Derek Glynn is a financial advisor with UBS Financial Services in Everett, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. 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 and integrates proprietary research and model-based asset allocations in its client offerings.

Kevin Kramer is a financial advisor at Edward Jones in Kirkland, WA, with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones throughout his career since 2016. 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 solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Ross Johnson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and five years of industry experience. He has worked at Charles Schwab Bank, Schwab & Co., Wells Fargo Clearing, JPMorgan Chase Bank, and other financial institutions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and centralized custody and order-routing arrangements.

Nellie Roubaud is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has held roles at Bank of America and Merrill since 2015, with a period of unemployment between 2018 and 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party teams, with customized portfolio implementation and various service features.

Ryan Clay is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Seattle, WA. 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 and investment solutions under a fiduciary standard.

Doug Miller is a financial advisor at Edward Jones in Mukilteo, WA, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 under management through a broad network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Grace Roh is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Merrill for nine years. Roh is currently based in Redmond, WA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis, allowing clients to retain final decision-making authority.

Spencer Kainz is a Financial Consultant at Fidelity Investments, a position he has held since 2021. His professional experience at Fidelity includes roles as a Planning Consultant from 2020 to 2021, Workplace Planning Consultant from 2018 to 2020, and Retirement Solutions Representative from 2017 to 2018. Spencer works with clients and their families to develop and maintain structured financial plans that incorporate their values, Fidelity's resources, and his expertise. He aims to partner with clients to empower them in working toward their financial success. He holds a California Insurance License.

Ningyi Chen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Tina Sharick is a financial advisor at Edward Jones in Bothell, WA, with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her career in financial advising, she was employed at Chick-fil-A and Wagly Pet Campus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Anya Stutz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, VOYA Financial Advisors, AMR Capital Management, and Security Mutual Life. In addition to her advisory work, she is involved with AMR Capital Management and has experience in non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by model portfolios, third-party research, and various investment management options.

Jonathon Johns is a CFP® professional with over 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. His outside activities include managing rental properties in Seattle through property managers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Wasan Al Mohamad is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. He has been with Merrill and Bank of America since 2015 and is also involved with Blanco Designs, LLC, a business he has operated since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for a range of individual and institutional investors.

Maria Eickelmann is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities, as well as Capital Partners Group. Outside of finance, she engages in arts and crafts as a sole proprietor, selling displayed butterflies at local farmers markets. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ashley Baerwaldt is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of industry experience. She has worked at City National Bank and RBC Capital Markets, and previously held roles in educational and nonprofit organizations. Ashley serves as a committee member of The Junior League of Seattle and is on the board of directors for the West Seattle Food Bank. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning, leveraging both in-house and third-party investment resources.

Michael McMurray is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Edmonds, WA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has operated McMurray Group Inc., an S corporation supporting his advisory business operations, since 2014. Raymond James Financial Services Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm provides tailored, non-discretionary financial planning and investment consulting using risk profiling and analytical modeling, supporting implementation through advisory programs or external providers.

Sean Kelly is a Senior Vice President and Wealth Management Advisor at Merrill Lynch, where he leads The Kelly Wealth Management Group. He has been with Merrill since 1993 and is a second-generation advisor. Sean and his team work with a broad range of clients, including individuals, families, and nonprofit organizations, helping them develop customized financial strategies tailored to their distinct goals. With expertise in portfolio design, tax-sensitive wealth transfer, and charitable giving strategies, Sean supports his clients in managing diverse objectives such as family wealth management, philanthropic planning, retirement income, and socially responsible investing. He holds a Bachelor's degree in Economics and European History from the University of Pennsylvania and maintains professional designations including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He is also affiliated with the Investments & Wealth Institute®. Beyond his professional commitments, Sean is active in community service as a member of the Rotary Club of Everett and serves on the Board of Trustees for the Snohomish Education Foundation. He enjoys outdoor activities like fishing, kayaking, hiking, and nature photography, and resides in Snohomish with his wife and three children.

David Steininger is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home security and automation 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 strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and provides a tiered wrap-fee structure rather than fixed fees.

Stephanie Cumming is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, Stephanie is an author of the book *Go Fund You* and participates as an assistant instructor in avalanche safety. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Kirk Balin is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses, and has 23 years of industry experience. He previously worked at Householder Group for 20 years and joined LPL Financial in 2013. Since 2025, he has also been involved with Gateway Wealth Partners, an independent registered investment advisor firm. LPL Financial serves individuals, retirement plans, and institutional clients through a national network of advisor representatives, offering a range of advisory programs, financial planning, and brokerage services supported by proprietary research and third-party subadvisors.