Shawn Hintz is a financial advisor at UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with UBS Financial Services since 1998. Outside of his advisory work, he serves on the board of directors for Safe Crossings, a charity that provides grief counseling for children and families. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

James Finnestad is a financial advisor at Edward Jones in Kent, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and previously worked at OMAX (Hypertherm) and Wesley Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Paul Canimo is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Anchor Financial LLC, and Gradient Securities, among others. Outside of his advisory work, he owns a Medicare sales business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a large network of investment adviser representatives. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers and financial planning services.

David Meeks is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. He has worked at firms including Edward Jones, Cetera Advisor Networks, and Northwest Community Credit Union. Outside of his advisory role, he has been involved with Epic Wines & Spirits and Blakeslee Vineyard Estate. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Ethan Yamamoto is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Alaska Airlines and held various positions at the University of Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling in its process.

Daniel Golik is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior work includes nearly a decade at Piper Sandler & Co. and various roles within Wells Fargo entities dating back to 2004. 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 supported by research from Wells Fargo Investment Institute and third-party analytics.

Riley Cray is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America since 2019 and has prior experience with Integrity Mortgage Group, North Sound Valuation, and other firms. Outside of finance, he has been involved with the YMCA of Snohomish County. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Bailey is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008 and at City National Bank since 2020. Outside of finance, he was a passive owner of NATIVIS, an anti-cancer medical device company, from 2014 to 2019. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and includes integrated financial planning, custody, and brokerage services.

Olivia Thwaits is a financial advisor at Merrill with five years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Merrill, she worked at U.S. Bancorp Investments, Inc., U.S. Bank, and Becu. 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, and institutional investors.

Chris Economou is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he focuses on understanding clients' complete financial situations to develop personalized wealth management strategies. Chris integrates insights from Merrill and solutions from Bank of America to help clients navigate dynamic market conditions and pursue their financial goals. Chris holds a Bachelor's Degree from the University of Washington and has earned the Personal Investment Advisor (PIA) designation. He follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, Chris enjoys camping, cooking, golfing, hiking, and spending time with his family.

David Johnson is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at D.A. Davidson & Co. for 11 years. Outside of his advisory role, he volunteers as a teacher of a middle school electives course at St. Johns Catholic School in Seattle. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting a broad range of advisory strategies implemented by its network of investment adviser representatives.

Crystal Brown is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TIAA and Fidelity Investments during her career. Crystal 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 manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

John Albert is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following previous roles at Merrill and Banc of America Investment Services, Inc. He is based in Seattle, WA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, using research and analytics from Wells Fargo Investment Institute and third-party sources to evaluate investment options.

Willie Daniels is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business ownership through Frontline Group Inc. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, using a centralized consulting team that delivers non-discretionary, model-driven recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Kiera Lyssikatos is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at USI Insurance Services and the Downtown Seattle Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and investment modeling.

Nyrell Leonor is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Before joining Cetera, Nyrell held positions at Frontier Supply Chain Solutions Inc. and Zara, and had periods outside the workforce. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to various third-party managers across multiple program structures and custodial relationships.

Cori Karas is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and is based in Seattle, WA. Karas has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Adelaide Grimm is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 66 and Series 63 licenses and having 18 years of industry experience. Her prior roles include positions at Merrill, Bank of America, Ameriprise, and Independent Financial Group. Outside of advisory work, she is involved in real estate sales and property management as an owner and officer of several rental property businesses. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, serving a broad range of clients through various advisory programs.

Tiffany Timar is a financial advisor with Morgan Stanley in Silverdale, WA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets beginning in 1991. Outside of finance, she works as a cashier at a retail franchise on weekends. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad array of investment and planning services.

Edmond Powell is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing services that include corporate benefits, employee benefits planning, equity compensation services, family wealth management strategies, services for defined benefit plans, employee financial health, personal retirement planning, portfolio management services, and retirement income. Edmond holds a Bachelor's Degree from Arizona State University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials support his expertise in developing personalized financial plans tailored to individual client goals and circumstances. His approach involves connecting clients to the people, plans, and processes that align with their unique ambitions, focusing on areas such as funding education, retirement lifestyle planning, healthcare cost coverage, and long-term family goals. Edmond emphasizes simplicity and transparency in wealth planning to help clients navigate the complexities of investing.