Heidi Schmitz is a financial advisor at Ameriprise with 11 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2003 in various capacities. Outside of her advisory role, she is a licensed foster parent providing respite care through the Washington State Department of Children, Youth, and Families. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning focused on income sources and tax-aware withdrawal strategies.

David Holt is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked with Bank of America since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Hulbert is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, he worked at Clear Direction Investments and has held roles outside finance, including landscaping and positions at Bellingham Golf and Country Club. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Allison Meza is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at several mortgage and financial services firms. The DDK Group at Robert W. Baird & Co., where she is based, serves a diverse client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts, and brokerage services, supported by internal research and advanced investment tools.

Ian Hagley is a financial advisor at Merrill based in Bellevue, WA, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at Bank of America, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Goldman Sachs. Outside of his financial industry work, Hagley serves as a board member for the Woodland Park Zoo, a nonprofit organization focused on wildlife conservation. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Capps is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of advisory services, he holds a producer position at Mutual of Omaha related to insurance sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without direct implementation. The firm combines goal-based analyses with managed-account programs under a consolidated billing option but does not offer portfolio management for institutional clients.

Devin Blanchard is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and seven years of industry experience. He has been affiliated with Bank of America and Merrill since 1995. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Keanan Jacobson is a financial advisor at Edward Jones in Kirkland, WA, holding CFP®, ChFC®, and Series 66 credentials with six years of industry experience. Prior to joining Edward Jones in 2019, he spent eleven years working with Dr. Rossi & Dr. Freimanis DDS. 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 approximately 23,701 financial advisors.

Kagan Wolfe is a financial advisor with Edward Jones in Kirkland, WA, holding Series 63 and Series 66 credentials and 21 years of industry experience. Wolfe has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Mattson is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He has over 15 years of experience in the financial services industry, having worked in various advisory roles including Investment Consultant at Fidelity Investments, Private Client Advisor at JPMorgan Securities, and Financial Advisor positions at Chase Investment Services Corp and Securian Financial Services. Throughout his career, Gregory has focused on building relationships with clients and their families to help them work toward their financial goals. He holds a California Insurance License. Outside of his professional life, Gregory's interests include baseball, football, soccer, movies, social events with friends, and parenthood.

Barry Diedericks is an Investment Consultant at Fidelity Investments. In this role, he partners with clients to develop tailored financial plans that align with their individual goals and aspirations. He emphasizes understanding each client's unique circumstances and priorities to co-create strategies that build confidence and empower clients to manage their financial futures. Barry has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before becoming an Investment Consultant. His experience encompasses client relationship management and financial planning within the investment sector. Outside of his professional responsibilities, Barry enjoys biking, camping, football, golf, running, and swimming.

Helen Lee is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and with 21 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm emphasizes tailored financial planning using firm-approved tools and serves clients through both direct and corporate financial planning arrangements.

John Mallahan is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in various roles including positions at Evolucion Innovations, Inc and CapTech Ventures, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research to tailor plans to clients’ goals and risk tolerances. The firm operates with capabilities that include institutional trading, wealth management, and a broad range of capital markets services.

Jennifer Bromberg is a Certified Financial Planner (CFP®) with eight years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2018, she held positions at US Bank from 2015 to 2018. She serves as Vice President and board member of the Sammamish Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jeffery Reese is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has worked at LPL Financial since 2008 and has been associated with Washington State Employees Credit Union since 2004. Reese spends part of his time engaged in non-variable insurance through WSECU Insurance Services. 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, supported by extensive operational tools and a large network of more than 22,800 advisors.

Douglas St John is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2021 and held prior roles at Panorama Advisors LLC and Waddell & Reed, Inc. St John is also involved with the Washington State Society of American Forests Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, with a broad platform that includes model portfolios, third-party management, and institutional programs.

Michael Vint is a financial advisor at Morgan Stanley in Seattle, WA, with eight years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent a year at Goldman Sachs & Co. LLC. Outside of his advisory role, he is involved with Powersports Northwest LLC as an investor and board member in the recreational sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support clients' investment decisions.

Anthony Cosme is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Swedish Medical Center and Kalck Ambulance, alongside ongoing affiliations with PFS Investments Inc and Primerica Financial Services. He is involved in sales of investment-related products and also participates in referral activities for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model.

James Neill is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Hightower Advisors for eight years and Thrivent Investment Management Inc for twelve years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm‑approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Scott Hill is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with a range of wrap fee advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies combining in-house and third-party managers, with options for tax management and responsible investing.