Rachel Heiser is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 designations and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Morgan Stanley in 2014. Outside of her advisory role, she serves as treasurer for WESTWOOD CONDO, LLC, handling bookkeeping and check signing duties. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

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 financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has been with Merrill since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gary Grossblatt is a CFP® professional with 22 years of experience currently affiliated with RBC Capital Markets in Seattle, WA. His prior roles include positions at UBS Financial Services and Merrill. Outside of his advisory work, he serves on the corporate council of the 5th Avenue Theatre and manages a private company with his spouse. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs tailored to client risk profiles, utilizing both in-house and third-party investment managers and providing services such as portfolio management, financial planning, and custody.

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 with Edward Jones, holding a Series 66 designation and two years of industry experience. His prior work experience includes roles at Mann Mortgage, First Fed, Bank of the West, and State Farm. He also spent two years involved with Community Sailing of Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Anastassia Faber is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2017. Outside of her advising role, she 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Colton Fleming is a Series 66 licensed financial advisor with Fidelity in Seattle, WA, with one year of industry experience. His prior work includes roles at Real Property Associates and various positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

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.

Victoria Nixon is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for six years before joining Raymond James in 2022. Nixon is also the president of Nixon Financial LLC, a support company she owns that operates separately from her activities at Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm provides non-discretionary planning and tailored investment consulting, supported by analytical tools and a broad advisor network.

Alex Hill is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining UBS in 2026, he worked for Northwestern Mutual Wealth Management Company and related entities for four years, and at First Command Financial Services for three years. Hill may also earn commissions from insurance companies for sales of various non-variable insurance products. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of investment products and research to tailor plans to clients’ goals and risk tolerances.

Garrett Schussler is a CFP® professional with five years of industry experience, currently serving at RBC Capital Markets in Seattle, WA. His prior roles include positions at City National Bank, Prince Perelson, and Utah Retirement Systems. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.

Vipul Shah is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 12 years at Ondine Biomedical Inc and Ondine Research Laboratories, Inc. Outside of his advisory role, Shah is involved in various private equity and real estate investment entities, including interests in professional sports funds and restaurant businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains an extensive network of financial advisors and branch offices across the United States.

Scott Poetzinger is a financial advisor with Equitable Advisors in Seattle, WA. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked in various positions including roles in the restaurant industry and at Amazon. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes client-specific risk assessment and utilizes a range of third-party advisory models and investment products.

Alexander Lund is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Thrivent, he worked at Moss Adams for three years. Lund serves as a board member of the Everett Rowing Association, a nonprofit rowing club for youth and adults. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers planning either as a one-time or ongoing service and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”