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 based in Seattle, WA. He holds a Series 66 designation and has recent experience with JPMorgan Chase Bank and Bank of America. Prior to entering the financial industry, he served in the United States Marine Corps for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting.

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 financial advisor at J.P. Morgan Securities based in Seattle, WA. He holds a Series 66 designation and has recent experience with JPMorgan Chase Bank and Washington Trust Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates systematic quantitative screening and qualitative research to develop model asset allocations, with implementation support from affiliated investment-management entities.

Janelle Pruett is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Primerica Advisors since 2019 and has worked with Primerica Financial Services since 2018. Outside of her advisory role, she operates a part-time house cleaning business and manages Diamond Dust Farm in Belfair, Washington. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delivers services under a tiered wrap-fee structure.

Albert Israel is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves on the boards of Congregation Ezra Bessaroth and WSJHS and is the president of the Beach Cove Condominiums HOA. 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 options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Gabrielle Harrison is a financial advisor with Wells Fargo Advisors in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, she worked in education-related roles at Holy Names Academy and St. Lawrence University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on discrete, tailored recommendations.

Sam Lantow is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Olympia, Washington. He joined Merrill Lynch in 2001, initially working in the Bellevue branch before transferring to Olympia in 2005. Sam serves clients throughout Western Washington as well as across the United States, focusing on developing customized wealth management strategies to meet each client’s unique goals. Sam offers a broad range of financial services including retirement planning, college planning, portfolio development, estate planning, and tax minimization. He works closely with clients and their professional advisors to address estate planning needs and to build long-term relationships. His client expertise includes corporate executive services, family wealth management, socially responsible investing, and retirement income strategies. Sam earned a Bachelor of Science degree in Education from Southern Illinois University. He holds the CFP® (Certified Financial Planner) certification, the Chartered Retirement Planning Counselor™ (CRPC) designation, and other professional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He maintains FINRA Series 7 and 63 registrations, along with licenses in life and disability insurance. Sam is a member of the Shriners organization.

Geraldine Schuhmann is a financial advisor with LPL Financial in Seattle, WA, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. Her prior experience includes roles at Invest Financial Corporation, Planmember Securities Corporation, Mid Atlantic Financial Management, Inc., and FDx Advisors, Inc. Outside of her advisory work, she is involved in family farm ownership in Texas. 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 institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary research and third-party strategies.

Ye Su is a financial advisor at Wells Fargo Clearing with one year of industry experience. Ye holds the Series 66 designation and has prior experience at Merrill Lynch and Bank of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach 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.

Leisha Ashby is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley since 2016 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she is a Pilates instructor through Roqn Pilates LLC. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research.

Alyssa Morley is a financial advisor with Morgan Stanley in Tacoma, WA, holding CFP® and Series 66 credentials and with 11 years of industry experience. Her prior work includes positions at Bank of America and Merrill. Outside of advising, she is involved in estate administration through a power of attorney role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and access to a broad range of advisory programs. The firm utilizes structured planning tools and provides services through its Financial Advisors and Estate Planning Strategies Group.

Rene Yoshino is a financial advisor with Primerica Advisors in Burien, WA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2014 and briefly at the 2020 Census Bureau in 2019. Outside of his advisory role, he owns Financial Freedom for Families LLC, an investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors alongside corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, using model-delivery investment strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Deborah Jackman is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. She has been with UBS since 2002. Outside of her advisory role, she serves as administrator of her late daughter's estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets solutions.

Amani Harris is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 designations and having 23 years of industry experience. Prior to joining UBS in 2025, Harris worked for 18 years at Morgan Stanley Private Bank, N.A. Outside of advisory work, Harris serves on the Seattle University Planned Giving Committee and is president of The Breakfast Group, a nonprofit focused on career certification for youth in the Seattle community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Gerard Gray is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 31 years of industry experience. His work history includes roles at Voya Financial Advisors, M Holdings Securities, and Kibble & Prentice. He is also the owner of Gray Retirement and Insurance Solutions, which provides financial services including the sale of insurance and investment products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

Kevin Isenhart is a financial advisor at Edward Jones in Port Orchard, Washington, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at BECU for three years and has held various roles in retail and service industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Heidi Lockbeam is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, as well as Wells Fargo Bank, N.A. since 2008. Outside of her advisory role, she creates health and fitness content on TikTok. 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 utilizes research and analytics to support its investment approach and offers a broad range of financial products and services through its bank and insurance affiliates.

Colm Boer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations. He has been with Wells Fargo Clearing since 2025 and has a total of 18 years of experience at Wells Fargo Bank, N.A. based in Seattle, WA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach 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.

Thanh Le is a financial advisor with LPL Financial based in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining LPL Financial in 2026, he worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved with Finity Group, LLC, an insurance-related business. 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 provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, and access to third-party asset management solutions.