Kohl Metzger is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Based in Seattle, WA, Metzger holds the Series 66 license. He is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and offers access to various investment strategies through its extensive resources.

Louis Londino is a financial advisor at J.P. Morgan Securities in Gig Harbor, WA, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with various entities within JPMorgan Chase and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, and incorporates ESG eligibility frameworks into eligible strategy recommendations.

James Butler is a CFP® professional with 28 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2013. Outside of his role at the firm, he serves as co-trustee for the Butler Wealth Management, LLC 401(k) plan and holds various personal fiduciary responsibilities, including acting as personal representative and trustee for family trusts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Lynette Ackman is a financial advisor at Primerica Advisors with one year of industry experience. She holds the Series 65 and Series 63 designations. Her prior work includes roles at Symetra, H&R Block, Jackson Hewitt Tax Services, and Workwell Global. Outside of her advisory work, she is involved in sales of home security and automation products through Primerica Client Services and loan products through Primerica Mortgage. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers and provides custody and trade execution support through BNY Mellon Advisors and Pershing.

Todd Schock Rosenbach is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2003. Rosenbach also operates Rosenbach Financial LLC, structured as an LLC for tax reporting purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs, third-party asset management, and institutional platforms.

Jeremy Hoffman is a financial advisor with Ameriprise in Bonney Lake, WA, holding a Series 66 designation and 10 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015 and is also associated with Heritage Wealth Advisors. Outside of his advisory role, he is an investment specialist with Scannell LLC. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement recommendations through a centralized consulting team.

Shuo Ni is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 designations. Ni has been in the industry since 2023, with prior experience at Bank of America and Wells Fargo Bank, N.A., as well as roles outside finance including positions at USCIS, Weee! Inc, Fantuan Inc, and teaching at the University of Washington and Seattle Central College. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research from Wells Fargo Investment Institute along with third-party data to evaluate investment options, serving a broad range of clients with both brokerage and advisory solutions.

Gary Ovsak is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including Cetera Advisor Networks LLC and Northwest Advisor Group. His tenure at Merrill began in 2017. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Rylan Nordquist is a financial advisor at Morgan Stanley with nine years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley, J.P. Morgan Chase Bank, J.P. Morgan Securities, and Wells Fargo in various capacities since 2011. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations, firm-approved planning tools, and scenario modeling guided by its Global Investment Committee.

Stacy Rarrick is a financial advisor with Edward Jones in Seattle, WA, holding CFP® and Series 66 designations and has seven years of industry experience. She has been with Edward Jones since 2016. 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 large network of advisors and branch offices.

Colin Evans is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Wells Fargo Clearing Services, LLC - Randstad and Silver Bay Seafoods. 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.

Cara Saunto is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

Mark Pederson is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management, based in the Bellevue office. He serves as an Investment Advisory Program Portfolio Manager, specializing in designing and managing personalized or defined investment strategies on a discretionary basis. These strategies may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. Mark's expertise covers a broad range of financial planning and wealth management services, including portfolio management with an emphasis on dividend-growth and income-producing investments, tax minimization, retirement income planning, and socially responsible investing. He has experience managing the private wealth of affluent individuals and senior corporate executives, offering guidance on complex areas such as 401(k) and IRA strategies, estate planning, and executive trading plans. He holds a Bachelor of Science degree from the University of Washington and a Master's degree from Colorado State University. Mark maintains a commitment to community involvement through volunteer work. In his personal time, he enjoys music, reading, and spending time with his family.

Brent Ross is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Edward Jones from 2015 to 2023 and has been with LPL Financial since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Eric Gudmundson is a financial advisor at LPL Enterprise with 23 years of industry experience and holds the Series 66 designation. His prior roles include positions with Prudential Insurance Company of America, Pruco Securities, and Allstate Insurance, among others. He is also an owner of Pleasant Financial, Inc., a non-variable insurance business based in Washington. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and a variety of insurance and trust services through affiliated entities.

Tyler De Brock is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation. His prior work includes a role at Hilltop Securities Inc. and time spent at the University of Washington. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocation and research to tailor plans according to clients’ goals and risk tolerances. The firm provides a broad range of services including fee-based financial planning, discretionary portfolio management, and capital markets operations.

Darby Jones is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2009. 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 and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Gavin Schumaker is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at LPL Financial and E.K. Riley Investments. Outside of his advisory role, he is a 50% owner of Outdoor Trading Post LLC, a non-investment-related business. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting specific net-worth thresholds. The firm combines advisory services with various financial product offerings and referral channels.

Alan Robinson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of SOHAPPY FARMS LLC, which specializes in geoduck aquaculture. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Charles Anderson is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Nwf Advisory Group, Whjr Associates, and Royal Alliance Associates, Inc. Outside of advisory work, he manages a tax preparation and business management firm. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware withdrawal strategies.