Douglas Smidt is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He holds Series 63 and Series 65 registrations and is based in Seattle, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Aalesa Barker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and two years of industry experience. She previously worked at Columbia Bank for nine years before joining Wells Fargo in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options.

Paula O'Connor is a financial advisor with RBC Capital Markets in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with RBC Capital Markets, LLC since 2014. 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 offers various advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party managers alongside integrated financial solutions.

Aireen Kline is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 credentials and one year of industry experience. She has worked at Wells Fargo Bank, N.A. since 2019 and previously gained experience at Fred Meyer. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Michaela O'Connell is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 licenses and six years of industry experience. She has previously worked at Sanford C. Bernstein & Co., LLC, The Vanguard Group, Inc., and held roles outside finance including at Sakari Salon and Susquehanna University Career Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with a broad platform that includes institutional trading capabilities alongside wealth management services.

John Fry is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, Raymond James and Associates, Polytech Fibers, and Joynus. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary options tailored to plan objectives and risk tolerances.

Wendy Connors is a Series 66-licensed financial advisor with LPL Financial in Seattle, WA, where she has worked since 2009. She has 16 years of industry experience, including three years at Financial Advocates Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by a variety of model portfolios and research.

George Shaw is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2018. In addition to his advisory role, Shaw is involved in non-investment business activities including ownership of real estate management entities in Lexington, KY, and Las Vegas, NV. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers a wrap-fee solution with a tiered percentage-based fee structure.

Lori Tipple is a Series 66–licensed financial advisor with Edward Jones, based in Gig Harbor, WA, and has two years of industry experience. She previously worked at LPL Financial for a year before rejoining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Christopher Owens is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent eight years with Wells Fargo Home Mortgage. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Justin Schuessler is a CFP®-designated financial advisor with Edward Jones, based in Seattle, WA. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julia Bordeaux is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Shore Capital Partners and Slalom Consulting. Bordeaux completed her studies at the University of Notre Dame in 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors and has distinctive registrations as a security-based swap dealer and futures commission merchant.

Nicholas Vanderlinda is a financial advisor with Ameriprise in Tacoma, WA, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill and has a background spanning beverage distribution and supply industries. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gabriel Andrews is a financial advisor with Wells Fargo Clearing in University Place, WA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory duties, no additional activities were noted. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Baron Kuhn is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones before joining LPL Financial and Boeing Employee Credit Union, where he has been employed since 2021. Outside of finance, Kuhn is the owner of Washington Brewing Company LLC, a production-only brewery in Tacoma. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Meghan Donahoe is a CFP® with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. She previously worked at Stifel Nicolaus & Co Inc from 2014 to 2019. Outside of her advisory role, Donahoe is involved in e-commerce, working as a contractor selling used clothes and home goods on an online consignment platform. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Francis Addai is a Series 66-licensed advisor with Merrill, based in Federal Way, WA, and has four years of industry experience. He previously worked at Bank of America N.A. and has been with Merrill since 2021. Outside of his advisory role, he works part-time for DoorDash as a delivery driver. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katherine Ausley is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Outside of her advisory work, she has experience in office administration for a small water company and has worked as a delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Patrick Smith is a Certified Financial Planner® (CFP®) with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior experience includes roles at Equitable Advisors, LLC, Chamberlain Group, and other firms across various industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Christopher Basile is a financial advisor with Ameriprise in Port Orchard, WA. He holds a Series 66 designation and has three years of industry experience, including prior work at Juneau Tree Service and Health by Design. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.