Deana Hale is a Series 66-licensed financial advisor with Edward Jones in Redmond, WA, where she has worked since 2009. She has 16 years of industry experience. Outside of her advisory role, she has interests related to oil lease revenue in Breckenridge, Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices.

Autumn Zarkos is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior experience includes roles at Fidelity Investments and Seattle Pacific University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Aaron Campbell is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in Bellevue, WA. He has one year of industry experience, having joined Equitable Advisors in 2026. Prior to his current role, his work history includes positions outside the financial industry such as at Nordstrom and Columbia Distributing. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsement of multiple third-party asset managers.

Anthony Perovich is a financial advisor at RBC Capital Markets in Seattle, WA. He holds a Series 66 designation and began his career in the financial industry in 2025. Prior to joining RBC, he worked at Cintas and spent six years with Rainier Golf and Country Club. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and planning services, leveraging both in-house and third-party managers.

Gary Carson is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at T&A Supply Company for four years and Pacific Mat & Commercial Flooring for fourteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

George Harrison IV is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Robert Baird & Co. from 2014 to 2019 before joining Stifel in 2019. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Austin Mullenix is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2022 and has prior experience at Bank of America, N.A., Archer Daniel Midland, and several other firms. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Geoffrey White is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked at UBS Financial Services for nine years before joining Ameriprise in 2021. Ameriprise provides a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chase Mc Allister is a financial advisor at Morgan Stanley in Bellevue, WA, holding a Series 66 designation with approximately one year of industry experience. His prior work includes roles at ACT Capital Advisors and UBS Financial Services, as well as a position at The Golf Club at Newcastle. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Brock Loen is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at D.A. Davidson & Co. for over a decade before joining Wells Fargo in 2020. Loen serves as trustee and co-trustee for his mother's trust, working approximately one hour per month in that capacity. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad range of clients including individuals, corporations, and institutions. The firm integrates research and analytics with diversification principles to offer brokerage and advisory solutions across multiple financial products.

Rebecca Martindale is a financial advisor with Osaic Wealth, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Community First Bank / HFG Trust and ESRI. She also works as a paraplanner with F-Squared Advisors, supporting Osaic financial professionals. Osaic Wealth serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and advisory services. The firm employs various asset-allocation tools and offers portfolios managed on discretionary or non-discretionary bases, incorporating multiple investment types and third-party solutions.

Evan Anderson is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with LPL Financial and Emerald Wealth Management. He has held roles at Northwestern Mutual Wealth Management Company and several other advisory practices over his career. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by research and model portfolios.

Julia Cosse is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked with Raymond James since 2018 and previously at Cosse International Securities Inc. from 2016 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and nonprofit entities using tailored, non-discretionary financial planning and investment consulting supported by diverse portfolio management strategies and affiliated research.

Wilson Calansingin II is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Wells Fargo-affiliated firms. His current role includes positions at Morgan Stanley Private Bank and Morgan Stanley since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Edward Wilder is a financial advisor at Stifel with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Schumacher is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He has less than one year of industry experience and previously worked in various roles including positions at Washington State University, Albertsons Companies, and The Church of Jesus Christ of Latter-Day Saints. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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.

Stefan Papasoff is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Outside of finance, he owns NashVegas Guitars, a retail and online guitar store. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

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 at J.P. Morgan Securities with 10 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at JPMorgan Chase Bank, IFG-International Financial Group, Transamerica Financial Advisors, Amazon, World Financial Group, the University of Washington, Massachusetts Mutual Life Insurance, Merrill, and Bank of America Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.