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.

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.

Cherie Huang is a financial advisor at Charles Schwab with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, East West Bank, and other institutions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment solutions alongside brokerage, custody, and financial planning services.

Seth Pirc is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at WELLS FARGO Advisors, LLC. He also holds a Certified Public Accountant license. 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 employs a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.

Nicholas Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Addison Avenue Investment Services, First Tech Federal Credit Union, and Capital One. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Zackary Ahyat is a financial advisor with Osaic Wealth, Inc. in Kirkland, WA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Ahyat is also active as an insurance agent with Pacific Capital Resource Group and F-Squared, focusing on life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options, utilizing firm-provided tools and third-party services to support its clients.

Nathan Driggs is a CFP® and holds a Series 65 license with eight years of experience in financial advising. He is currently with Edelman Financial Engines in Bellevue, WA, and previously worked at Financial Engines Advisors L.L.C., AQUIRE ADVISORS dba DENTIST ADVISORS, and Tanner Capital Management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment solutions.