Lindsey Moll is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Lance Sevier is a CFP®-designated financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with firms including Penn Mutual Life Insurance Company, UBS Financial Services, and Alaska USA. 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 wide range of advisory and brokerage services, employing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Zijia Ye is a financial advisor at J.P. Morgan Securities with five years of industry experience. Zijia holds Series 66 and Series 63 licenses and has previously worked at Bank of America, New York Life Insurance Co, and Northwestern Mutual. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and includes capabilities in derivatives and commodities through affiliated entities.

Lynn Brix is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. She previously worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2000 to 2009 before joining LPL Financial in 2009. 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, model portfolios, third-party asset management, and institutional platforms, with support for both discretionary and non-discretionary investment strategies.

Joshua Wessels is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. His background also includes roles outside the financial sector, such as positions with Amazon Fresh and various delivery services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of investment options and utilizes advisor-facing tools, supporting over 22,900 advisors and overseeing more than $819 billion in discretionary assets.

Daniake Tews is a financial advisor at Edward Jones with three years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, she worked at Torrey Pines Distribution and Nordstrom. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Vickie Godyn is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent nine years with Bank of America and Merrill Lynch. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also manages multiple registered investment companies and fund-of-funds, utilizing algorithmic methods and established governance procedures.

Douglas Custer is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. His prior roles include positions at Financial Engines Advisors L.L.C., Viridian RIA, LLC, Private Client Services LLC, and Appropriate Balance Financial Services. He serves on the advisory board of the Northwest Symphony Orchestra and is a member of the Planned Giving Advisory Council for the Overlake Medical Center Foundation. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and offers both advisor-led and online investment solutions to a large client base.

Jordan Kirk is a CFP® and Series 66 registered advisor with Charles Schwab in Lynnwood, WA, with four years of industry experience. He has been associated with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of investment options supported by centralized custody and oversight.

Danny Chi is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his career in financial advising, Danny worked for ride-sharing companies Uber and Lyft and was involved with Renovation Church. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Don Norris is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Mutual Fund Store, Financial Engines Advisor Center, Waddell & Reed, and Edward Jones. Norris has been with Edelman Financial Engines since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

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.

Keanan Jacobson is a financial advisor at Edward Jones in Kirkland, WA, holding CFP®, ChFC®, and Series 66 credentials with six years of industry experience. Prior to joining Edward Jones in 2019, he spent eleven years working with Dr. Rossi & Dr. Freimanis DDS. 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 nationwide network of approximately 23,701 financial advisors.

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.

Camille Adair Hatch is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated firms since 2014. Outside of her advisory role, she and her husband occasionally sell a small number of sports event tickets at face value due to scheduling conflicts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial analyses without discretionary trading authority. The firm’s services focus on planning topics such as retirement, tax, estate, and special needs planning, delivered through a large network of Financial Advisors.

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.”

Loren Winter is a CFP®-designated financial advisor with Edward Jones in Kirkland, WA, bringing 19 years of industry experience, all of which has been with Edward Jones since 2007. He serves as the head of finance at Arbor Church in Woodinville, WA, where he assists in overseeing the church’s financial operations. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

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.