Kohl Metzger is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Based in Seattle, WA, Metzger holds the Series 66 license. He is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and offers access to various investment strategies through its extensive resources.

James Butler is a CFP® professional with 28 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2013. Outside of his role at the firm, he serves as co-trustee for the Butler Wealth Management, LLC 401(k) plan and holds various personal fiduciary responsibilities, including acting as personal representative and trustee for family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Lynette Ackman is a financial advisor with Primerica Advisors based in Burien, WA. She holds Series 65 and Series 63 designations and has one year of industry experience. Prior to her current role, she worked at Symetra for ten years and has experience with tax services at H&R Block and Jackson Hewitt. In addition to advisory services, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors along with corporate and charitable clients through a wrap-fee asset management program. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Jeremy Hoffman is a financial advisor with Ameriprise in Bonney Lake, WA, holding a Series 66 designation and 10 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015 and is also associated with Heritage Wealth Advisors. Outside of his advisory role, he is an investment specialist with Scannell LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Rylan Nordquist is a financial advisor at Morgan Stanley in Seattle, WA, with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2022, following roles at JPMorgan Chase Bank and Wells Fargo. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm provides tailored financial planning and a variety of advisory programs supported by structured planning tools and extensive investment resources.

Colin Evans is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Wells Fargo Clearing Services, LLC - Randstad and Silver Bay Seafoods. 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.

Eric Gudmundson is a Series 66 credentialed financial advisor with 23 years of industry experience. He is currently affiliated with LPL Enterprise and has held roles at Prudential Insurance Company of America, Pruco Securities, Park Avenue Securities, Guardian Life Insurance Company, Pleasant Financial, Inc., and Allstate Insurance Co. Outside of his advisory work, he owns Pleasant Financial, Inc., a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products via an integrated platform.

Gavin Schumaker is a financial advisor with Wells Fargo Advisors in Mercer Island, WA, holding Series 65 and Series 63 credentials and seven years of industry experience. Before joining Wells Fargo Advisors in 2023, he worked at LPL Financial and E.K. Riley Investments, LLC. He is a 50% owner of Outdoor Trading Post LLC, a business unrelated to investments. 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 including niche services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels, delivering tailored recommendations through Wells Fargo’s research and planning tools.

Alan Robinson is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of directors for SOHAPPY FARMS LLC, a geoduck aquaculture business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using both in-house and third-party managers.

Charles Anderson is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Nwf Advisory Group, Whjr Associates, and Royal Alliance Associates, Inc. Outside of advisory work, he manages a tax preparation and business management firm. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Patrick Riley is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America since 2015. Riley is based in Seattle, WA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Seth Kunzl is a financial advisor with Edward Jones in Silverdale, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Sound Physicians for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Miller is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019 and at Bank of America, N.A. since 2020. Prior to his advisory roles, he was employed at Sand Valley Golf Resort for three years. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Russell is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and seven years of industry experience. He has worked at notable firms including JPMorgan Securities, Ameriprise, Bank of America, and Merrill Lynch. In addition to his advisory role, he is a partner and owner of Seattle S&C LLC, a health and fitness business. 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 grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a broad product menu that includes insurance-related vehicles and bank deposit sweep options.

Benjamin Pawlak is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Morgan Stanley, and Northwestern Mutual, as well as experience in high school education at Roosevelt High School. He currently works at LPL Financial and Emerald Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options supported by in-house and third-party research.

Tessa Wood is a financial advisor at Robert Baird & Co. in Seattle, WA, with 23 years of industry experience. She holds the Series 66 designation and has worked at Robert Baird & Co. since 2019, following three years at Morgan Stanley. Robert Baird & Co. is an institutional firm with approximately $394 billion in regulatory assets under management as of December 31, 2025. The firm’s Private Wealth Management department, including the DDK Group, serves individual, corporate, pension, profit-sharing, and charitable clients, offering a range of financial planning, portfolio management, and brokerage services supported by internal research and investment tools.

Benjamin Chen is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual and Equitable. Outside of financial services, he has been involved with So Tasty Corp and the Bellevue Badminton Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Quillow Blackwell is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses. He has three years of industry experience and has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates with over 14,000 financial advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Jacob Watkins is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and concurrently with J.P. Morgan Chase Bank since 2010. Outside of his advisory work, he is involved in the hospitality industry as a security and bartender at Fremont Dock Sports Bar and Grill. J.P. Morgan Securities 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 operates on a non-discretionary basis, combining institutional advisory capabilities with brokerage, distribution, and investment management functions.

Eoghan Shields is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2021. J.P. Morgan Securities 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 delivers advisory services alongside affiliated brokerage and investment management capabilities.