Perry Grant is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Garrett Acosta is a financial advisor with Edward Jones in Lake Stevens, WA, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones in 2023, he worked for eight years at Alliance Flooring Services, Inc. Outside of his advisory role, he is a partner in a short-term rental business in Sultan, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management.

Yaming Zhou is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Prior to joining LPL Financial in 2021, Zhou worked at Waddell & Reed, Inc. and Edward Jones. Zhou has engaged in business activities through YMZ Enterprises LLC and has managed real estate rental ventures. 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, and institutional platforms, with a focus on both strategic and tactical investment approaches.

Joseph Chiocca III is a financial advisor at Edward Jones in Lake Stevens, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Equitable Advisors, LLC. 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 network of financial advisors and branch offices nationwide.

Michelle Schmidt is a CFP® and holds a Series 66 designation, with three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and previously held roles at Plymouth Language Program, The Midland Group, Clara Biotech, Big Brothers Big Sisters Lone Star, Hardin-Simmons University, and Dallas Baptist University. Outside of finance, she operates Michelle Schmidt LLC, a food blog and photography service. 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 offers both brokerage and advisory solutions.

Christopher Frank is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options under a fiduciary standard.

Taylor Justice is a financial advisor at UBS Financial Services with nine years of industry experience. He has been with UBS since 2016 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research, capital markets services, and affiliated banking programs.

Adelaide Siers is a financial advisor with UBS Financial Services, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining UBS, she was involved with the Washington State University Panhellenic Council and the Carson College of Business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Neil Lance is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fidelity Investments, U.S. Bancorp Investments, and Advanced Advisor Group. His current tenure at LPL Financial began in 2026, following an earlier nine-year period at the firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, participant-level retirement advice, and institutional platforms.

Robert Kalina is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Christopher White is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a large network of advisors and branch offices. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Wartes is a financial advisor at Raymond James Financial with over one year of industry experience. He holds the Series 66 designation and has previously worked at Mainspring Wealth Advisors, Permabilt, and other firms. Outside of his advisory role, he serves as Vice President and independent contractor at Constellation Wealth Services, where he is involved in administrative and portfolio management activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and advisory programs supported by analytical tools and maintains unique municipal advisory capabilities within a large institutional platform.

Shelly Mathis is a financial advisor with Osaic Wealth, holding a Series 66 designation and 22 years of industry experience. Her career includes prior roles at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. She owns SLM Financial Services, where she prepares individual tax returns for select clients and provides notary services at no charge. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization, with a notable scale supported by a complex affiliate network and private-equity ownership.

Christopher Wittenbrink is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develops personalized wealth management strategies designed to support those goals. His approach includes customized planning, investment management, and ongoing guidance to help clients navigate market conditions and pursue financial objectives effectively. Christopher has been in the financial services industry since 2011 and joined Merrill Lynch in 2018. He focuses on affluent individuals, assisting them with areas such as college education planning, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He earned a bachelor's degree in Business Administration and Political Science from Central Washington University. Outside of his professional role, Christopher participates in Scouting America and enjoys personal interests such as baseball, football, hiking, music, photography, tennis, and spending time with his family. He lives in Everett, Washington with his wife and two children.

Nicki Leslie is a financial advisor at Edward Jones in Stanwood, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, Leslie worked at Comfort Vision for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of net-worth levels. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting a large nationwide network of advisors and offices.

Steven Tomalin is a financial advisor at J.P. Morgan Securities with 20 years of industry experience and holds the Series 66 designation. His career includes roles at Merrill, Banc of America Investment Services, and Thrivent Investment Management. He is based in Snohomish, WA. 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 research, incorporating ESG considerations and broader derivatives and commodities capabilities.

Nien Hoang is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been practicing as a financial advisor since 2010, working directly with technology and healthcare professionals, as well as small business owners and entrepreneurs. His approach is focused on a streamlined, goals-based wealth management process driven by accountability, exceptional service, and results. His areas of expertise include college education planning, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Nien holds certifications including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA), and maintains FINRA Series 7, 9, 10, and 66 registrations along with insurance licenses. He earned a bachelor's degree from Seattle University. Based in Seattle, Nien enjoys spending time with his wife and two sons exploring the outdoors, traveling, and supporting local sports teams. He is involved in community work through organizations such as Helping Link, reflecting his commitment to supporting others beyond his professional role.

Sarah Frauenholtz is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in family wealth management strategies, services for endowments, foundations, and nonprofits, legacy planning, personal retirement planning, philanthropic planning, and retirement income. She helps clients transform complex financial decisions into cohesive plans that integrate banking, lending, trust and estate planning, investing, and philanthropy. With a focus on understanding each client's story and goals, Sarah utilizes her expertise as a CERTIFIED FINANCIAL PLANNER® professional, Chartered Advisor in Philanthropy, and Personal Investment Advisor to provide education and actionable guidance. She assists clients with wealth transfer across generations, retirement timing and income strategies, and balancing cash needs with long-term objectives for nonprofit organizations. Sarah earned her bachelor's degree from Carroll College. She is actively involved in her community, contributing to organizations such as the March of Dimes, Financial Beginnings, the Downtown Everett Association, and the Better Money Habits Champions network. Outside of work, she enjoys cooking, golfing, listening to music, playing volleyball, and spending time with her family in Everett, Washington.

Steven Foster is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial and its affiliates since 2001, including eight years with Foster Financial Group Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor non-discretionary planning and consulting to client goals and supports these through advisory programs and institutional portfolio management.

Aaron Wartes is a financial advisor with Raymond James Financial, holding the Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2022. In addition to his advisory role, he operates Constellation Wealth Services in affiliation with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports clients through advisory programs and institutional consulting.