Jeffrey Lazcano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Uber and JC Penney. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brandon Curneen is a CFP® with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2020. He previously worked at D.A. Davidson & Co. from 2013 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Todd Baek is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boeing Employee Credit Union, HSBC Securities (USA) Inc., Chase Investment Services Corp., and Wamu Investments, Inc. Baek offers investment products through LPL Financial under the trade name BECU Investment Services. 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 and access to model portfolios and third-party asset managers.

Alexandra Armour is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She previously worked at Bridge Industrial, Hines, and Russell Investments. Alexandra serves as Junior Development Chair for the Mercer Island Preschool Association, where she participates in board meetings and manages fundraising activities. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 advisors.

Spencer Gering is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Century 2, Inc. for eight years and has experience in client service operations and account maintenance. He also has a background in full-time education and has been involved with Ferdinand's Ice Cream Shoppe and the Pullman Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Justin Sinnott is a financial advisor with Charles Schwab in Seattle, WA, holding the CFP® and ChFC® designations along with a Series 66 license. He has 25 years of industry experience, including over two decades with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. There are no notable outside business activities reported. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized custody and supervisory arrangements.

Jason Valliant is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. Before joining the firm, he worked in various roles including at Whole Foods Market and engaged with several educational institutions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Tammy Winterfeld is a CFP®-designated financial advisor with Raymond James Financial in Bellevue, WA, and has 23 years of industry experience. She has worked at Raymond James Financial since 2009 and is also associated with Investment Associates, where she serves as Operations Manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized capabilities in municipal and public finance advisory services.

Anthony Soh is a CFP®, ChFC®, and holds a Series 66 license with 19 years of industry experience. He is currently with OSAIC and has worked at Royal Alliance since 2020, Penn Mutual Life Insurance Company since 2006, and Hornor Townsend & Kent Inc from 2006 to 2020. In addition to his advisory role, he provides education to other advisors on life insurance and annuity products through Advisory Resource Group, LLC. OSAIC Wealth serves a broad mix of retail and institutional clients via a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, with a complex affiliate network and private-equity ownership that influence its platform and product offerings.

Daniel Grigg is a financial advisor with Ameriprise in Seattle, WA, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Ameriprise in 2022, he worked at Definitive Signings LLC and has been involved with Definitive Paint LLC since 2020. He also spent time at the University of Washington and was self-employed early in his career. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal advice for clients approaching or in retirement.

Adair Hawkins is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for 14 years at Redmond Signature Dentistry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offers a range of advisory programs, investment strategies, and affiliated financial services.

Ezra Altaras is a CFP® with 20 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. since 2020 and previously spent 12 years at Wells Fargo Advisors. He is the owner and managing director of Altaras Financial Group LLC, an independent financial services firm affiliated with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Brad Moore is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2012, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His professional experience spans over a decade within the firm. Brad focuses on developing meaningful relationships with his clients, emphasizing trust and confidence in the financial planning process. He aims to make financial decisions straightforward and comfortable for those he works with. Outside of his professional role, Brad enjoys attending concerts, participating in family activities, watching football, playing golf, engaging in outdoor adventures, and traveling.

Michael Foody is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including City National Bank, RBC Capital Markets, and Wells Fargo. He serves on the advisory board of Treehouse, a nonprofit supporting youth in foster care. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, using a combination of manager-traded and model-traded strategies alongside tax management and direct-indexing capabilities.

Juliana Gunawan Lee is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Gary Ovsak is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including Cetera Advisor Networks LLC and Northwest Advisor Group. His tenure at Merrill began in 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Matthew Zylstra is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory work, he serves on the finance and investment committee of Monroe Christian School, assisting with financial recommendations for the school’s operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Cara Saunto is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

Mark Pederson is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management, based in the Bellevue office. He serves as an Investment Advisory Program Portfolio Manager, specializing in designing and managing personalized or defined investment strategies on a discretionary basis. These strategies may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. Mark's expertise covers a broad range of financial planning and wealth management services, including portfolio management with an emphasis on dividend-growth and income-producing investments, tax minimization, retirement income planning, and socially responsible investing. He has experience managing the private wealth of affluent individuals and senior corporate executives, offering guidance on complex areas such as 401(k) and IRA strategies, estate planning, and executive trading plans. He holds a Bachelor of Science degree from the University of Washington and a Master's degree from Colorado State University. Mark maintains a commitment to community involvement through volunteer work. In his personal time, he enjoys music, reading, and spending time with his family.

Jill Ruth is a Series 66 licensed financial advisor with Edward Jones in Monroe, WA, where she has worked since 2013. She has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.