Arris Magtibay is a financial advisor at Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Ameriprise, Arris worked at Wells Fargo Clearing and Wells Fargo Bank, NA, and has experience in the hospitality and service industries with Cafe Bento and The Emirates Group. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement income plans through a centralized consulting team.

Zachary Gil is a financial advisor with Equitable Advisors in Mill Creek, WA, holding a Series 66 designation and having two years of industry experience. Prior to joining Equitable Advisors in 2023, his work history includes roles at Lowe's Home Improvement, 1 Block Bros, and academic positions at the University of Washington and Edmonds Community College. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services through a client intake process and offering both advisory and brokerage channels to implement client recommendations.

Zachary Tuss is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has been involved with EL1 Sports as a baseball coach and worked with the City of Bellevue Parks Department. He also has an ongoing affiliation with Carroll University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Ha Nguyen is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL, Ha worked at Cadaret, Grant & Co., Inc., Rockefeller Financial LLC, Moser Wealth Advisors, and Columbia Pacific Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs and consulting services supported by proprietary and third-party research and employs both discretionary and non-discretionary investment management strategies.

Grant Ostrom is a Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with OSAIC. He has held roles at Royal Alliance since 2020 and previously worked with Penn Mutual Life Insurance Company and Hornor Townsend and D Kent, Inc. from 2002 to 2020. In addition to his advisory work, he is involved in insurance brokerage, offering products including life, health, disability, long-term care, and annuities. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through multiple platforms and employs various asset-allocation tools and third-party resources to construct diversified portfolios tailored to client needs.

Hae Ji Chong is a financial advisor with J.P. Morgan Securities LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Craig Foreman is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients for over 35 years. He is a member of The Foreman Rial Group, which focuses on delivering institutional research, scale, and pricing to a select clientele including serial entrepreneurs, affluent owners of private and pre-IPO businesses, C-suite executives, and families. Craig oversees the team’s equity management, portfolio design, alternative investments, and philanthropic strategies. Their approach emphasizes customized, goals-based wealth management strategies with an emphasis on asset allocation, liability management, and legacy planning developed in collaboration with clients and specialists. Craig’s expertise lies in wealth planning, investment services, portfolio management, and strategies tailored to high-net-worth individuals. He works closely with a demanding clientele to reduce financial life risk and support clients before, during, and after liquidity events. His team provides a boutique level of service, employing a dynamic investment philosophy that balances growth with risk. He is qualified as a Portfolio Manager and holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Craig earned a Bachelor of Science in Industrial Engineering from Stanford University and an associate degree in aviation from Big Bend Community College. He was a varsity basketball player at Stanford. A lifelong resident of the Bellevue area, Craig is active in the community and supports organizations such as the Bellevue Chamber, Eastside Business Roundtable, and Inspire Youth Project. His personal interests include hiking, climbing, playing guitar, traveling, golfing, music, and following Stanford basketball and football. He lives in Bellevue with his two sons.

Kyle Max is a financial advisor with LPL Financial in Lynnwood, WA, holding a Series 66 designation and 14 years of industry experience. He has been associated with LPL Financial since 2011 and concurrently serves at Boeing Employee Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Heather West is a financial advisor with Equitable Advisors in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. She has been with Equitable Advisors since 2004. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Cameron Fyhrie is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Juniper Capital Ventures and Financial Engines Advisors L.L.C. Prior to his advisory career, he was employed at FRITO LAY for six years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Richard Gudaitis is a financial advisor with LPL Financial in Kirkland, WA, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he acts as a registered agent for Camano Beach House, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and various model portfolio strategies.

Colby Gaston Cysewski is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm employs a primarily non-discretionary client relationship model, supplemented by discretionary separately managed accounts, and utilizes multi-asset model portfolios supported by in-depth research and periodic reviews.

Charlotte Quillian is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., and ACM Wyoming. Outside of advising, she is a co-owner of Highlander Capital LLC in Seattle. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by various model portfolios and research resources.

Sterling Gurney is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Snohomish, WA. He has 16 years of industry experience, including 17 years with Edward Jones. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maria Colon is a financial advisor at Edward Jones with 13 years of industry experience. She holds the PFS™ and Series 63 designations and has worked at UBS Financial Services and Edward Jones since 2014 and 2018, respectively. 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, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Emma Fritton is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in various positions within the restaurant industry. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and investment strategies.

Ryan Maxwell is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has previously worked at United Capital Financial Advisers LLC, Paycor, Avalara, and Trutina Financial. Maxwell is based in Seattle, WA. 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 and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Myla Causing is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 24 years of industry experience. Her prior experience includes roles at Waddell & Reed Inc. and various insurance carriers from 2001 to 2021. She also operates The Causing Group LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Kevin Riggs is a financial advisor with LPL Financial in Snohomish, WA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, and Bellevue Healthcare. He also operated Riggs Wealth Management, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by internal and third-party research.

Krystal Schultz is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and New Day Community Counseling, LLC. Outside of her advisory role, she is the owner of Schultz Financial Partners, LLC, where she manages business licenses and excise tax responsibilities. 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, and institutional entities. The firm employs analytical tools and risk profiling to tailor planning and investment recommendations and supports specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.