Gavin Chambers is a financial advisor with Cambridge Investment Research Advisors in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining Cambridge in 2024, he worked at The O.N. Equity Sales Company and Ohio National Financial Services from 2018 to 2024, as well as at Princor Financial Services Corp and Principal Life Insurance Company from 2013 to 2018. Chambers also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Stephanie Keeton Honan is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses. She has 30 years of industry experience, including 20 years with UBS. Outside of her advisory role, she is involved with Honan Properties & Investments LLC, where she serves as secretary and assists with administrative and tax-related duties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Edwin Erickson is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with MML Investors Services Inc and MassMutual Life Insurance Company since 2010. Outside of his advisory role, he is involved in individual and group life and health insurance sales. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using advanced analytical tools and offers specialized programs including divorce planning and estate settlement.

Kalu Aja is a financial advisor with Wells Fargo Clearing based in Seattle, WA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Wells Fargo, Aja worked at Becu and Afriswiss Nigeria Ltd and served with the Community Foundation of Snohomish County. Outside of advisory services, Aja is the owner and author of an educational book published through KALUAJA, LLC. 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 combines research from internal and external sources to offer diversified investment solutions.

Tye Rickert is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with UBS since 2012 following a year at Morgan Stanley. Outside of his advisory role, Rickert acts as a resource for the staff at Seattle Children's Foundation. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans based on client goals and risk tolerance.

Stephen Gunn is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a council member for the Town of Woodway, Washington. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management, providing both brokerage and advisory solutions.

Elaine Robison is a financial advisor with J.P. Morgan Securities in Seattle, WA. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. She has been with J.P. Morgan Securities since 2003. Additionally, she is also employed by JPMorgan Bank, enabling her to offer certain banking products and services alongside her advisory role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative manager due diligence and includes broader derivatives and commodities capabilities.

Matthew Mc Millan is a financial advisor with Mass Mutual Investors Services in Seattle, WA. He holds the Series 63 and Series 65 designations and has two years of industry experience. His prior work includes roles at Young Financial Group, MassMutual Life Insurance Co, and Mobilize Physical Therapy. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring financial planning as annual, collaborative engagements using firm-approved analytical tools.

Tristan Zimmerman is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Edward Jones, and Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with operational and research tools while overseeing over $819 billion in discretionary assets.

Lu Li is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Lu worked at Bank of America, N.A. and held roles at the Rockwell Institute and Landesa, as well as academic positions at the University of Washington and Ludong University. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Richter is a financial advisor with LPL Financial in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with LPL Financial since 2009 and was previously with Mutual Service Corporation from 2002 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Jeremy Davis is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 66 designations and 19 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc., J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory role, he owns and manages rental properties in Seattle. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics to support diversified investment strategies.

Gail Covington is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated private bank since 2009. Outside of her advisory role, she serves on the advisory board of a retail and online store business based in California. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and proprietary tools, serving clients through both direct and corporate financial planning agreements.

Margaret Dolan is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and eight years of industry experience. She has been with LPL Financial since 2017 and is also associated with the Boeing Employee Credit Union, where she serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios and third-party asset managers.

Grant Nishio is a financial advisor with UBS Financial Services in Seattle, WA, holding the CFA® designation and Series 66 license with 19 years of industry experience. He has been with UBS Financial Services since 2008. Nishio serves on the board of directors and several committees at EarthGen, a nonprofit focused on youth leadership in climate solutions and environmental justice. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Simon Han is a financial advisor at LPL Financial with 14 years of industry experience. He has worked at LPL Financial since 2018 and previously spent six years with Waddell & Reed Inc. Han holds a Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of advisors and extensive operational resources.

Cynthia Cannon is a CFP®-certified financial advisor with LPL Financial in Federal Way, WA, bringing 17 years of industry experience. She also operates the Law Office of Cynthia J. Cannon, providing legal services in estate planning, contracts, and business law. In addition to her financial and legal work, she pursues fine art photography as a side activity. 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 offers a wide range of advisory and brokerage services through its extensive network of investment adviser representatives.

Robert Kunde is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior roles include positions at Grove Point Advisors LLC, Woodbury Financial Services Inc., and Centaurs Financial Inc., as well as long-standing self-employment as a consultant through Sage Financial Strategies, LLC. Outside of advising, he has worked as a bookkeeper for Sanctuary CRC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Jeffrey Vert is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he manages tax preparation and accounting services through Vert & Associates LLC and Arch CPA Accounting & Tax Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Sara Ortega is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations. She has been with Wells Fargo Bank, N.A. since 2013 and has experience at Wells Fargo Clearing spanning multiple periods, including her current role since 2025. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.