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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Washington involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Washington?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Washington to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Washington financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Washington

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Craig Brown

MultiGen Wealth Services, Inc. (LPL Financial)

113 W Chestnut Street

Bellingham, WA 98225

360-392-2882

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Daniel Wiersma

Harbor Wealth Management / LPL Financial

5801 Soundview Drive #250

Gig Harbor, WA 98335

253-858-6004

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Jim Falcone

Fulcrum Wealth Advisors, LLC

10940 NE 33rd Place
Suite #210

Bellevue, WA 98004

425-250-6280

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Kevin Pentz

Wealthmark Advisors

2819 NW Kitsap Place
Suite 201

Silverdale, WA 98383

360-516-2400

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Bret Butcher

Allworth Financial

9706 4th Avenue NE Suite 315

Seattle, WA 98115

888-242-6766

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Michael Oldenburg

Edelman Financial Engines, LLC

2505 S. 320th Street, Suite 220

Federal Way, WA 98003

425-386-8433

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S. R. Schill & Assoc. Planners & Advisors

S. R. Schill & Associates Financial Planners & Advisors

2448 76th Ave SE, Suite 107

Mercer Island, WA 98040

206-275-2700

List of Additional Financial Advisors in Washington*

* Additional advisor listing is provided in partnership with Yext

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Laurie S. Swenson - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7008

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James Hedden - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4163

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Tracey Borgardts - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8865

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Jerry Medved - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8863

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Amy Y Allen - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-3514

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Atkinson Wealth Strategies

11900 NE 1st Street
Suite 300

Bellevue, WA 98005
425-747-1464

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The DeLateur Group - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
206-464-4018

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Mark Tompkins, CRPC | Steward Partners Global Advisory

1030 N Center Parkway
Suite 310

Kennewick, WA 99336
971-353-7807

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First Command Financial Advisor - Sam Swinson

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

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The Miller Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8025

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Timothy A Thomas - Morgan Stanley

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0177

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Lisa Shelton - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7994

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Tim Vediz, CFA - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-9974

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Soundview Group - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3953

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Edward Jones - Financial Advisor: Wesley McBratney

16108 Ash Way
Suite 112

Lynnwood, WA 98087
425-743-2317

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Edward Jones - Financial Advisor: Jim Boora, CFP®

717 Levee Street

Hoquiam, WA 98550
360-532-5011

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Bellingham, WA Branch Office - UBS Financial Services Inc.

104 Unity Street

Bellingham, WA 98225
360-714-2544

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Leslie J Norton - Ameriprise Financial Services, LLC

110 James St
Ste 100

Edmonds, WA 98020
425-640-8632

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Marc Georgeadis - UBS Financial Services Inc.

1604 Hewitt Ave
6th Floor, Suite 601

Everett, WA 98201
425-349-0464

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Nicholas Jordan - Ameriprise Financial Services, Inc.

11400 SE 8th St
Ste 445

Bellevue, WA 98004
425-709-0780

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Balcom Investments

2270 Carillon Point

Kirkland, WA 98033
425-284-6800

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Miri Tilson - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4128

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Jennifer K Iranon - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-6093

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Kohl Metzger - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4087

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KC Smith - Ameriprise Financial Services, LLC

100 2nd Ave S
Ste 140

Edmonds, WA 98020
425-640-8633

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Martin Mosbacker - Ameriprise Financial Services, LLC

1816 S Lake Stevens Rd
Ste 201

Lake Stevens, WA 98258
206-236-8054

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BayPort Financial

2620 North Harbor Loop Drive
#26

Bellingham, WA 98225
360-332-8900

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Benson & Williams CPA's Inc.

1843 E. Main Ave.

Puyallup, WA 98372
253-845-4281

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Battistoni Financial Inc.

5447 Champery PL NW

Issaquah, WA 98027
425-443-7234

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Nancy Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8519

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Zach Goldberg, CFP, CRPS - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2330

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Peter Noone, CFP, CIMA, CRPS - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2403

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Asset Guardian

701 5th Avenue
42nd Floor

Seattle, WA 98104
425-777-1316

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Gary Grossblatt, CFP, CRPS - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2345

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Morgan Stanley Financial Advisors

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-0212

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McKay Wealth Management

6000 Southcenter Boulevard
Suite

Tukwila, WA 98188
206-973-4488

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Momentum Financial Group

1200 Old Fairhaven Parkway
Suite 107

Bellingham, WA 98225
360-714-3378

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Brian D Chase - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2766

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Behm Financial

4424 6th Avenue
Suite 1A

Tacoma, WA 98406
253-640-8437

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Deanna Kit Wong - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5258

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5 Point Financial

11830 NE 195th Street

Bothell, WA 98011
425-402-8700

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Asset Care & Preservation Services

2018 Caton Way SW

Olympia, WA 98502
360-878-8065

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B3 Wealth Strategies

11245 Southeast 6th Street
Suite 120

Bellevue, WA 98004
425-974-1145

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5 Point Financial Group

14205 Southeast 36th Street
Suite 100

Bellevue, WA 98006
425-519-3666

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The Northwest Evergreen Group - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0631

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The Simon Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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Steven Northey - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3129

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Dale Young, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6547

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Sayuj Malla - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2908

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Joey R Smith - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-0230

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ACU Financial Services

6310 Mount Tacoma Drive Southwest

Lakewood, WA 98499
253-912-3222

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Brian R Doughty - Ameriprise Financial Services, LLC

14205 SE 36th St
Ste 100

Bellevue, WA 98006
425-519-3797

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David H Aramaki - Ameriprise Financial Services, LLC

14205 SE 36th St
Ste 100

Bellevue, WA 98006
425-519-3797

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First Command Financial Advisor - Bryan Coleman

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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Powers Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6550

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David Metz - Ameriprise Financial Services, LLC

10655 NE 4th St
Ste 503

Bellevue, WA 98004
425-460-9025

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Bruce J. Brennen, New York Life

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
425-462-4900

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Sheri Anne Larsen - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-451-2304

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Corinthian Wealth Partners

3491 NW Anderson Hill RD

Silverdale, WA 98383
360-551-4513

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Optimist Retirement Group

11400 SE 8th St
Suite 465

Bellevue, WA 98004
425-637-3037

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First Command Financial Advisor - Joe Pestar

32895 State Route 20

Oak Harbor, WA 98277
360-279-9887

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Morgan Stanley Financial Advisors

8202 W Quinault Ave
Ste A110

Kennewick, WA 99336
509-735-0170

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3 Rivers Financial Group

8511 West Clearwater Avenue
Suite B

Kennewick, WA 99336
509-783-2040

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Randall Linde - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

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First Command Financial Advisor - Al Bloir

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

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Amani Y. Harris, MBA - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4542

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Alyssa Morley - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-593-5015

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Kevin Young - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6521

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Shawn Macfarlan, CFP, CIMA - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-689-3125

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Peak Mortgage - Debbie Thorington

8479 West Clearwater Avenue Building A
Ste 110

Kennewick, WA 99338
509-308-6929

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Tiffani N. Lee-Kumabe - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4026

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Christian Gweth - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
425-453-3470

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Jane H. Suzick - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-336-1626

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Northwest Wealth Consulting Group - UBS Financial Services Inc.

601 West Riverside Avenue
Suite 1200

Spokane, WA 99201
509-622-0610

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Matthews Wilwerding Investment Consulting - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-6546

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The Cornerstone Legacy Group - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-8076

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Edward Jones - Financial Advisor: Stephen M Sklar

2500 W Sims Way
Ste 202

Port Townsend, WA 98368
360-385-2243

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Lily Rodriguez

360-350-0891

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Edward Jones - Financial Advisor: KJ Brady

12199 Village Center Place
Suite 202

Mukilteo, WA 98275
425-290-1828

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Thomas Elrod - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
209-576-3209

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Focus Advisors - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8610

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Reggie M Akins

999 3rd Ave
Ste 3720

SEATTLE, WA 98104
206-384-7412

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The Rainier Team - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3485

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Edward Jones - Financial Advisor: Gavin Bullock

2003 132nd St SE
Suite C

Everett, WA 98208
425-367-4849

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Tristan Coudriet - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-8200

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Gregory Hastings - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8552

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Bellevue, WA Branch Office - UBS Financial Services Inc.

225 108th NE
Suite 800

Bellevue, WA 98004
425-451-2300

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Edward Jones - Financial Advisor: Amanda R Gross, AAMS¿

22125 SE 237th Street
Suite 104

Maple Valley, WA 98038
425-413-0882

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Edward Jones - Financial Advisor: Shane B Klingenstein

18209 Sr 410 E
Ste 302

Bonney Lake, WA 98391
253-862-9047

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Edward Jones - Financial Advisor: Joe Bilsborough, CRPC®

1580 NW Gilman Blvd
Suite 6

Issaquah, WA 98027
425-394-0396

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Edward Jones - Financial Advisor: JR Whitaker

615 E Pioneer
Suite 104

Puyallup, WA 98372
253-200-4486

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Ying Yin

425-867-6590

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Eugene Kubik - Ameriprise Financial Services, LLC

4407 N Division St
Ste 605

Spokane, WA 99207
509-232-0073

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Richard W Cleavenger - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-6083

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Hugh Do

503-684-4010

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Adnan I Haq - Ameriprise Financial Services, Inc.

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
425-869-7100

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Edward Jones - Financial Advisor: Lisa M Brager

720 Sleater Kinney Rd SE
Suite L

Lacey, WA 98503
360-491-2160

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Seattle, WA Branch Office - UBS Financial Services Inc.

925 4th Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8511

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David Keller - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-455-8021

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Patrick Galbraith, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8539

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Hye Kim

13010 NE 20th St.
Ste 100-A

Bellevue, WA 98005
425-679-6369

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Doug Berger - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1968

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Russell Dyer - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
503-534-3420

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Joel Ferrell - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4428

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Ronald C Mulberg - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8872

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The Aviv Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4124

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Amy M Waller - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2313

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Ed Hirota - Ameriprise Financial Services, LLC

707 S Grady Way
Ste 600

Renton, WA 98057
425-207-7416

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David Gardner - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4444

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Waypoint Wealth Advisors - Ameriprise Financial Services, Inc.

9725 SE 36th St
Ste 308

Mercer Island, WA 98040
206-236-8054

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John Horvath - Ameriprise Financial Services, LLC

4910 NW Camas Meadows Dr
Ste 200

Camas, WA 98607
360-883-5861

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Allstate Personal Financial Representative: Nathan Salvesen

7721 Aurora Ave N

Seattle, WA 98103
206-851-9598

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Allstate Personal Financial Representative: Rogelio Gonzalez

1382 SE Lund Ave
Ste 140

Port Orchard, WA 98366
956-372-9129

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Wilsons Leather

1408 Lum Road

Centralia, WA 98531
360-736-1608

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Steve Nowland - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8226

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Edward Jones - Financial Advisor: Frank Ellars, AAMS¿

1633 Birchwood Ave
Suite 101

Bellingham, WA 98225
360-527-1414

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Edward Jones - Financial Advisor: Vicki Fitzsimmons, AAMS¿

9901 NE 7th Avenue
Suite A102

Vancouver, WA 98685
360-573-6604

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Merriman Wealth Management

111 South Post Street
Suite 2250

Spokane, WA 99201
800-423-4893

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Winninah Magdangal

8350 W. Grandbridge Blvd
Suite 305

Kennewick, WA 99336
360-350-0891

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First Command Financial Advisor - Jae Rood

1000 Station Dr
STE 215

Dupont, WA 98327
253-444-4158

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Edward Jones - Financial Advisor: John J Schneider, CFP®|AAMS¿

20819 72nd Ave S
Suite 130

Kent, WA 98032
253-872-2600

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Edward Jones - Financial Advisor: Lance D Curry, AAMS¿

815 State Avenue
Suite B

Marysville, WA 98270
360-658-8355

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G. Schroeder - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4855

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Edward Jones - Financial Advisor: Pamela A Tuite, AAMS¿

291 C Street
Suite 104

Washougal, WA 98671
360-835-2070

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Edward Jones - Financial Advisor: Desiree Hajek, AAMS¿|CRPC®

18336 Aurora Ave N
Ste 101 C

Shoreline, WA 98133
206-801-7322

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Francine Griggs - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4144

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Treasury 2 Go

206-979-5016

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Blackwell Financial Services

7307 N Division St
Ste 305

Spokane, WA 99208
509-359-9788

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Edward Jones - Financial Advisor: Gary L Ehret, CFP®|AAMS¿|CRPC®

4427 Wallingford Ave North

Seattle, WA 98103
206-545-9040

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Edward Jones - Financial Advisor: John Call, AAMS¿

5105 200th St SW
Suite 100

Lynnwood, WA 98036
425-678-6972

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The Steele Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3116

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Kenneth Hasselbalch - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4193

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Ross Miller - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4081

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Allstate Personal Financial Representative: Derin Brooks

1300 N Mullan Rd
Ste 1310

Spokane Valley, WA 99206
509-934-7174

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Personal Investment Management

22500 NE Marketplace Drive
Suite 203

Redmond, WA 98053
425-883-7990

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Soundview Wealth Management

701 5th Avenue
Suite 4050

Seattle, WA 98104
206-389-8000

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Cellular Plus, Verizon Authorized Retailer

914 E Mission Avenue
Suite A

Spokane, WA 99202
509-608-3982

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Bellevue Financial Advisors

1100 Bellevue Way NE
Ste 8A #280

Bellevue, WA 98004
425-954-5153

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Wil F Daniels - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 704

Seattle, WA 98109
206-926-5347

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William "Billy" Lang - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-6082

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Latitude Wealth Management LLC

7117 W Hood Place
Suite 120

Kennewick, WA 99336
509-628-2291

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The Coleman Group - Morgan Stanley

601 Union St.
Suite 5200

Seattle, WA 98101
206-344-8054

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Edward Jones - Financial Advisor: Aubrey K Holwegner

2301 W Nob Hill Blvd
Ste 4

Yakima, WA 98902
509-453-5936

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Hammar-Clendenin Wealth Management Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-447-2428

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Eaglecrest Financial Group - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-8200

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Legacy Wealth Consulting Group - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2779

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Brooke Fackler- Lowery - Morgan Stanley

1701 SE Columbia River Dr
Ste 120

Vancouver, WA 98661
360-992-7989

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Fleenor - Zaro Wealth Management

102 W Main St.
Suite 200

Walla Walla, WA 99362
509-526-5755

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Harbor Wealth Consulting Group - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3942

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Cascade Wealth Strategies

10500 NE 8th St
Ste 1600

Bellevue, WA 98004
206-728-2400

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Edward Jones - Financial Advisor: Steven D Tolonen

15301 Maple Valley Hwy
Ste 400

Renton, WA 98058
425-228-5447

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Edward Jones - Financial Advisor: Noelle Bellavance

17824 First Ave S
Suite 104

Burien, WA 98148
206-214-1001

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Alice Douglas - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-287-8717

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Jim Gruett - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7023

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Morgan Stanley

33400 9th Ave South
Suite 100

Federal Way, WA 98003
253-874-3100

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John W Hulbert III - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7007

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Bruce Bennett - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1974

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Joseph Silva - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-650-1794

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Seattle, WA Private Wealth Management - UBS Financial Services Inc.

925 Fourth Avenue
20th Floor

Seattle, WA 98104
800-426-7531

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Jon Sullivan - Ameriprise Financial Services, Inc.

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
503-205-4536

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Carol Ann Davis - Ameriprise Financial Services, LLC

1333 Stewart St
Ste 1

Seattle, WA 98109
206-315-6256

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Brian Swearingen - Morgan Stanley

8202 W Quinault Ave
Suite A

Kennewick, WA 99336
509-735-0179

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The Richardson Metzger Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4126

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First Command Financial Advisor - Chris McCulloch

8820 59th Ave SW
Suite 200

Lakewood, WA 98499
253-584-7569

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The Hartman Group - Morgan Stanley

2011 NW Myhre Rd
Ste 301

Silverdale, WA 98383
360-613-1986

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First Command Financial Advisor - Andrew Dobbs

665 SE Pioneer Way
Suite 6

Oak Harbor, WA 98277
360-692-0277

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Jan Gerards - Ameriprise Financial Services, LLC

104 S Freya St
Ste 126

Spokane, WA 99202
509-324-4266

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Empower Wealth Strategies & Insurance Solutions

10885 NE 4th Street
Suite 1400

Bellevue, WA 98004
206-799-8571

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Bill Eldridge - Ameriprise Financial Services, LLC

1131 E Westview Ct
Ste 100

Spokane, WA 99218
509-232-0070

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Steven Fox - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

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Thomas Baker - Ameriprise Financial Services, LLC

2702 S 42nd St
Ste 204

Tacoma, WA 98409
253-472-8200

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Keith Lockwood - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2233

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American Senior Resources

1624 Broadway

Everett, WA 98201
425-512-8000

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David Midgley - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-344-2471

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Elliott Cove Capitol Management

1000 2nd Avenue
Suite 1440

Seattle, WA 98104
206-267-2683

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Michael Norton - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2345

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Terry Davis - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-650-1780

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Mark L Sims, LUTCF

1851 Central Place South
Suite 110

Kent, WA 98030
253-350-5187

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Jim Holroyd, CFP(R)

253-921-5754

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Freda J. Zimmerman & Associates

1104 N River Ridge Blvd

Spokane, WA 99224
206-915-7490

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Laurus Financial Group

33801 1st Way South
Suite 261

Federal Way, WA 98003
253-838-9943

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De La Torre Wealth Strategies

4400 NE 77th Ave
Suite 275

Vancouver, WA 98662
360-952-3776

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Jeffery J. Johnston

1425 Lakeside Court

Yakima, WA 98902
509-494-7816

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Burnell Financial

19125 North Creek Parkway
Suite 120

Bothell, WA 98011
425-286-7298

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The Mash Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-3477

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Indigo Wealth Management

900 Washington Street
Seventh Floor, Suite 790

Vancouver, WA 98660
360-258-1005

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Seth M Rapkin - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2775

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Edward Jones - Financial Advisor: Vicki L Blunt

4305 NE Thurston Way

Vancouver, WA 98662
360-253-5774

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Kathleen Cummins - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
206-344-2422

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Decker Investment Group

2825 Colby Avenue
Suite 201

Everett, WA 98201
425-259-1319

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Kevin P West - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-455-4995

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Perry L. Smith Consulting

40 Lake Bellevue
Suite 100

Bellevue, WA 98005
425-502-9058

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City Fiduciary Group

3606 Main Street
Suite 100

Vancouver, WA 98663
800-827-0159

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The Hedrick Co.

4500 90th Avenue Southeast

Mercer Island, WA 98040
206-232-8807

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Austin Neufeld - Morgan Stanley

2200 Rimland Drive
Suite 105

Bellingham, WA 98226
360-788-7000

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Stephen Bowden Investments

7403 Lakewood Dr W
Ste 2

Lakewood, WA 98499
253-302-5410

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Noble Wealth Management

3304 N. Bent Road

Kennewick, WA 99338
509-735-9000

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Marc Warren Baumgaertel - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-343-2947

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Longbow Financial Services, LLC

818 W. Riverside
Suite 200

Spokane, WA 99201
509-343-9227

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RJA Financial Services INC

14900 Interurban Ave South
Suite 298

Tukwila, WA 98168
206-674-4647

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Evans Capital Management Associates

3535 Factoria Blvd SE
Suite 120

Bellevue, WA 98006
425-455-0501

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Investors Portfolio Services

2832 S Meridian
Suite 201

Puyallup, WA 98373
253-770-8118

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Forrest St. John Kim - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-8874

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Otoupal Generational Wealth Management

10400 NE 4th St.
Suite 400

Bellevue, WA 98004
425-467-2216

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John F Kelly Jr - Ameriprise Financial Services, Inc.

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5256

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NOW CFO

600 First Ave.
#244

Seattle, WA 98104
877-884-0232

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Watson Financial Services, Inc.

400 S Jefferson St.
Ste 416

Spokane, WA 99204
509-456-6461

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Thomas Bajema - Ameriprise Financial Services, LLC

119 N Commercial St
Ste 170

Bellingham, WA 98225
360-734-9000

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Zetlmaier Wealth Management

1420 5th Ave
Suite 2200

Seattle, WA 98101
206-676-6141

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Todd Swan - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-882-7488

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Kirk Neamen - Ameriprise Financial Services, Inc.

9725 SE 36th St
Ste 210

Mercer Island, WA 98040
206-420-8803

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Heritage Wealth Advisors - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

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Marc Dorgan - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4748

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Tara Kinsella - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0634

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The Aquino Group - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-455-8632

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The Union Square Group - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4875

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AJ Aquino - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3102

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Kathleen Weber - Morgan Stanley

4000 Carillon Point
Ste 600

Kirkland, WA 98033
425-202-0644

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Mark Allison - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-467-3101

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Michael F Marohn - Morgan Stanley

724 Columbia St NW
Ste 350

Olympia, WA 98501
360-704-2222

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Andrew Rothman - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5309

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Marvin McKenzie - Ameriprise Financial Services, LLC

6601 W Deschutes Ave
Ste E

Kennewick, WA 99336
509-737-1690

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Lixin Cui

2330 130th Ave NE
Building C Suite 103

Bellevue, WA 98005
425-867-6590

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Timothy O Lynch - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
509-751-4202

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Andrew Gregor - Morgan Stanley

2727 Hollycroft
Suite 330

Gig Harbor, WA 98335
253-858-3781

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Scott Lorenzen - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-528-2601

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Kirk Tambara - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5493

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Keiler/Lyons Financial Management

102 West Main Street
Suite 200

Walla Walla, WA 99362
509-526-5755

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Peter Ross Smith - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-0230

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Shane Weisman - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5494

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Kristin Hanneman - Morgan Stanley

1701 SE Columbia River Dr Ste120

Vancouver, WA 98661
360-992-7996

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HouseholderGroup Estate & Retirement Specialists

9725 3rd Avenue NE
Suite 201

Seattle, WA 98115
206-517-2342

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Financial Strategies Group

16201 East Indiana Avenue
Suite 3270

Spokane Valley, WA 99216
509-624-1574

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Edward Jones - Financial Advisor: Elwis Johnson Jr, AAMS¿

5501 75th St W
Suite 100

Lakewood, WA 98499
253-473-1327

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Latona Wealth Partners

314 W Galer Street
Suite 102

Seattle, WA 98119
206-457-5745

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Michael A Hart - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9966

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Russell Dunn - Ameriprise Financial Services, LLC

915 118th Ave SE
Ste 250

Bellevue, WA 98005
425-691-1587

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Kari Miller - Ameriprise Financial Services, LLC

201 NE Park Plaza Dr
Ste 166

Vancouver, WA 98684
541-967-9494

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David B Richardson - Ameriprise Financial Services, LLC

9725 SE 36th St
Ste 210

Mercer Island, WA 98040
206-453-3506

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Bob Jamieson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-281-7250

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Chris Wille - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
425-869-7100

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Edward Jones - Financial Advisor: Seth T Nilson

7104 265th Street NW
Suite 100

Stanwood, WA 98292
360-629-5487

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Crosswind Advisors, LLC

19125 North Creek Parkway South
Suite 120

Bothell, WA 98011
425-349-2527

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Edward Jones - Financial Advisor: Calvin Christensen

3100 NW Bucklin Hill Rd
Ste 115

Silverdale, WA 98383
360-698-6092

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Pacific Northwest Group - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-224-4163

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Edward Jones - Financial Advisor: Joshua E Moore

3727 California Ave SW 1D

Seattle, WA 98116
206-937-9613

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Edward Jones - Financial Advisor: Karley Schluter

1912 201st Place SE
Suite 200

Bothell, WA 98012
425-424-2431

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Heidi Smith - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

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Dave Levine - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-906-9835

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Edward Jones - Financial Advisor: Bruce L Hansen, AAMS¿

1539 NW Louisiana

Chehalis, WA 98532
360-748-6359

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Miroslava Dashkel

12322 Highway 99
Suite 128

Everett, WA 98204
425-289-0562

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Vista Financial Solutions - Ameriprise Financial Services, LLC

9222 Bayshore Dr NW
Ste 100

Silverdale, WA 98383
360-516-6820

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Jeffrey Anderson, CFP - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
210-805-1070

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Klaudia Anna Conradt - UBS Financial Services Inc.

1145 Broadway Plaza
14th Floor

Tacoma, WA 98402
253-428-3957

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Daryl Merrick - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-372-4800

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Debbie Rainey - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5474

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The Latitude 48 Group - Ameriprise Financial Services, LLC

10950 NE State Highway 104

Kingston, WA 98346
360-297-4848

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Edward Anthony Conti - Ameriprise Financial Services, LLC

10655 NE 4th St
Ste 503

Bellevue, WA 98004
425-460-9025

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Vuecrest Wealth Management - Ameriprise Financial Services, LLC

10655 NE 4th St
Ste 503

Bellevue, WA 98004
425-460-9025

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Edward Jones - Financial Advisor: John D Leick

11747 NE 1st Street
Suite 101

Bellevue, WA 98005
425-452-8930

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Edward Jones - Financial Advisor: Donavan J Welch

6319 N Maple

Spokane, WA 99208
509-328-6785

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Edward Jones - Financial Advisor: Micah K Blair, CFP®|AAMS¿

621 B NW Richmond Beach Road

Shoreline, WA 98177
206-542-4930

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Erin Scannell - Ameriprise Financial Services, LLC

7525 SE 24th St
Ste 120

Mercer Island, WA 98040
425-709-2345

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Briana Blocker - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5530

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Amit Trivedi, CFA - UBS Financial Services Inc.

225 108th Avenue NE
Suite 800

Bellevue, WA 98004
425-990-2790

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Bryan Gormley

33801 1st Way South
Suite 371

Federal Way, WA 98003
253-242-7270

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Debra L Morrow - Morgan Stanley

500 108th Ave NE
Ste 1900

Bellevue, WA 98004
425-453-5835

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Scott Loughney - Ameriprise Financial Services, LLC

201 NE Park Plaza Dr
Ste 166

Vancouver, WA 98684
360-573-3346

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Johnson Financial Partners - Ameriprise Financial Services, LLC

11400 SE 8th St
Ste 445

Bellevue, WA 98004
425-709-0780

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Edward Jones - Financial Advisor: Dustin Hocking

9805 224th Street East
Ste C

Graham, WA 98338
253-846-1566

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Brian McCann - Morgan Stanley

717 W Sprague Ave
Suite 500

Spokane, WA 99201
509-325-8228

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Edward Jones - Financial Advisor: Brenna K Casey, CRPC®

10031 WA-532
Ste A

Stanwood, WA 98292
360-629-0177

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The Rainier Consulting Group - UBS Financial Services Inc.

925 Fourth Avenue
31st and 32nd Floors

Seattle, WA 98104
206-628-8530

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Edward Jones - Financial Advisor: David R Rice

150 Nickerson St
Suite 102

Seattle, WA 98109
206-285-0072

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Edward Jones - Financial Advisor: Taylor Murrey

1215 A St NE

Auburn, WA 98002
253-833-9975

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Lee Financial Services

3918 South Rebecca Lane

Spokane, WA 99223
509-448-1600

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Edward Jones - Financial Advisor: Nick Lemiere, CFP®

1332 Vandercook Way

Longview, WA 98632
360-425-0037

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Edward Jones - Financial Advisor: Jania L Watkins, AAMS¿|CRPC®

22 Tacoma Avenue North

Tacoma, WA 98403
253-627-1997

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Crosby Wealth Advisors - Ameriprise Financial Services, LLC

4055 Lake Washington Blvd NE
Ste 200

Kirkland, WA 98033
425-869-7100

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Bim Prince - Ameriprise Financial Services, LLC

10950 NE State Highway 104

Kingston, WA 98346
360-297-4848

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Edward Jones - Financial Advisor: River Powers

380 SE Pioneer Way
Suite 102

Oak Harbor, WA 98277
360-720-2236

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Kevin Nanthrup - Ameriprise Financial Services, LLC

126 Wells Ave S

Renton, WA 98057
800-563-1636

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Robert G Maas - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-617-0611

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Eric Greif - Ameriprise Financial Services, LLC

1499 SE Tech Center Pl
Ste 220

Vancouver, WA 98683
360-713-5510

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Edward Jones - Financial Advisor: Dan Rodgers, AAMS¿

237 N Chelan Ave

Wenatchee, WA 98801
509-662-4491

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Edward Jones - Financial Advisor: Bryant Pae

11747 NE 1st St
Ste 320

Bellevue, WA 98005
425-223-5270

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Paulson Financial Services LLC

360-738-6968

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Dylan Brown - Ameriprise Financial Services, LLC

1101 Summitview Ave

Yakima, WA 98902
509-454-1101

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Sound Strategies Wealth Management

3055 112th Avenue Northeast
Suite 110

Bellevue, WA 98004
425-646-6712

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West Invest

1801 F Street

Bellingham, WA 98225
360-738-6019

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I.D. Financial

206-774-0262

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Darlene Poch - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-503-4331

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Paragon Wealth Advisors - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5254

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Dan L Becraft - Morgan Stanley

601 Union Street
Suite 5200

Seattle, WA 98101
206-628-4852

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Daniel Jiyamapa - Ameriprise Financial Services, LLC

301 116th Ave SE
Ste 500

Bellevue, WA 98004
425-457-7073

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Steven Jennings - Ameriprise Financial Services, LLC

301 116th Ave SE
Ste 500

Bellevue, WA 98004
425-457-7073

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Rhonda Hauter - Ameriprise Financial Services, LLC

1201 Pacific Ave
Ste 1250

Tacoma, WA 98402
253-752-7144

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Rebecca Wakefield - Ameriprise Financial Services, LLC

101 Elliott Ave W
Ste 510

Seattle, WA 98119
206-219-5255

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Elizabeth Peterson - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-597-7583

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Jerry Knutson - Ameriprise Financial Services, LLC

520 Pike St
Ste 2725

Seattle, WA 98101
206-926-5312

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Peter Groeschel - Ameriprise Financial Services, LLC

601 108th Ave NE
Ste 1800

Bellevue, WA 98004
425-201-0719

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Edward Jones - Financial Advisor: Deana Hale

17887 Redmond Way
Ste 125

Redmond, WA 98052
425-861-0870

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Fredericksburg Financial LLC

1315 Farallone Avenue

Fircrest, WA 98466
253-592-4471

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Lightship Maritime Inc.

22722 29th Drive SE
Suite 100 PMB 10063

Bothell, WA 98021
407-359-6363

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JAG Financial

201 NE Park Plaza Drive
Suite 150

Vancouver, WA 98684
360-448-2054

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Westerly Financial Partners - Ameriprise Financial Services, LLC

1200 Westlake Ave N
Ste 501

Seattle, WA 98109
206-285-0813

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Alan Blinn - Ameriprise Financial Services, LLC

1380 112th Ave NE
Ste 200

Bellevue, WA 98004
425-228-1000

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Mark D Baldwin - Morgan Stanley

3909 Castlevale Rd
Ste 100

Yakima, WA 98902
509-454-2324

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Financial Dimensions

1516 Hudson Street
Suite 202

Longview, WA 98632
360-425-0100

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Sara Asatiani - Morgan Stanley

601 Union Street
Suite 2900

Seattle, WA 98101
206-464-4144

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Cashmere Valley Wealth Management

124 E Penny Road
Suite #102

Wenatchee, WA 98801
509-664-7168

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Edward Jones - Financial Advisor: Kathleen S Wilmes

3904 Terrace Heights Dr
Suite B

Yakima, WA 98901
509-452-2895

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Odyssey Wealth Management

1620 Duvall Ave NE
Suite 202

Renton, WA 98059
425-226-2696

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Steele Financial Services

119 Grand Avenue
Suite A

Bellingham, WA 98225
360-647-1739

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Templar Financial Services

11232 120th Ave NE
#205

Kirkland, WA 98033
425-374-5070

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Yingyu Counsell

355 118th Ave SE
Suite 100a

Bellevue, WA 98005
425-282-1988

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Ryan Harrigan - Morgan Stanley

1301 A Street
Suite 300

Tacoma, WA 98402
253-874-9963

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LPL Financial - Melton Capital Management

9725 Southeast 36th Street
Suite 303

Mercer Island, WA 98040
206-832-1658