David Dotson is a financial advisor with PlanMember Securities Corporation in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Cetera Advisors LLC and running his own advisory business since 1992. Outside of financial services, he is the managing member of Symbiol LLC, a company focused on converting wood waste to biofuel. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios, supported by educational and support services for plan sponsors and participants.

Vincent Di Domenico is a financial advisor with Voya Financial Advisors, Inc. in Tacoma, WA, holding a Series 66 designation and six years of industry experience. He has previously worked at Zetimair Wealth Management, Ameriprise Financial Services, and Luvo Wealth Advisors. He also provides pro bono financial planning services through the Foundation for Financial Planning. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through multiple program structures, with a focus on non-discretionary advice and a combination of advisory and broker-dealer roles.

Aubrey Wilkinson IV is a Series 66-licensed financial advisor with Valic Financial Advisors in Renton, WA, beginning in 2026. Prior to joining Valic, he operated Wilkinson Financial Group, LLC as a sole proprietor and held various roles across industries including hospitality, retail, and banking. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Noah Schwartz is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Private Advisor Group, he held roles in various service and science-related businesses and attended Tufts University. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement consulting services to individuals, trusts, estates, and institutional clients. The firm employs a range of investment strategies and provides access to multiple third-party asset management programs and platforms.

Valerie Laroque is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior roles include positions at The Ascent Group, LLC, Alpha Omega Wealth, and Ameritas Life Insurance Corp. She also serves as a trustee for the Griffiths Family Trust and is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary advice.

Bryan Alsbury is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Lincoln Investment since 2013. Outside of his advisory role, he is a member of RSA 405 LLC, a business that manages leasing and office expense responsibilities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisory programs, utilizing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Matthew Burklund is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Union Central Life Insurance since 2008 and Cornerstone Financial Services LLC since 2007, and he is also involved with Burklund Inc. Outside of his advisory role, he is a partner at Basin Insurance Associates, focusing on property and casualty insurance, and at CoveredNow.com, which provides health insurance services. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse clientele, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles alongside proprietary funds and sub-advisors to implement client portfolios.

Mitchell Williams is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and KeyBank. His background also includes several years in the automotive sector and attendance at the University of Washington. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing oversight, operating as part of the KeyCorp group with multiple affiliated financial entities.

Ligaya Choo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 5 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, following a 29-year tenure at JPMorgan Chase Bank, N.A. Prior to her current role, she accumulated extensive experience within the same organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities, operating with a non-discretionary program that relies on an in-house manager solutions team and a centralized due-diligence framework.

Richard North is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, North co-manages two office buildings and oversees an inherited dry land wheat farm in Eastern Washington. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or institutional mandates. The firm offers planning engagements either as one-time or ongoing relationships, emphasizing written recommendations across a broad range of financial topics.

Ralph Kowal is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated entities since 2005, as well as Heritage Bank and Harborstone Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and more than 10,000 advisors nationwide.

Ena Dominique Villarete is a financial advisor with Ameriprise in Kent, WA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has been with Ameriprise and Ameriprise Financial since 2016. Outside of her advisory role, she is co-owner of VH Enterprise LLC, a real estate business. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Rick Larson is a financial advisor with Morgan Stanley in Gig Harbor, WA, holding a Series 66 designation and 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning and the use of firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Joseph Allen is Vice President and Financial Consultant at Fidelity Investments. In this role, he provides clients and their families with access to Fidelity's extensive resources, offering personalized and dedicated relationships through collaborative and customized strategic financial planning and investment strategy development and implementation. His approach includes tracking progress towards financial goals to help clients remain confident regardless of economic conditions. Joseph has held various positions in the financial services industry, including Senior Financial Consultant at TD AMERITRADE, Vice President and Financial Advisor at Merrill Lynch, Financial Advisor at Morgan Stanley Smith Barney and Citigroup Global Markets, Client Associate roles at Morgan Stanley, and Manager at Charles Schwab. His extensive experience encompasses in-depth planning and investment strategy development. Outside of his professional work, Joseph's interests include the beach, family activities, fitness, football, music, and traveling.

Jason Light is a CFP® and ChFC® with 12 years of experience in financial advising, currently with Edward Jones since 2013. He also serves as a military officer in the US Army Reserve and is involved in part-time farming and continuing education instruction at Tacoma Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Sek Seng Lim is a financial advisor at Merrill based in Seattle, WA, holding a Series 66 designation with six years of industry experience. He has worked at Bank of America and Merrill since 2017. Prior to that, he was employed at Spec Property Developments (M) Sdn Bhd from 2015 to 2016. Merrill 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, pension plans, corporations, and charitable organizations.

Sanjay Das is a CFP® professional with 33 years of industry experience, currently advising at LPL Financial since 2017. Prior to that, he worked for 15 years at National Planning Corporation. He is also an instructor at Golden Gate University and a speaker for a parent-focused seminar series. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party providers.

Brian Carpenter is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2010, serving in various roles including Vice President Branch Leader, Regional Planning Consultant, and Executive Planning Consultant. Prior to joining Fidelity, Brian worked at T. Rowe Price from 2003 to 2010 and at Charles Schwab from 2000 to 2001. Brian holds a California Insurance License. His professional experience spans financial consulting, investment counseling, and retirement planning. Outside of his professional career, Brian enjoys baseball, concerts, movies, music, traveling, and family activities. He is a father of two daughters and married to a healthcare professional.

Michael Biancosino is a CFP® with four years of industry experience, currently advising at Edelman Financial Engines. His prior roles include positions at Fidelity Investments and Financial Engines Advisors L.L.C. In addition to his financial career, he has worked in various capacities including at the University of San Diego and in recreational services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment strategies.

Jason Tvedt is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.