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 Series 66-licensed financial advisor at Osaic Wealth with two years of industry experience. Prior to joining Osaic in 2023, she worked at Community First Bank | HFG Trust and ESRI. She also supports Osaic financial professionals as a paraplanner with F-Squared Advisors. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by risk-tolerance analysis and rebalancing tools.

Evan Anderson is a CFP®-certified financial advisor based in Seattle, WA, with 10 years of industry experience. He has worked at firms including Northwestern Mutual Wealth Management Company and Brendan Foor before joining LPL Financial and Emerald Wealth Management in 2026. 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 supported by extensive technology and operational resources and oversees more than $819 billion in discretionary assets.

Julia Cosse is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Raymond James since 2018, following two years at Cosse International Securities Inc. Outside of her advisory role, she is involved in managing rental real estate properties in Seattle. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by firm research and affiliated sub-advisers.

Wilson Calansingin II is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Edward Wilder is a financial advisor with Stifel in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Thomas Schumacher is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has been with Equitable Advisors since 2025. Prior to this role, Thomas’s background includes positions at Washington State University, Albertsons Companies, and The Church of Jesus Christ of Latter-Day Saints. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and offers services through a network of Investment Adviser Representatives.

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 with J.P. Morgan Securities in Bellevue, WA, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, IFG-International Financial Group, Transamerica Financial Advisors, Amazon, and Massachusetts Mutual Life Insurance Co. She also worked at Merrill, Bank of America Merrill Lynch, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process is supported by a centralized due diligence team and integrates systematic quantitative and qualitative research with forward-looking capital market assumptions.

Vick Agarwal is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on understanding the unique financial needs, goals, and challenges of his clients and their families. He collaborates with them to analyze their financial situations, develop customized plans, and assist in implementing these strategies. Vick is committed to building long-term relationships with his clients, aiming to serve as a trusted advisor over the years. Outside of his professional work, he engages in a variety of personal interests including baseball, board games, football, social events with friends, movies, and table tennis.

Kevin Cahoon is a financial advisor at Morgan Stanley with 45 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining Morgan Stanley in 2022. Cahoon serves as a board member of the Bishop Fleet Foundation, where he advises on the selection of charities and scholarship applicants. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on structured financial planning and diverse investment solutions.

Keith Sheridan is a CFP® professional with 16 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2017, and previously held roles at Scottrade and Scottrade Investment Management. He is based in Seattle, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and utilizes a broad range of strategies, including ESG criteria and derivatives capabilities.

Crystal St Germain is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Walmart and Montana Silversmiths. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Lynn Howard is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning, portfolio management, and consulting services, utilizing a range of investment strategies and manager options.

Michele Weiss is a Financial Consultant currently working with Fidelity Investments since 2023. She has accumulated extensive experience in financial consulting through her previous roles at Mass Mutual from 2020 to 2023 and Northwestern Mutual from 2018 to 2020. Michele has also held several positions as a Home Mortgage Consultant at various financial institutions between 2002 and 2013, and served as a Business Development Manager at Oak Leaf Funding from 2014 to 2017. Michele is licensed with the California Insurance License, enabling her to provide insurance-related financial services. Her approach to financial planning involves understanding clients' unique stories and aligning strategies with their goals, values, and vision for the future. She focuses on building lasting relationships where clients feel heard and confident in their financial decisions. Outside of her professional work, Michele has personal interests that include comedy, fitness, football, parenthood, and singing.

Louis Stephenson is a financial advisor at J.P. Morgan Securities in Seattle, WA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and E*TRADE Capital Management among other firms. Outside of his advisory role, he is involved in property management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Douglas Fitzpatrick is a financial advisor at Ameriprise in Bellevue, WA, holding Series 63 and Series 66 licenses. He has been with Ameriprise since 2026 and previously worked at Key Investment Services, LLC, and KeyBank. Fitzpatrick’s background also includes roles in academia and other sectors prior to entering the financial industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income sources and tax-aware withdrawal strategies.

Stewart Sanders is a financial advisor with Charles Schwab based in Seattle, WA, holding Series 65 and Series 63 credentials and 13 years of industry experience. His work history includes roles at Wells Fargo Clearing and Wells Fargo Bank NA prior to joining Charles Schwab and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 employs a multi-asset investment approach supported by centralized operational and custody services.