Kimberlie Olsen is a CFP® professional with nine years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2015. She holds the Series 66 designation and is based in Gig Harbor, WA. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Berger is a financial advisor at Ameriprise with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, Berger is the owner and founder of Ideal Life 360, a life and executive coaching company, and is also a professional pilot and independent flight instructor. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Celine Bravo is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65 licenses. She has worked in various roles within Wells Fargo entities since 2015 and has also held positions outside the financial sector, including at Nova Kitchen and Bar and the Seattle Great Wheel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs in its offerings.

Alex Hill is a financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2022 to 2026 and at First Command Financial Services from 2019 to 2022. Hill holds a Series 66 designation and is based in Seattle, WA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Justin Weinstein is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years. Outside of his advisory role, he was involved with Intenza Fitness from 2016 to 2018. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and various portfolio management strategies.

Christopher Mc Culloch is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior experience includes roles at First Command Advisory Services and First Command Financial Planning. He is a member of the Board of Directors for Given to Give and participates in the Tacoma Estate Planning Council. Ameriprise offers specialized retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Scott Poetzinger is a financial advisor with Equitable Advisors in Seattle, WA, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Equitable Advisors in 2024, his background includes roles at Asado, Back Nine Bar and Grill, Amazon, and multiple positions at the University of Puget Sound. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively with LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Bradley Pratt is a financial advisor at UBS Financial Services in Seattle, WA, with 33 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Treasurer for the Beta Omega Association, a college fraternity at the University of Washington, where he approves housing repair and maintenance projects. UBS Financial Services provides brokerage and advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Binh Huynh is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. for 12 years. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Cody Scriver is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has been providing wealth management, investment advice, and guidance to families, with a focus on multigenerational wealth. He is a founding member and co-lead of the S&P Wealth Management Group, overseeing a team of nine professionals dedicated to making clients' financial lives easier. Cody develops customized strategies that address complex financial needs including concentrated stock positions, risk management, liability management, and tax minimization, in coordination with clients' other trusted professionals for wealth transfer, philanthropy, and estate planning services. Prior to his career in financial services, Cody served for over nine years in the Marine Corps with deployments across Southeast Asia and Afghanistan. He earned several medals during his service, including three with a "V" designation. Cody earned a Bachelor's degree in Business Economics from Ashford University and holds several professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). He is also a Portfolio Manager who manages personalized or defined strategies on a discretionary basis. Outside of his professional responsibilities, Cody volunteers with local non-profits focused on conservation and education. He also enjoys adventure sports, cooking, scuba diving, woodworking, and spending time with his family.

Loren Mcewan is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has prior work history at RBC Capital Markets Corp and Sii. Loren operates a DBA entity, Seattle First Asset Management, related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Molly Axworthy is a financial advisor at Edward Jones in Tacoma, WA, holding the CFP® designation and Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2018, she worked for six years at Puget Sound Hearing Aid & Audiology. Outside of her advisory work, she is the owner of Axworthy, LLC, an LLC established to manage household staffing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, 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 through a large network of advisors and branch offices nationwide.

Darren Horejsi is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been associated with LPL Financial and the Boeing Employee Credit Union since 2014. 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 variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

David Coulter is a financial advisor with LPL Financial based in Bremerton, WA, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation, First Federal Savings and Loan, and Infinex Investments, Inc. Outside of advisory services, he is involved in selling fixed annuities and various insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Alissa Stearns is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has worked at Merrill and Bank of America since 2018 and previously held roles at JP Morgan Securities and JPMorgan Chase bank. Outside of her advisory work, Stearns serves as a board member for Parents for Cascade, a parent support group in Puyallup, WA. Merrill, together with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Phillips is a financial advisor with Equitable Advisors in Seattle, WA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors. Phillips serves as a board member of the LeMay Americas Car Museum. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid advisory and brokerage model, leveraging third-party asset managers and offering tailored services based on client goals, risk tolerance, and time horizon.

Dylan Mingo is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including Cornerstone Capital and Vermilion Rock Advisors, as well as in roles outside the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in recommending investment strategies.

Jessica Tobel is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2021, previously working in insurance and various service roles. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a variety 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 large national network of financial advisors and branch offices.

John Stinson is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and three years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Alma Baker is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in West Des Moines, IA, and has 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.