Ingrid Falip is a financial advisor with Raymond James Financial who holds a Series 66 designation and has nine years of industry experience. Her career includes roles at Bank of America, Merrill, and Edward Jones prior to joining Raymond James. 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, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Dannica Samp is a financial advisor at Edward Jones in Everett, WA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in various roles within the dental and medical fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs 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.

Andrew Smith is a CFP® and holds a Series 66 license with 11 years of industry experience, all of which has been with Edward Jones since 2015. He is based in Marysville, WA. Outside of his advisory role, Smith is the owner of JACH Capital LLC, a holding company formed to own a rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Nathan Cotterill is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. Prior to his current role, he served eight years in the United States Navy. He is also an Investment Advisor Representative for Cotterill Wealth Services in Mill Creek, WA. 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 clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jason Pouliott is a financial advisor with Edward Jones in Everett, WA, holding the ChFC® designation and Series 66 license. He has 12 years of industry experience, all of which have been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Steven Weholt is a financial advisor with OSAIC, holding a Series 66 designation and 17 years of industry experience. Before joining OSAIC in 2023, he worked at Royal Alliance Associates, Inc. from 2018 to 2023 and Signator Investors, Inc. from 2015 to 2018. He is also president of Baluster Financial LLC, an investment-related LLC focused on securities, retirement planning, income planning, and insurance. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by multiple platforms and third-party managers.

Eugene Canavan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked concurrently at Sound Transit, Tradesmen International, PFS Investments Inc, and Primerica Financial Service. Outside of advisory work, he receives compensation for the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery and separately managed account options under a wrap-fee structure. The firm uses third-party asset managers and emphasizes a tiered percentage-based fee model.

Ariel Jensen is a CFP® professional affiliated with Edward Jones, with four years of industry experience. Jensen has held multiple roles at Edward Jones since 2015, including a current position since 2021, and has prior experience at Zillow Group and gearUP Sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and services. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Rebecca Brayton is a Senior Financial Advisor and partner at The Sabiers Brayton Wealth Management Group within Merrill Lynch Wealth Management. She leads the team's fixed income strategy and provides financial advice focused on retirement planning, retirement income management, and services for businesses and non-profit organizations. Rebecca has been in the financial services industry since 2000. She holds a Bachelor of Science degree in Business Administration from Central Washington University. Her professional credentials include FINRA Series 6, 7, 63, and 66 registrations, insurance licenses, and the Chartered Retirement Planning Counselor™ designation. Rebecca resides in Bothell and is involved with Soroptimist International of Everett. Her personal interests include boating, hiking, reading, and traveling.

Pedro Gonzales is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Keller Williams. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Pang is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes prior roles at U.S. Bancorp Investments, Inc. and Key Investment Services LLC. He also serves as a financial advisor for Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports a broad range of investment strategies, including model portfolios and third-party asset management, and is notable for its scale and integration of non-advisory financial services alongside its advisory platform.

Gregory Knott is a financial advisor at Edward Jones in Snohomish, WA, with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Thrivent Financial and COUNTRY FINANCIAL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Benjamin Goodman is a financial advisor with LPL Financial based in Everett, WA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 25 years with Linsco/Private Ledger. He also serves as successor trustee for the Ben M. & Shirley G. Goodman Estate Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.

Steven Muckley is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2010. In addition to his advisory role, he operates a CPA practice as a sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions, using tailored non-discretionary planning and analytical tools.

Raiatea Convery is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2022, Raiatea worked at Fern Expo / Triumph Expo and CORT Party Rental. She serves as the vice president and fundraising committee chairperson on the board of the Frank Wagner Elementary PTO in Monroe, WA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Jessica Pavish is a financial advisor with Edward Jones in Everett, WA, holding Series 63 and Series 65 credentials and 40 years of industry experience. She has been with Edward Jones for 22 years since 2004. Outside of her advisory role, she serves on the boards of the Bainbridge Island Museum of Art and the Port Townsend Film Festival, contributing to the governance and programming of these organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Jonathan Edmonds is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Edmonds serves as a board member of the Good Samaritan Foundation, participating in meetings and fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.

Jaime Suarez is a financial advisor with LPL Financial in Everett, WA, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2005 and previously with Ameriprise from 2002 to 2005. Suarez is also affiliated with Boeing Employee Credit Union. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategies.

Philip Stark is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan in various capacities since 2015. 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 network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Weihua Yang is a Financial Advisor with Merrill Lynch Wealth Management. In this role, she serves individuals, families, professionals, and business owners, assisting them in making informed financial decisions and developing personalized strategies related to retirement, wealth accumulation, education planning, and legacy goals. She is fluent in English and Mandarin, enabling her to effectively serve a diverse community of clients. Before her financial services career, Weihua owned and operated a business in Beijing from 2006 to 2016, gaining insights into the challenges and opportunities faced by entrepreneurs. After moving to the United States, she earned a Master of Business Administration (MBA) from Northwest University. Weihua also holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Weihua lives in Kirkland, Washington with her husband and their two cats. Outside of work, she enjoys gardening, hiking, and traveling.