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.

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.

Jennae Reid is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at Wells Fargo Clearing and ShareBuilder. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and related financial services.

Alan Khaitov is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Gonzaga University from 2016 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based financial planning agreements.

Rory O'Sullivan is a Series 66 licensed financial advisor with 11 years of industry experience, currently affiliated with Raymond James Financial in Seattle, WA. He has worked at Wells Fargo Funds Distributor and has been with Raymond James Financial Services Advisors since 2018. Outside of his advisory role, he serves as a board member and finance committee member for the Magnolia Chamber of Commerce. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions, including a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

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.

Cynthia Hwang is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and six years of industry experience. Her work history includes roles at JPMorgan Chase Bank NA and Wells Fargo Bank, NA. 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, distribution, and investment management capabilities.

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.

Chia Wei Liu is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. His career includes roles at various Wells Fargo entities since 2017 and a prior position at Safeway. 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 through more than 14,000 advisors.

Benjamin Bringolf is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Wells Fargo Advisors, LLC since 2015 and has worked at Wells Fargo Bank since 2003. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

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.

Cesar Valdes Pineda is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, Bank of The West, Amazon, and Banregio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Chavez is a CFP® and holds a Series 66 registration with RBC Capital Markets in Seattle, WA, where he has worked since 2022. He has two years of industry experience. Prior to his advisory role, he spent four years at Gonzaga University and has held various positions including work at Camp Burton and Vashon Island Golf & Country Club. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

Heedy Locke is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and 24 years of industry experience. Prior to joining RBC in 2022, Locke worked at Wells Fargo Clearing and Rainier Securities, LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on client risk profiles, utilizing both in-house and third-party investment managers.

Jeffrey Marinelli is Vice President, Wealth Planner at Fidelity Investments, where he has served since 2018. In this role, he works closely with Fidelity's high net worth families, partnering with them to develop, implement, and maintain personalized wealth plans that address life's milestones and various market cycles. Prior to this position, he held roles as Financial Consultant from 2012 to 2018, Investment Consultant from 2011 to 2012, and Financial Representative from 2010 to 2011, all within Fidelity Investments. Jeffrey is a Certified Financial Planner and has over a decade of experience in financial planning and wealth management. He is dedicated to the planning process and building long-term relationships with clients. Outside of his professional work, Jeffrey enjoys biking, family activities, music, outdoor adventures, reading, and traveling.

Joseph Smith Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Equitable Advisors since 2006 and was previously associated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Lucas Cardon is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has been with Baird since 2019 and previously worked at Wutke. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises a range of clients including high-net-worth individuals, families, and institutional clients. The team offers customized financial planning and portfolio management services using a variety of strategies and managers, along with municipal advisory and public finance services.

Shari Jenkins is a CFP® with 42 years of experience in the financial services industry. She has worked at LPL Financial since 2021 and previously held roles at Waddell & Reed, Inc. for 37 years. Her background also includes managing her own business entities and providing notary services. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Zachary Zilke is a Wealth Management Planning Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he collaborates directly with a Wealth Management Advisor to develop engagement strategies tailored to each client's financial planning requirements. Prior to his current position, Zachary gained experience at Fidelity Investments as a Relationship Manager from 2020 to 2022 and as a Financial Representative from 2018 to 2020. His professional background encompasses various aspects of wealth management and client relationship development. Outside of his professional work, Zachary has interests in camping, golf, hiking, running, and swimming.

Susan Chandler is a financial advisor at Raymond James Financial Services Advisors, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience at Steward Partners Investment Solutions and Cetera. Outside of her advisory role, she works as a private banker at Umpqua Bank and Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk profiling and supported by extensive research and a broad affiliate network.