Kevin Young is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management solutions across a broad range of products and services.

Carter Jensen is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 66 designation and has previously worked at PRUCO Securities LLC and Paccar Inc. Outside of his advisory role, he spent two years involved with the Boys & Girls Club. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

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 at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Insurance Company of America, Anchor Financial LLC, and several other firms. Outside of his advisory role, he owns a Medicare sales business focused on providing Medicare-related services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform that integrates adviser programs with insurance sales and collateralized lending options, supported by a combination of in-house and third-party portfolio management.

David Meeks is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Cetera Advisor Networks, Northwest Community Credit Union, and Edward Jones. Outside of his advisory work, he has professional involvement with insurance agencies. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset managers, and integrated insurance products.

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 bringing 33 years of industry experience. He has worked with Wells Fargo entities since 2007, including Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 with LPL Financial in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining LPL Financial in 2026, he spent a decade at D.A. Davidson & Co. He volunteers as a teacher of a middle school electives course at St. Johns Catholic School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

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 with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

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 and beginning her industry career in 2025. Prior to joining Morgan Stanley, she was involved with the Downtown Seattle Association and USI Insurance Services, and has experience in educational roles at Rutgers University and Lenape Valley Regional High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning 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 market simulations.

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 bringing 18 years of industry experience. She has worked at multiple firms including Merrill and Bank of America, and has been with Morgan Stanley since 2022. Outside of her advisory role, she is involved in real estate property management and owns several rental properties. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm employs structured planning tools and modeling techniques to support client goals across diverse investment and financial planning needs.

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.