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 Prudential Equity Group. Prior to her financial services career, she spent nine years at Nordstrom. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

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 with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has 11 years of industry experience. His prior experience includes roles at Axa Advisors and Edward Jones. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and offers multiple advisory models through in-house and third-party solutions.

Zachary Martinson is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. He has been with Equitable Advisors since 2017, having previously worked with Axa Equitable and Axa Advisors LLC. Prior to his advisory career, he was employed by the Seattle Sounders and Pacific Lutheran University. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses client information and risk assessments to match clients with suitable investment models and discretionary managers, often implementing these through third-party sponsors and proprietary programs.

Joshua Elder is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes a year at Thornburg Investment Management and various roles outside finance. He is based in Kirkland, WA. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Robert Grella is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has worked at LPL Financial since 2009 and also operates Westmark Financial Services Inc., where he is an active owner and insurance agent. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 Edmonds, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of advising, he serves as president of PSWS Operations, LLC, which manages a financial planning practice, and he is president of the board for Life Spring, a nonprofit organization. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

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 33 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as an officer for Crescent Ridge HOA, where he reviews expenditures and handles community concerns. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates a variety of in-house and third-party investment resources.

Michelle Scoggins is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She worked at Merrill Lynch from 2006 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Yan Yan Dong is a Series 66 designated financial advisor with nine years of industry experience, currently at UBS Financial Services in Kirkland, WA. Yan Yan has been with UBS since 2014, initially at UBS Securities LLC and transitioning to UBS Financial Services in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Crystal Beineke is a CFP® with 12 years of industry experience currently associated with LPL Financial in Edmonds, WA. She has worked with LPL Financial since 2014 and was involved with Financial Advocates Investment Management from 2016 to 2025. Beineke also provides administrative support to independent investment advisor firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Tuyen Nguyen is a financial advisor at Fidelity with 24 years of industry experience. He previously worked at American Century Investments for 21 years and was self-employed from 2011 to 2019. Nguyen holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm also serves multiple registered investment companies and employs oversight controls to manage potential conflicts of interest.

Chung Suen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and JPMorgan Chase Bank, N.A. before joining his current firm. 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 with a non-discretionary approach.