Jim Flinn is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors, Inc. and KMS Financial Services, Inc. He manages a small family trust established to assist relatives in need. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering a variety of brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation and portfolio optimization.

Christy Givans is a Certified Financial Planner™ (CFP®) with 17 years of industry experience. She has been with Edward Jones since 2011 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Jeffrey Stenberg is a financial advisor at Edward Jones in Edmonds, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Amazon and Aerotek, among other roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Nicholas Maderis is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2015. Outside of his advisory role, he is a partial owner of Nibero, LLC, where he is involved in property upkeep and rent collection. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative and qualitative research with forward-looking market assumptions and includes ESG criteria within its investment recommendations.

Emil Anderson is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held various roles within JPMorgan Chase and its affiliates since 2011. Outside of his advisory work, he serves as an officer and treasurer for a youth STEM robotics organization and volunteers as a personal finance instructor for high school students. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary, written asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and may include ESG considerations.

Sarah Burdick is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for twelve years and is also associated with Sound Harbor Financial, where she manages client service and office operations. Outside of her advisory role, she and her husband own a small rental property in Bremerton, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, employing analytical tools to illustrate potential outcomes and supports its recommendations through various advisory programs.

Selena Riggins is a financial advisor at Fidelity with 25 years of industry experience. She holds a Series 66 designation and has been with Fidelity and its affiliates in various roles since 2002. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Jack Qu is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch and multiple J.P. Morgan affiliated entities. He is based in Seattle, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative investment research.

Jacob Sandberg is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked with Financial Advocates Investment Management and Householder Group Estate & Retirement Specialists. Sandberg also provides administrative support to Financial Advocates Investment Management, an independent investment advisor firm. 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.

Janet Lee is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James since 2018, following two years at Wells Fargo Clearing in a similar capacity. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, pension plans, and charitable organizations, offering financial planning and consulting services that are generally non-discretionary and supported by a variety of portfolio management strategies and affiliated research.

Christopher Johnson is a financial advisor with Edward Jones in Seattle, WA, holding the Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025. Prior to this, Johnson worked at Amazon for seven years and served 14 years in the United States Marine Corps. Outside of his advisory role, he coaches CrossFit and fitness classes at local gyms. 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 operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products.

Derrik Sankey is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and 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 range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nathan Wolanski is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Before joining Ameriprise in 2026, he held roles at Grand Canyon University and the Montane Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning through written reports and annual advice based on proprietary research and third-party data.

Susan Beardsley is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked previously at D.A. Davidson & Co. and Financial Advocates Investment Management. She is also involved with Olympic Investment Group, operating under a DBA name associated with Financial Advocates Investment Management. 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 and access to model portfolios and third-party asset managers.

Eddy Su is a financial advisor with LPL Financial in Edmonds, Washington, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mainsail Financial Group, Equitable Advisors, and Blue Raven Solar. Outside of his advisory work, he serves as a classroom tutor teaching AP Physics courses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment strategies and offers various financial planning and institutional platforms through a large network of advisors.

Tiffany Timar is a financial advisor with Morgan Stanley in Silverdale, WA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets beginning in 1991. Outside of finance, she works as a cashier at a retail franchise on weekends. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad array of investment and planning services.

Jason Demarre is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Equitable Advisors. He also operates a business entity for tax and investment purposes named Time Advisor Group, LLC. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Paige Mcdonald is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is a member and COO of Super Ensemble Partners, LLC, where she manages an Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Garrison Krohn is a financial advisor at Cetera with a Series 66 designation and over three years of prior experience at Moss Adams and Baker Tilly. He has been with Cetera since 2026. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform, supporting a wide range of program options across discretionary and non-discretionary accounts.

Chun Lee is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor entity since 2001. Outside of his advisory role, he sells long-term care insurance and provides notary services to clients on a limited basis. 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.