Kimberly Monnahan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. She has worked at LPL Financial since 2022 and at Ameriprise since 2016. 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, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Karin Nilsson is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2011. In addition to her advisory role, she works as a dealer or pit boss for a casino party vendor, managing events such as Christmas and corporate parties. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Kenneth Lubkowski is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and with 25 years of industry experience. He has been with LPL Financial and its predecessor since 2000. Outside of his advisory role, he is involved in non-variable insurance activities through a DBA called Financial Advocates and serves as an insurance agent part-time. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of financial planning and advisory programs alongside brokerage services, with access to model portfolios, third-party research, and various investment management options.

Richard Ball is a financial advisor with Edward Jones in Mill Creek, WA, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

James Hansen is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 66 designations. His career includes long-term roles at Kms Financial Services, Inc. and Securities America Advisors, Inc. He also has over four decades with Travelers Insurance Company. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and advisory services with various portfolio management tools and third-party solutions.

Bradley Dijulio is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2019, he worked at NBC Securities, Inc. from 2015 to 2019. Outside of his advisory role, he is the owner of Blue Bard LLC, a business unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management approaches.

Mark Freise is a CFP® with 20 years of experience in financial advisory services, currently practicing at Raymond James Financial. He has operated his own business, Freise Financial, Inc., since 2017. His background includes tenure at Raymond James Financial Services Advisors Inc. and involvement with Freise Capital Management, Inc. 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 investors. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and also offers specialized municipal and retirement plan advisory services.

Haris Ansari is a financial advisor at Osaic with 13 years of industry experience and holds a Series 66 designation. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company before joining Osaic in 2020. Ansari is involved in community networking as president of the Woodinville Power Partners BNI Chapter. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, retirement plan consulting, managed accounts, and access to third-party money managers, utilizing a variety of asset-allocation tools and investment options.

Jean Oppliger is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2015. He holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets, underwriting, and custody solutions.

Nicholas Ruppe is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Ameriprise, he worked at KeyBank NA, NYLIFE Securities LLC, and New York Life Insurance Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Makinzie Degroot is a financial advisor at Edward Jones with a Series 66 designation and 1 year of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm has approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Kristin Stuckey is a financial advisor with J.P. Morgan Securities in Everett, WA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Bank and D A Davidson. Outside of finance, she owns and operates a photography business focused on events and portraits. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Manchester is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He previously worked at RBC Capital Markets, LLC for nine years before joining Wells Fargo Advisors in 2017. He holds Series 63 and Series 65 licenses. Outside of advising, Manchester serves on the board of Bardahl Manufacturing Corporation, a company specializing in oil additives and lubricants. Wells Fargo Advisors serves individual, trust, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and sports and entertainment planning, using in-house research and tools to develop tailored recommendations.

Kenneth Ballard is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His career includes roles at Fidelity Investments, Edward Jones, Fred Meyer Jewelers, and Alaska USA Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its advisory role to multiple registered investment companies and its use of advanced methodologies including AI and systematic portfolio management.

Skyler Dompier is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been with LPL Financial and BECU Investment Services since 2016. Dompier is also a commissioned Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

Anagha Mhatre is a financial advisor with Charles Schwab in Redmond, WA, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for seven years and has founded and partnered in staffing and recruiting businesses. At Charles Schwab, she is associated with Premier Bank, Schwab Bank, and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a centralized operational structure.

Andres Pena Ross is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Prudential/LPL and EFG Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Margaret Warner is a financial advisor with Primerica Advisors in Snohomish, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she is the owner and president of Irishlass, LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and a tiered wrap fee structure, focusing on curated model portfolios rather than institutional or pension plan management.

Nicole Ovstedal is a financial advisor with Fidelity, holding a Series 66 designation and 12 years of industry experience. She previously worked at Berthel Fisher & Company Planning Inc. and Berthel Fisher & Company Financial Services, Inc. Prior to joining Fidelity in 2022, she accumulated seven years of experience at Berthel Fisher. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage a broad range of investment portfolios and model strategies.

Franklin Newton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for the Federal Emergency Management Agency for one year. 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 wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of financial advisors and branch offices.