Kimberly Blindheim is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Michael Norman is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with three years of industry experience. Prior to joining UBS in 2022, he worked in construction with Quilceda Paving and Construction and has experience in education through Fusion Academy and Washington State University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings and proprietary research to tailor investment strategies.

Sean Singh is a financial advisor with Osaic Wealth, Inc. based in Kirkland, WA, holding a Series 66 credential and four years of industry experience. His prior work includes teaching at Gonzaga University and Lake Washington High School. He is also involved in insurance sales through two related business activities. Osaic Wealth, Inc. serves retail and institutional clients through a large network of advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment types.

Charles Hanson is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

Eric Chen is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. He specializes in working with high net-worth individuals, families, non-profits, and businesses on their wealth strategy. Eric focuses on understanding his clients' personal and financial situations and delivering detailed financial planning to help organize and improve their financial structure and strategies. Eric has been with Fidelity Investments since 2020, previously serving as a Financial Consultant. Prior to that, he worked with TD Ameritrade as a Senior Financial Consultant and Financial Consultant from 2016 to 2020, and he was an Account Executive at Amica Mutual Insurance from 2014 to 2016. Outside of his professional work, Eric enjoys board games, spending time with his pets, playing tennis, attending theater, and traveling.

Andrew Jones is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining LPL Enterprise, he held roles including positions at Thrivent Financial and the Idaho Department of Insurance. Outside of advising, he engages in uploading designs to print-on-demand websites. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines advisory services with active sales of financial products.

Aaron McDermott is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. His work history includes roles at Voya Financial Advisors, the University of Washington’s Michael G. Foster School of Business, and entrepreneurial ventures such as Buckley’s Sports Bar and Freedom Fitness. He is also an independent insurance agent. Cetera Investment Advisers LLC serves a broad clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and serves over 10,000 advisors nationwide.

Brian Turnbull is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked in landscaping and was involved with The House Christian Reformed Church for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Scott Mac Cormac is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2018, following three years at Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Will Doss is a Financial Consultant at Fidelity Investments, where he works with clients to develop financial plans aimed at helping them achieve their personal and family goals. His approach focuses on fostering harmony in clients' lives through structured financial planning. Will has been with Fidelity Investments since 2018, progressing through various roles including Financial Associate, Workplace Planning Consultant, and Planning Consultant before assuming his current position as Financial Consultant in 2023. This progression reflects his growing experience in financial consulting and planning services. Outside of his professional work, Will engages in activities such as biking, fishing, hiking, snowboarding, and spending time with his pets.

Michael J. Hammar is a financial advisor with UBS Financial Services in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Robert Kemper is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bellevue, WA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Raymond James in 2025, he spent 11 years with Commonwealth Financial Network. He is also an associate at Mendham Wealth Partners, where he works as an investment strategist overseeing investment strategy, asset allocation, and portfolio management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and relies heavily on client collaboration and tailored financial planning supported by firm research and analysis.

Binfeng Hou is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Binfeng provides financial planning and investment advisory services to clients. Further details about Binfeng's experience, areas of expertise, education, and personal interests have not been provided.

Jeffrey Loomans is a financial advisor with Ameriprise in Issaquah, WA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Prior to joining Ameriprise in 2020, he worked for Verde Capital Management, Inc. for seven years. Outside of his advisory role, he is co-owner of Steller Wealth Planning LLC, an investment-related business. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Devin Meucci is a financial advisor at UBS Financial Services in Mukilteo, WA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Sean Mc Cabe is a financial advisor with Ameriprise in Mercer Island, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at Dukes Seafood and Chowder and West Seattle High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, supported by algorithmic automation and oversight, to deliver tailored retirement-income advice.

Richard Stewart is a financial advisor with Equitable Advisors in Bothell, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC, where he worked for over two decades. 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 operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

James Russo is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been associated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Ray Au is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Merrill, Bank of America, HSBC, and J.P. Morgan. Outside of his advisory work, he is connected to a family-run math tutoring business in Mukilteo, WA, though he does not participate in its operations. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-based financial planning agreements.

Colleen Pedey is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with clients to understand their financial goals and collaborates to develop customized financial plans. She emphasizes building strong, trustworthy relationships with clients and their families to support their wealth management needs over time. Colleen has extensive experience in wealth management and client services, having held various roles since 1983. Her previous positions include Senior Wealth Management Associate at Coldstream Wealth Management, Senior Team Manager and multiple client relationship roles at Charles Schwab & Co., as well as operations and trust management roles at Tyee Asset Strategies, Northwestern Trust Company, and other financial institutions. Outside of her professional work, Colleen's personal interests include gardening, music, pets, reading, and yoga.