Steven Josephsen is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Todd Crawford is a financial advisor with LPL Financial in Everett, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Linsco Private Ledger since 2002 and BECU Financial Services since 2001. Outside of financial services, he has been involved with Dorian Studio since 1995. 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 access, and institutional platforms.

Mikhail Gaburak is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments in 2023, he worked at Consumer Direct Care Network Washington and Public Partnerships LLC. Outside of his advisory role, he has provided home health care services as an independent contractor. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies and its use of systematic methodologies and model portfolios.

Johnathon Wong is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he serves as an office manager at his domestic partner's veterinary clinic. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

James Clarke is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 30 years of industry experience. His career includes roles at A. G. Edwards & Sons, Inc., D.A. Davidson & Co., and Financial Advocates Investment Management. He is also involved with Olympic Investment Group, a DBA related to his LPL business operations. 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, supporting its network of over 22,800 advisors with both advisory and non-advisory financial services.

Paul Ellis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and over 32 years of industry experience. His career includes roles at Merrill and Wells Fargo Advisors, and he has managed Ellis Wealth Management, LLC since 2004. Outside of advisory work, Ellis is involved in entrepreneurial ventures as CEO of companies designing personal self-defense products and providing design and consulting services, and he serves on the boards of the UW Foster School of Business and the Mukilteo Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm provides both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Andrew Brewer is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at several firms including D.A. Davidson & Co. and Wells Fargo Investments. Brewer is also involved with Financial Advocates Investment Management, an independent advisory firm, through which he provides investment advisory services. 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, supported by advanced research and operational tools.

Tanner Reiser is a financial advisor with Merrill in Mukilteo, WA, holding Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Northwestern Mutual in various roles during 2023 and began his current tenure at Merrill and Bank of America in 2024. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of internal Chief Investment Office teams and third-party managers to implement trading and account administration.

Marne Head is a financial advisor with UBS Financial Services in Snohomish, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, she is involved with the CFA Seattle Society, serves as an officer and event organizer for the Seattle Bond Club, and is a board member assisting with fundraising at the Institute for Systems Biology. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary market research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jacques Takou Tuh is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, PrimeAdvisors, Slalom Consulting, and PwC. He is involved in sales of non-investment home-related products through affiliated companies such as Primerica Mortgage and Primerica Client Services. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, offering a variety of strategic and tactical investment models.

Rosemary Manrao is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been associated with PFS Investments Inc. since 2005 and Primerica Financial Services since 2004. Outside of her advisory role, she is the owner of RK Management Group LLC, a non-operational business entity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees, focusing primarily on retail client portfolios rather than institutional or pension plan management.

Joseph Gogal is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside the financial industry, he has served as president of Clear Image One Hour Photo, a photo business in Maryville, WA, which he transitioned to a new owner in 2008. 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 investment strategies and fiduciary advisory services.

Wing Yan Yuen is a financial advisor at Edelman Financial Engines with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Edelman Financial Engines, Wing Yan Yuen worked at JPMorgan Chase Bank, J.P. Morgan Securities, Raymond James Financial, Raymond James & Associates, and Public Consulting Group. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining a committee-driven modeling process with planner delivery and online tools. The firm offers both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios, periodic rebalancing, and long-term orientation.

Derek Glynn is a financial advisor with UBS Financial Services in Everett, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. 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 and integrates proprietary research and model-based asset allocations in its client offerings.

Ross Johnson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and five years of industry experience. He has worked at Charles Schwab Bank, Schwab & Co., Wells Fargo Clearing, JPMorgan Chase Bank, and other financial institutions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and centralized custody and order-routing arrangements.

Doug Miller is a financial advisor at Edward Jones in Mukilteo, WA, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Cassandra Van Loo is a Series 66 licensed financial advisor with four years of industry experience, currently serving clients at Edward Jones in Marysville, WA. Her prior work history includes roles in real estate and the airline industry, as well as managing a golf center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad array of investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Spencer Kainz is a Financial Consultant at Fidelity Investments, a position he has held since 2021. His professional experience at Fidelity includes roles as a Planning Consultant from 2020 to 2021, Workplace Planning Consultant from 2018 to 2020, and Retirement Solutions Representative from 2017 to 2018. Spencer works with clients and their families to develop and maintain structured financial plans that incorporate their values, Fidelity's resources, and his expertise. He aims to partner with clients to empower them in working toward their financial success. He holds a California Insurance License.

Tina Sharick is a financial advisor at Edward Jones in Bothell, WA, with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her career in financial advising, she was employed at Chick-fil-A and Wagly Pet Campus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Wasan Al Mohamad is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. He has been with Merrill and Bank of America since 2015 and is also involved with Blanco Designs, LLC, a business he has operated since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for a range of individual and institutional investors.