Tommy Schumaker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at LPL Financial, Ek Riley Investments, First Allied Securities, and Ragen Mackenzie Investment Services. In addition to advisory work, he is involved in non-variable insurance business activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce. The firm uses proprietary research and tools to develop tailored recommendations, with clients able to implement advice through brokerage or advisory programs.

Marshall Nichols is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience with Shawdow Trader and ACI Mechanical & HVAC Sales. Nichols is also involved in a non-variable insurance agency outside of his advisory role. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Winnie To is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. 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 searches, and customized performance reporting. The firm employs a centralized due diligence process supported by both quantitative and qualitative research, offering a broad range of advisory services including derivatives and commodities capabilities.

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 in Bellevue, WA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles at Nordstrom, Columbia Distributing, and Royell Manufacturing. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with appropriate advisory models or managers, utilizing both proprietary and third-party solutions.

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.

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.

Geoffrey White is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at UBS Financial Services, D.A. Davidson & Co., and Wells Fargo Investments. He has been with Ameriprise since 2021. 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 tailored retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Charles Cox is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 65 designations and has 33 years of industry experience. Cox has also operated his own firm, Cox Financial, since 2016. Outside of advising, he manages rental properties through family LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diversified client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals while maintaining specialized offerings in municipal and public finance.

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.

Laurie Frink is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior work includes roles at Merrill and Banc of America Investment Services, Inc. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory, offering both brokerage and advisory solutions through a large network of financial advisors.

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.

William Venzke is a financial advisor with Edward Jones in Des Moines, WA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is a screenwriter and author, writes movie screenplays and books, and is involved in religious leadership as a co-senior pastor and executive pastor at local churches, where he also serves as a public speaker on Biblical finances. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Dean Saggau is a CFP® with 32 years of experience in the financial industry. He has been with Edward Jones and Banc of America Investment Services since 1999 and has prior experience with Seafirst Bank/Security Pacific Bank dating back to 1988. Outside of his financial career, he is involved in a manufacturing venture focused on antibacterial materials for reusable cup holder sleeves. 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, offering a range of advisory strategies and investment products supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Lisa Hunter Roberts is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at U.S. Bancorp Investments, Inc. for seven years before joining Wells Fargo in 2017. Outside of advisory work, she serves as treasurer for the Fisken Homeowners Association. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide diversified investment selection and provides both brokerage and advisory solutions.

Andrew Rodgers is a financial advisor at Raymond James Financial Services Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2012. Outside of his advisory work, Rodgers is involved in several entrepreneurial ventures, including authoring, digital marketing, consulting for small businesses, and music as a bass player in a heavy metal band. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized services including municipal finance and SIMPLE IRA employer advisory programs.

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.

Peter Watson is a financial advisor with LPL Enterprise, holding the CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 27 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and non-securities services such as trust custody and affiliated insurance products.

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.