Kenyon Tadlock is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held roles at Equitable Advisors, Primerica, and JP Morgan Chase. Outside of finance, he has worked in hospitality as a front desk associate at Four Points Marriott Hotel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Jarrod Haynes is a financial advisor with Cetera in Bellevue, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at VOYA Financial Advisors from 2014 to 2021 before joining Cetera and its affiliated entities. Outside of advising, he is involved as an ambassador with the Emerald City Referral Association, a professional networking group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Jason Kane is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Citigroup Global Markets and PRUCO Securities, LLC. His practice is based in Bellevue, WA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions and manages approximately $671 billion in assets through its network of over 14,000 advisors.

Vincent Stanton is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Wells Fargo Clearing before joining Ameriprise in 2019. He is based in Bellevue, Washington. Ameriprise Financial Services is a large advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Leonard Hill is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hartford Funds Distributors, LLC and Wells Fargo Funds Distributor, LLC. Hill also serves as a board member of the Central Washington University Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Vaughn Sherman is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he manages a rental property in Long Beach, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services across a nationwide network of advisors and branches.

Robert Cittadini is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 66 designations with 14 years of industry experience. He previously worked at Russell Investments and Russell Financial Services from 2012 to 2024. 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 services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Sullivan is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wedbush Morgan Securities Inc., JPMorgan Chase Bank NA, J.P. Morgan Securities, and AllianceBernstein L.P. Daniel is based in Clydehill, WA. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms.

Nicholas Houk is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Merrill, Equitable Advisors, and other firms prior to joining Fidelity. Outside of his advisory role, he participates in the Sunrise Toastmasters public speaking club in Seattle. 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 fundamental research with quantitative analysis and algorithmic portfolio construction, offering diversified model portfolios and serving as an advisor to multiple registered investment companies.

Katanu Nzuvu Christie is a financial advisor at Edward Jones with seven years of experience at the firm. She holds the Series 66 designation and previously worked for Classical Conversations and Mary Kay Cosmetics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Alexander Gray is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Alliance Wealth Management and Hornor, Townsend and Kent, Inc. Gray is also involved in the insurance sector, acting as an agent in life and disability insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides a range of advisory and brokerage services with a model-based investment approach and a platform that supports multiple strategies, third-party managers, and proprietary investment models.

Adam Johnson is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked with multiple affiliated entities since 2017. Johnson also serves in a support role at Addison Avenue Investment Services, providing operations and sales assistance to financial advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a range of analytical tools for tailored, non-discretionary planning and supports both individual and institutional clients through its extensive advisor network.

Michael Lawless is a financial advisor at Osaic Wealth with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Commonwealth Financial Network and his own firms, Lawless Financial Group and Lawless Wealth Management. He is the owner of Lawless Financial Group LLC, a private entity facilitating securities, advisory, and insurance business. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporates, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization using various tools and supports discretionary and non-discretionary strategies across multiple program options.

Matthew Tabler is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and 14 years of industry experience. He previously worked for Morgan Stanley in various roles from 2011 to 2023. Outside of his advisory work, he owns a real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing proprietary research, third-party subadvisors, and technology tools to support personalized investment strategies.

Hans Gasser is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at various Morgan Stanley entities since 2008, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He holds the Series 66 designation and is based in Bellevue, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to help clients develop tailored plans.

Kirk Neamen is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, Neamen has involvement in real estate ownership. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on those with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide personalized, non-discretionary recommendations through a centralized consulting team.

Jean Pierre Green is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team provide wealth management strategies tailored to each client's individual financial goals, combining investment research from Merrill and banking and lending solutions from Bank of America. Their services include wealth transfer and allocation, retirement and estate planning, concentrated stock risk management, and banking solutions. With a team that collectively holds over 55 years of industry experience, Green stays informed on market trends, regulations, tax laws, and new strategies to offer innovative and sophisticated financial planning. He emphasizes a personalized, one-on-one approach to develop financial strategic plans aimed at pursuing clients' long-term objectives. Green holds a Bachelor's Degree from LaSalle University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in numerous professional and community organizations such as the American Red Cross and Habitat for Humanity, reflecting his commitment to community engagement alongside his professional responsibilities.

Brock Brady is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Freeman Lundt, Cetera Advisor Networks, and Voya Financial Advisors. In addition to his advisory role, Brady serves as Director of Business Transition at Freeman Lundt, where he assists business owners in facilitating the sale of their businesses by coordinating deal teams and developing marketing strategies. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing comprehensive, model-driven recommendations delivered through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Denis Nemeth is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, he worked at JPMorgan Chase Bank, N.A. beginning in 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities.

Kari Kuykendall is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent one year at UBS Financial Services. 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 manages approximately $671 billion in assets across more than 14,000 advisors and provides both brokerage and advisory solutions.