James Patton is a financial advisor with Edward Jones in Kingston, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at O'Reilly Auto Parts from 2015 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and 15,100 branch offices nationwide. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Russell Schmidtke is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2001. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and methodologies to support tailored client strategies.

Sean Smith is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at City National Bank and Wells Fargo, where he worked from 2011 to 2022. RBC Wealth Management serves individual, institutional, and corporate clients with a range of advisory programs, offering tailored portfolio management, financial planning, custody, and brokerage services. The firm combines internal and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Vrutiben Naria is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Naria held positions at Bank of America and worked in various roles including at R Rock Solid Reality Pvt, Ltd. She has experience in both financial services and education sectors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrea Paradise is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with Robert W. Baird & Co., where she has worked since 2023, following prior roles at Morgan Stanley and Wells Fargo Bank N.A. Paradise is a non-active member of U Post, LLC, a commercial property rental business. She is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients through tailored financial planning and portfolio management services. The group employs a range of investment strategies including traditional and non-traditional allocations, offering both discretionary and non-discretionary management options.

Katelyn Gatzke is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Her background includes roles at Salesforce, Lundquist College of Business, and the University of Oregon. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Rachel Heiser is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and 13 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2014. Outside of her advisory role, she serves as treasurer for Westwood Condo, LLC, managing bookkeeping and financial tasks. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Colin Simon is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. He has been with UBS Financial Services since 2010. Outside of his advisory role, he serves on the finance committee and advisory board of The Salvation Army in King County and is a co-author of an educational gardening book. 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 delivers advisory work supported by proprietary research and model-based asset allocations.

Riley Rousseau is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Rousseau has been associated with Wells Fargo Bank, NA since 2014. Outside of finance, Rousseau is involved with Ostrich Run Dispatching LLC, a business active since 2022. 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 process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Erin Reil is a Series 66 licensed financial advisor at Merrill with 7 years of industry experience and 18 years at the firm. She is based in Seattle, WA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America’s platform to provide access to a broad set of products and services.

Gary Grossblatt is a CFP® professional with 21 years of experience in financial services. He currently works at RBC Capital Markets and previously spent 11 years with UBS Financial Services. He serves on the corporate council for the 5th Avenue Theatre in Seattle. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients—including individual investors, institutions, and charitable organizations—offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and custody services.

Kim Jasper is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Kim partners with Wealth Management Advisors to build trusted relationships with clients and their families, focusing on delivering personalized service to support holistic financial planning needs. Kim has been with Fidelity Investments since 2022, previously serving as a Financial Representative from 2022 to 2024 and as a Relationship Manager from 2024 to 2026. This progression reflects experience in client relationship management and financial planning within the wealth management sector. Outside of work, Kim's interests include attending concerts, cooking and baking, fitness, and movies.

Brad Fischer is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, Brad worked as a Wealth Planner at Gatewood Wealth Solutions from 2020 to 2024. He has been active in the financial services industry as an advisor since 2016 and holds the Certified Financial Planner (CFP®) designation. Brad is dedicated to helping individuals and families pursue financial independence, continually developing his knowledge to better serve his clients. Outside of his professional work, Brad enjoys outdoor adventures, including running, skiing, and surfing. He is also an avid reader and participates in volunteering activities.

Hailey Jorgensen is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work history includes roles at Morgan Stanley, ServiceTitan, WeWork, and several entrepreneurial and nonprofit ventures. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

William Allen is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 credential and has held prior positions at Equitable Advisors and Marcus & Millichap, Ufkes Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning without portfolio management or discretionary trading authority. The firm’s approach includes holistic, goal-based analyses and the option to combine planning with managed accounts under a consolidated billing system.

Kai Carroll is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ascent Private Capital Management of US Bank and Washington Trust Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. 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.

Evan Tidball is a CFP® certificant and holds a Series 66 license. He has worked with Edward Jones since 2016, accumulating 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Mitchell Icard is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Mann Mortgage, First Fed, and Bank of the West. Outside of finance, he was involved with Community Sailing of Colorado for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Anastassia Faber is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and 65 licenses and having seven years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2017 and is also associated with DoorDash, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Celine Bravo is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65 licenses. She has worked in various roles within Wells Fargo entities since 2015 and has also held positions outside the financial sector, including at Nova Kitchen and Bar and the Seattle Great Wheel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs in its offerings.