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.

Deana Hale is a Series 66-licensed financial advisor with Edward Jones in Redmond, WA, where she has worked since 2009. She has 16 years of industry experience. Outside of her advisory role, she has interests related to oil lease revenue in Breckenridge, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices.

Tommy Schumaker is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He previously worked at LPL Financial and Ek Riley Investments, LLC. He holds Series 63 and Series 65 licenses and maintains a non-variable insurance license as a supplementary business activity. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools.

Marshall Nichols is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. He has prior experience at Shawdow Trader and a background in mechanical and HVAC sales. Nichols also operates a non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through 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 on an integrated platform.

Winnie To is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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.

Autumn Zarkos is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior experience includes roles at Fidelity Investments and Seattle Pacific University. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Aaron Campbell is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in Bellevue, WA. He has one year of industry experience, having joined Equitable Advisors in 2026. Prior to his current role, his work history includes positions outside the financial industry such as at Nordstrom and Columbia Distributing. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsement of multiple third-party asset managers.

Gary Carson is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at T&A Supply Company for four years and Pacific Mat & Commercial Flooring for fourteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

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.

Austin Mullenix is a financial advisor at Merrill based in Bellevue, WA. He holds the Series 66 designation and has been with Merrill since 2022. His prior work experience includes roles at Bank of America, Archer Daniel Midland, and several other companies across various industries. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s broader platform, enabling access to a wide set of financial products and services.

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 possessing 35 years of industry experience. He previously worked at D.A. Davidson & Co. from 2009 to 2020. Outside of his advisory work, he serves as a trustee and power of attorney for family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, participant education, and discretionary plan-level investment management with a focus on modern portfolio theory and a broad range of financial product offerings.

Rebecca Martindale is a financial advisor with Osaic Wealth, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Community First Bank / HFG Trust and ESRI. She also works as a paraplanner with F-Squared Advisors, supporting Osaic financial professionals. Osaic Wealth serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and advisory services. The firm employs various asset-allocation tools and offers portfolios managed on discretionary or non-discretionary bases, incorporating multiple investment types and third-party solutions.

Julia Cosse is a financial advisor at Raymond James & Associates with nine years of industry experience. She has been with Raymond James since 2018 and previously worked at Cosse International Securities Inc. Outside of her advisory role, she manages a small residential rental property in Seattle. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and government entities. The firm offers wealth advisory planning, investment consulting, and institutional services, delivering non-discretionary advice supported by extensive research and an integrated affiliate network.

Wilson Calansingin II is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Wells Fargo-affiliated firms. His current role includes positions at Morgan Stanley Private Bank and Morgan Stanley since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

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 with Raymond James Financial Services Advisors, Inc. in Tukwila, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, Rodgers is involved in several entrepreneurial ventures including digital marketing and AI solutions for small businesses, authoring, and music as a bass player in a heavy metal band. Raymond James Financial Services Advisors serves a broad client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans supported by firm research and a distinctive non-discretionary advisory approach.

Edward Wilder is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Peter Watson is a financial advisor with LPL Enterprise holding CFP® and ChFC® designations and over 27 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined 25 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Thomas Schumacher is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He has less than one year of industry experience and previously worked in various roles including positions at Washington State University, Albertsons Companies, and The Church of Jesus Christ of Latter-Day Saints. 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 third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.