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 10 years of experience in the financial services industry, currently with Raymond James Financial in Bothell, WA. His prior experience includes roles 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, high-net-worth clients, corporations, and institutional clients. The firm employs tailored planning and risk-profiling tools and supports municipal and public-finance advisory services, alongside specialized offerings such as 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.

Steven Weholt is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Royal Alliance Associates and Edward Jones. Outside of his advisory role, he is president of Baluster Financial LLC, an investment-related business focused on securities, retirement, and income planning. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization, providing various investment programs and third-party manager options.

Traci Underhill is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley, Citigroup Global Markets, and Absolute Mortgage. Since 2020, she has been affiliated with J.P. Morgan entities in various roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to develop model asset allocations, with clients retaining final decision-making authority.

Richard Mercier is a financial advisor with LPL Financial, holding the ChFC® and Series 63 credentials and bringing 40 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, and KMS Financial Services, alongside nearly five decades with Mercier Financial Group, Inc. Outside of advising, he is a card collector. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management access, and various institutional platforms, utilizing a broad range of strategies supported by advanced operational tools.

Matthew Ross is a financial advisor with Raymond James Financial Services Advisors Inc. in Bothell, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been associated with Raymond James and his own firm, Ross Financial Inc., since 2015. Ross is also involved in managing rental real estate through ownership roles in multiple property-related businesses. 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 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.

Christie Jones is a Series 66-licensed financial advisor with Edward Jones, based in Edmonds, WA, and has three years of industry experience. She has held multiple roles within Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory solutions and maintains a large network of advisors and branch offices nationwide.

Eugene Canavan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked concurrently at Sound Transit, Tradesmen International, PFS Investments Inc, and Primerica Financial Service. Outside of advisory work, he receives compensation for the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery and separately managed account options under a wrap-fee structure. The firm uses third-party asset managers and emphasizes a tiered percentage-based fee model.

Brian Carlin is a CFP® professional with 18 years of industry experience, currently affiliated with Fidelity. His previous roles include positions at Morgan Stanley, E*TRADE Capital Management, TD Ameritrade, and Waddell & Reed. Outside of finance, he is a co-founder of Cascadia Dread, where he contributes to film production, social media, and writing, and he also works part-time as an actor. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Teresa Mansell is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Commonwealth Financial Network and LPL Financial. In addition to her advisory role, she is involved with Adept Wealth Management, an LLC focused on financial product sales and bookkeeping. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software for goal analysis and delivering written recommendations in a collaborative, annual process.

Rebecca Brayton is a Senior Financial Advisor and partner at The Sabiers Brayton Wealth Management Group within Merrill Lynch Wealth Management. She leads the team's fixed income strategy and provides financial advice focused on retirement planning, retirement income management, and services for businesses and non-profit organizations. Rebecca has been in the financial services industry since 2000. She holds a Bachelor of Science degree in Business Administration from Central Washington University. Her professional credentials include FINRA Series 6, 7, 63, and 66 registrations, insurance licenses, and the Chartered Retirement Planning Counselor™ designation. Rebecca resides in Bothell and is involved with Soroptimist International of Everett. Her personal interests include boating, hiking, reading, and traveling.

Taj Trimbo is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities and Martha Lake Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Pedro Gonzales is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Keller Williams. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Pang is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes prior roles at U.S. Bancorp Investments, Inc. and Key Investment Services LLC. He also serves as a financial advisor for Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports a broad range of investment strategies, including model portfolios and third-party asset management, and is notable for its scale and integration of non-advisory financial services alongside its advisory platform.

Gregory Knott is a financial advisor at Edward Jones in Snohomish, WA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and COUNTRY FINANCIAL. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Benjamin Goodman is a financial advisor with LPL Financial based in Everett, WA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 25 years with Linsco/Private Ledger. He also serves as successor trustee for the Ben M. & Shirley G. Goodman Estate Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.