Kevin Smith is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of advising, he serves as president of PSWS Operations, LLC, which manages a financial planning practice, and he is president of the board for Life Spring, a nonprofit organization. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Seth Zudell is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Financial Engines Advisors L.L.C., and Longboard Asset Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of more than 22,000 advisors.

Jacob Burningham is a CFP® professional with six years of industry experience, currently advising at Edward Jones since 2019. His prior career includes roles at Brooks Sports, Inc. and various other positions outside the financial sector. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary strategies and affiliated investment products.

Chad Masche is a financial advisor with Thrivent Investment Management in Mill Creek, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Thrivent Investment Management since 2007 and Thrivent Financial since 2014. Outside of his advisory role, he serves as Church President on the council of Good Shepherd Lutheran Church in Snohomish, WA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

Christopher White is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of advisors and branch offices. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Bredice is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as an officer for Crescent Ridge HOA, where he reviews expenditures and handles community concerns. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates a variety of in-house and third-party investment resources.

Michelle Scoggins is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She worked at Merrill Lynch from 2006 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

David Wartes is a financial advisor at Raymond James Financial with over one year of industry experience. He holds the Series 66 designation and has previously worked at Mainspring Wealth Advisors, Permabilt, and other firms. Outside of his advisory role, he serves as Vice President and independent contractor at Constellation Wealth Services, where he is involved in administrative and portfolio management activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and advisory programs supported by analytical tools and maintains unique municipal advisory capabilities within a large institutional platform.

Yan Yan Dong is a Series 66 designated financial advisor with nine years of industry experience, currently at UBS Financial Services in Kirkland, WA. Yan Yan has been with UBS since 2014, initially at UBS Securities LLC and transitioning to UBS Financial Services in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Crystal Beineke is a CFP® with 12 years of industry experience currently associated with LPL Financial in Edmonds, WA. She has worked with LPL Financial since 2014 and was involved with Financial Advocates Investment Management from 2016 to 2025. Beineke also provides administrative support to independent investment advisor firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Tuyen Nguyen is a financial advisor at Fidelity with 24 years of industry experience. He previously worked at American Century Investments for 21 years and was self-employed from 2011 to 2019. Nguyen holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm also serves multiple registered investment companies and employs oversight controls to manage potential conflicts of interest.

Chung Suen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and JPMorgan Chase Bank, N.A. before joining his current firm. 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 with a non-discretionary approach.

Andrew Juntilla is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Raymond James, he worked at the University of Washington and Sequim High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Robert Fritton is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and market modeling in its service offerings.

Desiree Hajek is a financial advisor at Edward Jones with 8 years of industry experience. She holds a Series 66 designation and previously worked at H&R Block from 2011 to 2017. Outside of her advisory role, Hajek is connected to a residential painting business owned by a family member. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Michael De Stefano is a CFP® with over 32 years of industry experience, currently serving at Edward Jones since 1993. He holds Series 63 and Series 66 licenses and is based in Redmond, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies alongside affiliated mutual funds and a proprietary money market fund.

Alex Masaki is a Planning Consultant at Fidelity Investments, a role held since 2025. Prior to this, Alex worked as a Relationship Manager at Fidelity Investments during 2025 and served as a Marketing Specialist focused on Prospect Management and Operations at Heritage Wealth Advisors from 2023 to 2025. Alex's professional approach centers on developing personalized financial plans that consider clients' priorities and long-term visions, adapting these plans as circumstances change to provide clarity and confidence throughout the financial planning process. Outside of work, Alex is engaged in family activities, fitness, golf, outdoor adventures, parenthood, and traveling.

Ryan Gleeson is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Shoreline, WA. He has 10 years of industry experience, all with Edward Jones since 2016. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Valdez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He previously worked at Merrill and VOYA Financial Advisors, Inc. Valdez is also the owner of RCF Ventures, where he manages rental properties. 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 program supported by centralized due diligence.

Taylor May is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Guy Carpenter, Symetra, Armancas Financial - Equitable Advisors, Liberty Mutual, and the University of Washington. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.