Kyle Gardner is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to this, he spent six years at Cetera Advisor Networks and was involved with Subculture Apparel for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers various financial planning and advisory programs, leveraging both discretionary and non-discretionary management along with model portfolios, research, and technology-driven portfolio solutions.

Sara Mitchell is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 66 designation and has prior work experience that includes roles at Ameriprise and entrepreneurial involvement with Huxdotter Coffee. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement, focusing on tax-smart withdrawal strategies, Social Security options, and income source analysis. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary recommendations primarily for clients with significant investable assets.

Robin Tan is a CFP® professional with 30 years of industry experience, currently serving as an advisor at LPL Financial since 2020. Prior to joining LPL, Tan spent 23 years with Kms Financial Services, Inc. He is also an agent for non-variable insurance products, including disability, long-term care, and term life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with research from internal and third-party sources.

Steven Leigh is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America and a brief period at the Seattle Music Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to 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 investors.

Anna Pridey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at USI Insurance Services and had several self-employed roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees affiliated or unaffiliated sub-advisers.

Susan Youngsman is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been associated with Linsco Private Ledger since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Lindsay Cleal Jr. is a financial advisor with Ameriprise in Fall City, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Cleal serves as Treasurer on the Board of Directors for the Wild Steelhead Coalition. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Barrett Henry is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. In addition to his advisory work, Henry operates independent practices focused on financial planning and insurance, including fixed life, disability, and long-term care coverage. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering comprehensive financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Chun Lee is a financial advisor with LPL Financial in Edmonds, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial (formerly LINSCO/Private Ledger) since 2001. Outside of his advisory role, he is a notary providing free signature notarizations for clients and prospect and also sells long-term care insurance through GE. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Michelle Schmidt is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, she worked at several organizations including Plymouth Language Program and The Midland Group. Outside of finance, she operates Michelle Schmidt LLC, a food blog and photography service. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Scott Hitchcock is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipalities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Kelvin Herbruger is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining RBC Capital Markets, he worked at D.A. Davidson & Co. and Boston Consulting Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a range of advisory programs with tailored investment strategies and integrates both in-house and third-party investment managers.

Hannah Beierman is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 license and having three years of industry experience. Prior to joining J.P. Morgan Securities, she worked at VALIC Financial Advisors Inc/AGIA. She is also appointed as an agent to sell non-securities insurance products for AGIA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Sarah Hand is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial since 2021, following 16 years at Wells Fargo Advisors LLC. Outside of her advisory role, she is employed as a Senior Registered Client Associate at Legacy Wealth Partners. 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 institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized services such as municipal finance and SIMPLE IRA Employer Advisory programs.

Ashley Kelly is a Financial Consultant at Fidelity Investments. In this role, Ashley collaborates with clients to develop customized financial plans aimed at helping them achieve their financial goals. Ashley emphasizes transparency and focuses on assisting clients in making informed decisions regarding their financial futures. Ashley has been with Fidelity Investments since 2020, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. This experience has provided Ashley with a comprehensive understanding of financial planning and client relationship management within the firm. Ashley is passionate about building relationships with local families and utilizes Fidelity's expertise and resources nationwide to enhance the support provided to clients.

Adam Harvey is a financial advisor with Equitable Advisors in Kirkland, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of his advisory role, he is involved with Harvey Capital Group, a separate business activity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Taylor Justice is a financial advisor at UBS Financial Services with nine years of industry experience. He has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research, capital markets services, and affiliated banking programs.

Adelaide Siers is a financial advisor with UBS Financial Services, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining UBS, she was involved with the Washington State University Panhellenic Council and the Carson College of Business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Colin Kosco is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors. Kosco is also the owner of Finity Group LLC, an independent insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by extensive research and technology resources.

Sebastian Holmqvist is a CFP® professional with 11 years of industry experience, currently associated with Raymond James Financial in Mill Creek, WA. Prior to joining Raymond James in 2024, he spent nine years at Edward Jones. He is also the owner and president of Holmqvist Wealth Management, a financial advisory support company. 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 investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.