Dean Saggau is a CFP® with 32 years of experience in the financial industry. He has been with Edward Jones and Banc of America Investment Services since 1999 and has prior experience with Seafirst Bank/Security Pacific Bank dating back to 1988. Outside of his financial career, he is involved in a manufacturing venture focused on antibacterial materials for reusable cup holder sleeves. 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, offering a range of advisory strategies and investment products supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Lisa Hunter Roberts is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at U.S. Bancorp Investments, Inc. for seven years before joining Wells Fargo in 2017. Outside of advisory work, she serves as treasurer for the Fisken Homeowners Association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide diversified investment selection and provides both brokerage and advisory solutions.

Andrew Rodgers is a financial advisor at Raymond James Financial Services Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2012. Outside of his advisory work, Rodgers is involved in several entrepreneurial ventures, including authoring, digital marketing, consulting for small businesses, and music as a bass player in a heavy metal band. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized services including municipal finance and SIMPLE IRA employer advisory programs.

Edward Wilder is a financial advisor with Stifel in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Peter Watson is a financial advisor with LPL Enterprise, holding the CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 27 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and non-securities services such as trust custody and affiliated insurance products.

David Olson is a CFA® charterholder with 16 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He also has a background with Jennifer Thomsen/Massmutual Northwest beginning in 2013. In addition to his financial advisory role, Olson works as a mortgage loan officer with West Coast Home Lending. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and specializes in several event-driven planning areas alongside ongoing portfolio management.

Cindy Llamas is a financial advisor at Cetera with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual Wealth Management Company and Pillar Financial Group. Outside of her advisory roles, she is involved with Llamas Property Management, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Yimitijiang Reyisha is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Their prior roles include positions at Merrill, Bank of America N.A., Fort St. George, and MUJI U.S.A. Fidelity's Strategic Advisers LLC, where they are based, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Dalton Saggau is a financial advisor at Edward Jones with four years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2021, he worked at Waco Hall and Baylor University and has experience with organizations including Lake Meridian Chiropractic and the South King County Referee Association. Outside of his advisory role, he is a partner in a rental business. Edward Jones is a full-service wealth management firm serving more than four million clients through a broad network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeffrey Brown is a CFA® charterholder with 14 years of industry experience. He is currently with Charles Schwab in Seattle, WA, where he has worked since 2022. Prior to Schwab, he spent ten years at Parametric Portfolio Associates and Eaton Vance Distributors, Inc. He serves on the board of the View Ridge Swim and Tennis Club. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Samuel Burns is a financial advisor with Ameriprise in Shoreline, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Domino’s Pizza LLC and the University of Washington - Bothell. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides detailed recommendation reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist in retirement income planning.

Trang Hoang is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, IFG-International Financial Group, Transamerica Financial Advisors, Amazon, and Massachusetts Mutual Life Insurance Co. She also worked at Merrill, Bank of America Merrill Lynch, and TD Ameritrade. 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 and fund searches, and customized performance reporting. The firm's advisory process is supported by a centralized due diligence team and integrates systematic quantitative and qualitative research with forward-looking capital market assumptions.

Jeremy Yanasak is a Series 66-licensed financial advisor with UBS Financial Services in Seattle, WA, where he has worked since 1998. He has 21 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Kevin Cahoon is a financial advisor at Morgan Stanley with 45 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining Morgan Stanley in 2022. Cahoon serves as a board member of the Bishop Fleet Foundation, where he advises on the selection of charities and scholarship applicants. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on structured financial planning and diverse investment solutions.

Haley Hobbs is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations and 15 years of industry experience. She has been with Wells Fargo Bank, N.A. since 2008 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to guide investment decisions, offering a range of financial products through its bank and insurance affiliates.

Lynn Howard is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning, portfolio management, and consulting services, utilizing a range of investment strategies and manager options.

Adam Babson is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 66 licenses and has experience in the industry spanning several roles since 2005, including fourteen years at Russell Investments and recent positions at Mainspring Wealth Advisors and Verus Investments. There are no additional notable outside activities on record. 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, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Douglas Fitzpatrick is a financial advisor at Ameriprise in Bellevue, WA, holding Series 63 and Series 66 licenses. He has been with Ameriprise since 2026 and previously worked at Key Investment Services, LLC, and KeyBank. Fitzpatrick’s background also includes roles in academia and other sectors prior to entering the financial industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Peter Kealy is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 66 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2019, he worked at Goldman Sachs & Co. for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory program.

Heather Henderson is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with J.P. Morgan Securities in Bellevue, WA, having held various positions within J.P. Morgan Chase and affiliated entities since 2019. Prior to that, she worked at KIS Investment Services, LLC and Signator Financial Services, Inc. Heather has no other noted outside business activities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria where applicable.