Connor Girard is a Financial Consultant at Fidelity Investments, where he works closely with local clients to assist them in reaching their financial goals through education and planning. His approach focuses on helping clients understand their portfolios and the steps necessary to plan for both short- and long-term objectives. Connor utilizes the tools and resources offered by Fidelity to support his clients effectively. He joined Fidelity Investments in 2023 and has held multiple roles within the company, including Customer Relationship Advocate, Relationship Manager, and Investment Consultant, before assuming his current position. This progression reflects his growing experience and expertise in financial consulting. Outside of his professional responsibilities, Connor enjoys activities such as visiting the beach, camping, attending concerts, hiking, exploring different foods as a foodie, and spending time with pets.

Kristoffer Marshall is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill Lynch since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Lorenzo De Simone is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to his advisory role, he worked in various positions including at Cascade Premier Soccer Club and Newcastle Golf Course. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory and investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Kyler Kedroske is a financial advisor at OSAIC with seven years of industry experience and holds the Series 66 designation. His prior experience includes roles at Hornor, Townsend, & Kent, LLC, Penn Mutual Life Insurance Company, and Concordia University Portland. He is also involved as an insurance producer with Pacific Capital Resource Group, evaluating insurance products for clients. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across various programs, including financial planning and advisor-managed portfolios. The firm utilizes a model-based investment process with multiple custodial and legacy account arrangements, supporting both discretionary and third-party manager strategies.

Julian Mcmahon is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 credential and has worked at Royal Alliance, Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and evo. Outside of advising, he serves as president of a local BNI networking group and participates in a specialized financial advisor team focused on divorce planning. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management across multiple programs and platforms.

Melissa Larson is a financial advisor with OSAIC in Kirkland, WA, holding CFP® and ChFC® designations and more than 28 years of industry experience. She has been with OSAIC since 2020 and concurrently serves clients through Pacific Capital Resource Group, Inc., where she has worked since 2001. Larson provides comprehensive planning support in life, disability, long-term care, and medical insurance in addition to financial planning. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm employs a model-based investment process supported by various risk and portfolio optimization tools and is notable for its scale, complex affiliate network, and private-equity ownership.

Clarence Pickles is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to support client strategies.

Gregory Baggenstos is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2002, totaling 23 years of industry experience. He is based in Kent, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Anthony Martiniello is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Services for over two decades. Outside of advising, he is president of accounting and tax service businesses that he has managed since the early 1980s. 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 a variety of portfolio management and financial planning services and supports advisors with a wide range of program options and affiliated resources.

Sheehan Trippel is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, Trippel worked as a freelance writer and spent several years involved in academic roles at the University of Washington and Pierce College. Outside of advising, Trippel is active as a freelance writer and serves as co-executor of a family estate, and participates in the Eastside Action Rotary Club. Equitable Advisors serves individual clients across wealth levels, as well as institutional clients, providing financial planning, retirement consulting, and asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers. The firm’s approach includes assessing client risk tolerance and matching clients to advisory models or discretionary managers, with offerings that cover mutual funds, ETFs, separately managed accounts, and select alternative investments.

Joshua Post is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding a Series 66 license and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member of Railroad Creek Renewable Energy, a nonprofit project developing hydroelectric clean energy, and participates on the board of Immanuel Community Services, which provides services to homeless and poor individuals in Seattle. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning across various financial topics without providing portfolio management or discretionary trading authority.

Mark Peterson is a financial advisor with Thrivent Investment Management in Bellevue, WA. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he is a partner in a fishing guide company, Kenai Kingpin Outfitters LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of advisors. The firm focuses on holistic, goal-based planning covering areas such as retirement, income tax, and estate planning, with planning services offered separately from managed-account programs.

Christy Gatien is a CFP® professional with 28 years of industry experience, currently with Robert W. Baird & Co. since 2026. Prior to joining Baird, she spent 21 years at D.A. Davidson & Co. She is also a sole proprietor of a rental property business in Chelan, WA. She works within The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with ongoing manager selection and research, including the use of artificial intelligence, and manages approximately $394 billion in assets.

Aaron Marshall Spitzbart is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients' individual priorities to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Aaron holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Seattle University. His approach emphasizes ongoing advice and guidance tailored to clients’ evolving financial needs.

Katherine Maher is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Thrivent Investment Management and Thrivent Financial. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Axel Isackson is a Financial Advisor with Merrill Lynch Wealth Management, operating in the greater Seattle area. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Axel takes a client-centered approach by understanding what matters most to each individual and helping them develop clear financial strategies aligned with their goals. Axel holds degrees in Managerial Economics and Business Finance from Central Washington University, where he also played football for five years. He brings the discipline and competitive mindset from his athletic experience into his work. Axel is a Personal Investment Advisor (PIA) and maintains an active interest in financial markets and investing. Outside of his professional role, Axel enjoys a variety of outdoor and sporting activities, including baseball, boating, fishing, football, golfing, ice hockey, skiing, surfing, and spending time with his family. He focuses on building trust and confidence with clients as their financial situations and goals evolve.

Austin Glenn is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at the University of Utah David Eccles School of Business and Village Life. Outside of advising, he operates Austin Glenn Photography. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a written Recommendation Report and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Bryant Griffiths is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Mitchel Mcghee is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using a range of mutual funds, ETFs, and ETPs.

Rodney Williams is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with individual clients to address their personal financial situations by exploring financial alternatives tailored to their specific goals and desires. Prior to his current role, Rodney served as a Financial Advisor at Merrill Lynch from 2017 to 2021. His professional experience spans over several years in the financial advisory sector, focusing on client-centered financial planning and consultation. Outside of his professional work, Rodney's personal interests include fitness, football, movies, outdoor adventures, running, and yoga.