Taj Trimbo is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities and Martha Lake Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Justin Lewis is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Lewis is involved with Lewis McWilliams LLC, a pass-through entity for client-generated commission income. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions as a large institutional provider.

Brian Silkworth is a financial advisor with Ameriprise in Normandy Park, WA, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. In addition to his advisory role, Silkworth is involved in independent insurance brokering focused on long-term care. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Al Rajabi is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Pruco Securities LLC. Outside of his advisory role, he is co-owner of Meeberio Corporation, a business planned to sell products through online platforms and direct bulk sales to businesses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendations and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Ben Hengst is a Financial Consultant at Fidelity Investments, where he has been employed since 2019. In his current role, he collaborates with clients to understand their unique financial situations and goals, providing an in-depth analysis to identify strengths and weaknesses. He emphasizes education and transparency to co-create strategies that help clients work toward their financial objectives. Ben's experience at Fidelity includes roles as an Investment Consultant, Relationship Manager, and Financial Representative, providing him with a broad perspective on financial planning and client relationship management. His career progression reflects his commitment to supporting clients through various aspects of financial consulting. Outside of his professional work, Ben enjoys board games, golf, and scuba diving.

Jason Pang is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes prior roles at U.S. Bancorp Investments, Inc. and Key Investment Services LLC. He also serves as a financial advisor for Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports a broad range of investment strategies, including model portfolios and third-party asset management, and is notable for its scale and integration of non-advisory financial services alongside its advisory platform.

Gregory Knott is a financial advisor at Edward Jones in Snohomish, WA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and COUNTRY FINANCIAL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

David Van Deusen is a financial advisor with Thrivent Investment Management in Kirkland, WA. He holds a Series 66 designation and has 11 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he is involved in buying and selling sports and music memorabilia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without portfolio management for institutional clients. The firm offers these planning services through a network of financial advisors and allows clients to combine planning with managed accounts under a consolidated billing option.

Alexander Ward is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Addison Avenue Investment Services and First Tech Federal Credit Union. Outside of his advisory role, he is also an associate at Addison Avenue Investment Services, providing investment advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions, using tailored, non-discretionary approaches supported by analytical and risk-profiling tools.

Lawrence Mcausland is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. He serves as a trustee for the Lawrence Calvert Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by advanced operational and research tools.

Russell Paris is a financial advisor with J.P. Morgan Securities in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with various JPMorgan entities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Ian Wang is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career background includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both direct and corporate financial planning arrangements.

Benjamin Goodman is a financial advisor with LPL Financial based in Everett, WA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 25 years with Linsco/Private Ledger. He also serves as successor trustee for the Ben M. & Shirley G. Goodman Estate Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.

Nini Wu is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Cetera, among other firms. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Anthony Quail is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. before entering the financial services industry. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

Steven Muckley is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2010. In addition to his advisory role, he operates a CPA practice as a sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions, using tailored non-discretionary planning and analytical tools.

David Fournier is a financial advisor with Equitable Advisors in Edmonds, WA, holding a Series 66 designation and 24 years of industry experience. He has worked at Equitable Advisors since 2003, previously affiliated with Axa Advisors and UBS Financial Services. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory models.

Raiatea Convery is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2022, Raiatea worked at Fern Expo / Triumph Expo and CORT Party Rental. She serves as the vice president and fundraising committee chairperson on the board of the Frank Wagner Elementary PTO in Monroe, WA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Kaimanu Chin Hidano is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at WSECU Investment Management from 2020 to 2024. He also has a decade of experience with Washington State Employees Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,900 investment adviser representatives.

Nanda Kishore is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Edward Jones in 2010. Kishore holds Series 63, Series 65, and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.