Gerald Wallace is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisor representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Riley Cray is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America since 2019, and previously held positions at Integrity Mortgage Group and the YMCA of Snohomish County, among others. Outside of his advisory role, he is the sole owner of a business located in Everett, WA. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Fernando Pohina is a Series 66-licensed advisor with 17 years of industry experience. He currently works at Osaic Wealth Inc. and has held prior roles at Hornor Townsend & Kent Inc. and Pacific Capital Resource Group Inc. He is involved in insurance sales and services through multiple ventures including Pacific Capital Resource Group and Ascent Wealth Solutions, and serves as Vice President of Advisory Resource Group, LLC, where he recruits and trains advisors. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports a complex network of platforms, mergers, and commercial arrangements.

Colton Smith is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2017, progressing through various roles including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Throughout his career, Colton has focused on building relationships with clients based on trust, enabling them to make informed decisions to achieve their life goals. His professional experience encompasses financial consulting and planning, with a consistent commitment to supporting clients and their families in reaching their financial objectives. Colton's approach centers on empowering clients with the confidence needed to navigate their financial futures. Outside of his professional work, Colton has interests in football, horseback riding, military service, and traveling.

Patrick Foley is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and having six years of industry experience. He has been affiliated with both Merrill and Bank of America since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jack Harmeyer is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, his work history includes roles at MBI Seattle and Washington State University. Outside of his advisory role, he is co-owner of Rinky Dink LLC, a company established to manage a vacation property shared with his sister. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Jason Demarre is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Voya Financial Advisors for seven years. He is involved with Time Advisor Group, LLC, a business entity for tax and investment purposes unrelated to investment advisory services. LPL Financial is an investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of management approaches supported by internal and third-party research.

Barbara Kubesh is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Her previous roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, Principal Securities Inc, and Principal Life Insurance Co. Outside of her advisor role, she is also an independent insurance agent, an artist, and the president of a community water association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions delivered via independent Financial Professionals, with multiple custody options and strategies including proprietary and third-party models.

Anthony Gressick is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. In this capacity, he partners with clients to address their financial planning needs and helps them access Fidelity's extensive resources. He engages with clients to understand their unique situations and goals, providing tailored financial advice. Anthony's approach involves working closely with clients to navigate complex financial scenarios. Outside of his professional role, Anthony has interests in baseball, pets, and running.

Matthew Boelter is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C., Viridian RIA, LPL Financial, and VOYA Financial Advisors. Outside of his advisory role, he owns and operates a crypto mining business with his son. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Cynthia Schmiedeknecht is a financial advisor at Ameriprise with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in business ownership at Sequence, Inc., which focuses on life coaching and consulting. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Paige Mcdonald is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is a member and COO of Super Ensemble Partners, LLC, where she manages an Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Timothy Swanson is a CERTIFIED FINANCIAL PLANNER™ practitioner with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Campbell Soup Company from 2016 to 2018. 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 solutions supported by a nationwide network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary wrap fee strategies along with tax-efficient services.

Stephen Brown is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has been associated with The Lincoln National Life Insurance Company and Green Financial Corp since 1995. Outside of his advisory work, he serves as treasurer for the nonprofit Concerned Neighbors of Wellington. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a multi-manager platform with a wide range of investment solutions and program structures.

Maxwell Winter is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2018. Outside of his advisory role, he provides tax preparation services through a separate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that delivers customized retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Gardner is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to this, he spent six years at Cetera Advisor Networks and was involved with Subculture Apparel for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers various financial planning and advisory programs, leveraging both discretionary and non-discretionary management along with model portfolios, research, and technology-driven portfolio solutions.

Sara Mitchell is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 66 designation and has prior work experience that includes roles at Ameriprise and entrepreneurial involvement with Huxdotter Coffee. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement, focusing on tax-smart withdrawal strategies, Social Security options, and income source analysis. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary recommendations primarily for clients with significant investable assets.

Robin Tan is a CFP® professional with 30 years of industry experience, currently serving as an advisor at LPL Financial since 2020. Prior to joining LPL, Tan spent 23 years with Kms Financial Services, Inc. He is also an agent for non-variable insurance products, including disability, long-term care, and term life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with research from internal and third-party sources.

Steven Leigh is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America and a brief period at the Seattle Music Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Anna Pridey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at USI Insurance Services and had several self-employed roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees affiliated or unaffiliated sub-advisers.