Reagan Elzey is a financial advisor at Raymond James Financial in Kirkland, WA, holding a Series 66 designation with one year of industry experience. Prior to his current role, he has held positions at Raymond James Financial Services, Elzey Financial Group, and Zimmer Biomet Oregon. He is involved with Elzey Financial Group in a non-investment advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools, supporting clients through advisory programs and a broad advisor network.

Jeffrey Anderson is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Merrill. Anderson is also the owner and manager of Legacy Wealth Partners, a support company based in Bothell, WA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Logan Ingle is a Financial Consultant with experience at Fidelity Investments, where he served as a Relationship Manager starting in 2024 and previously worked as a Financial Representative from 2023 to 2024. In his role, he focuses on empowering individuals and families to achieve financial success and confidence through thoughtful and personalized financial planning. Logan's professional background includes client relationship management and financial advisory services. Outside of his professional duties, Logan enjoys attending concerts, socializing with friends, watching movies, spending time with pets, playing soccer, and traveling.

Dshane Tremblay is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in a business ownership venture managing a limited liability company that oversees maintenance and rental operations for a recreational property. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Thomas Specht is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has worked with Equitable Advisors since 2004 and was previously associated with Axa Advisors, LLC. He also operates Expect Financial Services as a financial consultant. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, using both proprietary and third-party advisory models.

Suzan Shayler is a financial advisor at Edward Jones in Edmonds, WA, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience, all with Edward Jones. Outside of her advisory role, she is president of PANDA Services, Inc., a mobile child care business based in Seattle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

David Piscitelli is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Washington Energy Services for eleven years in sales. Outside of finance, he is a co-owner of Kinsey Meredith Photography, a photography business based in Woodinville, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, including managed accounts and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Christopher Stein is a CFP® with 27 years of experience in financial services. He is currently with Cetera and has previously worked at VOYA Financial Advisors and operated Stein Financial Services since 1998. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides various portfolio management and financial planning services through a multi-manager platform that offers both discretionary and non-discretionary options.

Daniel Nash is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2014. He is also involved with Cascade Wealth Strategies, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models, including third-party TAMPs and LPL-sponsored programs, and offers ERISA fiduciary services to qualified plans.

Deanne Bilsborough is a financial advisor with Edward Jones in Edmonds, WA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including managed solutions, separately managed accounts, and tax-efficient services under a fiduciary standard.

Kimberly Printz is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2006, having previously worked at Piper Jaffray Inc. since 1998. UBS Financial Services Inc. 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 and delivers advisory work using proprietary research and model-based asset allocations.

Breese Pritchard is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Investments in various capacities since 2003. Pritchard volunteers with Junior Achievement, presenting financial awareness material to students in the classroom. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Viktoriya Snoz is a Series 66 licensed financial advisor with Charles Schwab in Bellevue, WA, and has one year of industry experience. Prior to joining Schwab, she worked at Boeing and Kaizen Financial Advisors, LLC. Charles Schwab & Co., Inc. serves a large 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Maureen Kelly is a financial advisor with LPL Financial in Lynnwood, WA, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Coastal Community Bank, and Washington State University. She is also a commissioned Notary Public in the state of Washington. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of over 22,800 advisors and advanced operational tools.

Paul Johnson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company and was involved in education as an assistant boys basketball coach at Providence Classical Christian School. He also owns Fourth Dimension, LLC, a business focused on buying and selling watches and consumer technology. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices.

Suzanne Oman is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. She has worked at Morgan Stanley & Co., Incorporated since 2007 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including 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 supported by firm-approved tools and market simulations.

Zachary Smith is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on investment consulting, aiming to empower clients' financial futures by developing personalized strategies aligned with their aspirations and evolving life circumstances. Prior to his current position, Zachary served as an Investment Advisor Representative at MWA Financial Services Inc from 2023 to 2024 and as a Financial Representative at Modern Woodmen of America during the same period. His professional experience centers on financial planning and investment advising. Outside of his professional work, Zachary has interests in camping, fitness, motorcycles, outdoor adventures, puzzles, and reading.

Winston Lee is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Edward Jones and Wells Fargo. Outside of finance, he was involved with the China Doll Restaurant for five years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary managed accounts and provides a broad range of integrated brokerage, custody, and advisory services.

Sean Henderson is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2016. Outside of his advisory role, he serves as the Director of Scouting for the Seattle Sounders soccer team. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions across a broad client base.

Archisha Gupta is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and beginning her industry experience in 2026. Her prior background includes roles in technology, education, and retail, as well as time spent at the University of Washington Foster School of Business. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and provides ERISA fiduciary services for qualified plans.