Kristian Olsen is a financial advisor with RBC Capital Markets based in Edmonds, WA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Heidi Hargarten is a Series 66-licensed financial advisor with Edward Jones in Kirkland, WA, where she has worked for 11 years. She has 17 years of industry experience. Outside of her advisory role, she manages a room rental business in Sammamish, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a wide range of advisory services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Ching Koh is a financial advisor with Ameriprise in Kirkland, WA, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he manages an advisory business as a practice manager for another advisor. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ulrika Claesson is a Series 66–registered financial advisor with Edward Jones in Redmond, WA. She has been with Edward Jones since 2008 and has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Rodney Humphreys is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo in various roles from 2015 to 2021. Outside of his advisory work, he is the owner of a residential cleaning business based in Lynnwood, Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Stacie Farrell is a CFP®-designated financial advisor with Edward Jones, based in Seattle, WA, and has 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory work, she manages a rental property as a landlord and property manager. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options. The firm has a large national footprint with over 23,000 advisors and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marc Sickles is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using tools such as Secular Return Estimates and Monte Carlo simulations.

Christopher Pham is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Charles Schwab since 2008 and at Charles Schwab Bank since 2017. 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, combining non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and a formal alternative-investment onboarding process.

Grant Stewart is a financial advisor with J.P. Morgan Securities in Edmonds, WA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley and Equitable Advisors/AXA Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Jonah Stevens is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Amazon Flex and U.S. Bank. He has also held positions at Apple and Levi Strauss. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Tracy Crowley is a CFP® professional with 12 years of experience in the financial advisory industry, all with Edward Jones since 2014. She is based in Redmond, WA. Outside of her advisory role, she hosts a podcast featuring interviews with friends about their life stories and sells books related to workforce re-entry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Dillon Stuart is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and having four years of industry experience. Prior to joining Schwab, he worked at UBS Financial Services, Inc. and The Vanguard Group, Inc. He has also held various roles outside the financial sector, including positions at Red Bull North America and involvement in political campaign work. 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 offers a combination of non-discretionary advisory guidance alongside access to discretionary separately managed accounts, supported by a multi-asset portfolio approach and extensive operational integration.

Garrett Esperum is a Series 66-licensed financial advisor with 23 years of industry experience, currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. He previously worked at Sonadei, LLC from 2006 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Alexander Martin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Merrill Lynch, Charles Schwab, and JPMorgan Chase. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and supports model delivery through systematic methodologies.

Ethan Froula is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He has been with Equitable Advisors since 2026 and has diverse prior work experience, including roles in education and nonprofit organizations. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models and third-party program sponsors to deliver investment solutions.

Richard Dominguez is a financial advisor with Charles Schwab in Seattle, WA, holding a Series 66 designation and four years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab & Co., Frost Bank, and various positions outside finance, including at Domino's Pizza and The University of Texas at San Antonio. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines a large client base with an integrated model offering both non-discretionary and discretionary investment management, centralized custody, and alternative investment options.

Terry Terrell is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2007. Outside of his advisory work, he manages an LLC that provides administrative support for his personal financial consulting practice. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and discretionary management through its network of Investment Adviser Representatives.

Andrew Roed is a financial advisor at Robert Baird & Co. with 24 years of industry experience. He has been with Robert Baird & Co. since 2014 and holds a Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse client base, including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Patricia Fletcher is a financial advisor at Morgan Stanley with 43 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Citigroup Global Markets and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved planning tools and methodologies.

Clinton Campbell is a CFP® with 12 years of industry experience, currently serving at Ameriprise since 2014. He holds leadership roles in several business activities, including managing team operations, strategic relationships, and succession planning for his Ameriprise practice. Additionally, he oversees business administration tasks for Soundview Financial Group and leads Super Ensemble Partners LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.