Shane Doughman is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at United Parcel Service for four years and has held positions in various other industries including wellness and fitness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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.

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.

Taylor Odom is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, Taylor worked at Lululemon and held several roles at Santa Clara University, including involvement with Santa Clara University Athletics. Outside of advisory work, Taylor is employed by DoorDash in a labor and service capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs, including tailored financial planning and estate planning strategies, supported by structured planning processes and advanced modeling tools.

Molly Martinez is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she serves as a consultant for St. John the Evangelist Parish, providing budget oversight and financial advice. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and charitable organizations with tailored financial planning and portfolio management services, offering a range of traditional and non-traditional investment strategies along with municipal advisory and public finance services.

Mason Azose is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and previously worked at Homestreet Bank, First Sound Bank, and US Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by quantitative and qualitative due diligence.

Daniel Evans is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2016, with prior experience at Prudential Equity Group and Citigroup Global Markets. Outside of his advisory role, he is president of the Palmer Mutiny Bay Homeowners Association and has ownership interests in fishing-related ventures. 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 combines research-driven investment strategies with a broad product offering supported by its large-scale operations.

Wei Lin Huang is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation. Huang has been with Edward Jones since 2025. Prior to joining the firm, Huang was self-employed and worked with Uber for three years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through a large network of financial advisors and branch offices nationwide.

Christy Givans is a Certified Financial Planner™ (CFP®) with 17 years of industry experience. She has been with Edward Jones since 2011 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Lauren Thompson is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Freestone Capital Management, Verus Advisory, Bank of America, and Merrill. Merrill, along 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, implementing trades and account administration with a range of strategic and tax-aware approaches.

Tobias Shiner is currently serving as Vice President, Wealth Planner at Fidelity Investments since 2024. In this role, he collaborates closely with clients to create tailored financial plans, execute effective strategies, and make adjustments as their situations change, customizing the planning experience to meet individual needs, goals, and aspirations. Tobias has accumulated extensive experience in wealth management and financial advising through various positions. Prior to his current role, he worked as a Wealth Management Advisor at US Bank (2023-2024), Investment Advisor Representative at BOSS Retirement Solutions (2023), Head of Investor Relations and Business Development at Aqua (2022-2023), Wealth Manager at Trutina Financial (2021-2022), and Financial Advisor at BECU (2012-2021). Outside of his professional work, Tobias enjoys biking, hiking, skiing, and traveling.

Kevin Hansen is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Securities America Advisors, Inc. and Kms Financial Services Inc. Hansen also operates a DBA called Ravenna Capital Management. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and multiple strategies including discretionary UMAs and third-party money managers.

Marc Warren is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securian Advisors Northwest, Minnesota Life Insurance Co., Securian Financial Services, and The Prudential Insurance Company of America. In addition to his advisory role, he is involved in selling non-variable insurance products including medical, dental, vision, life, disability, and property and casualty insurance. 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 financial planning and investment management services through a broad network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Michael Flewelling is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and previously held positions at BECU and Vantiv. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, utilizing various portfolio programs and institutional platforms.

Jeffrey Stenberg is a financial advisor at Edward Jones in Edmonds, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Amazon and Aerotek, among other roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Nicholas Maderis is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2015. Outside of his advisory role, he is a partial owner of Nibero, LLC, where he is involved in property upkeep and rent collection. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative and qualitative research with forward-looking market assumptions and includes ESG criteria within its investment recommendations.

Emil Anderson is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held various roles within JPMorgan Chase and its affiliates since 2011. Outside of his advisory work, he serves as an officer and treasurer for a youth STEM robotics organization and volunteers as a personal finance instructor for high school students. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary, written asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and may include ESG considerations.

Andrew Wilson is a financial advisor with Charles Schwab in Seattle, WA, holding a Series 66 designation and entering his first year in the industry. Prior to joining Schwab, he worked at Island Research for one year and spent nine years at Amazon.com. Charles Schwab & Co., Inc. serves a broad client base, 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 a mix of non-discretionary and discretionary investment options, supported by a large-scale, integrated operational structure.

Kyle Hill is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on personalized financial planning, education, and guidance to help clients achieve financial confidence and develop clear strategies. Kyle emphasizes building lasting client relationships and supporting clients in navigating their financial futures. Kyle has been with Fidelity Investments since 2021, serving in various roles including Financial Representative, Investment Consultant, and now Financial Consultant. His experience encompasses different aspects of financial advising and investment consulting within the firm. Outside of his professional work, Kyle has personal interests that include cars, cooking and baking, football, music, pets, and snowboarding.

Agatha Lidzbarski is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at UBS since 2018 and previously spent four years with U.S. Bancorp Investments, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances.