Kristine Nelson is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation with one year of industry experience. She was self-employed for 15 years prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jon Petersen is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes proprietary research while acting as a broker-dealer, investment adviser, and futures commission merchant.

John Hall is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2003, initially working in institutional money management with Fidelity Investments. He later gained experience in the wholesale mortgage sector before focusing on private family wealth management starting in 2007 at Morgan Stanley. John works with business owners, retirees, non-profit organizations, and corporate executives, providing personalized financial strategies to support clients’ long-term goals. John holds a Bachelor’s degree in Communications from the University of Colorado at Boulder. He is a Personal Investment Advisor (PIA) and holds the title of Senior Vice President within Merrill Lynch Wealth Management. Beyond his professional work, John has served on the board of directors for the non-profit organization Cancer Research and Biostatistics and has participated in community-building efforts such as constructing homes in Haiti following the earthquakes. He also volunteers locally, reflecting his commitment to community involvement.

Ha Tran is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and several real estate and mortgage firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

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 worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith, Inc. for 15 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated within Bank of America’s broader platform, providing access to a wide range of financial products and services.

Kyler Kedroske is a financial advisor with OSAIC in Bellevue, WA, holding a Series 66 designation and six years of industry experience. His prior work includes positions at Hornor, Townsend, & Kent, LLC and Penn Mutual Life Insurance Company. In addition to his advisory role, he is an insurance producer with Pacific Capital Resource Group, evaluating insurance products for client needs. Osaic Wealth, Inc. serves a diverse mix of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions.

Julian McMahon is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance, Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and evo. Outside of advising, he serves as president of a professional networking organization and participates in a specialized group providing financial advice related to divorce. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using a range of investment products and third-party platforms, with portfolios constructed through firm-provided tools and managed either discretionarily or non-discretionarily.

Melissa Larson is a financial advisor with OSAIC based in New Castle, WA. She holds the CFP® and ChFC® designations and has 28 years of industry experience. Her prior work includes roles at Pacific Capital Resource Group, Inc. and Penn Mutual Life Insurance Company. Larson is also involved as an insurance agent with Pacific Capital Resource Group, providing planning support for various types of insurance, and is a member of Grass Wealth Management, LLC. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

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 a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, Trippel worked as a freelance writer starting in 2023 and held positions at the University of Washington and ASTEX Business Services. Outside of advising, Trippel is active as a freelance writer and serves as Co-Executor of a family estate, as well as participating in the Eastside Action Rotary Club. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, and institutional clients, offering a combination of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, providing both discretionary and non-discretionary investment solutions.

Joshua Post is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Post serves as a board member for Railroad Creek Renewable Energy, a nonprofit initiative focused on developing a hydroelectric clean energy project, and is an at-large board member for Immanuel Community Services, which provides services to the homeless and poor in Seattle. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm combines planning with a managed-account program under a consolidated billing option called WealthPlan, maintaining planning and managed-account services as separate engagements.

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.

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 serves as a Financial Advisor within Merrill Lynch Wealth Management. In this role, he provides financial guidance and support to clients, helping them manage their wealth effectively. Further details regarding his experience, areas of expertise, education, credentials, or personal interests are not provided.

Austin Glenn is a financial advisor with Ameriprise in Woodinville, WA. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining Ameriprise, he worked in various roles including at the University of Utah David Eccles School of Business and runs Austin Glenn Photography, a personal photography business he has operated since 2019. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations delivered through a centralized consulting team.

Bryant Griffiths is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from the Wells Fargo Investment Institute and third parties with diversification principles and modern portfolio theory in its investment approach.