Merissa Jackson is a Series 66-licensed financial advisor with one year of industry experience. She currently works at Farther and has held prior roles at Modern Woodmen of America, Mass Mutual, Northwestern Mutual, and in consulting and project management positions. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Adrian Garcia is a financial advisor at Allworth Financial, L.P. in Seattle, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Allworth Financial in 2024, he worked in financial wellness and education roles at California State University Sacramento and related organizations. Allworth Financial is a fee-based SEC-registered adviser serving a diverse client base including high-net-worth individuals, retirement plans, trusts, and corporate clients. The firm employs customized portfolio strategies ranging from core-satellite allocations to specialized options-based approaches and integrates technology to manage held-away employer retirement accounts without accessing client login credentials.

Nathan Ringkamp is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 designations. He has no prior industry experience but served 20 years in the U.S. Marine Corps before joining First Command in 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and monitors model portfolios and third-party managers from preapproved lists.

Pranam Tamrakar is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by both internal and third-party managers.

Jacom Schallenkamp is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and five years of industry experience. He has concurrently served as an associate financial advisor at Soundview Financial Group since 2022. His prior work experience includes roles at The Bay Club Company, Uber, and Utah Valley University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Douglas Mansell is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and no prior industry experience. His background includes roles at the Federal Aviation Administration and the National Transportation Safety Board. Mansell is also the owner of Adept Wealth Management LLC, an entity focused on marketing and bookkeeping. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented strategies.

Lindsey Moll is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Lance Sevier is a CFP® professional with 17 years of experience, currently affiliated with LPL Financial in Edmonds, WA. His prior experience includes roles at Penn Mutual Life Insurance Company, Hornor Townsend & Kent Inc, Alaska USA, and CUNA Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and technology-driven strategies.

Eymer Escobar Ramirez is a financial advisor with Raymond James Financial in Seattle, WA, holding a Series 66 designation and four years of industry experience. His work history includes positions at Merrill Lynch, Bank of America, and KeyBank. Outside of his advisory role, he operates a travel vlog on social media and is currently pursuing an Associate of Arts degree at North Seattle College. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Zijia Ye is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities in 2021, Zijia worked at Bank of America and several insurance and financial services firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lynn Brix is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.

Joshua Wessels is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 65 and Series 63 licenses. His prior work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Seattle Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and model portfolios supported by internal and third-party research.

Vickie Godyn is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Douglas Custer is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. His prior roles include positions at Financial Engines Advisors L.L.C., Viridian RIA, LLC, Private Client Services LLC, and Appropriate Balance Financial Services. He serves on the advisory board of the Northwest Symphony Orchestra and is a member of the Planned Giving Advisory Council for the Overlake Medical Center Foundation. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and offers both advisor-led and online investment solutions to a large client base.

Jordan Kirk is a CFP® and Series 66 registered advisor with Charles Schwab in Lynnwood, WA, with four years of industry experience. He has been associated with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of investment options supported by centralized custody and oversight.

Douglas Meck is a financial advisor at LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Waddell and Reed Inc and various insurance carriers. He also serves as Tax Director at Greenwood, Ohlund & Co, LLP, a tax preparation and accounting firm. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and advanced technologies.

Don Norris is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Financial Engines Advisors L.L.C. since 2016, following a two-year tenure at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Joseph Smith Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Equitable Advisors since 2006 and was previously associated with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to execute client recommendations.

Shari Jenkins is a CFP® with 42 years of experience in the financial services industry. She has worked at LPL Financial since 2021 and previously held roles at Waddell & Reed, Inc. for 37 years. Her background also includes managing her own business entities and providing notary services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jason Wright is a CFP® with nine years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Olympic Cascade Services Inc. Wright operates Wright Wealth Partners, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.