Joseph Smith Jr. is a financial advisor with Equitable Advisors in Shoreline, WA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models, including third-party asset managers and LPL-sponsored programs, and offers ERISA fiduciary services to qualified plans.

Shari Jenkins is a CFP® with 42 years of experience in the financial services industry. She has been with LPL Financial since 2021 and previously held roles at Waddell & Reed, Inc., Greater Puget Sound Solutions, and Shari & James Jenkins Inc. Jenkins has also maintained a notary business since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary models and third-party strategies.

Michelle Padilla is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior roles include positions at Merrill Lynch, Bank of America NA, and Opus Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Cody Martinell is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013 in various roles including Financial Representative, Investment Consultant, and Financial Consultant. In his current role since 2020, he partners with clients and their families to develop and maintain customized plans that address controllable financial and emotional risks. Throughout his tenure at Fidelity Investments, Cody has gained extensive experience in financial consulting and investment advising. He holds a California insurance license, which supports his ability to provide comprehensive financial guidance. Outside of his professional work, Cody is interested in board games, boating, fishing, football, golf, and skiing.

Alan Writer is a financial advisor with Thrivent Investment Management in Lake Stevens, WA, holding a Series 66 credential and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on various financial topics without portfolio management or institutional advisory services. The firm employs a holistic, goal-based approach combining planning with managed-account options under a consolidated billing structure called “WealthPlan.”

Joseph Phillips is a CFP® with 21 years of experience in the financial industry. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has been employed since 2012 and 2018 respectively. His prior experience includes roles at Chase Investment Services Corp. and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach emphasizes written asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Hoa (Sandra) Truong is a financial advisor at Osaic with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., KMS Financial Services, Inc., and Morgan Stanley DW Inc. Truong is also involved in insurance sales, offering fixed annuities and term life insurance through her contracted agent roles. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multi-advisor platform solutions.

Roma Malhotra is a financial advisor with Merrill in Snohomish, WA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Her prior work includes positions at Bank of America and Pier 1 Imports. Outside of her advisory role, she is involved with MATR Corporation, a gas station and convenience store business owned by her husband, where she assists with stocking, cleaning, and cashier duties. 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 a broad range of individual and institutional clients.

Christopher Minaker is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and also serves as an assistant baseball coach at Edmonds-Woodway High School. His career includes roles at several firms, including Greenlight Investors, LLC, and Carl Zeiss Meditec USA, Inc. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Thomas Little is a financial advisor with UBS Financial Services in Everett, WA, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with UBS since 2015. Outside of advisory work, he owns and manages several businesses related to sales and leasing of heavy equipment, vehicle sales, and commercial real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client solutions.

Congying Li is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Li worked at Amerisave Mortgage Corporation and held roles at Intuit and Haidilao Hot Pot Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of advisors and branch offices.

Cary Atlas is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held positions at Chase Investment Services Corp., Wamu Investments, Inc., and PRUCO Securities, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates ESG criteria, with implementation and portfolio services supported by affiliated entities.

Nick Pascoe is the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on empowering Fidelity associates by providing them with the skills, confidence, and support necessary to reach their full potential. He has held several positions at Fidelity Investments, including Vice President, Regional Planning Consultant from 2022 to 2026, Vice President, Financial Consultant from 2020 to 2022, Financial Consultant from 2017 to 2020, and Investment Consultant from 2015 to 2017. Prior to joining Fidelity, Nick was a Financial Representative at Northwestern Mutual from 2013 to 2015.

Michael Gabriyelyan is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at ADP, Paycom, Symetra Life Insurance Company, and Amazon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes an ESG eligibility framework.

Kimberly Monnahan is a financial advisor with LPL Financial in Edmonds, WA, holding Series 63, 65, and 66 credentials and bringing 22 years of industry experience. Her career includes roles at Ameriprise, Private Advisory Group, Northern Trust Securities, Banc of America Investment Services, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a wide network of more than 22,800 advisors.

Richard Ball is a financial advisor with Edward Jones in Mill Creek, WA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

James Hansen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Securities America Advisors, Securities America, KMS Financial Services, and Travelers Insurance Company. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process featuring asset allocation, portfolio optimization, and risk management tools, supporting discretionary strategies and third-party manager selections.

Mark Freise is a CFP® with 20 years of experience in financial advisory services, currently practicing at Raymond James Financial. He has operated his own business, Freise Financial, Inc., since 2017. His background includes tenure at Raymond James Financial Services Advisors Inc. and involvement with Freise Capital Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and also offers specialized municipal and retirement plan advisory services.

Haris Ansari is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Ansari serves as president of the Woodinville Power Partners BNI Chapter, a community networking group connecting professionals across various industries. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and third-party money managers.

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.