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 at Stifel with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Peter Watson is a financial advisor with LPL Enterprise holding CFP® and ChFC® designations and over 27 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for a combined 25 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Thomas Schumacher is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He has less than one year of industry experience and previously worked in various roles including positions at Washington State University, Albertsons Companies, and The Church of Jesus Christ of Latter-Day Saints. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

David Olson is a CFA® charterholder with 16 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He also has a background with Jennifer Thomsen/Massmutual Northwest beginning in 2013. In addition to his financial advisory role, Olson works as a mortgage loan officer with West Coast Home Lending. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and specializes in several event-driven planning areas alongside ongoing portfolio management.

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.

Yimitijiang Reyisha is a financial advisor at Fidelity with two years of industry experience. She holds a Series 66 designation. Her prior roles include positions at Merrill, Bank of America N.A., Fort St. George, and MUJI U.S.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Dalton Saggau is a financial advisor at Edward Jones with four years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2021, he worked at Waco Hall and Baylor University and has experience with organizations including Lake Meridian Chiropractic and the South King County Referee Association. Outside of his advisory role, he is a partner in a rental business. Edward Jones is a full-service wealth management firm serving more than four million clients through a broad network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeffrey Brown is a CFA® charterholder with 14 years of industry experience. He is currently with Charles Schwab in Seattle, WA, where he has worked since 2022. Prior to Schwab, he spent ten years at Parametric Portfolio Associates and Eaton Vance Distributors, Inc. He serves on the board of the View Ridge Swim and Tennis Club. Charles Schwab & Co., Inc. serves 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

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 at J.P. Morgan Securities with 10 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at JPMorgan Chase Bank, IFG-International Financial Group, Transamerica Financial Advisors, Amazon, World Financial Group, the University of Washington, Massachusetts Mutual Life Insurance, Merrill, and Bank of America Merrill Lynch. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jeremy Yanasak is a Series 66-licensed financial advisor with UBS Financial Services in Seattle, WA, where he has worked since 1998. He has 21 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

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.

Haley Hobbs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016, with a total of 18 years at Wells Fargo Bank, N.A. She is based in Lakewood, WA. 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’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Crystal St Germain is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, she worked at Walmart and Montana Silversmiths and has experience in education through roles at Stevensville Public Schools and Montana State University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

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.

Peter Kealy is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Goldman Sachs and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Heather Henderson is a Series 66-licensed financial advisor with 21 years of industry experience. She is currently with J.P. Morgan Securities in Bellevue, WA, having worked at various J.P. Morgan entities since 2019 and previously at KIS Investment Services, LLC. 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 combination of advisory and brokerage capabilities.

Katy Seo is currently serving as a Branch Leader at Fidelity Investments, a position she has held since 2023. In her role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assisting clients in planning for their long-term financial well-being. Katy's professional experience is centered around leadership within the financial services industry. She actively promotes a collaborative environment aimed at supporting both employee development and client financial planning. Outside of her professional responsibilities, Katy has interests in fitness, culinary experiences, outdoor adventures, and softball.