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.

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 15 years of industry experience. His prior work includes roles at Wells Fargo Advisors, Wells Fargo Clearing, Key Investment Services, and Merrill. 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. The firm offers a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Krista Savage is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Lake Stevens, WA. She has 15 years of industry experience, including 16 years with Edward Jones. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branches.

Desiree Anderson is a financial advisor with Edward Jones in Monroe, WA, holding a Series 66 designation and six years of industry experience. She served in the U.S. Navy for 22 years and began working at Edward Jones in 2019. Outside of her advisory role, she occasionally assists with office tasks at a family-owned construction business. 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. The firm supports over 23,000 advisors nationwide and manages approximately $1.01 trillion in assets under management.

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.

Rodric Pence is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to develop personalized portfolio strategies aimed at meeting their financial goals. Mr. Pence provides ongoing advice and adjusts investment plans in response to changes in clients' situations. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Mr. Pence earned his bachelor's degree from Biola University. His approach focuses on understanding what matters most to clients and their families in order to create strategies aligned with their financial objectives.

Karin Blakley is a financial advisor with LPL Financial, holding a Series 66 credential and having 21 years of industry experience. Her prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement in multiple local business and community organizations, including the Newcastle Chamber of Commerce. She is also a member of the Newcastle City Council. 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. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a broad spectrum of asset classes.

Matthew Klippert is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Thrivent Financial. Outside of finance, his background includes roles at Trevecca Nazarene University and involvement with Anthem Coffee. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm provides holistic, goal-based analyses and written recommendations on various financial topics, allowing clients to combine planning with managed-account programs under a separate billing option.

Jesse O'Brien is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 license and is based in Everett, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Leigh Hlohinec is a financial advisor with Edward Jones in Mill Creek, WA, holding CFP® designation along with Series 63 and Series 65 licenses. She has 28 years of industry experience, including 15 years at SunTrust Investment Services and SunTrust Advisory Services before joining Edward Jones in 2017. 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 and investment strategies, supported by a large network of advisors and branch offices nationwide.

Kevin Brady Jr is a financial advisor at Edward Jones with 7 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his advisory career, he was associated briefly with Pacific Masonry and was involved with the University of Washington's School of Baseball. 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 under management, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

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.

Jered Fowler is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James Financial Services since 2009 and has served with the Everett School District since 2020. Fowler is an advisory board member of F.R McAbee, Inc., where he provides guidance on business operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that include municipal advisory services and specialized employer retirement plan consulting.

Joseph Songvilay is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Engines Advisors L.L.C., E.K. Riley Investments, LLC, and Moss Adams Wealth Advisors LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary advice across a large client base.

David Wehrman is a financial advisor with UBS Financial Services in Kenmore, WA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with UBS Financial Services since 2000. 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 combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Randy Busch is a Series 66-licensed financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a board member for the Northshore Senior Center in Bothell, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jeremy Barrette is a Series 66-licensed financial advisor with LPL Financial, based in Snohomish, WA. He has one year of industry experience and has held prior roles at Wells Fargo and BECU. His background includes service in the United States Army and involvement with the Skagit YMCA. 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. The firm offers a range of financial planning and management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.