Rebecca Martindale is a financial advisor with Osaic Wealth, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Community First Bank and ESRI. She also supports Osaic financial professionals as a paraplanner for F-SQUARED ADVISORS. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a multi-platform approach utilizing proprietary tools and third-party solutions to construct diversified portfolios tailored to client needs.

Julia Cosse is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked with Raymond James since 2018 and previously at Cosse International Securities Inc. from 2016 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and nonprofit entities using tailored, non-discretionary financial planning and investment consulting supported by diverse portfolio management strategies and affiliated research.

Wilson Calansingin II is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Wells Fargo-affiliated firms. His current role includes positions at Morgan Stanley Private Bank and Morgan Stanley since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Thomas Schumacher is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He has less than one year of industry experience and previously worked in various roles including positions at Washington State University, Albertsons Companies, and The Church of Jesus Christ of Latter-Day Saints. 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 third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Stefan Papasoff is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of finance, he owns NashVegas Guitars, a retail and online guitar store. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

Vick Agarwal is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on understanding the unique financial needs, goals, and challenges of his clients and their families. He collaborates with them to analyze their financial situations, develop customized plans, and assist in implementing these strategies. Vick is committed to building long-term relationships with his clients, aiming to serve as a trusted advisor over the years. Outside of his professional work, he engages in a variety of personal interests including baseball, board games, football, social events with friends, movies, and table tennis.

Keith Sheridan is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at J.P. Morgan Securities in Seattle, WA. His prior roles include positions at Scottrade Investment Management and Scottrade, Inc. He has been with J.P. Morgan since 2017. 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.

Crystal St Germain is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, she worked at Walmart and Montana Silversmiths and has experience in education through roles at Stevensville Public Schools and Montana State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Michele Weiss is a Financial Consultant currently working with Fidelity Investments since 2023. She has accumulated extensive experience in financial consulting through her previous roles at Mass Mutual from 2020 to 2023 and Northwestern Mutual from 2018 to 2020. Michele has also held several positions as a Home Mortgage Consultant at various financial institutions between 2002 and 2013, and served as a Business Development Manager at Oak Leaf Funding from 2014 to 2017. Michele is licensed with the California Insurance License, enabling her to provide insurance-related financial services. Her approach to financial planning involves understanding clients' unique stories and aligning strategies with their goals, values, and vision for the future. She focuses on building lasting relationships where clients feel heard and confident in their financial decisions. Outside of her professional work, Michele has personal interests that include comedy, fitness, football, parenthood, and singing.

Louis Stephenson is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory work, he is involved in property management. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria in its investment process.

Stewart Sanders is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Sanders is based in Seattle, WA. Charles Schwab & Co., Inc. serves primarily 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 a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios, alternative investment due diligence, and centralized operational support.

Doan Nguyen is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. His prior work includes roles at Edward Jones and Alaska USA Federal Credit Union. Outside of his advisory role, he is co-owner of a family rental property. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

John Reed is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors, Inc. since 2011. Outside of his advisory role, he is president of Reed Financial Services Inc., a support company based in Mill Creek, WA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, and offers tailored, non-discretionary planning using advanced risk and outcome analysis tools.

Kessanee Johnson is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at Guild Mortgage and Alaska USA Federal Credit Union, along with periods as a stay-at-home mother. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range 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 through a large network of financial advisors and branch offices nationwide.

Joey Oda is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior work includes roles at H&R Block and Sentry Credit. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Kimberly Rauch is a Financial Advisor at Merrill Lynch Wealth Management, specializing in income strategies, long-term investment guidance, and retirement preparation. With over nine years of experience in the financial industry, she focuses on building long-term relationships founded on trust and transparency to support individuals and families through various life transitions. Her expertise encompasses education planning, legacy planning, liquidity management, personal retirement planning, tax minimization, retirement income, and advising women on wealth matters. Kimberly holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her High School Diploma from Sorensons Private School. Kimberly takes a relationship-focused approach by working closely with clients to understand their goals, values, and priorities. Her goal is to help clients move toward their financial objectives with confidence by providing a clear and supportive planning experience.

Chase Skuza is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans and investment strategies aligned with their long-term goals. His professional approach emphasizes thoughtful planning, ongoing collaboration, and clear communication to assist clients in making informed decisions as markets and circumstances change. Chase has progressed through a series of roles at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, since joining the firm in 2022. Prior to that, he gained experience as an intern at Aletheian Wealth Advisors from 2020 to 2021. Outside of his professional work, Chase enjoys outdoor activities such as fishing, football, golf, outdoor adventures, and snowboarding.

Michael Miller is a financial advisor at Morgan Stanley in Bellevue, WA, with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019. Prior to that, he was with Invesco Advisers, Inc. and Invesco Distributors, Inc. from 2014 to 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Brian Herc is a financial advisor with Edward Jones in Bothell, WA, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a single residence townhome rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Shawna Karch is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her career in financial advising, she worked at JCPenney from 2012 to 2017. 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 through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.