Gwendolyn Pooley is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2016. Outside of her advisory role, she works part-time in the clothing department at Costco. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Jamie Lynn Ambrose is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, she was involved in entrepreneurial and business roles including managing FIT4MOM Eastside and working as a business broker and insurance agency associate. 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 and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Colton Dunc is a Series 66-credentialed advisor at Fidelity with less than one year of industry experience. His prior work includes roles outside the financial industry, among them positions at Washington State University and involvement with the Stillaguamish Athletic Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Carter Rusch is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has previously worked at Boeing and several other companies in various roles. Outside of his advisory work, he serves as a volunteer chapter advisor for the Pi Kappa Phi Fraternity’s Alpha Delta Chapter. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering guidance that clients use as a basis for their own investment decisions.

Donald Stout is a CFP®-certified financial advisor with Edward Jones in Bellevue, WA, where he has worked since 2013. He holds Series 65 and Series 66 licenses and has 13 years of industry experience. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jon Rorem is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2003. Outside of his advisory role, he is an agent for health insurance products through associations such as the Association of Washington Business and Blue Cross Blue Shield. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements, addressing a wide range of financial topics and allowing clients to combine planning with managed-account services under a consolidated billing option.

John Seibly is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Stifel in Bellevue, WA, where he has worked since 2022. Prior to Stifel, he was employed at Russell Investments and Deloitte & Touche LLP. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Ryan Griffin is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and with nine years of industry experience. His career includes roles at Bank of America, Merrill, and Morgan Stanley, spanning various advisory and private banking positions since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Collins is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012, and previously worked at Chase Investment Services, Morgan Stanley, and Merrill. Outside of his advisory role, he is associated with JNCM Properties LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative asset-allocation approach combined with centralized due diligence. The firm integrates an ESG eligibility framework and offers non-discretionary services with final decision-making authority retained by clients.

Alex Carter is a CFP® with 13 years of industry experience, currently affiliated with LPL Financial. He previously worked for Cadaret, Grant & Co., Inc. for 10 years and maintains a longstanding role at SC Financial Group, LLC. Outside of his advisory work, he operates a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party managers, supported by a large network of investment adviser representatives.

Julia James is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she worked at Lululemon for two years and has experience in childcare services. Julia studied at the University of Washington from 2016 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Luther Woodard III is a financial advisor at Raymond James & Associates with 10 years of industry experience. He previously worked at Crewe Capital, Cognitive G Capital Group, and BCW Securities LLC. Outside of his advisory role, he is CEO of Sports Acquisition Capital, focusing on capital raising for professional sports secondaries, and he serves as a Zamboni driver for the Seattle Kraken. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored financial planning and consulting services supported by a nationwide adviser network and a range of portfolio management styles.

Leanne Plancic is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2008 and was previously affiliated with AXA Advisors. Plancic is a member of the Greater Seattle Business Association's LGBTQ+ Business Community. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models delivered through a large network of Investment Adviser Representatives.

Karri Bruntz is a financial advisor with Edward Jones in North Bend, WA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she serves as an agent for several LLCs related to Edward Jones joint ventures and other business entities. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Caleb Hamlin is a financial advisor with Mass Mutual Investors Services in Kirkland, WA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at PlaceFull and POSaBIT. Outside of his financial advisory work, he is a co-owner and co-founder of Modera LLC, a music streaming venture for which he produces music and plays occasional live shows. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by analytical software and offers specialized planning programs including divorce, estate-settlement, and employer-sponsored plans.

Carson Small is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting high achieving individuals and families with complex wealth situations. His expertise includes navigating liquidity events, managing concentrated equity positions, orchestrating multigenerational wealth transfers, and implementing advanced investment strategies. Carson combines institutional-level resources with the personalized attention characteristic of a boutique practice. He employs a holistic approach that helps clients clarify their priorities, prepare for complexity, and develop purposeful, long-term strategies. Central to his practice is a disciplined portfolio design informed by a thoughtful and structured discovery process centered on each client's values and goals. Carson holds professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Carson earned a Bachelor's Degree from Washington State University. Outside of his professional work, he enjoys spending time outdoors, particularly fly fishing, hiking, and skiing, activities that reflect the patience and discipline he brings to his financial advisory role.

Joseph Leedom is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Wells Fargo Clearing, Key Investment Services, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Taraneh Mozaffarian is a Certified Financial Planner® with six years of industry experience. She is currently with Edelman Financial Engines and has previously worked at Soundmark Wealth Management, EP Wealth Advisors, and Leaf & Company. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Yashi Poole is a Financial Advisor with Merrill Lynch Wealth Management, supporting clients in managing and growing their wealth since 2022. She focuses on creating personalized strategies that align with clients' values, priorities, and long-term vision, offering expertise in areas such as college education planning, equity compensation services, legacy planning, liquidity management, philanthropic planning, small business strategies, and tax minimization. With four years of experience in the financial services industry, Yashi combines technical knowledge and real-world understanding to provide clarity, discretion, and collaborative relationships throughout every stage of her clients' financial lives. Her approach emphasizes empathy and discernment, recognizing the influence of financial decisions across generations and aiming to help clients move forward with confidence. Yashi holds a Master of Business Administration (MBA) from Louisiana State University in Shreveport and a Bachelor's Degree from the University of Phoenix. She is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Her personal interests include badminton, billiards, cooking, fishing, hiking, reading, soccer, tennis, writing, and yoga.

Yuchi Arnold is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan in 2025, Arnold worked at Merrill and Bank of America, among other firms. J.P. Morgan Securities 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.