Mario Morgan is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2018. He provides guidance to clients in creating comprehensive financial plans tailored to their personal needs and wishes. Mario has been with Fidelity Investments since 2011, initially serving as a Financial Consultant before his current position. Prior to joining Fidelity, Mario worked as an Investment Representative at USAA Financial Advisors, Inc in 2010, a Financial Advisor at Chase Investment Services Corp in 2010, and a Financial Advisor at Edward Jones from 2008 to 2010. His professional experience spans various aspects of financial advising and wealth planning. Outside of his professional work, Mario enjoys biking, golf, music, reading, and tennis.

Tyrel Tait is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. Prior to this role, he served as a Financial Consultant at Fidelity from 2013 to 2017 and as an Investment Consultant from 2012 to 2013. His previous experience also includes financial advisory positions at U.S. Bancorp Investments, Chase Investment Services, and Wells Fargo Investments dating back to 2004. In his professional capacity, Tyrel collaborates with clients to develop and implement retirement and investment plans tailored to their goals, priorities, and time frames. He focuses on diagnosing the current state of clients' plans, identifying areas for improvement, and establishing sustainable and flexible strategies that adapt to changing circumstances. Tyrel holds a California Insurance License. Outside of his professional work, Tyrel has interests in art, family activities, fitness, hiking, music, and traveling.

Jeffrey Stenberg is a financial advisor at Edward Jones in Edmonds, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles including at Amazon and Audi. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Thomas Little is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2015. Outside of his advisory work, he serves as an advisory board member for the YMCA of Everett and owns a family LLC involved in building residential properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor client plans.

Lance Curry is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. In addition to his advisory role, he serves as a Master Sergeant in the United States Air Force Reserve at Joint Base Lewis McChord. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Perry Grant is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Sandstrom is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 credential and has worked with firms including Shari and James Jenkins Inc. and Waddell & Reed, Inc. since 2016. He maintains involvement in investment-related activities through DBAs connected to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Selena Riggins is a financial advisor at Fidelity with 24 years of industry experience. She holds the Series 66 designation and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it is notable for its registration as a commodity pool operator and advisory roles to multiple funds.

Christopher Austin is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. Prior to his financial services career, he worked at North Coast Electric Company for eight years and at Mill Creek Country Club for five years. He is also involved with Freise Financial, Inc. as a registered investment advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains specialized programs for municipal advisory and SIMPLE IRA employer consulting.

Jacob Sandberg is a financial advisor with LPL Financial in Edmonds, WA, holding a Series 66 designation and 12 years of industry experience. He has been associated with LPL Financial since 2014 and has worked with Financial Advocates Investment Management and Householder Group Estate & Retirement Specialists. Outside of his advisory role, he provides administrative support to Financial Advocates Investment Management, an independent registered investment advisory firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various management approaches.

Paul Dellino is a CFP® professional with 13 years of industry experience. He has worked at Edward Jones since 2014 and has served in the United States Coast Guard since 2011. 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 tax-efficient services, operating under a fiduciary standard.

Garrett Acosta is a financial advisor with Edward Jones in Lake Stevens, WA, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones in 2023, he worked for eight years at Alliance Flooring Services, Inc. Outside of his advisory role, he is a partner in a short-term rental business in Sultan, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management.

Denise Brandon is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked with Waddell & Reed, INC. and various insurance carriers before founding Brandon Wealth Advisors LLC. Her background includes non-variable insurance sales through Jackson National and Brighthouse Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning and diverse advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management strategies.

Lisa Parke is a financial advisor at Edelman Financial Engines with one year of experience. She holds a Series 65 designation and has worked in the financial industry since 2012, including roles at Viridian Investments and Appropriate Balance Financial Services. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Basel Elesrawi is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Bank of America and has additional experience outside finance including positions at LA Fitness and Einstein Bagels. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Susan Beardsley is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2013. Beardsley is also associated with Olympic Investment Group, a doing-business-as name for Financial Advocates Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Yaming Zhou is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Zhou previously worked at Waddell & Reed, Inc. and managed YMZ Enterprises LLC, a non-investment business entity, for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Gordon Jaenson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and Universal Financial Services since 2002. In addition to his advisory role, he is an insurance agent specializing in life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and a multi-manager platform with access to various investment strategies and program structures.

Gerald Wallace is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisor representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Riley Cray is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America since 2019, and previously held positions at Integrity Mortgage Group and the YMCA of Snohomish County, among others. Outside of his advisory role, he is the sole owner of a business located in Everett, WA. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.