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 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 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.

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.

Travis Mann is a financial advisor with MassMutual Investors Services in Mercer Island, WA, holding Series 65 and Series 66 licenses and with 19 years of industry experience. He has been affiliated with MassMutual Life Insurance Company since 2006. Outside of his advisory role, he is the owner of an LLC established for legal and tax purposes. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

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.

James Freund is a financial advisor with Edward Jones in Vashon Island, WA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Washington for 15 years. 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 options supported by a large network of financial advisors and branch offices nationwide.

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.