Crystal Brown is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA and Fidelity Investments during her career. Crystal is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

John Albert is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Willie Daniels is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business ownership through Frontline Group Inc. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, using a centralized consulting team that delivers non-discretionary, model-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Cori Karas is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and is based in Seattle, WA. Karas has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Lisa Raimondi is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and has been with Edward Jones since 2022. Outside of advising, Raimondi owns and manages Harbor Gymnastics, a recreation services business, and serves as an emergency substitute teacher for the Peninsula School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Chastin Egbert is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Fidelity Brokerage Services LLC and TD Ameritrade, Inc. Outside of his advisory work, he is involved with Egbert Properties LLC, a rental services business. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory services and access to discretionary separately managed accounts, supported by strategic asset allocation models and a structured alternative-investment program.

Michele Fuller is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2018, including time with Stadium Wealth Management and Noah Bailey. Outside of her advisory roles, she has been involved with organizations such as the McChord Spouses Club and the Association of the United States Army. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Scot Sageser is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Avantax Advisory Services and World Equity Group, Inc. He is actively involved in several community and nonprofit organizations, serving in leadership roles with groups such as the Valley of Bremerton Scottish Rite, the Scottish Rite Scholarship Foundation of Washington, and the Franklin Lodge No 5, all of which focus on scholarships, education, and charitable activities. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management, financial planning, and access to third-party managers, operating a multi-manager platform with a broad range of program options and custodial relationships.

Hailey Howard is a financial advisor at UBS Financial Services with a Series 66 designation and 0 years of industry experience. Her prior work experience includes roles at Fernhaus, Independent Bank, and involvement with Main Street Food Ventures. She also has a background in education, having worked at the University of Michigan, Ionia High School, and Ionia Middle School. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management services, offering a range of products and research-driven advisory solutions tailored to clients' goals and risk tolerances.

Michael Doney is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked at UBS Financial Services since 1998. Outside of his advisory role, he serves as a trustee managing family trusts, including overseeing asset distributions and liquidation of real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Heather Odegaard is a financial advisor at LPL Financial with a Series 66 designation and over a decade of experience, including her current role since 2025 and prior work with BECU Investment Services since 2014. She operates from Tukwila, Washington. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management and access to model portfolios and research.

Heidi Strom is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Woodbury Financial Services and KMS Financial Services. In addition to her advisory role, she is a licensed insurance agent and serves as vice president of RDI Financial Services, an S-Corporation in which she holds a 25% ownership stake. OSAIC serves a broad range of clients, including individual investors, institutions, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios that include a variety of investment types.

Jonathon Lee is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies and its use of algorithmic methods and AI technologies in portfolio management.

Min Sul is a financial advisor at LPL Financial with 19 years of industry experience. She held roles at Key Investment Services and Key Investment Services LLC for a combined 15 years before joining LPL Financial. Sul holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Stephen Hirjak is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. He previously worked for the City of Seattle for over 30 years and has been involved with MassMutual Life Insurance Company since 2024. Outside of his financial advisory role, he owns Western Experts LLC, through which he provides public safety consulting and serves as an expert witness in policing-related court cases. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved technology to deliver collaborative and goal-driven recommendations.

Daniel Walker is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 66 and Series 63 credentials and 21 years of industry experience. His work history includes roles at Fidelity Investments, Silicon Valley Bank Private Bank, and Parcion Private Wealth LLC. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other data sources.

Sarah Cecil is a CFP® and holds a Series 66 license with 15 years of industry experience, all at Edward Jones since 2011. She is based in Seattle, WA. Outside of her financial advisory role, she owns several rental properties in the Seattle and Issaquah areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Richard Gray is a CFP® with 22 years of industry experience and has been with Edward Jones since 2003. He serves as a trustee for multiple family and special needs trusts. Gray is also a member of the advisory board for QActual LLC, a company focused on mental health technology. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Rachel Seely is a CFP® professional with six years of experience in financial advising, currently with UBS Financial Services in Seattle. She has been with UBS since 2017, including her time as a student at the University of Washington. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor financial plans and portfolio management strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Duane Wangler is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and two years of industry experience. He has been with Merrill since 2011 and previously worked at Bank of America for eight 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.