Kevin Hansen is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Securities America Advisors, Inc., SECURITIES AMERICA, Inc., and KMS Financial Services Inc. He also operates a side business under the name Ravenna Capital Management. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers and employs various tools and third-party platforms to construct and manage client portfolios.

Tyrel Tait is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. Prior to this role, he served as a Financial Consultant at Fidelity from 2013 to 2017 and as an Investment Consultant from 2012 to 2013. His previous experience also includes financial advisory positions at U.S. Bancorp Investments, Chase Investment Services, and Wells Fargo Investments dating back to 2004. In his professional capacity, Tyrel collaborates with clients to develop and implement retirement and investment plans tailored to their goals, priorities, and time frames. He focuses on diagnosing the current state of clients' plans, identifying areas for improvement, and establishing sustainable and flexible strategies that adapt to changing circumstances. Tyrel holds a California Insurance License. Outside of his professional work, Tyrel has interests in art, family activities, fitness, hiking, music, and traveling.

Jeffrey Stenberg is a financial advisor at Edward Jones in Edmonds, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles including at Amazon and Audi. 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 nationwide network of financial advisors and branch offices.

Thomas Little is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2015. Outside of his advisory work, he serves as an advisory board member for the YMCA of Everett and owns a family LLC involved in building residential properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor client plans.

Emil Anderson is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes multiple roles within J.P. Morgan entities since 2011 and prior work at Prologix Staffing Inc. Outside of his advisory work, Anderson volunteers as a personal finance instructor for high school students, serves as treasurer for a youth STEM robotics organization, and occasionally works as a guide for Wildwater River Guides. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining institutional advisory capabilities with broker-dealer and commodity-related registrations.

Michelle Sager is a financial advisor at Ameriprise in Redmond, WA, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has been with Ameriprise and its affiliate since 2009. Outside of her advisory role, she operates as a franchise advisor and lease signer, managing office subleases to non-investment professionals. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Andrew Wilson is a financial advisor with Charles Schwab in Seattle, WA, holding a Series 66 designation and entering his first year in the industry. Prior to joining Schwab, he worked at Island Research for one year and spent nine years at Amazon.com. Charles Schwab & Co., Inc. serves a broad client base, 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 a mix of non-discretionary and discretionary investment options, supported by a large-scale, integrated operational structure.

Perry Grant is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Sandstrom is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 credential and has worked with firms including Shari and James Jenkins Inc. and Waddell & Reed, Inc. since 2016. He maintains involvement in investment-related activities through DBAs connected to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Selena Riggins is a financial advisor at Fidelity with 24 years of industry experience. She holds the Series 66 designation and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it is notable for its registration as a commodity pool operator and advisory roles to multiple funds.

Shanessa Freshour is a financial advisor with LPL Financial in Bothell, WA, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for eight years and spent ten years with Signet/Kay Jewelers prior to entering the financial services field. Outside of advising, she sells excess energy generated from solar panels on her home. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from LPL Research and third-party subadvisors.

David Lund is a financial advisor with Thrivent Investment Management in Shoreline, WA, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Lund teaches German on weekends and seasonally, including preparing students for the Deutsches Sprachdiplom and AP German exams. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic goal-based analyses and written recommendations across a broad range of planning topics without discretionary trading authority.

Christopher Austin is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. Prior to his financial services career, he worked at North Coast Electric Company for eight years and at Mill Creek Country Club for five years. He is also involved with Freise Financial, Inc. as a registered investment advisor. 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 uses analytical tools to support client goals, and it maintains specialized programs for municipal advisory and SIMPLE IRA employer consulting.

Jacob Sandberg is a financial advisor with LPL Financial in Edmonds, WA, holding a Series 66 designation and 12 years of industry experience. He has been associated with LPL Financial since 2014 and has worked with Financial Advocates Investment Management and Householder Group Estate & Retirement Specialists. Outside of his advisory role, he provides administrative support to Financial Advocates Investment Management, an independent registered investment advisory firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various management approaches.

Paul Dellino is a CFP® professional with 13 years of industry experience. He has worked at Edward Jones since 2014 and has served in the United States Coast Guard since 2011. 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 tax-efficient services, operating under a fiduciary standard.

Janet Lee is a financial advisor with Raymond James & Associates in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has worked at Raymond James & Associates since 2018, following positions at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a generally non-discretionary approach.

Garrett Acosta is a financial advisor with Edward Jones in Lake Stevens, WA, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones in 2023, he worked for eight years at Alliance Flooring Services, Inc. Outside of his advisory role, he is a partner in a short-term rental business in Sultan, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management.

Paul Carlson is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Securities America Advisors and Princor Financial Services Corporation. Carlson is also a licensed agent for term life, fixed and indexed universal life, and disability 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Denise Brandon is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked with Waddell & Reed, INC. and various insurance carriers before founding Brandon Wealth Advisors LLC. Her background includes non-variable insurance sales through Jackson National and Brighthouse Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning and diverse advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management strategies.

Derrik Sankey is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 strategies supported by a large network of financial advisors and branch offices nationwide.