Scott Davis is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has worked with Ameriprise Financial Service, LLC since 2000 and Ameriprise Financial Services, Inc. from 2007 to 2020. Outside of his advisory role, he is employed by Cascadia Operations LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anthony Ohl is a CFP® professional with 13 years of experience in financial advising. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. in 2022. He is also the owner of Tony Ohl Financial Services, LLC, a support company co-branded with Raymond James. 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 uses analytical tools for tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christine Mezo is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 1992, including a concurrent role at Bank of America, N.A. since 2019. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Wasick is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and is co-owner of Jeffers 13 LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Joanne Wagner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has previously worked at Merrill and Bank of America and is also associated with Verity Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives, offering financial planning and a range of advisory programs.

Megan Warshaw is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience at the firm. Prior to joining Edward Jones, she worked five years at ABRA Auto Body & Glass. Outside of her advisory role, Megan is involved in freelance writing and business consulting and performs as the lead singer and keyboardist in a local rock band. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of financial advisors and branch offices nationwide.

Wesley Brandon is a Series 66-licensed financial advisor at LPL Financial with eight years of industry experience. He has worked at LPL Financial since 2021 and previously operated Brandon Wealth Advisors LLC. Outside of his advisory roles, he has been involved with swim club organizations and a dental arts company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various investment strategies.

Erik Severson is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he is a passive member of Bean LLC, which operates a bakery in Sandpoint, ID. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with a large advisor and branch network and offers additional services such as trust capabilities and securities-based lending.

Patrick Summit is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 licenses and three years of industry experience. His previous roles include positions at Global Federal Credit Union, First Financial Northwest Bank, MML Investors Services, LLC, and MassMutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Trevor La Rowe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Pruco Securities, LLC. Outside of his advisory work, he is involved with HWPO, LLC, which operates Crossfit Burien. 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 employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Kenneth Snypp is a financial advisor at Edward Jones in Snohomish, WA, holding a Series 66 designation with nine years of industry experience. He previously worked at Alaska USA FCU for five years before joining Edward Jones in 2017. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brennan Jacobson is a financial advisor with Ameriprise in Kingston, WA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked with Ameriprise Financial Services and has held various positions including roles at Creative Pewter Designs and the US Census Bureau. He serves on the boards of the Kingston/NK Rotary Scout Advisory Committee and the Kingston Chamber of Commerce. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines proprietary research and modeling with algorithmic tools to support its advisory approach while delivering a broad range of financial and insurance solutions.

Lewis Race is a financial advisor with Ameriprise in Seattle, WA, holding CFP®, Series 63, and Series 66 designations and bringing 30 years of industry experience. His prior work includes nearly a decade at Northwestern Mutual Wealth Management Company and associated entities. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kelly Aversa is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2017, including time at related entities such as KMS Financial Services. Aversa also operated her own advisory business from 2010 to 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing discretionary and non-discretionary management along with research and model portfolios from various sources.

Michael Davis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at the Montana Department of Revenue for six years and held a position at Domino’s for five years. 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 nationwide network of approximately 23,701 financial advisors.

Adam Pickrell is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for seven years at the U.S. Department of Veterans Affairs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices.

David Bustamante is a Planning Consultant specializing in personalized financial planning. He partners with clients to provide tailored financial discussions, utilizing advanced financial planning software and tools to help clients achieve their financial goals with clarity and confidence. David has experience as an Associate Planner at The Retirement Solution, Inc from 2023 to 2024, a Registered Client Service Representative at Morgan Stanley from 2021 to 2023, and a Licensed Service Representative at Key Investment Services (KEYBANK CORP) from 2019 to 2021. Outside of his professional work, David enjoys cooking and baking, participating in family activities, hiking, listening to music, and engaging in parenthood.

Aleisha Lucas is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Tiffany Gough is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in antique sales and is an author with books available through Amazon and Lulu. She also serves as a Chapter Success Coach for a networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide 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 large nationwide network of financial advisors and branch offices.

Trayon Mc Nairy is a financial advisor at Edward Jones in Kirkland, WA, with two years of industry experience. Prior to joining Edward Jones, he worked at U.S. Bank for four years and Comcast for another four years. Outside of his advisory role, he owns a residential real estate investment property. Edward Jones is a full-service wealth management firm serving 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 over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of advisors and branch offices.