aaron Shepherd is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Microsoft Corporation from 2013 to 2017. He is also the owner of The Pilates Company of Woodinville, a personal fitness studio he has operated since 2010. 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.

Cynthia Davis is a financial advisor with Edward Jones in Redmond, WA, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones from 2008 to 2024 and also has experience with H&R Block and Uber Eats delivery. Outside of her advisory role, she continues to work as a meal delivery driver for Uber Eats. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Unubileg Battulga is a financial advisor at Ameriprise in Bellevue, WA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Ameriprise, Battulga held positions at Bankers Life and Pro Credit LLC in Mongolia, and attended Amherst College. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jamie Rosen is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, Rosen worked at Blue Origin for one year and has experience at Central Washington University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Anthony Manzanares is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 25 years of industry experience. His prior experience includes 15 years at Invesco Advisers, Inc. Outside of finance, he is an investor in a movie production company, Worry Dolls Productions LLC. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports its clients through various advisory programs and institutional consulting services.

Jack Harmeyer is a financial advisor with Equitable Advisors in Redmond, WA, holding a Series 66 designation and four years of industry experience. His background includes roles at Equitable Advisors since 2022 and prior positions at MBI Seattle. Outside of his advisory work, he is co-owner of a vacation property LLC shared with his sister. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and uses a variety of advisory models and third-party asset managers to implement investment strategies.

Anthony Gressick is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. In this capacity, he partners with clients to address their financial planning needs and helps them access Fidelity's extensive resources. He engages with clients to understand their unique situations and goals, providing tailored financial advice. Anthony's approach involves working closely with clients to navigate complex financial scenarios. Outside of his professional role, Anthony has interests in baseball, pets, and running.

Nicole Felix is a Series 66-registered financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she has involvement with Ocean Enterprised Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Cynthia Schmiedeknecht is a financial advisor at Ameriprise with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in business ownership at Sequence, Inc., which focuses on life coaching and consulting. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Stephen Brown is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has been associated with The Lincoln National Life Insurance Company and Green Financial Corp since 1995. Outside of his advisory work, he serves as treasurer for the nonprofit Concerned Neighbors of Wellington. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a multi-manager platform with a wide range of investment solutions and program structures.

Zheren Chen is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., Chen held positions at Cathay Bank and worked in roles outside the financial industry, including at Haidilao Hotpot Seattle Inc. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maxwell Winter is a Series 66 licensed financial advisor with Ameriprise Financial Services, LLC, where he has worked since 2018. He has eight years of industry experience, including prior roles at ERA Helicopters LLC and Western Washington University. Outside of advising, he is involved in tax preparation through a separate tax advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawals, and Social Security strategies.

Anna Pridey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at USI Insurance Services and had several self-employed roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees affiliated or unaffiliated sub-advisers.

Lindsay Cleal Jr. is a financial advisor with Ameriprise in Fall City, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Cleal serves as Treasurer on the Board of Directors for the Wild Steelhead Coalition. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Spencer Hill is a financial advisor with Cetera, holding a Series 66 license and nine years of industry experience. He has worked at Cetera since 2021 and previously at Voya Financial Advisors from 2017 to 2021. In addition to his advisory role, he operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Miwa Leick is a CFP® and holds a Series 66 license, currently working as a financial advisor at Edward Jones in Bellevue, WA with three years of industry experience. Prior to joining Edward Jones in 2022, Leick worked at The Boeing Company for four years and held roles at Samena Swim and Recreation and LM IT, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.