Randall Linde is a CFP® professional with over 40 years of experience at Ameriprise Financial Services, where he has worked since 1986. He is based in Renton, Washington, and holds a Series 63 license. Outside of advising, he owns and operates ProSync Insurance Services, LLC, which sells individual and group health and Medicare coverage. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through tailored recommendations and ongoing advice.

Frederick Gibbs is a financial advisor with Ameriprise in Federal Way, WA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he has interests in real estate ownership unrelated to his investment work. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily for clients with Ameriprise-managed accounts.

Drake Stampfli is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 designation. He joined Merrill in 2026 and has prior experience at NYLife Securities LLC and New York Life Insurance Company in the same year. Outside of finance, he is involved with Flatstick Pub. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Inn Hsuan Foo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Dylan Villegas is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 license with approximately one year of industry experience. Prior to joining Morgan Stanley, he worked at WaFd Bank and operated a small business, Dylan's Innovations LLC, for two years. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and processes.

Leann Price is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has six years of industry experience and has been with MassMutual and its affiliated groups since 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-focused recommendations.

Daniel Jones is a financial advisor with Wells Fargo Clearing in Seattle, WA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Jones has been with Wells Fargo Clearing Services LLC since 2016 and has worked with Wells Fargo Bank NA since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 and analytics.

Lanette Cottnair is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

James Richards is a financial advisor with Mass Mutual Investors Services in Mercer Island, WA, holding Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Mass Mutual and its affiliated firms since 1992. Outside of his advisory role, he manages a family farm LLC and serves as an insurance agent specializing in health and group life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements supported by firm-approved analysis tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Jason Kwon is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. His prior experience includes roles at Chase Investment Services, Morgan Stanley, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Khaleb Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Equitable, MassMutual Life Insurance, and Central Washington University, among others. Outside of finance, he was involved with Leiren Designs for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with additional advisory roles to multiple registered investment companies.

Paul Nelson is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Cetera and previously worked at LPL Financial for 10 years. Nelson is also involved with Weststar Prosperity Partners, providing financial planning and investing services, and holds an insurance agent role specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with programs that include model portfolios, third-party managers, and various discretionary authorities.

Nina Boss is a financial advisor at Edward Jones in Renton, WA, with 16 years of industry experience. She has been with Edward Jones since 2012 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets under management and offers various advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Patrick Rossi is a financial advisor at Cetera with 14 years of industry experience. He has held roles at Foresters Advisory Services LLC and Foresters Financial Services prior to joining Cetera in 2019. Outside of his advisory work, he provides educational seminars as a retirement specialist for Security Benefit and is a partial owner of Trident Wealth Planning PLLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Anthony Abas is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 credential with one year of industry experience. His prior experience includes 20 years of service in the U.S. Army and a brief period at Northwestern University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Dana Nesterova is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2021, she worked at Wells Fargo and held positions at Starbucks Coffee Company and Gap Inc. Merrill, together 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, pension plans, corporations, and charitable organizations.

Seung Yoo is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. He focuses on understanding clients' financial priorities and developing personalized investment strategies tailored to their goals. In addition to investment advice, he provides access to banking and lending services through Bank of America. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Seung earned a Bachelor's Degree from Pratt Institute and a Master's Degree from Cornell University.

Gregory D. Lew is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2002 and holds the Series 63 designation. Outside of his advisory role, he is associated with Apex Capital Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to support a broad range of client needs.

Joseph Osborne is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 12 years of industry experience. He previously worked for Bank of America, N.A. and Merrill for a decade before joining Wells Fargo in 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to guide investment decisions, offering both discretionary and non-discretionary consulting for retirement plans.

Adam Wojtanowicz is a financial advisor with Edward Jones in Gig Harbor, WA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked for Metro Parks Tacoma from 2012 to 2019. Outside of his advisory role, he donates plasma in Tacoma, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.