Colin Kosco is a financial advisor with LPL Financial, holding a Series 66 designation and offering 13 years of industry experience. He previously worked at Cambridge Investment Research Advisors and currently owns Finity Group LLC, through which he operates as an insurance agent. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sebastian Holmqvist is a CFP® professional with 11 years of industry experience, currently associated with Raymond James Financial in Mill Creek, WA. Prior to joining Raymond James in 2024, he spent nine years at Edward Jones. He is also the owner and president of Holmqvist Wealth Management, a financial advisory support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Marshall Baker is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he assists multi-generational families in developing personalized wealth strategies focused on growth, preservation, and transfer of wealth. He coordinates a team of specialists including Investment Managers, Advanced Planners, and Trust Officers to implement comprehensive wealth management plans. Marshall has been with Fidelity Investments since 1993, holding various positions including Financial Planning Consultant, Private Access Account Executive, Regional Planning Consultant, and National Sales Manager for the Personal Investments Channel before assuming his current role in 2014. His extensive experience encompasses wealth management and financial planning. Outside of his professional responsibilities, Marshall engages in activities such as running steep trails, cycling, skiing, and surfing.

Kathryn Sciba is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. She provides respite care for foster children through the Washington State Department of Children, Youth & Families. Kathryn is also preparing to publish a book under the pen name K.J. Waldron. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Kathleen Eggers is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, she was employed by Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Tai Nguyen is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to their needs. Tai provides ongoing advice and adjusts financial plans as clients' circumstances evolve. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tai earned both his Bachelor's Degree and Master of Business Administration (MBA) from the University of Washington. He communicates with clients in English and Vietnamese.

Johann Tampinco is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, and First Republic Investment Management. He is currently based in Bellevue, WA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Neil Lance is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 28 years of industry experience. His career includes roles at Fidelity Investments, U.S. Bancorp Investments, and various advisory firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Yumi Summers is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various JPMorgan entities since 2011. Outside of her advisory role, she has experience as an owner and landlord of rental property. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Shane Phillips is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020, following roles at Bank of America and Merrill. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for the Forest Park Estates HOA in Auburn, Washington. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized recommendation reports through a centralized consulting team.

Forrest Piatt is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in education, including six years with the Selah School District and currently serves as a head coach at Selah Middle School District. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives.

Aaron Undseth is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mill Creek, WA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he owns a support company, Undseth Financial Inc., which assists his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Sara Emru is a financial advisor with LPL Financial in Bellevue, WA, holding the Series 66 designation and two years of industry experience. Her prior work includes roles at Envestnet and Addepar, along with earlier positions at Whole Foods Market and the University 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both customized and model-driven investment strategies.

Colin Turner is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in financial planning and investment advisory services through affiliated businesses in Olympia, Washington. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation with access to third-party asset managers and operates as a broker-dealer with ancillary insurance and trust services.

Kimberly Tucker is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, Morgan Stanley, and Hall & Dornan Capital Partners. 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, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Dack is a CFA® charterholder with 16 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2025 after 12 years at Goldman Sachs & Co. He serves as treasurer for the Seattle Children's Museum. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Ngocha Nguyen is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. Prior to returning to Merrill in 2022, Nguyen worked at Morgan Stanley and Bank of America. 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.

Owen Gortner is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning his career in the industry in 2026. His work history includes roles at Equitable Advisors, Bellevue School District, Crossfire Premier, and Keyence Corporation of America, among others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Cliff Loh is a financial advisor with Merrill in Bellevue, Washington, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has been with Bank of America and Merrill since 2015. Outside of his advisory role, he is involved in the hospitality industry as a server at Regent Bakery and Cafe in Redmond, Washington. Merrill, together 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 a range of clients including individuals, high-net-worth clients, and institutions.

Piper Laak is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 credential and has prior experience as a full-time student at the University of Washington and brief roles at McCollum Crowley P.A., Eastview High School, and Agua Verde Paddle Club. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting through various programs and a range of portfolio management styles.