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.

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 at UBS Financial Services with seven years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2022 to 2026 and at First Command Financial Services from 2019 to 2022. Hill holds a Series 66 designation and is based in Seattle, WA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Garrett Schussler is a CFP® and holds a Series 66 license with four years of industry experience. He is currently affiliated with RBC Capital Markets and City National Bank, having previously worked at Prince Perelson, Utah Retirement Systems, and Westminster College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailored to each client’s Advisory Risk Profile.

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.

George Kalema is a financial advisor with Merrill in Seattle, WA, holding Series 65 and Series 66 licenses and two years of industry experience. Prior to Merrill, he worked at Bank of America and held roles at various organizations including AXCL Logistics and Empirical Wealth Management. He has a background that includes involvement with Brown University Athletics and One on One Basketball. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Scott Poetzinger is a financial advisor with Equitable Advisors in Seattle, WA, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Equitable Advisors in 2024, his background includes roles at Asado, Back Nine Bar and Grill, Amazon, and multiple positions at the University of Puget Sound. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively with LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Alexander Lund is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Moss Adams for three years before joining Thrivent in 2019. 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, offering comprehensive goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic plan reviews and allows clients to combine planning with managed-account programs under a consolidated billing option.

Bradley Pratt is a financial advisor at UBS Financial Services in Seattle, WA, with 33 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Treasurer for the Beta Omega Association, a college fraternity at the University of Washington, where he approves housing repair and maintenance projects. UBS Financial Services provides brokerage and advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Ann Boberg is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. She worked at Merrill from 1996 to 2017 before joining Morgan Stanley, where she has been since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-developed tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Binh Huynh is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. for 12 years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Patrick Shook is a Series 66 licensed financial advisor with Morgan Stanley in Seattle, WA, and has 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in assets and provides advisory services through its Financial Advisors and Estate Planning Strategies Group.