D.A. Davidson

Located in Seattle, D.A. Davidson is one of the largest full-service investment firms in the Northwest. It offers investment banking services and conducts company research. The company is owned and operated by Davidson Companies, which provides a range of integrated brokerage, capital market, money and wealth management services. Davidson Companies is one of the leading regional financial services holding companies in the United States. It also supports various direct service organizations and conducts programs to promote economic independence, self-sufficiency, family strength and children s welfare. The company additionally donates a part of its profits to civic and charitable causes. Davidson Companies has various locations in California, Colorado, Idaho, Illinois, Massachusetts, Oregon and Utah.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Zetlmaier Wealth Management is an independent financial planning and wealth management firm based in Seattle, WA. ZWM offers services for all types of investors. Our clients work in a wide array of industries from tech to government to healthcare. We use a bucket strategy approach to financial planning and wealth management. Simply put, we identify your short, medium, and long term needs and make suggestions accordingly.