Keith Haller is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kirkland, WA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He previously spent 25 years with Edward D. Jones & Co., L.P. Outside of advising, he is involved with private land ownership through Amason Corporation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs while maintaining a notable affiliation with a municipal advisor.

Priscilla Braden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked in retail and education roles, including positions at Home Depot and Dunlap School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ryan Fleming is a financial advisor with Osaic Wealth, Inc. based in Kirkland, WA. He holds the CFP® and ChFC® designations along with a Series 66 license and has 25 years of industry experience. Prior to joining Osaic in 2020, Fleming spent 19 years at Hornor Townsend & Kent Inc. and has been associated with Pacific Capital since 2001. Outside of advising, he serves as a play clock operator for NFL games and is a partner in an insurance sales and service firm. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of advisors and advisory platforms. The firm offers a wide range of integrated brokerage and advisory services, leveraging asset-allocation tools and third-party solutions to manage portfolios containing various asset types on discretionary or non-discretionary terms.

Randy Howard is the principal of RH2 Wealth Advisors, LLC, an independent advisory firm based in Bellevue, WA. He holds a Series 65 credential and has 12 years of industry experience. In addition to his advisory role, he is a shareholder and full-time CPA at Rekdal Hopkins Howard, PS, a CPA firm. He also manages Enatai SV, LLC, which owns several non-investment businesses in Skagit Valley, and serves as manager of other holding companies. RH2 Wealth Advisors serves a limited client base consisting of individuals, trusts, pension plans, and retirement plan trustees by identifying and recommending third-party investment managers rather than managing portfolios directly. The firm operates through solicitor and referral arrangements with third-party managers and maintains affiliations with a CPA firm and insurance services.

Robin Lin is a financial advisor with Lin & Company, LLC in Kirkland, WA, holding a Series 66 designation and with 21 years of industry experience. He has operated under Tanji Group, LLC doing business as Lin & Co since 2012. Lin & Company, LLC is an independent firm serving clients with personalized financial advisory services.

Irene Dabanian is the sole advisor at IJD Evergreen Financial Services LLC, an independent firm based in Shoreline, WA. She holds a Series 65 credential and has 19 years of industry experience, having led her firm since 2003. IJD Evergreen Financial Services serves a small client base of 17 clients, providing advisory and consulting services without offering portfolio management. The firm operates through non-discretionary engagements, delivering client-specific advice rather than managing portfolios or using an assets-under-management fee model.

Robert Martin is a CFP® professional with 32 years of experience in financial advising. He has been with Rainier Wealth Management LLC since 2012 and also maintains an affiliation with LPL Financial, LLC. Martin serves as president and chief compliance officer at Rainier Wealth Management, where he dedicates full time to providing investment advisory services. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by offering portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis with various investment strategies, managing accounts on a discretionary basis and providing business-focused financial planning.

Joel Hussey is a financial advisor at Truvista Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truvista Advisors since 2023. Prior to his current role, he was employed at Tempered Networks for eight years and has owned Tailwind Capital Partners, Inc., a company that sources and remarkets commercial aircraft, since 2007. Truvista Advisors LLC is a small, supported firm with two advisors.

David Giannini is a financial advisor at Truvista Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Private Asset Management, Inc. for 10 years before joining his current firm. Truvista Advisors LLC is a small advisory firm based in Redmond, WA, focused on providing personalized financial services.

Richard Russell is a financial advisor at Ariston Capital Management Corp with 17 years of industry experience. He has been with Ariston Capital Management Corp since 1977. Ariston Capital Management Corporation provides discretionary portfolio management services to individuals, IRAs, and trusts, managing client accounts under a Special Limited Power of Attorney. The firm operates with a small client base and focuses on a single Growth Program that invests in a diversified mix of stocks, convertible securities, and exchange-traded funds based on fundamental research and daily portfolio reviews.

Chad Hedzik is a financial advisor at Rainier Wealth Management LLC in Everett, WA, with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Rainier Wealth Management and LPL Financial since 2014. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by providing portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental analysis, technical/charting, and cyclical methods across various investment strategies, with a focus on both individual and business financial planning.