Haris Ansari is a financial advisor at Osaic with 13 years of industry experience and holds a Series 66 designation. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company before joining Osaic in 2020. Ansari is involved in community networking as president of the Woodinville Power Partners BNI Chapter. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, retirement plan consulting, managed accounts, and access to third-party money managers, utilizing a variety of asset-allocation tools and investment options.

Jean Oppliger is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2015. He holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets, underwriting, and custody solutions.

Makinzie Degroot is a financial advisor at Edward Jones with a Series 66 designation and 1 year of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm has approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Kristin Stuckey is a financial advisor with J.P. Morgan Securities in Everett, WA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Bank and D A Davidson. Outside of finance, she owns and operates a photography business focused on events and portraits. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Skyler Dompier is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Wells Fargo Clearing. Dompier is also a Notary Public. 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 and brokerage services including financial planning and access to model portfolios and third-party asset management, supported by advanced operational tools.

Andres Pena Ross is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Prudential/LPL and EFG Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Margaret Warner is a financial advisor with Primerica Advisors in Snohomish, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she is the owner and president of Irishlass, LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and a tiered wrap fee structure, focusing on curated model portfolios rather than institutional or pension plan management.

Nicole Ovstedal is a financial advisor with Fidelity, holding a Series 66 designation and 12 years of industry experience. She previously worked at Berthel Fisher & Company Planning Inc. and Berthel Fisher & Company Financial Services, Inc. Prior to joining Fidelity in 2022, she accumulated seven years of experience at Berthel Fisher. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage a broad range of investment portfolios and model strategies.

Franklin Newton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for the Federal Emergency Management Agency for one year. 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 services, including discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jordan Karlous is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America NA, Merrill Lynch, and Fisher Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Heather Hafner is a CFP® professional with 20 years of industry experience and has been with Edward Jones in Arlington, WA since 2005. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Mallory Barnum is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. She previously worked at UBS Financial Services from 2016 to 2018 before joining Fidelity Brokerage Services LLC and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Scott Faries is a financial advisor at Edward Jones in Marysville, WA, holding a Series 66 designation with three years of industry experience. He has prior experience at Bank of America and Merrill Lynch, each from 2018 to 2024, as well as earlier roles in various industries. Outside of his advisory work, he is an author of children's fantasy books published through Christian Faith Publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates a nationwide network of over 23,000 advisors and is notable for its large retail footprint and affiliated capabilities beyond advisory services.

Edward Agoglia is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His professional background includes roles at Bank of America, J.P. Morgan Chase, and Equitable Advisors, among others. Merrill, along 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 variety of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sharon Morganti is a financial advisor with Merrill in Everett, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2013 and concurrently works with Pier 1 Imports. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Taylor Aitken is a financial advisor with Edward Jones in Marysville, WA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at AMP Security, Fitness International LLC, and Vantage Marketing. Outside of his advisory role, he serves as a board member for the Neighborhood HOA at Farmhouses at Roxburgue and coaches CrossFit classes in Lake Stevens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household and corporate accounts. The firm manages over $1 trillion in assets and offers various advisory strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Jordan Vicent is an Investment Consultant currently working at Fidelity Investments. In this role, Jordan focuses on collaborating with clients to build financial plans that address both short-term and long-term goals, aiming to instill greater confidence and understanding in their financial future. Jordan's professional experience includes positions at Fidelity Investments as a Financial Representative from 2023 to 2024 and as a Relationship Manager from 2024 to 2025. Prior to joining Fidelity Investments, Jordan worked as an Agent at New York Life in 2022. Outside of work, Jordan has personal interests that include movies and pets.

Shelly Ganje is a Series 66-licensed financial advisor with Edward Jones in Everett, WA, and has nine years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, she owns farmland in Minot, ND, which she rents out for farming. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kevin Losee is a Financial Consultant at Fidelity Investments. He has been with Fidelity for over 18 years, currently serving in his role since 2025. Prior to this, he held various positions within the company, including Planning Consultant, Senior Relationship Manager, Investment Consultant, Financial Representative, and College Planning and Investment Solutions Representative. Throughout his career, Kevin focuses on providing clarity and confidence to clients regarding their long-term financial goals. He emphasizes listening and understanding individual situations to partner effectively in building financial plans. Outside of his professional work, Kevin enjoys camping, family activities, hiking, outdoor adventures, and skiing.

James Jenkins is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 25 years of industry experience. His career includes roles with Waddell & Reed and leadership positions at Greater Puget Sound Solutions and Shari & James Jenkins Inc. Jenkins is also involved in other business activities including retirement and investment planning services. 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 wide range of financial planning and investment management solutions, leveraging extensive resources and technology to support its network of over 22,800 advisors.