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, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Linsco Private Ledger since 2002 and BECU Financial Services, Inc. since 2001. Outside of advising, he has been involved with Dorian Studio since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various investment strategies.

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 31 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he serves as an office manager for Gregory B Combs PLLC, a veterinary clinic owned by his domestic partner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

James Clarke is a financial advisor with LPL Financial in Edmonds, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2013 and concurrently served at Financial Advocates Investment Management for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Paul Ellis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. Prior to joining Cambridge in 2017, he worked at Wells Fargo Advisors and founded Ellis Wealth Management, where he remains president. Outside of advising, Ellis is involved in entrepreneurial ventures including designing and manufacturing personal self-defense products and producing design consulting services, as well as serving on the boards of the University of Washington Foster School of Business and the Mukilteo Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base ranging from individual to institutional investors, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers both discretionary and non-discretionary investment solutions across multiple custody platforms and employs a mix of proprietary and third-party model strategies.

Andrew Brewer is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 21 years of industry experience. He previously worked at D.A. Davidson & Co. for nine years before joining LPL Financial in 2020. Brewer also provides investment advisory services through Financial Advocates Investment Management, an independent registered investment advisor, and manages a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Tanner Reiser is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Northwestern Mutual in various capacities and has held positions at Bank of America, University of Washington Bothell, and other organizations. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 65 and Series 63 credentials and having one year of industry experience. His prior work includes roles at Slalom Consulting and PwC. He is involved in sales of investment-related and loan products, as well as referrals for home security and automation services through affiliated Primerica companies. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery investment strategies managed by unaffiliated asset managers and offers portfolio management integrated with custodial and trade execution support.

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.

Heba Kandil is a financial advisor with Merrill in Everett, WA, holding a Series 66 designation and six years of industry experience. She has worked at both Merrill and Bank of America since 2005. Outside of her advisory role, she is a co-owner of a family rental property business in Myrtle Beach, SC. 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 institutional investors.

Wing Yan Yuen is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms including JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James Financial. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a diverse range of investment options.

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 financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior work includes positions in real estate and customer service, as well as roles at Alaska Airlines and Snohomish Valley Golf Center. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large national 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.