Christopher Perrault is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options within its investment menus, distinguishing it from many large institutional advisers.

Zachary Daniel is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and no prior industry experience. His background includes roles at MassMutual Life Insurance Company, Goldman Sachs & Co. LLC, Morgan Stanley, and Uber Technologies. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and emphasizes event-driven planning programs such as divorce, estate settlement, and employer-sponsored planning.

Chase Endreson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. He has worked at Wells Fargo Clearing since 2024 and has been involved with In Aisle Eight LLC and Wells Fargo Bank, N.A. since 2017. Prior to his financial industry roles, he worked at Costco and Boston's Pizza and Sports Bar. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving clients with tailored investment strategies and acting as an ERISA fiduciary when providing investment advice.

Braden Young is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked in various roles including positions at UberEats and DoorDash. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary capital market research and model-based allocations to tailor client plans. The firm operates both as a registered broker-dealer and investment adviser, offering a wide range of investment products and capital markets services.

Richard Grunder is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has been with JPMorgan Chase and J.P. Morgan Securities since 2010 and owns a single-family vacation rental property through Four Arkoudes, LLC. 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 an ESG eligibility framework to guide investment recommendations.

Tanner Stepp is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to this, he held positions at JD Merit & Co, Wells Fargo NA, and Keller Williams West Sound. Outside of his advisory role, Stepp is the owner of Stepp Enterprises LLC, a non-operating family company, and serves as controller for Boss, LLC. 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 strategies, operating under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Michael Fettig is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 registrations and 27 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2018, and previously worked at TD Ameritrade and Scottrade in various roles dating back to 2003. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, providing asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Eric Westberg is a financial advisor at Osaic with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. In addition to his advisory role, he operates a consulting business offering services to independent financial professionals and is co-owner of ZW Financial LLC, which supports his advisory practice. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing firm-provided asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Daniel Rosales is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Northwestern Mutual in various capacities over 12 years before joining Mass Mutual in 2020. Outside of his advisory role, he also works as an insurance broker specializing in life, disability, long-term care, and variable annuities. Mass Mutual Investors Services, LLC 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, structuring advisory relationships with an emphasis on collaborative, annual financial planning and a range of event-driven planning services.

Wan Lok Vanessa Cheung is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 63 designation and has worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large platform of assets and advisors.

Susan Swope is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1984, also affiliated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Jennifer Trent is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Bank of America, Equitable Advisors, Builders Capital, and several real estate firms. Outside of finance, she operates the Jennifer Trent Piano Studio, a business she has managed for over 25 years. Merrill, along 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 individuals, institutions, and charitable organizations.

Paul Frederick is a financial advisor with Wells Fargo Clearing in Kenmore, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as co-guardian for his son. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Nicolas Stoner is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as earlier positions in university campus recreation and the food service industry. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment options, combining centralized supervision and custody with multi-asset model portfolios and a formal alternative-investment process.

Douglas Jonson is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial advisory roles, he was involved with Tacoma Area Youth for 15 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option under the "WealthPlan" service.

Adam Cousino is a financial advisor with Ameriprise based in Tampa, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Merrill and Bank of America. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients through a wide range of advisory, brokerage, and insurance solutions.

John Russell is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Joey Smith is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Little Viks Hoopsters, a community organization in University Place, WA. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven, algorithm-assisted recommendations with personalized financial advice.

Tiffany Kocher is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Valic Financial Advisors and Agia, where she worked for a combined total of 11 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Benjamin Witten is a Wealth Management Advisor with the Lantow Witten Group at Merrill Lynch Wealth Management in Olympia, Washington. He holds the Chartered Financial Consultant® designation awarded by The American College of Financial Services, along with other professional designations including Certified Plan Fiduciary Advisor® and Retirement Accredited Financial Advisor. He is also a Senior Portfolio Advisor in the Merrill Investment Advisory Program and maintains the Series 7 and 66 FINRA registrations and Washington State life and disability insurance licenses. Ben focuses on helping clients articulate and pursue their unique financial goals through estate and retirement planning strategies, investment management, and risk management. His expertise includes divorce transition planning, family wealth management strategies, institutional investment consulting, services for endowments and non-profits, personal retirement planning, portfolio management, and socially responsible investing. He uses a goal-based approach to simplify the financial landscape for clients and aligns portfolios with clients' values and objectives. Born in the Bay Area and raised in Amsterdam, Ben moved to the Puget Sound area in 1989 and began his tenure with Merrill Lynch Wealth Management in 2015. Outside of his professional work, he enjoys boating, cooking, hiking, music, rock climbing, spending time with his family, and traveling.