Susan Youngsman is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She previously worked at Banc Of America Investment Services, Inc. from 1998 to 2006 before joining Linsco Private Ledger in 2006. Outside of her advisory role, she serves as president of her own LPL business entity, Susan Youngsman & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning, asset management, and institutional platforms, utilizing various portfolio strategies and technology tools to support its advisors.

Chun Lee is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor entity since 2001. Outside of his advisory role, he sells long-term care insurance and provides notary services to clients on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kelvin Herbruger is a financial advisor at RBC Capital Markets with three years of industry experience. He holds the Series 65, Series 63, and Series 66 licenses. His prior experience includes roles at Boston Consulting Group and D.A. Davidson & Co. RBC Wealth Management, part of RBC Capital Markets, LLC, serves individual and institutional clients through tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm utilizes a range of investment managers and offers customized strategies including tax management and responsible investing options.

Hannah Beierman is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at VALIC Financial Advisors Inc/AGIA. Outside of her advisory role, she is appointed as an agent to sell non-securities insurance products for AGIA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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.

Michael Chvedov is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation with one year of industry experience. Before joining J.P. Morgan Securities, he held various roles including deli worker at Husky Deli. Outside of finance, he works as a dog walker through Rover. 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 integrates quantitative and qualitative research supported by a manager solutions team, with a focus on eligible strategies that may incorporate ESG criteria.

Kevin Campbell is a Series 65 licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Poulsbo, WA, bringing 10 years of industry experience. He previously worked at USA Financial Securities, Change Path LLC, LifePro Asset Management, and has been associated with Peaks Financial since 2009. Campbell is also an insurance agent with CP Autority, LLC, providing fixed insurance and annuity solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical modeling and supports a wide advisor network with specialized programs, including municipal advisory and SIMPLE IRA Employer Advisory services.

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, holding Series 63 and Series 66 credentials and four years of industry experience. His work history includes positions at J.P. Morgan Securities, JPMorgan Chase Bank, Travis Credit Union, and Bank of America. J.P. Morgan Securities provides institutional consulting services focusing on asset allocation advice, investment manager searches, and performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative screening and qualitative research, supporting customized portfolio solutions for institutional clients.

Sarah Fitch is a Series 66-licensed financial advisor at UBS Financial Services with 21 years of industry experience. She has been with UBS since 1999. Outside of her advisory role, she serves as treasurer for the Tudor Manor Home Owners Association. 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 emphasizes tailored financial planning and portfolio management supported by proprietary research and a broad range of capital markets services.

Adrian John is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Seattle, WA. He previously worked at Edward Jones for 12 years and has operated his own financial services firm since 2022. Outside of his advisory work, he owns a rental property for which he hires management and handles mortgage payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting and supports a large network of advisors with specialized programs, including municipal advisory and SIMPLE IRA employer consulting services.

Matthew Charbonneau is a financial advisor at Edward Jones in Seattle, WA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Brittany Terlaje is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill and JPMorgan Chase Bank, N.A. during her career. Her background also includes a four-year tenure at Simply Urban. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria in its recommendations.

Kathryn Pagh is a Series 66-licensed financial advisor with LPL Financial, based in Seattle, WA, with 12 years of industry experience. She has previously worked at Knight Wealth Management, LLC, Cetera Advisors LLC, and Newaukum Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Tanner Mendenhall is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Mercer and Insight Enterprises, among other roles. He operates under the One Oak Wealth Management DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, using a variety of investment strategies supported by proprietary research and technology.

Robert Morgan is a financial advisor at Edward Jones in Poulsbo, Washington, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Joshua Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 65 designation and began his advisory career in 2026. Prior to joining the firm, he has experience in education and community roles, including positions at Gonzaga University and local schools in Poulsbo, 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, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through its advisory programs or other providers.

Brandon Dove is a financial advisor with Charles Schwab based in Seattle, WA. He holds a Series 66 designation and has seven years of industry experience, including prior roles at TD Ameritrade and Charles Schwab Bank. His background also includes work outside finance in hospitality and service positions. Charles Schwab & Co., Inc. serves a large client base of 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 options supported by multi-asset model portfolios and centralized custody and order-routing systems.

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.

Kevin Smith is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of advising, he serves as president of PSWS Operations, LLC, which manages a financial planning practice, and he is president of the board for Life Spring, a nonprofit organization. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.