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.

Ligaya Choo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 63 and Series 66 designations. Choo 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. from 1992 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Christopher Kyle is a CFA® charterholder with 11 years of industry experience. He currently works at MassMutual Investors Services and MassMutual Life Insurance Co, where he has been employed since 2023. Prior to that, he spent several years at Russell Investments. MassMutual 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 financial planning engagements using firm-approved analytical tools and presents event-driven planning services in specific areas such as divorce and estate settlement.

Eileen Kurth is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank, N.A. since 2024. Prior to this, she spent a decade at KeyCorp and its affiliates and served 12 years with the Seattle Mariners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking advisory approach.

Stephen Hillard is a financial advisor at Raymond James Financial Services Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and Avantax Advisory Services. Outside of his advisory role, he owns and operates Tax Professionals Etc., providing tax preparation and accounting services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Kelci Van Tulder is a financial advisor with Cetera in Renton, WA, holding Series 63 and Series 65 licenses and having six years of industry experience. She previously worked at Pilgrim Coffeehouse and serves as the financial officer for Ascend Northwest, a Catholic nonprofit focused on promoting healing ministry in the Pacific Northwest. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Gary Meagher is a CFP® professional with 41 years of industry experience. He currently works at LPL Financial and has previously been affiliated with Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering diverse financial planning and investment management solutions.

Stephen Vircks is a Certified Financial Planner (CFP®) with 15 years of experience at Edward Jones, where he has worked since 2011. In addition to his advisory role, he is a licensed pyrotechnic operator who volunteers at local professional fireworks shows, participating in setup, live firing, and safety management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and is notable for its large retail advisor and branch network alongside affiliated capabilities such as a trust company and proprietary mutual funds.

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.

Dominic Hernandez is a financial advisor with Edward Jones in Auburn, WA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Corebridge Financial, Valic Financial Advisors Inc, and a teaching role in the Washington State University Finance Department. Edward Jones is a full-service wealth management firm that serves a broad range of clients, including individual, institutional, and charitable organizations. The firm offers various advisory strategies supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

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.

Yelena Alhadeff is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to offer written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Cody Laing is a financial advisor at Ameriprise in Renton, WA, holding a Series 66 designation. He has less than one year of industry experience and has previously worked at AGP Wealth Advisors and held various roles related to California Polytechnic State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Jacob Ronish is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his advisory role, he held various positions including managing a public golf course pro shop and operating an online eCommerce business focused on fantasy football rings. He also serves as secretary for a local homeowners association. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its large retail advisor and branch network, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and securities-based lending.

Taylor Sporcic is a financial advisor at Edward Jones in Issaquah, WA, holding the ChFC® and Series 66 designations with seven years at Edward Jones and a total of four years of industry experience. Prior to joining Edward Jones, he worked at Auburn License Agency and Gosney Motor Parts Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network.

Brandon Roberts is a financial advisor with Mass Mutual Investors Services in Snoqualmie, WA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2001. Outside of his advisory role, he is also a licensed agent involved in life, health, disability income, and long-term care insurance sales. 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 ongoing financial planning, asset management, and educational services, utilizing firm-approved analytical tools to develop collaborative, written financial recommendations.

Man Chung Chau is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill for five years and has been with Linsco/Private Ledger Corp. since 2005. Outside of his advisory role, he is a partner in raw land ventures through Rainbow Partners and Prosperity Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Colin Huber is a financial advisor with MassMutual Investors Services who holds a Series 66 credential and has four years of industry experience. He previously worked at The Smith Richards Group and has been associated with MassMutual Life Insurance Company since 2020. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Schanice Staples is a financial advisor with Cetera and holds Series 63 and Series 66 credentials. She has 11 years of industry experience and previously worked at Northwestern Mutual and Foresters Financial Services. Outside of advising, she is the professional development co-chair for the Urban League Metropolitan Seattle Young Professionals and has developed a mobile application not yet live. Cetera Investment Advisers LLC is a nationwide independent advisory network serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.