Jeffrey Wamsley is a financial advisor with Wells Fargo Clearing in Seattle, WA. He holds a Series 66 designation and has four years of industry experience. He has been with Wells Fargo Clearing since 2021 and with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages roughly $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Samantha Chen is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior roles include positions at Vantage Point Business Services and Charles Schwab Bank, SSB, among others. 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and due diligence on alternative investments.

Daniel Moon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Andrew Podolske is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo in various capacities since 1993, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory work, he holds ownership interests in private real estate investment entities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Angela Saladis is a financial advisor at LPL Financial with 14 years of industry experience. She previously worked for Key Investment Services for seven years before joining LPL Financial. Saladis holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from internal and third-party research.

Leslie Walters is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Walters has been with Morgan Stanley Smith Barney LLC since 2009 and worked with Morgan Stanley Private Bank, N.A. from 2015 to 2017. Outside of advisory work, Walters is a member of the Investments & Wealth Institute, an educational association focused on investments and wealth. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside input from its Global Investment Committee.

Kendal Walls is a financial advisor at Wells Fargo Clearing with one year of industry experience. Walls previously worked at Bank of America, Merrill, and Umpqua Bank. Outside of finance, Walls has been involved with University Tees and A Nanny for You. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joel Antush is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at several firms including Sound Credit Union, CUSO Financial Services, and Northwestern Mutual. Outside of financial services, he has experience working at Tumble Creek Golf Club and in accounting at Central Washington University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, supported by research and technology-driven portfolio solutions.

Cindy Moore is a financial advisor at Morgan Stanley in Tacoma, WA, with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Brendan Smith is a financial advisor at RBC Capital Markets with 8 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services, Hornor Townsend & Kent, and Penn Mutual Insurance. Outside of his advisory role, Smith serves on the Board of Directors for the Corinthians Yacht Club of Tacoma, acts as the mascot for the Seattle Thunderbirds junior hockey team, and is president of a local BNI Business Networking International chapter. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering wrap fee advisory programs with discretionary and non-discretionary portfolio management and various financial services. The firm employs tailored strategies using in-house and third-party investment managers and provides access to alternative investments and integrated financial solutions.

William Anderson is a financial advisor with Edward Jones in Seattle, WA, holding a Series 63 designation and 45 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Joshua Sienkiewich is a Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding individuals and businesses through their financial journeys. He focuses on family wealth management strategies, personal retirement planning, socially responsible and values-based investing, including ESG considerations, as well as tax minimization. Joshua holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his high school diploma from Champions Home School. Joshua works closely with clients to define financial goals, prioritize actionable steps, and develop tailored strategies aimed at achieving long-term success. His approach involves creating personalized roadmaps that align with clients' visions and prepare them for the future. Outside of his professional role, Joshua has interests in adventure sports, baseball, camping, fishing, hiking, horseback riding, hunting, music, and traveling.

Norman Thomson is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Financial Engines Advisors L.L.C. since 2016, following a two-year tenure at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Richard Wilson is a financial advisor with LPL Financial in Gig Harbor, WA, holding Series 65, 63, and 66 licenses with six years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Creative Financial Designs, Inc., The Prudential Insurance Company of America, and Gleaner Financial. Wilson also operates Rich Wilson Consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with model portfolios and research from internal and third-party sources.

Samuel Law is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Riley Duffy is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Seattle, WA, holding Series 63 and Series 66 credentials and two years of industry experience. He has prior experience with firms including Ameriprise Financial and AIG Capital Services. Duffy is also involved with Duffy Wealth Management LLC, where he supports clients in financial planning and investment discussions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting across a large advisor network.

Scott Chaffee is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019, following a three-year tenure at BancWest Investment Services. Outside of his advisory role, he is also associated with Chaffee and Associates, where he is involved in investment 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, corporate, charitable, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals and supports various advisory programs and institutional portfolio management.

Shane Du Bord is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior background includes service in the United States Marine Corps from 2017 to 2024 and brief roles at Bank of America and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice delivered by a select group of wealth advisors.

Warren Child is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Outside of his advisory role, he serves as Treasurer for Catalysts for Kids, a Washington State nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Clayton Hooper is a Series 66 credentialed advisor at J.P. Morgan Securities with less than one year of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., Washington Trust Bank, and eBay. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation process combined with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.