Taylor Woodruff is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening, qualitative research, and tax-aware risk management strategies.

Jason Pouliott is a financial advisor with Edward Jones in Everett, WA, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Grace Cronin is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior experience includes roles at Stevens, Sloan & Shah and Baird. She also worked in education at California State University Monterey Bay for three years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s client model includes both non-discretionary advice and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Joey Nguyen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2026, he held roles at U.S. Bank and Addison Group among other positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of fund advisory roles, model portfolios, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Tzeyan Chan is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. Currently affiliated with Charles Schwab in Redmond, WA, Chan has worked with Charles Schwab and Charles Schwab Bank since 2021. Prior to that, Chan was employed at SALAL Credit Union and GCL New Energy Holdings Ltd. Chan also manages a rental property as a landlord. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Nicolas Tammen is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with individuals and families to develop strategies that address short-, mid-, and long-term financial goals. He provides guidance across investment management, tax-efficient planning, and overall financial strategy, aiming to simplify complex financial situations and help clients make confident decisions. Nicolas's expertise includes equity compensation services, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Loyola Marymount University. Outside of his professional work, Nicolas has personal interests in basketball, chess, football, golfing, skiing, soccer, surfing, and swimming.

Krystyna Rohde is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals and families simplify their finances, invest purposefully, and plan for the future. She focuses on long-term strategies, consistent communication, and placing clients’ goals at the center of every financial decision. Krystyna’s approach is tailored to align clients’ money with their unique objectives, whether that involves retirement confidence, generational wealth creation, or simplifying complex financial decisions. With expertise in providing thoughtful, personalized advice, Krystyna serves clients who value clarity, consistency, and long-term relationships. Many of her clients are individuals approaching retirement seeking a proactive partner to navigate important financial decisions. She holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma/GED from Western Michigan University. Krystyna is involved in her community through organizations such as Capuchin Soup Kitchen, Cub Scouts Pack 481, and Susan G. Komen. Outside of her professional role, she enjoys antiquing, boating, camping, gardening, horseback riding, interior decorating, painting, pottery, traveling, and spending time with her family.

Chantal Balcom is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Cadaret, Grant & Co., Inc. and Royal Alliance, in addition to operating Balcom Investments, Inc. since 2008. Outside of her advisory work, she serves as secretary on the board of the Breakers Association, a nonprofit organization, and also manages Balcom Farm in Newman Lake, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from in-house and third-party research and portfolio options.

Jeffrey Church is a financial advisor with Ameriprise in Newcastle, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is a co-owner of Golden Hour Honey, a retail business. Ameriprise specializes in retirement-income planning for individuals with substantial investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

Daniel Heu Weller is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2016. Outside of his advisory role, he serves as a trustee for a friend's child in Bellevue, Washington. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Devon Schmidt is a financial advisor with Stifel in Bellevue, WA, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Morgan Stanley and Uniqlo. He serves on the board of Youth Eastside Services, a nonprofit providing behavioral health services for children and youth. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Ramy Awad is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill and Bank of America since 2016. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Randy Gordon serves as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2026. In this role, he collaborates with his Wealth Management Team to deliver comprehensive financial planning tailored to clients' individual goals. He has been with Fidelity Investments since 2021, initially joining as a Planning Consultant, then advancing to Financial Consultant before his current role. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones from 2018 to 2021. Throughout his career, Randy has focused on developing financial plans and strategies that assist clients in investing prudently, building and transferring wealth, and enhancing their savings. His professional experience spans financial consulting and wealth management, emphasizing a holistic approach to financial planning. Outside of his professional endeavors, Randy has interests in comedy, football, golf, movies, singing, and traveling.

Paul Crane is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He previously served as a Financial Consultant at Fidelity Investments from 2019 to 2023 and as an Investment Consultant from 2018 to 2019. He holds a California Insurance License. Paul focuses on providing clients with dedicated time and attention to understand their needs and concerns, partnering with them to design and execute sustainable financial plans aimed at pursuing their lifetime goals.

Gabriel Oros is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at multiple financial firms including Raymond James and Smead Capital Management. Outside of his advisory work, he manages a real estate property in Lake Stevens, Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools.

Matthew Ross is a financial advisor with Raymond James Financial Services Advisors Inc. in Bothell, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been associated with Raymond James and his own firm, Ross Financial Inc., since 2015. Ross is also involved in managing rental real estate through ownership roles in multiple property-related businesses. 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 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.

Stacey Morgan is a financial advisor at Merrill in Bellevue, WA, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with Merrill since 2015. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Heather Fleming is a financial advisor at Morgan Stanley with 27 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1995. Fleming holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Barrie Culver is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he has a minor involvement with Seattle Seahawks radio broadcast statistics. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management approaches.

Brian Carlin is a CFP® professional with 18 years of industry experience, currently affiliated with Fidelity. His previous roles include positions at Morgan Stanley, E*TRADE Capital Management, TD Ameritrade, and Waddell & Reed. Outside of finance, he is a co-founder of Cascadia Dread, where he contributes to film production, social media, and writing, and he also works part-time as an actor. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.