Robert Cittadini is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 66 designations with 14 years of industry experience. He previously worked at Russell Investments and Russell Financial Services from 2012 to 2024. 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 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.

Daniel Sullivan is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wedbush Morgan Securities Inc., JPMorgan Chase Bank NA, J.P. Morgan Securities, and AllianceBernstein L.P. Daniel is based in Clydehill, WA. 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, third-party asset management, retirement advice, and institutional platforms.

Nicholas Houk is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Merrill, Equitable Advisors, and other firms prior to joining Fidelity. Outside of his advisory role, he participates in the Sunrise Toastmasters public speaking club in Seattle. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering diversified model portfolios and serving as an advisor to multiple registered investment companies.

Alexander Gray is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Alliance Wealth Management, Hornor, Townsend and Kent, Inc., and Penn Mutual Life Insurance Company. Outside of advisory roles, he is involved in insurance sales through Pacific Capital Resource Group, Inc. and Alliance Wealth Management. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services, employing advanced asset-allocation tools and third-party platforms to offer diversified investment solutions across multiple asset classes.

Adam Johnson is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including Waddell & Reed, Qualstar Credit Union, and Addison Avenue Investment Services, where he also serves as an associate providing operations and sales support. Johnson is based in Redmond, WA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools for risk profiling and outcome modeling, with additional focus on municipal and public finance advisory services.

Marcus Cullen is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, he worked at Mirabella for 16 years and had a brief period of unemployment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products under a fiduciary standard.

Matthew Tabler is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and 14 years of industry experience. He previously worked for Morgan Stanley in various roles from 2011 to 2023. Outside of his advisory work, he owns a real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing proprietary research, third-party subadvisors, and technology tools to support personalized investment strategies.

Hans Gasser is a financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at various Morgan Stanley entities since 2008, including Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He holds the Series 66 designation and is based in Bellevue, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to help clients develop tailored plans.

Kirk Neamen is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory work, Neamen has involvement in real estate ownership. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement, focusing on those with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide personalized, non-discretionary recommendations through a centralized consulting team.

Jean Pierre Green is a Wealth Management Advisor with Merrill Lynch Wealth Management. He and his team provide wealth management strategies tailored to each client's individual financial goals, combining investment research from Merrill and banking and lending solutions from Bank of America. Their services include wealth transfer and allocation, retirement and estate planning, concentrated stock risk management, and banking solutions. With a team that collectively holds over 55 years of industry experience, Green stays informed on market trends, regulations, tax laws, and new strategies to offer innovative and sophisticated financial planning. He emphasizes a personalized, one-on-one approach to develop financial strategic plans aimed at pursuing clients' long-term objectives. Green holds a Bachelor's Degree from LaSalle University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in numerous professional and community organizations such as the American Red Cross and Habitat for Humanity, reflecting his commitment to community engagement alongside his professional responsibilities.

Brock Brady is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Freeman Lundt, Cetera Advisor Networks, and Voya Financial Advisors. In addition to his advisory role, Brady serves as Director of Business Transition at Freeman Lundt, where he assists business owners in facilitating the sale of their businesses by coordinating deal teams and developing marketing strategies. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing comprehensive, model-driven recommendations delivered through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Denis Nemeth is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, as well as with JPMorgan Chase Bank since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Kari Kuykendall is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors, providing both brokerage and advisory solutions.

Francine Griggs is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she contributes as a creative designer for the Bellevue High School Football Club booster club, creating end-of-year gifts for senior athletes. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, using structured financial planning tools and a variety of investment programs. The firm manages approximately $2.74 trillion in client assets and offers tailored planning and advisory strategies.

Andrew Kim is a financial advisor with Edward Jones in Kent, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Century 21 Aspire Group, Sprint Corporation, Northeast Wisconsin Technical College, and Securitas. 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.

Brian Krell is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and previously worked at Microsoft for seven years and Wimmer Solutions for three years. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Jonathan Bever is a financial professional at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2017, including prior roles at Oppenheimer. He is also an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Rachel Sjavik is a CFP® certificant and Series 66 license holder with three years of industry experience. She is currently with Edward Jones in Woodinville, WA, having also worked there previously from 2011 to 2023. Her prior work includes roles at Rachel Armstrong Notary, Amazon, and HBG Tax Services. Outside of her advisory role, she is a distributor for DoTerra oils, primarily for personal use discounts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices.

Mitchell Maurer is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and offering 37 years of industry experience. He has been with Equitable Advisors since 1999, including its prior affiliation as Axa Advisors, LLC. Outside of his advisory role, he is also a licensed attorney. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers to deliver tailored investment solutions.

Jarrod Byers is a Financial Advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with three years of industry experience. Prior to joining UBS in 2022, he has held positions at Tommy Bahama, the University of Washington, New Balance, Cascadia Community College, and Bothell High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market insights to tailor investment plans to clients’ goals and risk tolerances.