Gavin Tregoning is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Kitsap Credit Union and Starbucks Corporation. 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.

Geoffrey White is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at UBS Financial Services, D.A. Davidson & Co., and Wells Fargo Investments. He has been with Ameriprise since 2021. 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 tailored retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Laurie Frink is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior work includes roles at Merrill and Banc of America Investment Services, Inc. She has been with Wells Fargo Clearing since 2016. 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 combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions through a large network of financial advisors.

Evan Anderson is a CFP®-certified financial advisor based in Seattle, WA, with 10 years of industry experience. He has worked at firms including Northwestern Mutual Wealth Management Company and Brendan Foor before joining LPL Financial and Emerald Wealth Management in 2026. 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 supported by extensive technology and operational resources and oversees more than $819 billion in discretionary assets.

Lisa Hunter Roberts is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at U.S. Bancorp Investments, Inc. for seven years before joining Wells Fargo in 2017. Outside of advisory work, she serves as treasurer for the Fisken Homeowners Association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide diversified investment selection and provides both brokerage and advisory solutions.

David Olson is a CFA® charterholder with 16 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He also has a background with Jennifer Thomsen/Massmutual Northwest beginning in 2013. In addition to his financial advisory role, Olson works as a mortgage loan officer with West Coast Home Lending. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and specializes in several event-driven planning areas alongside ongoing portfolio management.

Cindy Llamas is a financial advisor at Cetera with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual Wealth Management Company and Pillar Financial Group. Outside of her advisory roles, she is involved with Llamas Property Management, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Yimitijiang Reyisha is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Their prior roles include positions at Merrill, Bank of America N.A., Fort St. George, and MUJI U.S.A. Fidelity's Strategic Advisers LLC, where they are based, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jeffrey Brown is a CFA® charterholder with 14 years of industry experience. He is currently with Charles Schwab in Seattle, WA, where he has worked since 2022. Prior to Schwab, he spent ten years at Parametric Portfolio Associates and Eaton Vance Distributors, Inc. He serves on the board of the View Ridge Swim and Tennis 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 offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Samuel Burns is a financial advisor with Ameriprise in Shoreline, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Domino’s Pizza LLC and the University of Washington - Bothell. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides detailed recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist in retirement income planning.

Jeremy Yanasak is a Series 66-licensed financial advisor with UBS Financial Services in Seattle, WA, where he has worked since 1998. He has 21 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Kevin Cahoon is a financial advisor at Morgan Stanley with 45 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining Morgan Stanley in 2022. Cahoon serves as a board member of the Bishop Fleet Foundation, where he advises on the selection of charities and scholarship applicants. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on structured financial planning and diverse investment solutions.

Keith Sheridan is a CFP® professional with 16 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2017, and previously held roles at Scottrade and Scottrade Investment Management. He is based in Seattle, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and utilizes a broad range of strategies, including ESG criteria and derivatives capabilities.

Haley Hobbs is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations and 15 years of industry experience. She has been with Wells Fargo Bank, N.A. since 2008 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to guide investment decisions, offering a range of financial products through its bank and insurance affiliates.

Lynn Howard is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning, portfolio management, and consulting services, utilizing a range of investment strategies and manager options.

Louis Stephenson is a financial advisor at J.P. Morgan Securities in Seattle, WA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and E*TRADE Capital Management among other firms. Outside of his advisory role, he is involved in property management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Stewart Sanders is a financial advisor with Charles Schwab based in Seattle, WA, holding Series 65 and Series 63 credentials and 13 years of industry experience. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank NA prior to joining Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 discretionary separately managed accounts and employs a multi-asset investment approach supported by centralized operational and custody services.

Peter Kealy is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 66 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2019, he worked at Goldman Sachs & Co. for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory program.

Joshua Jeffries is a financial advisor with LPL Financial based in Bremerton, WA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current roles, he worked at Wells Fargo Clearing and Wells Fargo Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Katy Seo is currently serving as a Branch Leader at Fidelity Investments, a position she has held since 2023. In her role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assisting clients in planning for their long-term financial well-being. Katy's professional experience is centered around leadership within the financial services industry. She actively promotes a collaborative environment aimed at supporting both employee development and client financial planning. Outside of her professional responsibilities, Katy has interests in fitness, culinary experiences, outdoor adventures, and softball.