Heather West is a Series 66-licensed financial advisor with Equitable Advisors in Bellevue, WA, where she has worked since 2004. She has 24 years of industry experience, including a prior position at Merrill from 2001 to 2002. Equitable Advisors serves individual clients across a broad wealth spectrum, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Richard Gudaitis is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. He worked at RBC Capital Markets from 2000 to 2003 before joining LPL Financial in 2003. Outside of his advisory role, he serves as a registered agent for Camano Beach House, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

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.

Roger Phelps is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its related entities since 2005. Outside of his advisory role, he is a co-owner and producer at Pacwest Affiliates LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning through detailed recommendation reports and tax-aware withdrawal strategies. The firm’s approach includes specialized investment research and collaboration between a centralized service team and individual advisors.

Lindsay Jens Deklerk is a Series 66-licensed financial advisor with UBS Financial Services in Bellevue, WA, where she has worked for 12 years. She has spent her entire industry career at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment plans.

Kassidy Reisinger is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2015, with a one-year gap in employment before returning to the firm in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Veena Rao is a financial advisor at Merrill in Sammamish, WA, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Bank of America, N.A. and H & R Block. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicole Russell is a financial advisor at UBS Financial Services with a Series 66 designation and a background that includes roles in education and entrepreneurial ventures. She has professional experience spanning positions at the University of Denver, Utoppia Inc, and Second Frontiers, alongside her current role at UBS since 2024. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, leveraging proprietary research and model-based asset allocations to customize financial plans. The firm combines institutional trading capabilities with wealth management services, offering access to a broad array of investment and capital markets activities.

Ingrid Kafer is a financial advisor at Charles Schwab & Co., Inc. with 38 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at TD Ameritrade, Inc. and The Pacific Financial Group, Inc. Outside of her advisory work, she serves as secretary of the Western Washington Weimaraner Club. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios alongside centralized supervisory and custody arrangements.

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.

Collin Campbell is an Investment Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as a Financial Representative at the same company from 2022 to 2023. In his professional capacity, Collin emphasizes the importance of developing personalized financial plans tailored to each client's meaningful goals. He focuses on understanding clients beyond their financial situations to create strategies that align with their values and address potential concerns. Collin's approach involves partnering closely with clients to ensure their financial strategies support what they aim to achieve. Outside of his professional work, he has interests in baseball, cars, fitness, football, golf, and music.

Daniel Wilskie is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Merrill from 1992 to 2018 and Bank of America from 2010 to 2018. Outside of his advisory work, he owns and manages a rental property in Edmonds, WA. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Kevin Riggs is a financial advisor with LPL Financial, 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 has also operated Riggs Wealth 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 extensive technology and a broad network of investment adviser representatives.

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.

Henry Kruse is a financial advisor at Stifel with Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2017 and was previously with Oppenheimer Asset Management Inc. and CIBC World Markets Corp. He is a 30% owner of a horse racing partnership named Round Table Racing. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Corina Davis is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management based in Seattle, Washington. She is the founder of The Davis Group and has built her team to provide wealth management services to business owners, corporate executives, and multigenerational families. Corina's approach centers on understanding client situations and aspirations to deliver personalized wealth management that addresses complex needs. With over two decades of experience, Corina's expertise includes corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, tax minimization, and retirement income strategies. She holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Corina began her career in financial services in 2000 and joined Merrill Lynch in 2003. A graduate of the University of Washington with a bachelor's degree, Corina is involved with community organizations such as Girls Inc. PNW and serves on their board. Outside of work, she enjoys gardening, hiking, tennis, and spending time with her family in north Seattle.

Steven Becher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Merrill, Chase Investment Services, and Wamu Investments. Outside of his advisory role, he coaches wrestling for the Lake Washington School District. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

Diane Manterola is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She previously worked at Citigroup Global Markets from 2007 to 2009. Diane also serves as a power of attorney for an individual client. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Kim Lafferty is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill in two separate periods, totaling 37 years, with a brief tenure at Emerald Advisors LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.