Darrell Clayton is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with J.P. Morgan Securities since 2003 and has been with JPMorgan Chase Bank, N.A. since 2017. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Evan Crump is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC and over two decades at Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Nicolas Quintero is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. Outside of his advisory role, he works as a delivery driver for Amazon Flex. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of financial products through its bank and insurance affiliates.

Paul Carr is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations with 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior year at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Daniel Auld is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2021 and Charles Schwab Bank, SSB since 2024. Prior to joining Schwab, he held roles at J Crew Factory and Fleet Feet Seattle. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Erin Abrigo is a CFP® and holds a Series 66 license, with 14 years of experience in the financial industry. She has been with Edward Jones since 2012, working out of Gig Harbor, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Michael Latimer is a financial advisor with Morgan Stanley in Yakima, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, Latimer serves as president of the Spokane Stock and Bond Club, a nonprofit organization focused on education and networking within the financial services community. He is also involved in a jewelry and pottery business. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering customized financial planning supported by firm-approved analytical tools and a broad range of investment programs.

Matthew Vetsch is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

John Mitchell is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Jon Britt II is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. His prior roles include positions at Merrill Lynch/Bank of America, Bulwark Capital Management, Crista Media, the University of Arizona, and T-Mobile. 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, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Kohl Roland is a financial advisor at Ameriprise with a Series 66 designation and one year of experience at the firm. His prior work includes roles at Cole Financial Inc and Duke's La Jolla LLC, as well as several years at Horseshoe Lake Golf Course and teaching positions at Gig Harbor High School and Kopachuck Middle School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement advice, supported by algorithmic automation and oversight from a dedicated consulting team.

Seth Giandomenico is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following four years at EAN Holdings LLC. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts.

Michael Frantz is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2011. Outside of his advisory work, he serves on the board of directors and the finance and audit committee for the King County Library System Foundation and acts as Treasurer and board member for the CleanTech Alliance. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to a broad range of financial products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor solutions for clients.

Larissa Sklar is a CFP® professional with six years of experience in the financial industry, currently serving at Edward Jones since 2020. Her prior work includes roles at Blue Nile, Inc. and Hillsdale College. Outside of her advisory work, she is a member of SKLAR 2019, LLC, a limited liability company involved in property upkeep and record maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Michael Stevenson is a financial advisor at LPL Financial with seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at D.A. Davidson & Co. for eight years and was involved with Head Rush Technologies for two years. He serves on the Board of Directors and Finance Committee of the Bainbridge Island Museum of Art and participates on the Investment Sub-Committee of the Islandwood Foundation, in addition to holding a leadership role with the Seattle Bond Club. 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 representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing proprietary and third-party research to support discretionary and non-discretionary management strategies.

Marisa Walker is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2014. She is based in Seattle, WA, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a trustee for the Seattle Repertory Theatre. Marisa is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, encompassing a range of traditional and non-traditional investment strategies.

Stelina Simpson Roehr is a financial advisor at Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 66 designations with 25 years of industry experience. She has been with Robert Baird & Co. since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of traditional and complex investment strategies.

Evan Lewis is a financial advisor at Osaic Wealth, Inc. with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Woodbury Financial Services and Securities America Advisors. He is also involved as treasurer and a 25% shareholder in RDI Financial Services, a partnership venture. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Aidan Sjothun is a Series 66-licensed financial advisor with Fidelity in Seattle, WA, with one year of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors LLC and has held roles in various service and educational settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Travis Allbee is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Scottrade investment management. Outside of his advisory work, he has a minority ownership interest in a wheat farm in Odessa, WA. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services guided by investment policy statements and modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.