Rodney Seifert is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Edward Jones for multiple periods totaling six years, including his current tenure since 2021 in Edmonds, WA. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Patton is a financial advisor with Edward Jones in Kingston, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at O'Reilly Auto Parts from 2015 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and 15,100 branch offices nationwide. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Larry Coplan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corporation. Outside of his advisory work, he is involved with Insight Investment Services Inc., a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a broad range of investment strategies implemented by its network of investment adviser representatives.

Michael Ferrera is a Series 66-licensed financial advisor with Edward Jones in Bothell, WA, where he has worked since 2012, totaling 15 years of industry experience. Outside of his advisory role, he is a partner in a real estate business based in Kirkland, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kim Jasper is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Kim partners with Wealth Management Advisors to build trusted relationships with clients and their families, focusing on delivering personalized service to support holistic financial planning needs. Kim has been with Fidelity Investments since 2022, previously serving as a Financial Representative from 2022 to 2024 and as a Relationship Manager from 2024 to 2026. This progression reflects experience in client relationship management and financial planning within the wealth management sector. Outside of work, Kim's interests include attending concerts, cooking and baking, fitness, and movies.

James Waldal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Morgan Stanley from 2001 to 2005. Outside of his advisory work, he is involved in a family-owned real estate rental property in Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by extensive technology tools and a broad platform that integrates advisory and non-advisory financial services.

David Mar is a financial advisor with Fidelity in Lynnwood, WA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Fidelity, he worked at JPMorgan Chase and has experience in the hospitality and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction for discretionary and non-discretionary mandates.

Brent Lyons is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at LPL Financial since 2010, with prior roles at Merrill, Banc of America Investment Services, and Citigroup Global Markets. Outside of finance, Lyons is involved in photography, including event, stock, portrait, and travel work, and he owns a small business focused on web and app development. 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 financial planning and advisory services supported by model portfolios, third-party subadvisors, and technology tools, managing over $819 billion in discretionary assets across a network of more than 22,800 advisors.

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 in Everett, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Linsco Private Ledger since 2002 and BECU Financial Services since 2001. Outside of financial services, he has been involved with Dorian Studio since 1995. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

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.

Donald Travis is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, also working with JPMorgan Chase Bank since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Alexander Lund is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Thrivent, he worked at Moss Adams for three years. Lund serves as a board member of the Everett Rowing Association, a nonprofit rowing club for youth and adults. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers planning either as a one-time or ongoing service and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Johnathon Wong is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he serves as an office manager at his domestic partner's veterinary clinic. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

James Clarke is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 30 years of industry experience. His career includes roles at A. G. Edwards & Sons, Inc., D.A. Davidson & Co., and Financial Advocates Investment Management. He is also involved with Olympic Investment Group, a DBA related to his LPL business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with both advisory and non-advisory financial services.

Paul Ellis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and over 32 years of industry experience. His career includes roles at Merrill and Wells Fargo Advisors, and he has managed Ellis Wealth Management, LLC since 2004. Outside of advisory work, Ellis is involved in entrepreneurial ventures as CEO of companies designing personal self-defense products and providing design and consulting services, and he serves on the boards of the UW Foster School of Business and the Mukilteo Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm provides both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Andrew Brewer is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at several firms including D.A. Davidson & Co. and Wells Fargo Investments. Brewer is also involved with Financial Advocates Investment Management, an independent advisory firm, through which he provides investment advisory services. 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 and access to model portfolios and third-party asset managers, supported by advanced research and operational tools.

Tanner Reiser is a financial advisor with Merrill in Mukilteo, WA, holding Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Northwestern Mutual in various roles during 2023 and began his current tenure at Merrill and Bank of America in 2024. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of internal Chief Investment Office teams and third-party managers to implement trading and account administration.

Rance Sweeten is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 28 years of industry experience. He worked at National Planning Corporation for 16 years before joining LPL Financial in 2017. In addition to his advisory role, he has maintained a CPA practice focused on tax preparation and accounting. 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 portfolios, and institutional platforms, supported by a large network of advisors and a variety of operational and research tools.

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.