Kagan Wolfe is a financial advisor with Edward Jones in Kirkland, WA, holding Series 63 and Series 66 credentials and 21 years of industry experience. Wolfe has been with Edward Jones since 2004. 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 through a nationwide network of advisors and offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cody Martinell is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013 in various roles including Financial Representative, Investment Consultant, and Financial Consultant. In his current role since 2020, he partners with clients and their families to develop and maintain customized plans that address controllable financial and emotional risks. Throughout his tenure at Fidelity Investments, Cody has gained extensive experience in financial consulting and investment advising. He holds a California insurance license, which supports his ability to provide comprehensive financial guidance. Outside of his professional work, Cody is interested in board games, boating, fishing, football, golf, and skiing.

Camille Adair Hatch is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated firms since 2014. Outside of her advisory role, she and her husband occasionally sell a small number of sports event tickets at face value due to scheduling conflicts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial analyses without discretionary trading authority. The firm’s services focus on planning topics such as retirement, tax, estate, and special needs planning, delivered through a large network of Financial Advisors.

Spencer Daw is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including JPMorgan Chase Bank, Merrill, Bank of America, and TD Ameritrade. Spencer is based in Seattle, WA. Charles Schwab & Co., Inc. serves a large client base, 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 a combination of non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Alan Writer is a financial advisor with Thrivent Investment Management in Lake Stevens, WA, holding a Series 66 credential and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on various financial topics without portfolio management or institutional advisory services. The firm employs a holistic, goal-based approach combining planning with managed-account options under a consolidated billing structure called “WealthPlan.”

Loren Winter is a CFP®-designated financial advisor with Edward Jones in Kirkland, WA, bringing 19 years of industry experience, all of which has been with Edward Jones since 2007. He serves as the head of finance at Arbor Church in Woodinville, WA, where he assists in overseeing the church’s financial operations. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

Joseph Phillips is a CFP® with 21 years of experience in the financial industry. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has been employed since 2012 and 2018 respectively. His prior experience includes roles at Chase Investment Services Corp. and Ameriprise. 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 approach emphasizes written asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Hoa (Sandra) Truong is a financial advisor at Osaic with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., KMS Financial Services, Inc., and Morgan Stanley DW Inc. Truong is also involved in insurance sales, offering fixed annuities and term life insurance through her contracted agent roles. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multi-advisor platform solutions.

Roma Malhotra is a financial advisor with Merrill in Snohomish, WA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Her prior work includes positions at Bank of America and Pier 1 Imports. Outside of her advisory role, she is involved with MATR Corporation, a gas station and convenience store business owned by her husband, where she assists with stocking, cleaning, and cashier duties. 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 a broad range of individual and institutional clients.

Christopher Minaker is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and also serves as an assistant baseball coach at Edmonds-Woodway High School. His career includes roles at several firms, including Greenlight Investors, LLC, and Carl Zeiss Meditec USA, Inc. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Thomas Little is a financial advisor with UBS Financial Services in Everett, WA, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with UBS since 2015. Outside of advisory work, he owns and manages several businesses related to sales and leasing of heavy equipment, vehicle sales, and commercial real estate. 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 integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client solutions.

Nick Negi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity in 2020, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, Nick worked as a Relationship Manager at First Tech Credit Union and Addison Avenue Investments from 2018 to 2020, and as a Financial Advisor at Edward Jones in 2018. Nick focuses on partnering with clients to understand their financial situations and priorities, creating and executing tailored financial plans. He emphasizes providing excellent customer service and fostering long-term relationships between clients and Fidelity. Outside of his professional work, Nick enjoys playing badminton and watching movies.

Congying Li is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Li worked at Amerisave Mortgage Corporation and held roles at Intuit and Haidilao Hot Pot Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of advisors and branch offices.

Trevor Alger is a financial advisor with Equitable Advisors in Kirkland, WA, holding a Series 66 designation and two years of industry experience. He previously worked at Crump Life Insurance for ten years before joining Equitable Advisors in 2023. Outside of advising, he is a co-owner of Belle Maria Salon, a hair salon in Kirkland. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party advisory programs, focusing on matching clients to models or discretionary managers while providing ERISA fiduciary services to qualified plans.

Cory Shepard is a financial advisor with Raymond James Financial in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones for 17 years. Shepard is also president of Haller and Shepard Capital Group, a business support company, and serves as CEO of Calmont Properties LLC, a property holding venture focused on owning and operating a building that houses their business and rental apartments. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Adam Hutchison is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is a co-owner and landlord of rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Danny Edwards is a financial advisor with Edward Jones in Duvall, WA, holding the ChFC® designation along with Series 63 and 66 licenses. He has 29 years of industry experience, all with Edward Jones since 1997. Outside of his advisory role, Edwards serves on the Riverview School District Board of Directors and has held leadership positions with the Washington State School Directors Association, including President and Past President. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Nick Pascoe is the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on empowering Fidelity associates by providing them with the skills, confidence, and support necessary to reach their full potential. He has held several positions at Fidelity Investments, including Vice President, Regional Planning Consultant from 2022 to 2026, Vice President, Financial Consultant from 2020 to 2022, Financial Consultant from 2017 to 2020, and Investment Consultant from 2015 to 2017. Prior to joining Fidelity, Nick was a Financial Representative at Northwestern Mutual from 2013 to 2015.

Michael Gabriyelyan is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at ADP, Paycom, Symetra Life Insurance Company, and Amazon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes an ESG eligibility framework.

Nelson Ngako Kameni is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Equitable Advisors, and several businesses in the hospitality and retail sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.