Shane Phillips is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020, following roles at Bank of America and Merrill. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for the Forest Park Estates HOA in Auburn, Washington. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized recommendation reports through a centralized consulting team.

Forrest Piatt is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he worked in education and coaching roles within the Selah School District and Selah Middle School District, where he currently serves as a head coach. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Kathryn Pagh is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Knight Wealth Management, Cetera Advisors LLC, Investors Capital Corporation, and Newaukum Wealth Management. Kathryn is also involved with Knight Wealth Management, LLC as a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

Tanner Mendenhall is a financial advisor with LPL Financial based in Seattle, WA, holding Series 65 and Series 63 licenses. He has two years of industry experience, including prior roles at Mercer and Insight Enterprises. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

Aaron Undseth is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mill Creek, WA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he owns a support company, Undseth Financial Inc., which assists his practice. 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 investors. 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.

Brandon Dove is a financial advisor with Charles Schwab based in Seattle, WA. He holds a Series 66 designation and has seven years of industry experience, including prior roles at TD Ameritrade and Charles Schwab Bank. His background also includes work outside finance in hospitality and service positions. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized custody and order-routing systems.

Kenneth Smith is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he owns Aymen Publications, a publishing business, and Aymen Leadership Coaching, a consulting practice. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm provides tailored, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support clients’ income planning needs.

Kimberly Tucker is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, Morgan Stanley, and Hall & Dornan Capital Partners. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Piper Laak is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 credential and has prior experience as a full-time student at the University of Washington and brief roles at McCollum Crowley P.A., Eastview High School, and Agua Verde Paddle Club. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting through various programs and a range of portfolio management styles.

Jonathan Gratz is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2016, including a prior role at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Zachary Martinson is a CFP®-designated financial advisor with Equitable Advisors in Bellevue, WA, bringing nine years of industry experience. His career includes roles at Equitable Advisors since 2017, with prior experience at Seattle Sounders and Pacific Lutheran University. He is also involved with DABYN Wealth Strategies, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional entities, offering financial planning, broker-dealer services, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Joshua Elder is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Thornburg Investment Management and various positions outside the financial industry. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in assets. The firm uses structured planning tools and models to support its financial planning process, serving clients in both advisory and brokerage capacities.

Robert Grella is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2009 and also independently owns and operates Westmark Financial Services Inc., an insurance sales business he founded in 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services supported by extensive research and model portfolio options.

Qinglian Gao is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and five years of industry experience. Gao previously worked at SECO Development Inc (Overseas Branch) for seven years before joining Morgan Stanley, where they have been since 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and combines common large-firm services with specialized activities such as private fund relationships and principal trading.

Elizabeth Carbajal is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Teksystems Global Service and Zulily LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices across the country.

Kevin Smith is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as president of PSWS Operations, LLC, overseeing financial planning practice operations, and is president of the nonprofit board Life Spring. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jacob Burningham is a CFP® professional with six years of industry experience, currently advising at Edward Jones since 2019. His prior career includes roles at Brooks Sports, Inc. and various other positions outside the financial sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary strategies and affiliated investment products.

Chad Masche is a financial advisor with Thrivent Investment Management in Mill Creek, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Thrivent Investment Management since 2007 and Thrivent Financial since 2014. Outside of his advisory role, he serves as Church President on the council of Good Shepherd Lutheran Church in Snohomish, WA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of topics. The firm separates planning from managed-account services and does not accept discretionary trading authority for its Dedicated Planning Service.

William Bredice is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with RBC Capital Markets since 2008. Outside of his advisory role, he serves as an officer for the Crescent Ridge Homeowners Association, overseeing expenditures and enforcing HOA terms. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering advisory programs that include discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on clients’ risk profiles and employs a mix of in-house and third-party managers and investment approaches.

Michelle Scoggins is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 credentials and having 21 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2006 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and scenario modeling.