Daniel Ortiz Rivas is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Robinhood Financial and several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies and model portfolio provider for Fidelity Institutional Wealth Adviser.

Phillip Ussery is a CFP® professional with 18 years of industry experience currently advising clients at Edward Jones since 2017. His career includes prior roles at Symetra Securities, Symetra Investment Services, Chase Investment Services, and Banc of America Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jack Ly is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and previously worked at JPMorgan Chase Bank, N.A. from 2013 to 2020. 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 program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG criteria where applicable.

Nhat Bui is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tukwila, WA. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to his current role, he has worked at firms including Mainspring Wealth Advisors LLC and First Tech Federal Credit Union. Outside of his advisory work, he is the CEO of Julia Bui LLC, a business involved in the sale of shampoo, clothing, and fruits. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, and institutional investors. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Carty Jr. is a Series 65 licensed financial advisor with nine years of industry experience. He is currently with Edelman Financial Engines, joining in 2025 after three years and six years of prior service at Financial Engines Advisors L.L.C. There are no other notable outside activities reported. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a proprietary modeling process combined with planner delivery and online tools, providing a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term management.

Derek O'Sullivan is a financial advisor with Edward Jones in Puyallup, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves in the Washington Army National Guard. 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 and investment solutions, operating under a fiduciary standard and supporting clients with extensive resources across a nationwide network of advisors and branch offices.

Ronald Gubelman is a financial advisor with LPL Financial in Burien, WA, holding a Series 66 designation and over 23 years of industry experience. His career includes roles at several firms such as Morgan Stanley, Wamu Investments, HSBC Securities, and Key Investment Services. He also provides investment services through BECU Investment Services, affiliated with LPL Financial. 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 portfolio programs, and institutional platforms, supported by a network of investment adviser representatives and various operational tools.

John Robertson Jr. is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds a Series 66 registration and is based in Maple Valley, WA. Outside of his advisory role, he is involved with vacation club and timeshare businesses including Diamond Resorts and Hilton Grand Vacations. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services and investment options, supported by a large national network of advisors and branches. The firm offers discretionary and non-discretionary strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.

Jorge Gordillo Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work experience includes roles at Bank of America and Mutual of Omaha. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Don Holt is a financial advisor at Cetera with Series 63 and Series 65 licenses and 42 years of industry experience. He has held roles at Principal Securities and Principal Life Insurance Company, and has been involved with AIM Tax Group, LLC and AIM Investment & Tax Services LLC for several decades. Holt also serves as an enrolled agent providing tax consulting services and represents clients before the IRS. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Adam Epperson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank for 20 years. Outside of his advisory role, he owns and manages short-term and long-term rental properties jointly with family members. 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 and investment solutions, supported by a large nationwide network of financial advisors and branches.

Brian Riehs is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. He previously worked at Gallagher Benefit Services for 21 years before joining Thrivent Financial in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Eric Priebe is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angelo Del Vecchio is a financial advisor with Edward Jones in Enumclaw, WA, holding a Series 66 credential and 11 years of industry experience. He has been with Edward Jones since 2014. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gail Hill is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. She operates a separate business under the name "Gail Hill, The Financial Coach." Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs that utilize a combination of proprietary and third-party investment solutions.

Michael Esbenshade is a financial advisor at OSAIC with a Series 66 designation. He has 19 years of prior experience at The Boeing Company before joining OSAIC in 2026. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies across multiple custodial and program arrangements.

Daniel Martiniello is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services Inc. and Avantax Advisory Services from 2020 to 2025. Outside of his advisory role, he has provided accounting and tax preparation services through his long-standing work at Accounting & Tax Services Inc. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

Jesse Silva is an Investment Consultant currently working with Fidelity Investments since 2021. In this role, Jesse focuses on developing personalized financial plans that align with clients' goals, aiming to provide clarity and confidence in their financial futures. Prior to becoming an Investment Consultant, Jesse held the position of Financial Representative at Fidelity Investments from 2021 to 2023 and worked as a Planning Consultant at KarmaHub from 2024 to 2025. Throughout his career, Jesse has emphasized building meaningful client relationships and ensuring that each client feels heard and valued. His approach involves strategic collaboration with clients to co-create financial plans tailored to their individual needs. This client-centered methodology is central to his professional practice.

Xu Zou is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Xu worked at Intuit and held various roles in technology and consulting fields. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jennifer Schafer is a financial advisor with Edward Jones in Burien, WA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2024, she worked for the Kent School District from 2010 to 2024. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.