Aaron McDermott is a financial advisor with Cetera in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Voya Financial Advisors, the University of Washington's Michael G. Foster School of Business, and entrepreneurial ventures in fitness and hospitality. McDermott is also an independent insurance agent managing fixed insurance product sales. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary programs, accommodating various investment strategies and custodial relationships.

Alexander Ainsley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career as an attorney after graduating with honors from Gonzaga University School of Law, where he was active in student government and law reviews. Alexander later transitioned to wealth management to address the needs of Northwest families seeking sophisticated and coordinated financial planning. He works closely with clients and their external advisors, including CPAs and estate planning attorneys, to align all aspects of their financial lives with their long-term goals. Alexander holds a Bachelor's Degree from Seattle University and a Juris Doctorate from Gonzaga University. He has earned professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). His expertise includes equity compensation services, family wealth management, college education planning, special needs planning strategies, and services for endowments, foundations, and non-profits. He is involved in community organizations such as the Homes and Hope Community Land Trust, the Economic Alliance of Snohomish County, and Friends of the Educational Opportunity Program. Additionally, he serves on the Foundation for Educational Opportunity Board at the University of Washington. Alexander supports initiatives focused on affordable housing and expanding opportunities for underserved populations. Outside of work, he enjoys chess, football, music, reading, spending time with his family, and traveling.

Scott Mac Cormac is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, following three years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non‑discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence with both quantitative and qualitative research, and may incorporate ESG criteria.

Will Doss is a Financial Consultant at Fidelity Investments, where he works with clients to develop financial plans aimed at helping them achieve their personal and family goals. His approach focuses on fostering harmony in clients' lives through structured financial planning. Will has been with Fidelity Investments since 2018, progressing through various roles including Financial Associate, Workplace Planning Consultant, and Planning Consultant before assuming his current position as Financial Consultant in 2023. This progression reflects his growing experience in financial consulting and planning services. Outside of his professional work, Will engages in activities such as biking, fishing, hiking, snowboarding, and spending time with his pets.

Michael J. Hammar is a financial advisor with UBS Financial Services in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Robert Kemper is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He previously worked for Commonwealth Financial Network for 11 years before joining Raymond James in 2025. He is also involved with Mendham Wealth Partners as an investment strategist, overseeing investment strategy, asset allocation, and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Binfeng Hou is a Financial Advisor at Merrill Lynch Wealth Management. He provides guidance in areas such as investment consulting for defined contribution plans, international wealth management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Fluent in English and Mandarin, Binfeng works with clients from diverse backgrounds to help them make informed financial decisions. He holds the Personal Investment Advisor (PIA) designation. Binfeng's approach focuses on building meaningful relationships and delivering guidance tailored to each client's unique goals. Outside of his professional work, Binfeng has personal interests in antiquing, camping, fishing, hiking, and swimming.

Jeffrey Loomans is a financial advisor with Ameriprise in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Before joining Ameriprise in 2020, he worked for seven years at Verde Capital Management, Inc. He is also a co-owner of Steller Wealth Planning LLC, an advisory business he manages alongside his role at Ameriprise. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Devin Meucci is a financial advisor at UBS Financial Services in Mukilteo, WA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Aidan Neufeld is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Boise State University and Recreational Equipment, Inc., as well as involvement with the Evergreen Mountain Bike Alliance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios for retail and institutional investors.

Sean Mc Cabe is a financial advisor with Ameriprise in Mercer Island, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Dukes Seafood and Chowder and West Seattle High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, supported by algorithmic automation and oversight, to deliver tailored retirement-income advice.

Richard Stewart is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm works with clients through a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions, including ERISA fiduciary services for qualified plans.

James Russo is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been associated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Ray Au is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Merrill, Bank of America, HSBC, and J.P. Morgan. Outside of his advisory work, he is connected to a family-run math tutoring business in Mukilteo, WA, though he does not participate in its operations. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

Colleen Pedey is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with clients to understand their financial goals and collaborates to develop customized financial plans. She emphasizes building strong, trustworthy relationships with clients and their families to support their wealth management needs over time. Colleen has extensive experience in wealth management and client services, having held various roles since 1983. Her previous positions include Senior Wealth Management Associate at Coldstream Wealth Management, Senior Team Manager and multiple client relationship roles at Charles Schwab & Co., as well as operations and trust management roles at Tyee Asset Strategies, Northwestern Trust Company, and other financial institutions. Outside of her professional work, Colleen's personal interests include gardening, music, pets, reading, and yoga.

Deana Hale is a Series 66-licensed financial advisor at Edward Jones in Redmond, WA, with 17 years of industry experience, all with Edward Jones since 2009. She holds interests in oil lease revenue in Stephens County, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Tommy Schumaker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at LPL Financial, Ek Riley Investments, First Allied Securities, and Ragen Mackenzie Investment Services. In addition to advisory work, he is involved in non-variable insurance business activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. The firm uses proprietary research and tools to develop tailored recommendations, with clients able to implement advice through brokerage or advisory programs.

Marshall Nichols is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience with Shawdow Trader and ACI Mechanical & HVAC Sales. Nichols is also involved in a non-variable insurance agency outside of his advisory role. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Winnie To is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. 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. The firm employs a centralized due diligence process supported by both quantitative and qualitative research, offering a broad range of advisory services including derivatives and commodities capabilities.

Autumn Zarkos is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior experience includes roles at Fidelity Investments and Seattle Pacific University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.