Jason Demarre is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Equitable Advisors. He also operates a business entity for tax and investment purposes named Time Advisor Group, LLC. 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.

Anthony Gressick is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. In this capacity, he partners with clients to address their financial planning needs and helps them access Fidelity's extensive resources. He engages with clients to understand their unique situations and goals, providing tailored financial advice. Anthony's approach involves working closely with clients to navigate complex financial scenarios. Outside of his professional role, Anthony has interests in baseball, pets, and running.

Sukwoo Lee is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, New York Life, Homestreet Bank, and Whitworth University. Outside of finance, he was involved with Sol Boba, a business he participated in for five years. 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, and institutional investors.

Matthew Boelter is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Viridian RIA, LPL Financial, and VOYA Financial Advisors. Outside of his advisory role, he is involved in a crypto mining business he operates with his son. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios, discretionary management, and non-discretionary online advice while serving approximately 477,000 clients with a fiduciary standard.

Cynthia Schmiedeknecht is a financial advisor at Ameriprise with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in business ownership at Sequence, Inc., which focuses on life coaching and consulting. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Paige Mcdonald is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is a member and COO of Super Ensemble Partners, LLC, where she manages an Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

William Sherrell is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Enterprise Rent A Car. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, including the use of algorithmic methods and AI, to manage a range of investment products.

Amyna Karmali is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 22 years of industry experience. She previously worked at UBS Financial Services for 10 years before joining Wells Fargo in 2016. Outside of her advisory role, she serves as an executor of an estate. 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 substantial assets and combines research-driven investment strategies with a broad range of financial products distributed through affiliated entities.

Jennifer Sik is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. She works with a diverse portfolio of high-net-worth clients including families, individuals, and business owners. Jennifer joined Merrill as a financial advisor in 2007 and focuses on providing personalized wealth management strategies to help clients pursue their long-term financial goals. Her expertise includes areas such as college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, philanthropic planning, socially responsible and ESG investing, and women and wealth. Jennifer holds several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She has over 20 years of experience across banking and finance, internet technologies, and public relations internationally. Jennifer earned a Bachelor's degree in Fine Arts and English Linguistics from the University of Hong Kong and a Master's degree in Applied Finance from Macquarie University, Australia. In addition to her professional work, Jennifer is active in the community and serves as a board member of the Washington Women Foundation. She integrates global perspectives and collaborates closely with clients to achieve their financial objectives.

Chris Billingsley is a financial advisor at UBS Financial Services with 29 years of industry experience. He has worked at UBS since 2004 and previously spent seven years at Merrill. Billingsley serves as a board member and volunteer coach for the Snoqualmie Valley Little League, a youth baseball charity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs model-based asset allocations and research-driven strategies tailored to client goals and risk tolerances.

Timothy Swanson is a CERTIFIED FINANCIAL PLANNER™ practitioner with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Campbell Soup Company from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary wrap fee strategies along with tax-efficient services.

Weijing Zhang is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2017, Zhang worked at Wealthlink from 2014 to 2017. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stephen Brown is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has been associated with The Lincoln National Life Insurance Company and Green Financial Corp since 1995. Outside of his advisory work, he serves as treasurer for the nonprofit Concerned Neighbors of Wellington. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a multi-manager platform with a wide range of investment solutions and program structures.

Sebastian Kanczugowski is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Osaic since 2020 and previously was affiliated with Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of his advisory role, he is a member of Grass Wealth Management LLC, a wealth management division connected to a CPA firm, where he is listed as an advisor. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various advisory and management programs.

Maxwell Winter is a Series 66 licensed financial advisor with Ameriprise Financial Services, LLC, where he has worked since 2018. He has eight years of industry experience, including prior roles at ERA Helicopters LLC and Western Washington University. Outside of advising, he is involved in tax preparation through a separate tax advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawals, and Social Security strategies.

Kyle Gardner is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial since 2019. He previously worked at Cetera Advisor Networks for six years and was involved with Subculture Apparel for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Blake Loen is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked at PitchBook Data from 2015 to 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, including a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Sara Mitchell is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 66 designation and has prior work experience that includes roles at Ameriprise and entrepreneurial involvement with Huxdotter Coffee. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement, focusing on tax-smart withdrawal strategies, Social Security options, and income source analysis. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary recommendations primarily for clients with significant investable assets.

Garrison Krohn is a financial advisor at Cetera with a Series 66 designation and over three years of prior experience at Moss Adams and Baker Tilly. He has been with Cetera since 2026. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform, supporting a wide range of program options across discretionary and non-discretionary accounts.

Dorian Hardin is a financial advisor at Equitable Advisors in Bellevue, WA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, Hardin worked at Washington Wolfpack and Walmart, among other positions. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives and third-party managers.