Sydney Sutkus is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Prior to joining Wells Fargo in 2016, Sutkus worked at Morgan Stanley in various capacities from 2003 to 2012 and at Piper Sandler & Co. from 1998 to 2003. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Brent Anderson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He began his career with Fidelity in 2008, serving as an Investment Consultant and later as a Financial Consultant until his current role. Throughout his career, Brent has focused on working with clients to develop financial plans aimed at achieving success and freedom. He holds a California Insurance License, supporting his work in financial consulting. Outside of his professional responsibilities, Brent enjoys baseball, comedy, family activities, fitness, and spending time with his pets.

Jim Flinn is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors, Inc. and KMS Financial Services, Inc. He manages a small family trust established to assist relatives in need. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a variety of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Patrick Healey is a CFP® professional with 19 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds a Series 66 designation and is based in Bellevue, WA. Outside of his advisory role, he serves as president of the Chestnut Estates HOA in Sammamish, WA. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Kerry Wate is a financial advisor at Ameriprise with 21 years of industry experience. He holds the CFA® designation along with Series 63, 65, and 66 licenses. Prior to joining Ameriprise in 2019, he worked at Bank of America and Merrill from 2013 to 2019. Outside of advising, he is involved in managing a real estate development and management business. Ameriprise offers a retirement-income planning service targeted at clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through affiliated entities.

Brigitte Lembo is a financial advisor with RBC Capital Markets holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at UBS Financial Services and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and offers access to both in-house and third-party investment managers.

Heather Gordon is a financial advisor at Merrill with 19 years of industry experience. She holds the Series 66 designation and has worked at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katherine Hohimer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various roles within public school districts from 2011 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Robb Meyer is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Gregg Quinn is a financial advisor with Ameriprise in Sammamish, WA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

James Gilbert is a CFP® professional with 24 years of experience in the financial industry, currently serving at Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary services under a fiduciary standard.

Andrew Beason is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to identify their life goals and develop personalized financial strategies aimed at pursuing those objectives. His approach emphasizes a comprehensive understanding of each client’s full financial picture, allowing him to tailor wealth management solutions that adapt to changing market conditions. Andrew’s areas of expertise include education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Washington. Based in Seattle, Andrew is involved in community organizations such as Big Brothers Big Sisters, Seattle Yacht Club, and Crystal Mountain Alpine Club. Outside of work, he enjoys adventure sports, boating, skiing, soccer, and spending time with his family.

Justine Purvis is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has a background in wealth management and financial consulting, having worked at TIAA Financial Services from 2013 to 2023 in various roles including Wealth Management Advisor, Financial Consultant, and Client Relationship Manager. Prior to that, she gained experience as a Financial Operations Assistant at Wills Eckfeldt Asset Management and as a Branch Office Administrator at Edward Jones. Justine focuses on understanding each client's unique financial goals and life circumstances to collaboratively develop financial plans that promote overall financial well-being. She emphasizes clear communication and works closely with clients to create actionable roadmaps tailored to their needs. A Seattle native, Justine enjoys spending time with her 5-year-old daughter exploring the Pacific Northwest. Her personal interests include art, beach activities, boating, family activities, parenthood, and pets.

Kandace Sylvester is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Investment Services, Umpqua Bank, Columbia Bank, and Wells Fargo. Outside of her advisory roles, Sylvester owns Kan Do Yoga LLC, where she teaches public yoga classes and retreats. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Emmanuel Bofa is a financial advisor at Equitable Advisors with a Series 66 designation. He has one year of industry experience and previously worked in various roles within school districts and at the YMCA Center for Community Impact. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and provides ERISA fiduciary services, focusing on matching clients to appropriate investment models and discretionary managers.

Jens Halle is a financial advisor with Charles Schwab in Lynnwood, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2006. He is a member of the East King County Estate Planning Council, which promotes continuing education and networking among estate planning professionals. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.

Koen Solis is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Equitable Advisors, he worked at Cascade Wealth Services and has held roles outside finance including at Kemper Sports, Mill Creek Country Club, and the Washington Referee Association. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Vernon Applegate is a CFP® with 16 years of experience and has been with Edward Jones since 2010. He is based in Kirkland, WA, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Yuli Lee is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Lee worked for Samsung Futures Inc. from 2017 to 2024 and has a background that includes studying at EWHA Womans University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Gavin Chinn is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior experience includes roles at Verity Credit Union, CUSO Financial Services, L.P., and Piper Sandler & Co. He serves as a board member of the Alpha Tau Omega National Fraternity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors.