Daniel Brown is a financial advisor with Ameriprise in Kingston, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Joshua Gregory is a financial advisor with Ameriprise in Belfair, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Directors for Tualatin Youth Baseball as Head of Field Maintenance. Ameriprise offers retirement-income planning services geared toward clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Lawson Funke is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients and their families to understand their unique personal and financial goals and partners with them to create tailored financial plans aimed at helping achieve those goals. Prior to his current role, Lawson served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. His professional experience centers on financial consulting and planning within the Fidelity Investments organization. Lawson emphasizes building relationships based on honesty and integrity and aims to empower clients throughout their financial journey.

James Hoy is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Russell Investments from 2010 to 2024. He is also a member of Professional Networking Association Northwest, a networking group based in Shoreline, WA. Edward Jones is a wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Marcus Cullen is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, he worked at Mirabella for 16 years and had a brief period of unemployment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products under a fiduciary standard.

Andrea Moran is a financial advisor at LPL Financial in Lynnwood, WA, with 13 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Her prior experience includes roles with various insurance carriers and several firms such as Waddell & Reed, Inc. and Greater Puget Sound Solutions. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Daniel Carroll is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Salesforce, Seattle Mariners, and Capital One. He also has a background in teaching at the University of Washington and Seattle Pacific University. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Phillip Banta is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds a Series 66 designation and has been with Robert Baird since 2014. Outside of his advisory role, he serves on the board of directors for Cinch Design. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary and non-discretionary management, using both in-house and third-party managers.

Sergio Garza is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at PNC Investments and Cuna Brokerage Services, among others. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Ross Snyer is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial in Seattle, WA, where he has worked since 2002. He holds the Series 66 designation and operates under the One Oak Wealth Management name as a DBA for his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

James Gillingham is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association from 2016 to 2020. Outside of his advisory role, he operates a mortgage and real estate services business and has also been involved in a handyman business. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to research, model portfolios, and various technology-enabled investment strategies.

Matthew Newman is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. 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 uses research and analytics to support its investment approach and offers both brokerage and advisory solutions across a broad range of financial products.

Anne Bell is a financial advisor at Ameriprise with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2013. Outside of her advisory role, she serves as an operations manager, bookkeeper, and payroll specialist for Pacific Restoration & Painting. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm offers a range of advisory, brokerage, and insurance solutions, delivering tailored, research-driven retirement recommendations through a centralized consulting team.

Andrea Singleton is a CFP®-certified financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is a director of STM Enterprises Inc., a business she manages in Seattle. Ameriprise specializes in retirement-income planning for clients with substantial investable assets, offering tailored, algorithm-supported recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Rodney Seifert is a financial advisor with Edward Jones in Edmonds, WA, holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Edward Jones in various capacities since 2005, with a one-year gap in employment prior to his current role. 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 solutions supported by a large nationwide network of advisors and branch offices.

Patrick Elliott is a financial advisor with RBC Capital Markets in Bainbridge Island, WA, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with RBC Capital Markets since 2008 and concurrently with City National Bank since 2016. Outside of advising, Elliott has involvement in building development and property management related to family real estate holdings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, employing a tailored investment approach using both in-house and third-party managers.

Cynthia Ranzau is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with RBC Capital Markets since 2013. Outside of her advisory role, she operates a small copy editing business serving self-published authors and runs a home-based baked goods venture. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies, combining in-house and third-party managers to meet clients’ risk profiles and preferences.

Benjamin Murphy is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds a Series 66 designation and has worked previously at Albany Beck and The Partners Group. Murphy completed full-time education at the University of Portland and Trinity College Dublin. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients by providing customized financial planning and portfolio management services that include both traditional and complex investment strategies.

Aubrey Deigh is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to this role, Aubrey has been associated with Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and operates at a large scale with both brokerage and advisory solutions.

Andrew Rothman is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations, with a focus on assets held in Ameriprise-managed accounts.