Ryan Jones is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He has worked at several firms including Bank of America, Merrill, and First Republic Investment Management prior to joining J.P. Morgan. Based in Bellevue, WA, he has been with J.P. Morgan since 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Sebastian Ruiz is a Series 66-licensed financial advisor with Merrill in Bothell, WA, and has one year of industry experience. His prior roles include positions at Bank of America and Sapience LLC / Emerald City Athletics. He has also worked in educational and community organizations such as Everett Community College and the YMCA. 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, pension plans, and charitable organizations.

Devin Anthony is a Series 66-licensed financial advisor with Ameriprise in Bellevue, WA, and has seven years of industry experience. His prior roles include positions at Stifel, Bank of America, Merrill, and Capital One Financial. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice based on proprietary research and third-party data.

Aaron Shepherd is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Microsoft Corporation from 2013 to 2017. He is also the owner of The Pilates Company of Woodinville, a personal fitness studio he has operated since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Donald Bertrand is a financial advisor with Edelman Financial Engines in Bellevue, WA, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has worked with Financial Engines Advisors L.L.C. since 2016 and has prior experience in catering roles from 2015 to 2016. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with both discretionary and non-discretionary management options.

William George is a financial advisor with Merrill in Seattle, WA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Merrill, he worked at Bank of America, BMO, Bank of the West, and US Bank. Outside of his advisory role, he works as an independent contractor providing rideshare services for Lyft and Uber. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Alison Mandi is a Series 66-licensed financial advisor with 18 years of industry experience, currently with UBS Financial Services since 2021. She previously worked at City National Bank and RBC Capital Markets, LLC. Alison serves as treasurer and a member of the board of directors for the Lakeview Elementary Parent Teacher Student Association. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Tara Kinsella is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been associated with Morgan Stanley since 2013, currently working within Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment committee resources. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Basel Elesrawi is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Bank of America and has additional experience outside finance including positions at LA Fitness and Einstein Bagels. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Derin Russo is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with UBS Financial Services in Bellevue, WA. Their career includes two separate tenures at UBS, spanning from 2016 to 2018 and from 2021 to the present. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Elif Lee is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds the Series 66 designation. Outside of her advisory work, she is the founder of Kimana Group LLC, a life coaching and consulting business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

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.

Ting Ting Chan is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2017, also working with Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kathleen Steele is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Equitable Advisors since 1999 and was previously with Axa Advisors, LLC. Outside of her advisory role, she serves as a board member of Fauntleroy Church in Seattle. Equitable Advisors provides financial planning and retirement-plan support to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers access to asset management through third-party programs and employs a hybrid referral and implementation model that incorporates both advisory and brokerage channels.

Cynthia Davis is a financial advisor with Edward Jones in Redmond, WA, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones from 2008 to 2024 and also has experience with H&R Block and Uber Eats delivery. Outside of her advisory role, she continues to work as a meal delivery driver for Uber Eats. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Olamide Aje is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Aje worked for Marian BNA LLC and spent nearly two decades at The Boeing Company. Outside of his advisory role, he manages a rental property in Seattle. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and charities, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Janice Lin is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Bellevue School District and Alaska Airlines. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Sean Kron is a financial advisor at Merrill based in Bellevue, WA, with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2020, alongside his role at Merrill since 2019. Prior to his advisory career, he was employed at the University of Washington from 2015 to 2019. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Jedda is a financial advisor at Ameriprise in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, she owned and operated JJ Caprices, a retail business, from 2013 to 2024. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

Kyle Kuykendall is a CFP® with 17 years of industry experience. He currently works at Wells Fargo Clearing and previously spent 16 years at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services centered on an IPS-driven process grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.