Peter Becker is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 14 years. Becker also serves on an education committee that organizes investment conferences. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dannica Samp is a financial advisor at Edward Jones in Everett, WA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in various roles within the dental and medical fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a 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 nationwide network of financial advisors and branch offices.

Russell Snyder is a CFP® with nine years of industry experience, currently affiliated with Raymond James Financial in Bothell, WA. His prior roles include tenures at Mutual Securities, LPL Financial, and Hornor, Townsend & Kent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nathan Cotterill is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. Prior to his current role, he served eight years in the United States Navy. He is also an Investment Advisor Representative for Cotterill Wealth Services in Mill Creek, 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Taylor Woodruff is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening, qualitative research, and tax-aware risk management strategies.

Jason Pouliott is a financial advisor with Edward Jones in Everett, WA, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million 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 approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Grace Cronin is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior experience includes roles at Stevens, Sloan & Shah and Baird. She also worked in education at California State University Monterey Bay for three years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s client model includes both non-discretionary advice and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Joey Nguyen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2026, he held roles at U.S. Bank and Addison Group among other positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of fund advisory roles, model portfolios, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Tzeyan Chan is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. Currently affiliated with Charles Schwab in Redmond, WA, Chan has worked with Charles Schwab and Charles Schwab Bank since 2021. Prior to that, Chan was employed at SALAL Credit Union and GCL New Energy Holdings Ltd. Chan also manages a rental property as a landlord. Charles Schwab & Co., Inc. serves a large 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. Schwab offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Meshal Waqar is a financial advisor at Charles Schwab in Seattle, WA, holding a Series 66 designation. He has been in the industry since 2023, with prior experience at several firms including Raymond James Financial Services and Cetera. Outside of his advisory roles, he has been involved with Senior Financial Advisors Inc., a support company unrelated to investment activities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios alongside research from the Schwab Center for Financial Research.

Steven Weholt is a financial advisor with OSAIC, holding a Series 66 designation and 17 years of industry experience. Before joining OSAIC in 2023, he worked at Royal Alliance Associates, Inc. from 2018 to 2023 and Signator Investors, Inc. from 2015 to 2018. He is also president of Baluster Financial LLC, an investment-related LLC focused on securities, retirement planning, income planning, and insurance. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by multiple platforms and third-party managers.

Traci Underhill is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has held various roles within J.P. Morgan entities since 2020, as well as experience in mortgage services from 2016 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting delivered on a non-discretionary basis. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Richard Mercier is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. His career includes roles at Securities America Advisors, Kms Financial Services, and continuous activity with Mercier Financial Group since 1977. Outside of his advisory work, he collects cards as a personal interest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from multiple sources and advanced portfolio options.

Paul Crane is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He previously served as a Financial Consultant at Fidelity Investments from 2019 to 2023 and as an Investment Consultant from 2018 to 2019. He holds a California Insurance License. Paul focuses on providing clients with dedicated time and attention to understand their needs and concerns, partnering with them to design and execute sustainable financial plans aimed at pursuing their lifetime goals.

Matthew Ross is a financial advisor with Raymond James Financial Services Advisors Inc. in Bothell, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been associated with Raymond James and his own firm, Ross Financial Inc., since 2015. Ross is also involved in managing rental real estate through ownership roles in multiple property-related businesses. 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 offers tailored, non-discretionary planning and investment consulting using analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christie Jones is a Series 66-licensed financial advisor with Edward Jones, based in Edmonds, WA, and has three years of industry experience. She has held multiple roles within Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory solutions and maintains a large network of advisors and branch offices nationwide.

Eugene Canavan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked concurrently at Sound Transit, Tradesmen International, PFS Investments Inc, and Primerica Financial Service. Outside of advisory work, he receives compensation for the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery and separately managed account options under a wrap-fee structure. The firm uses third-party asset managers and emphasizes a tiered percentage-based fee model.

Teresa Mansell is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 33 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Olympic NW Advisors, and LPL Financial. She is also involved with Adept Wealth Management, LLC, where she provides sales and services of financial products. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using firm-approved software tools and offers specialized planning services such as divorce and estate-settlement planning.

Brendon Shirk is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He is dedicated to helping clients build long-lasting financial plans based on their individual and family needs. Brendon has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, High Net Worth Associate, Relationship Manager, Investment Consultant, and Financial Consultant. This progression reflects his experience in various aspects of financial consulting and client relationship management. No information regarding Brendon's education, credentials, personal interests, or community involvement has been provided.

Rebecca Brayton is a Senior Financial Advisor and partner at The Sabiers Brayton Wealth Management Group within Merrill Lynch Wealth Management. She leads the team's fixed income strategy and provides financial advice focused on retirement planning, retirement income management, and services for businesses and non-profit organizations. Rebecca has been in the financial services industry since 2000. She holds a Bachelor of Science degree in Business Administration from Central Washington University. Her professional credentials include FINRA Series 6, 7, 63, and 66 registrations, insurance licenses, and the Chartered Retirement Planning Counselor™ designation. Rebecca resides in Bothell and is involved with Soroptimist International of Everett. Her personal interests include boating, hiking, reading, and traveling.