Stephen Jackson is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior experience includes 17 years at Independent Financial Group and earlier roles at EPlanning Advisors Inc, Diversified Financial Advisors, Ameriprise, and a previous tenure at LPL Financial. 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 a large network of investment adviser representatives.

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 at OSAIC with four years of industry experience. He holds a Series 66 credential and has worked at OSAIC and Pacific Capital Resource Group since 2021. Outside of advisory services, he is involved in insurance sales, representing various carriers through roles as an insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm employs a model-based investment approach utilizing asset allocation and portfolio optimization tools, offering a range of advisory and brokerage services across multiple platforms.

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 with LPL Enterprise holding Series 65, 63, and 66 licenses and two years of industry experience. His prior roles include positions at Thrivent Financial, Robert Half, and the Idaho Department of Insurance. Outside of advising, he is involved in creating and uploading designs to print-on-demand websites. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Aaron McDermott is a financial advisor with Cetera in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Voya Financial Advisors, the University of Washington's Michael G. Foster School of Business, and entrepreneurial ventures in fitness and hospitality. McDermott is also an independent insurance agent managing fixed insurance product sales. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary programs, accommodating various investment strategies and custodial relationships.

Alexander Ainsley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career as an attorney after graduating with honors from Gonzaga University School of Law, where he was active in student government and law reviews. Alexander later transitioned to wealth management to address the needs of Northwest families seeking sophisticated and coordinated financial planning. He works closely with clients and their external advisors, including CPAs and estate planning attorneys, to align all aspects of their financial lives with their long-term goals. Alexander holds a Bachelor's Degree from Seattle University and a Juris Doctorate from Gonzaga University. He has earned professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). His expertise includes equity compensation services, family wealth management, college education planning, special needs planning strategies, and services for endowments, foundations, and non-profits. He is involved in community organizations such as the Homes and Hope Community Land Trust, the Economic Alliance of Snohomish County, and Friends of the Educational Opportunity Program. Additionally, he serves on the Foundation for Educational Opportunity Board at the University of Washington. Alexander supports initiatives focused on affordable housing and expanding opportunities for underserved populations. Outside of work, he enjoys chess, football, music, reading, spending time with his family, and traveling.

Scott Mac Cormac is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, following three years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non‑discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence with both quantitative and qualitative research, and may incorporate ESG criteria.

Charles Gardner is a CFP® with 38 years of industry experience, currently serving as a financial advisor with LPL Financial since 2019. He previously worked at Cetera Advisor Networks and Cetera Wealth Services for a combined 30 years. Gardner is associated with Swagerty & Gardner, LLC, an investment-related business operating as a DBA for his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael J. Hammar is a financial advisor with UBS Financial Services in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 29 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, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Robert Kemper is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He previously worked for Commonwealth Financial Network for 11 years before joining Raymond James in 2025. He is also involved with Mendham Wealth Partners as an investment strategist, overseeing investment strategy, asset allocation, and portfolio management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Binfeng Hou is a Financial Advisor at Merrill Lynch Wealth Management. He provides guidance in areas such as investment consulting for defined contribution plans, international wealth management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Fluent in English and Mandarin, Binfeng works with clients from diverse backgrounds to help them make informed financial decisions. He holds the Personal Investment Advisor (PIA) designation. Binfeng's approach focuses on building meaningful relationships and delivering guidance tailored to each client's unique goals. Outside of his professional work, Binfeng has personal interests in antiquing, camping, fishing, hiking, and swimming.

Jeffrey Loomans is a financial advisor with Ameriprise in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Before joining Ameriprise in 2020, he worked for seven years at Verde Capital Management, Inc. He is also a co-owner of Steller Wealth Planning LLC, an advisory business he manages alongside his role at Ameriprise. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement planning advice focused on reliable 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.

Aidan Neufeld is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Boise State University and Recreational Equipment, Inc., as well as involvement with the Evergreen Mountain Bike Alliance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios for retail and institutional investors.

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 Bellevue, WA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm works with clients through a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions, including ERISA fiduciary services for qualified plans.

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.