Aaron Campbell is a financial advisor with Equitable Advisors in Bellevue, WA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Nordstrom, Columbia Distributing, and Royell Manufacturing. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate advisory models or managers, utilizing both proprietary and third-party solutions.

George Harrison IV is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Robert Baird & Co. from 2014 to 2019 before joining Stifel in 2019. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Chase Mc Allister is a financial advisor at Morgan Stanley in Bellevue, WA, holding a Series 66 designation with approximately one year of industry experience. His prior work includes roles at ACT Capital Advisors and UBS Financial Services, as well as a position at The Golf Club at Newcastle. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Brock Loen is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at D.A. Davidson & Co. for over a decade before joining Wells Fargo in 2020. Loen serves as trustee and co-trustee for his mother's trust, working approximately one hour per month in that capacity. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad range of clients including individuals, corporations, and institutions. The firm integrates research and analytics with diversification principles to offer brokerage and advisory solutions across multiple financial products.

Rebecca Martindale is a Series 66-licensed financial advisor at Osaic Wealth with two years of industry experience. Prior to joining Osaic in 2023, she worked at Community First Bank | HFG Trust and ESRI. She also supports Osaic financial professionals as a paraplanner with F-Squared Advisors. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by risk-tolerance analysis and rebalancing tools.

Julia Cosse is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Raymond James since 2018, following two years at Cosse International Securities Inc. Outside of her advisory role, she is involved in managing rental real estate properties in Seattle. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Wilson Calansingin II is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Dean Saggau is a CFP® with 32 years of experience in the financial industry. He has been with Edward Jones and Banc of America Investment Services since 1999 and has prior experience with Seafirst Bank/Security Pacific Bank dating back to 1988. Outside of his financial career, he is involved in a manufacturing venture focused on antibacterial materials for reusable cup holder sleeves. 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, offering a range of advisory strategies and investment products supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Andrew Rodgers is a financial advisor at Raymond James Financial Services Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2012. Outside of his advisory work, Rodgers is involved in several entrepreneurial ventures, including authoring, digital marketing, consulting for small businesses, and music as a bass player in a heavy metal band. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized services including municipal finance and SIMPLE IRA employer advisory programs.

Edward Wilder is a financial advisor with Stifel in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Peter Watson is a financial advisor with LPL Enterprise, holding the CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 27 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and non-securities services such as trust custody and affiliated insurance products.

Thomas Schumacher is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has been with Equitable Advisors since 2025. Prior to this role, Thomas’s background includes positions at Washington State University, Albertsons Companies, and The Church of Jesus Christ of Latter-Day Saints. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and offers services through a network of Investment Adviser Representatives.

Dalton Saggau is a financial advisor at Edward Jones with four years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2021, he worked at Waco Hall and Baylor University and has experience with organizations including Lake Meridian Chiropractic and the South King County Referee Association. Outside of his advisory role, he is a partner in a rental business. Edward Jones is a full-service wealth management firm serving more than four million clients through a broad network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Stefan Papasoff is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of finance, he owns NashVegas Guitars, a retail and online guitar store. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

Trang Hoang is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, IFG-International Financial Group, Transamerica Financial Advisors, Amazon, and Massachusetts Mutual Life Insurance Co. She also worked at Merrill, Bank of America Merrill Lynch, and TD Ameritrade. 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 and fund searches, and customized performance reporting. The firm's advisory process is supported by a centralized due diligence team and integrates systematic quantitative and qualitative research with forward-looking capital market assumptions.

Vick Agarwal is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on understanding the unique financial needs, goals, and challenges of his clients and their families. He collaborates with them to analyze their financial situations, develop customized plans, and assist in implementing these strategies. Vick is committed to building long-term relationships with his clients, aiming to serve as a trusted advisor over the years. Outside of his professional work, he engages in a variety of personal interests including baseball, board games, football, social events with friends, movies, and table tennis.

Crystal St Germain is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Walmart and Montana Silversmiths. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Michele Weiss is a Financial Consultant currently working with Fidelity Investments since 2023. She has accumulated extensive experience in financial consulting through her previous roles at Mass Mutual from 2020 to 2023 and Northwestern Mutual from 2018 to 2020. Michele has also held several positions as a Home Mortgage Consultant at various financial institutions between 2002 and 2013, and served as a Business Development Manager at Oak Leaf Funding from 2014 to 2017. Michele is licensed with the California Insurance License, enabling her to provide insurance-related financial services. Her approach to financial planning involves understanding clients' unique stories and aligning strategies with their goals, values, and vision for the future. She focuses on building lasting relationships where clients feel heard and confident in their financial decisions. Outside of her professional work, Michele has personal interests that include comedy, fitness, football, parenthood, and singing.

Adam Babson is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 66 licenses and has experience in the industry spanning several roles since 2005, including fourteen years at Russell Investments and recent positions at Mainspring Wealth Advisors and Verus Investments. There are no additional notable outside activities on record. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Douglas Fitzpatrick is a financial advisor at Ameriprise in Bellevue, WA, holding Series 63 and Series 66 licenses. He has been with Ameriprise since 2026 and previously worked at Key Investment Services, LLC, and KeyBank. Fitzpatrick’s background also includes roles in academia and other sectors prior to entering the financial industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.