Kellen Larsen is a financial advisor with Cetera in Seattle, WA, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include tenure at Northwestern Mutual and MassMutual, among others. He is also engaged in life, fixed annuities, disability, long-term care, and health insurance sales as an insurance broker. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Jeffrey Mathews is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific eligibility criteria, using a combination of research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Stacy Gilbert is a CFP® and Series 66 licensed financial advisor with Edward Jones in Seattle, WA, where she has worked since 2016. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Robert Melvin is a financial advisor with Fidelity in Seattle, WA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions within various Fidelity entities dating back to 2014 and a year at FIIS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Daniel Mingo is a financial advisor with Wells Fargo Clearing in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory work, he serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisors.

Kurt Owen is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he is involved as an instructor with John Mohan Skiing, a ski school based in Redmond, WA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.

Christopher Gwynn is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He previously worked at Commonwealth Financial Network and Northstar Realty Securities. Gwynn is registered with the Series 63 and Series 65 credentials. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, using a range of portfolio management approaches and platform arrangements tailored to client objectives.

James Harding is a CFA® charterholder with 17 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., joining in 2023 after roles at Citigroup and Wells Fargo Advisors. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products, including security-based swaps and futures commission merchant activities.

Trenton Mckendrick is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, nA, as well as various roles outside the financial industry. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Stanley Tse is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages expenses for another Ameriprise practice through his business, STM Enterprises Inc. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight to provide tailored, algorithm-assisted advice, with a focus on assets held in Ameriprise Managed Accounts.

Ward Simmonds is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and 11 years of industry experience. His career has been primarily with Wells Fargo, including Wells Fargo Bank and Wells Fargo Advisors. Outside of his advisory role, he works as a food delivery driver for DoorDash. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad range of individual, corporate, and institutional clients, supported by extensive research and analytics and offering both brokerage and advisory solutions.

Mathew Gouras is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and 10 years of industry experience. He has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles.

Derrik Hanusz is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019, following five years at Tenneco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Paul Stavig is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Bank of America and Merrill since 1999. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jordan Pomeroy is a financial advisor at Edward Jones in Burien, WA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as the School Commission President for Holy Rosary School in Seattle, advising on school and financial matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Raechel Hicks is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has held her current position since 2016. Hicks holds the Series 63 and Series 66 designations and is based in Seattle, WA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jean Adams is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 32 years of industry experience, including roles at Wells Fargo Advisors LLC, Banc of America Investment Services, Inc., and Seafirst Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm follows an IPS-driven process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

James Sabbatini is a financial advisor at J.P. Morgan Securities in Seattle, WA, with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent, Voya Financial, and Lincoln Financial Group. Sabbatini also has experience at Exchange Right Real Estate LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Victoria Best is a financial advisor at Robert W. Baird & Co. with 25 years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Prior to joining Baird in 2025, she worked at Ameriprise Financial Services and Badgley Phelps Wealth Managers. She also holds a real estate license. Victoria is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and manager monitoring.

Kimo Zachary Tago is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Northwestern Mutual and the University of Hawaii. 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 nationwide network of financial advisors and branch offices.