Caleb Hasslinger is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he worked at Country Financial and has held various roles in education and retail. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and a centralized operational structure.

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.

Hannah Smith is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has prior work experience in caregiving and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

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 designation and 25 years of industry experience. His prior work includes roles with Waddell & Reed, Inc. and operating retirement and investment planning services through Greater Puget Sound Solutions. Outside of his advisory work, he serves as Vice President of Shari & James Jenkins Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Sergio Colon is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked in various financial and non-financial roles, including at Peoples Bank, Chase Bank, and Caliber Home Loans. Outside of advisory work, he serves as an assistant football coach for a high school team in Bothell, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Yun Risher is a financial advisor with Wells Fargo Clearing in Lynnwood, WA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. Risher has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Guizzetti is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2013. He holds Series 65 and Series 63 credentials. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Nina Mae Jasmine He is a financial advisor at Fidelity with Series 66 credentials and two years of industry experience. She has held roles at Fidelity Investments since 2021 and has prior experience in the credit union and food service sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Joseph Leedom is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Before joining LPL Financial in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Esther Shin is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. She has previously worked at Bank of America for 25 years. Outside of her advisory role, she is a co-owner of a family rental property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Hari Gonzalez is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding the Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Bank. J.P. Morgan Securities LLC 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 and investment management capabilities.

Kristine Booth is a financial advisor with Ameriprise in Poulsbo, WA, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Ameriprise since 2022 and previously was employed at Carters Osh Kosh from 2019 to 2023. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Allison Merritt is a financial advisor with Wells Fargo Clearing in Edmonds, WA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo, she worked at ClickBank and FiGPiN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by extensive research and analytics.

Valerie Rivas is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked in multiple roles within J.P. Morgan entities since 2017. Prior to her financial services career, she was involved with Cactus Catering Company LLC for four years. 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 its Wealth Advisors. The firm operates on a non-discretionary basis, combining institutional advisory expertise with brokerage and investment management capabilities.

Karin Blakley is a financial advisor at LPL Financial with 21 years of industry experience. She holds the Series 66 designation and has worked with firms including Waddell & Reed and various insurance carriers. Blakley serves as a Newcastle City Council member and is involved with Calliope Holdings LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Marko Tubic is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, Tubic serves as Vice President of the Fremont Chamber of Commerce and coaches girls' soccer at McClure Middle School in Seattle. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Emma Moreno Rincon is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2026. She previously worked at Bank of America from 2015 to 2026 and Marymoor Park for 11 years. 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, and various institutional investors.

Alexander Moore is a financial advisor with Raymond James & Associates in Seattle, WA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Moore is a partner in Salmon Bay Capital Advisors LLC, a business entity used to facilitate processing of work-related expenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Kevin Dang is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He began his tenure at Fidelity Investments in 2022 as a Financial Consultant. Prior to joining Fidelity, Kevin accumulated extensive experience in the financial services industry, including positions at JPMorgan Chase where he worked as Private Client Banker-First Vice President from 2012 to 2022, Licensed Personal Banker from 2009 to 2012, and Assistant Branch Manager from 2008 to 2009. He also held roles at Washington Mutual as a Senior Personal Financial Representative and Senior Teller between 2002 and 2008. In his role as a Financial Consultant, Kevin partners closely with clients to develop personalized financial plans tailored to their unique needs and priorities. He emphasizes trust and reliability as foundational elements in his client relationships and conducts ongoing reviews to adapt financial strategies to clients' evolving goals and life events. Kevin's personal interests include camping, cars, fishing, fitness, food, and kayaking.