Justin Ball is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. He has worked at Fidelity since 2022 and previously held roles at Magnolia Audio Video and Best Buy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, delegation of management to sub-advisers, and advisory roles to multiple registered investment companies.

Cheryl Zudell is a ChFC® credentialed financial advisor with 22 years of industry experience. She currently works with LPL Financial and has previously been associated with Lincoln Financial Securities Corporation and First Command Financial Services. Outside of her advisory role, she is involved in selling traditional fixed insurance and annuities through Sage Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zachary Gil is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing two years of industry experience. Before joining Equitable Advisors in 2023, his work history includes roles at Lowe's Home Improvement, 1 Block Bros, and the University of Washington. He is a beneficiary on his parents' insurance policies. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Ha Nguyen is a CFP® certificant with 13 years of industry experience, currently advising clients at LPL Financial since 2025. Prior to joining LPL, Ha worked at Cadaret, Grant & Co., Inc., Rockefeller Financial LLC, and several other firms. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third‑party asset management, and institutional platforms, with a broad range of advisory strategies and support tools.

Grant Ostrom is a financial advisor with OSAIC, holding a Series 66 license and 24 years of industry experience. He previously worked at Royal Alliance for six years and spent eighteen years with both Penn Mutual Life Insurance Company and Hornor Townsend and D Kent, Inc. Ostrom is also involved in an insurance brokerage business offering life, health, disability, long-term care, and annuity products. OSAIC Wealth serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and various managed account strategies.

Hae Ji Chong is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMC BANK NA since 2018, following earlier roles at Wells Fargo Clearing and Wells Fargo Bank NA. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating ESG considerations and broader derivatives and commodities capabilities.

Craig Foreman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients for over 35 years. He is a member of The Foreman Rial Group, which focuses on delivering institutional research, scale, and pricing to a select clientele including serial entrepreneurs, affluent owners of private and pre-IPO businesses, C-suite executives, and families. Craig oversees the team’s equity management, portfolio design, alternative investments, and philanthropic strategies. Their approach emphasizes customized, goals-based wealth management strategies with an emphasis on asset allocation, liability management, and legacy planning developed in collaboration with clients and specialists. Craig’s expertise lies in wealth planning, investment services, portfolio management, and strategies tailored to high-net-worth individuals. He works closely with a demanding clientele to reduce financial life risk and support clients before, during, and after liquidity events. His team provides a boutique level of service, employing a dynamic investment philosophy that balances growth with risk. He is qualified as a Portfolio Manager and holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Craig earned a Bachelor of Science in Industrial Engineering from Stanford University and an associate degree in aviation from Big Bend Community College. He was a varsity basketball player at Stanford. A lifelong resident of the Bellevue area, Craig is active in the community and supports organizations such as the Bellevue Chamber, Eastside Business Roundtable, and Inspire Youth Project. His personal interests include hiking, climbing, playing guitar, traveling, golfing, music, and following Stanford basketball and football. He lives in Bellevue with his two sons.

Kyle Max is a financial advisor with LPL Financial based in Lynnwood, WA. He holds a Series 66 designation and has 14 years of industry experience. He has worked with Boeing Employee Credit Union since 2012 alongside his role at LPL Financial, which he joined in 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cameron Fyhrie is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Juniper Capital Ventures and Financial Engines Advisors L.L.C. Prior to his advisory career, he was employed at FRITO LAY for six years. 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, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Richard Gudaitis is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. He worked at RBC Capital Markets from 2000 to 2003 before joining LPL Financial in 2003. Outside of his advisory role, he serves as a registered agent for Camano Beach House, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Maria Colon is a financial advisor with Edward Jones in Seattle, WA, holding a PFS™ designation and Series 63 license. She has 14 years of industry experience, including four years at UBS Financial Services Inc. before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of advisors and offices. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Emma Fritton is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in various positions within the restaurant industry. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and investment strategies.

Ryan Maxwell is a financial advisor at Edward Jones with 14 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Lord, Abbett & Co. LLC, United Capital Financial Advisers LLC, Avalara, and Paycor. 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 large nationwide network of financial advisors and branch offices.

Myla Causing is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 credential and 25 years of industry experience. She has worked at LPL Financial since 2021 and has operated The Causing Group LLC since 2016. Prior to that, she spent 20 years with Waddell & Reed Inc and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on combining technology and scale across advisory and financial product offerings.

Steven Becher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Merrill, Chase Investment Services, and Wamu Investments. Outside of his advisory role, he coaches wrestling for the Lake Washington School District. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

Jordan Klein is a Series 66 licensed advisor with Fidelity, based in Lynnwood, WA, and has eight years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC since 2018 and spent eight years at Fifth Avenue Law Group PLLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios, including registered investment companies and model portfolios for intermediary platforms.

Stephen Scharosch III is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to his career in finance, he was employed by Walmart and briefly worked for Mr. Delivery. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program is non-discretionary, focusing on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Rollin Ellis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 15 years of industry experience. He has worked with Raymond James Financial Services since 2017 and prior to that was with LPL Financial and Forta Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs a tailored, non-discretionary planning approach using risk profiling and analytical modeling, and supports municipal and public finance work through its affiliation with a municipal advisor.

Scott Kirkpatrick is a financial advisor with UBS Financial Services in Everett, WA, holding a Series 66 license and bringing 22 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partial owner of a coffee business and owns multiple storage-related businesses and associated holding companies. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad suite of capital markets offerings.

Jessica Simmons is a financial advisor with LPL Financial in Everett, WA, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL Financial in 2025, she worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2023 to 2025, and has experience with Goldman Sachs and other financial institutions. Simmons is also an author, dedicating part of her time to writing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a broad platform of services.