Hayley Newman is a CFP® and Series 66-registered financial advisor with Raymond James Financial in Bothell, WA, bringing three years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., as well as Ross Financial, where she held an associate position. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary approaches supported by analytical modeling and risk profiling.

Mark Logsdon is a financial advisor at Morgan Stanley with 18 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation and is based in Kirkland, Washington. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Jason Therrell is a financial advisor with UBS Financial Services in Edmonds, WA, holding a Series 66 credential and 27 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Therrell owns several personally managed businesses unrelated to investment advisory services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Its advisors use proprietary research and model-based allocations to tailor plans to clients’ goals and risk tolerances.

Jamie Chambers is a CFP® professional with 25 years of experience in the financial services industry. He has been with Ameriprise since 2000, including his current role at Ameriprise since 2020. He is the sole owner and manager of J. Chambers, LLC, a business entity established for future use. Ameriprise provides retirement-income planning services primarily aimed at individuals approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement income recommendations.

Thomas Mercer is a financial advisor with LPL Financial in Woodinville, WA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at BECU Investment Services, First Tech Federal Credit Union, and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Zecheng Ye is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to his current role, he worked at Equitable Advisors, LLC and JP Morgan Chase. He has a background that includes positions outside of finance as well as education at Seattle University. 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 investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from internal and third-party research.

Darrell Warner is a CFP® and Series 66-registered financial advisor with 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Kevin Clouse is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers customized advisory programs with a range of portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Reid Immel is an Investment Consultant at Fidelity Investments, where he currently provides financial planning services. He employs a thoughtful, listening-driven approach, focusing on clients' priorities to co-create plans that align with their current situations and long-term goals. His experience at Fidelity Investments includes roles as Relationship Manager, Financial Representative, and Financial Services Representative, all within the 2024 to 2025 period. This progression reflects his involvement in various aspects of financial services and client relationship management. Outside of his professional work, Reid has personal interests that include fitness, social events with friends, playing musical instruments, music, and reading.

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.

Grant Warner is a financial advisor with Edward Jones in Seattle, WA, holding the ChFC® and Series 66 designations and bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Keller Williams Realty for one year and Jewel Hospitality for eight years. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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.

Jason Roberts is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with four years of industry experience. He has been with Morgan Stanley since 2013. Outside of his advisory role, he is involved in property management of a rental property in Snohomish, Washington. Morgan Stanley Wealth Management is an SEC-registered investment advisor and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

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.

Benjamin Seran is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Prior to joining OSAIC, he worked at Momentum Wealth Advisors and has a background that includes commercial fishing in Southeast Alaska. Outside of his advisory role, he teaches an after-school chess program for middle school students. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment platforms to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

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.