David Monsees is a financial advisor at Beacon Pointe Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Joslin Capital Advisors, First Command financial services firms, and served in the United States Naval Reserve and active duty in the U.S. Navy. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager due-diligence process and a mix of active and passive investment strategies across third-party independent managers. The firm is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Vikram Kirikera is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at several firms including Netlaw Inc, Seattle Financial Hub LLC, and Seattle Financial Center, and is involved with the National Association of Registered Social Security Analysts, where he educates clients on Social Security payments. He also assists clients with online estate planning tools through Netlaw Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Stephanie Hammell is a financial advisor with Independent Advisor Alliance, LLC and holds the Series 66 designation. She has 11 years of industry experience, including prior roles at Provence Wealth Management Group and LPL Financial. Hammell also founded Opus Consulting LLC, a business entity unrelated to investment advisory. Independent Advisor Alliance serves a broad range of clients, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management strategies and utilizes technology platforms to support comprehensive planning and asset aggregation.

Stephen Cooke is a financial advisor with Ameritas Advisory Services, LLC in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has held roles at Ameritas and MassMutual-affiliated firms and owns Highlands Insurance & Retirement Solutions, LLC, where he serves as President. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management, financial planning, and retirement plan advisory services, utilizing model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary platforms.

George Hook III is a financial advisor with Osaic Advisory Services, LLC. He holds a Series 66 designation and has 27 years of industry experience. His prior firms include Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. Outside of advising, he owns an insurance agency offering long-term care, life, health, and property and casualty insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models and uses both proprietary and third-party platforms.

David Carson is a financial advisor at Transamerica Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has ownership of 280TaxBreak.com, a software business serving tax preparers and professionals. His prior work includes roles at World Financial Group and Veterans Evaluation Services. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary accounts.

Mitchell Williams is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior roles include a year at Equitable Advisors, LLC, and experience in automotive retail and education. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model for portfolio implementation and offers various wrap programs integrated with KeyCorp affiliates.

Ying Yin is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked with Transamerica Financial Advisors since 2014 and is also involved with Fincoach Services LLC and Breakthrough Service LLC, where she owns a tax preparation business and holds an enrolled agent certificate. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides a range of advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Ligaya Choo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 5 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, following a 29-year tenure at JPMorgan Chase Bank, N.A. Prior to her current role, she accumulated extensive experience within the same organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities, operating with a non-discretionary program that relies on an in-house manager solutions team and a centralized due-diligence framework.

Stephanie Ispas is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she worked in retail and educational roles, including at Sephora and Mathnasium. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a variety of investment vehicles and fund structures.

Jordan Whipple is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Fidelity, and E*TRADE. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes customized performance reporting and incorporates an ESG eligibility framework in its investment recommendations.

Donald Kaplan is a CFP® with two years of industry experience, currently serving as a financial advisor at Equitable Advisors. Prior to his current role, he worked at Cipher Skin and Boyett Petroleum, and he spent 28 years at Phillips 66. Kaplan also maintains a CPA license and operates a consulting business focused on providing accounting and administrative services to other ventures. Equitable Advisors serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes various advisory models and third-party sponsors to deliver customized investment solutions.

Peter Gilding is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. He has held roles at Raymond James Financial Services Advisors, Inc., Crossroads Financial Services LLC, and Northern Vermont University. Gilding has also operated a tutoring service and has diverse work experience outside finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and advisor-facing tools.

Alex Cormier is a Financial Consultant at Fidelity Investments, where they have been serving since 2025. Prior to this role, Alex held positions as an Investment Consultant, Relationship Manager, and Financial Representative within Fidelity Investments from 2022 to 2025. Alex works closely with clients to define and understand their specific financial goals, developing personalized plans to align with their vision and provide confidence and structure across their portfolios. Collaborating with a Wealth Management Team, Alex executes these plans efficiently for clients and their families. Alex's approach emphasizes building a foundation of trust through understanding what is important to each client. This client-centered strategy supports the development of tailored financial solutions. Outside of their professional responsibilities, Alex enjoys art, family activities, golf, outdoor adventures, parenthood, and spending time with pets.

Johnatan Mendez is a financial advisor with Cambridge Investment Research Advisors based in Bellevue, WA. He holds a Series 66 designation and has been with Cambridge Investment Research Advisors and related entities since 2025. Prior to his advisory role, he held various positions including at The Boeing Company and University of Washington Tacoma. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management solutions and platform arrangements tailored to client objectives.

Jacob Klein is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Invest Financial Corp. and Key Investment Services LLC before joining LPL Financial in 2018. Outside of his advisory role, Klein has served as an assistant varsity football coach at Liberty High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies that incorporate LPL Research models and third-party subadvisors.

Po Wei Chang is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 23 years of industry experience. He has worked at MML Investors Services Inc and MassMutual Life Insurance Co since 2007. Outside of his advisory role, he is also an insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements and a range of investment programs and educational seminars.

Jennifer Bromberg is a CFP® professional with eight years of experience in financial advising. She has worked at Cambridge Investment Research Advisors since 2018 and previously held roles at U.S. Bank from 2015 to 2018. Bromberg serves as Vice President and Board Member of the Sammamish Chamber of Commerce and is involved in career and personal management coaching. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement-plan sponsors, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Bruce Brundige is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial since 2000 and previously operated Financial Advocates Advisory Services, an independent registered investment advisory firm. Brundige also provides fixed insurance services through his role at Financial Advocates Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nick Negi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity in 2020, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, Nick worked as a Relationship Manager at First Tech Credit Union and Addison Avenue Investments from 2018 to 2020, and as a Financial Advisor at Edward Jones in 2018. Nick focuses on partnering with clients to understand their financial situations and priorities, creating and executing tailored financial plans. He emphasizes providing excellent customer service and fostering long-term relationships between clients and Fidelity. Outside of his professional work, Nick enjoys playing badminton and watching movies.