Joseph Woodland is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bellevue, WA, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2013 and is also associated with Investment Associates, Inc. DBA The Wormeli Group in a business development and administrative role. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Kloess is a financial advisor with RBC Capital Markets in Kirkland, WA, holding a Series 66 designation and 16 years of industry experience. He has been with RBC Capital Markets since 2010 and has also worked at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Vickie Godyn is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Douglas Custer is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. His prior roles include positions at Financial Engines Advisors L.L.C., Viridian RIA, LLC, Private Client Services LLC, and Appropriate Balance Financial Services. He serves on the advisory board of the Northwest Symphony Orchestra and is a member of the Planned Giving Advisory Council for the Overlake Medical Center Foundation. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and offers both advisor-led and online investment solutions to a large client base.

Trent Trailov is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Ameriprise, Independent Financial Group, Trail CPA, GPL Tax & Accounting, and Integrated AG. Outside of advising, he is involved with Trail CPA Corporation, a tax preparation and accounting business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of financial planning and advisory services through a broad network of investment adviser representatives, offering both discretionary and non-discretionary management along with model portfolios and research support.

Peter Gilding is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Raymond James Financial Services and Crossroads Financial Services. He has also worked in education and tutoring before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and various investment strategies.

Alex Cormier is a Financial Consultant at Fidelity Investments, where they have been serving since 2025. Prior to this role, Alex held positions as an Investment Consultant, Relationship Manager, and Financial Representative within Fidelity Investments from 2022 to 2025. Alex works closely with clients to define and understand their specific financial goals, developing personalized plans to align with their vision and provide confidence and structure across their portfolios. Collaborating with a Wealth Management Team, Alex executes these plans efficiently for clients and their families. Alex's approach emphasizes building a foundation of trust through understanding what is important to each client. This client-centered strategy supports the development of tailored financial solutions. Outside of their professional responsibilities, Alex enjoys art, family activities, golf, outdoor adventures, parenthood, and spending time with pets.

Johnatan Mendez is a financial advisor with Cambridge Investment Research Advisors based in Bellevue, WA. He holds a Series 66 designation and has been with Cambridge Investment Research Advisors and related entities since 2025. Prior to his advisory role, he held various positions including at The Boeing Company and University of Washington Tacoma. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management solutions and platform arrangements tailored to client objectives.

Donald Lagerquist is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options, manages approximately $1.01 trillion in assets, and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Peter Doolittle is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Edward Jones, Northwest Asset Management, OneMain Financial, and the University of Redlands. He also manages an advisory business through Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice based on detailed analysis and collaboration between a centralized service team and individual advisors.

Aimee Kelly is a financial advisor with RBC Capital Markets in Kirkland, WA, holding a Series 66 designation and 14 years of industry experience. She has been with RBC Capital Markets since 2014. 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 a range of advisory programs with tailored investment strategies, combining in-house and third-party managers to meet clients’ risk profiles and investment preferences.

Paul Adams is a CFP® professional with 29 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2025 and spent 16 years at UBS Financial Services prior to that. Adams holds a Series 66 registration. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Rory O'Sullivan is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to his current role, he worked at Wells Fargo Funds Distributor, LLC from 2016 to 2018. He serves as a board member and finance committee member of the Magnolia Chamber of Commerce in Seattle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and risk profiling, and supports its clients through various advisory programs and institutional consulting services.

Jordan Kirk is a CFP® and Series 66 registered advisor with Charles Schwab in Lynnwood, WA, with four years of industry experience. He has been associated with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of investment options supported by centralized custody and oversight.

Douglas Meck is a financial advisor at LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Waddell and Reed Inc and various insurance carriers. He also serves as Tax Director at Greenwood, Ohlund & Co, LLP, a tax preparation and accounting firm. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and advanced technologies.

Danny Chi is a financial advisor at Edward Jones in Bothell, WA, with six years of industry experience. He has worked at Edward Jones since 2019 and previously was employed by Uber/Lyft and Renovation Church. He holds the Series 66 designation. 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, supported by a nationwide network of financial advisors and branch offices.

Waldebert Raquel is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., EP Wealth Advisors, LLC, and TD AMERITRADE. Outside of his advisory work, he is involved in managing rental real estate properties. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, providing a combination of wrap advisory, brokerage, custody, and financial planning services. The firm emphasizes a non-discretionary client relationship model alongside access to discretionary separately managed accounts and integrates multi-asset model portfolios with research-driven investment guidance.

Daniel Sawyer is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2003. Outside of his advisory role, he serves as a trustee to the Sawyer Family estate. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through third-party programs, employing a hybrid referral and implementation model that leverages multiple program sponsors and emphasizes individualized client planning.

Brett Costanzo is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and five years of industry experience. He has been with Wells Fargo Clearing Services, LLC since 2016. 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.

Don Norris is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Financial Engines Advisors L.L.C. since 2016, following a two-year tenure at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for 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.