Brian Riehs is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He previously worked at Gallagher Benefit Services from 2005 to 2026. He is based in Federal Way, WA, and has been with Thrivent since 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based financial analyses and planning across various topics without implementation services and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Mohit Lalwani is a financial advisor at Merrill with a Series 66 designation. He has recently transitioned to the financial industry after a long tenure at Vodafone Idea Limited and experience at The Sherwin William Company. He is based in Seattle, WA, and has been with Merrill since 2025. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model‑based and discretionary investment strategies.

Miles Ramsden is a financial advisor at Edward Jones with 7 years of industry experience, holding a Series 66 designation. His prior roles include positions at Franklin Templeton and JP Morgan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,000 advisors and 15,000 branch offices nationwide.

Eric Priebe is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. 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 affiliated mutual funds, operating under a fiduciary standard.

Angelo Del Vecchio is a financial advisor with Edward Jones in Enumclaw, WA, holding a Series 66 credential and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Gail Hill is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. She operates a separate business under the name "Gail Hill, The Financial Coach." Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs that utilize a combination of proprietary and third-party investment solutions.

Michael Esbenshade is a Series 66-licensed financial advisor with Osaic Wealth, Inc. in Federal Way, Washington. He joined Osaic in 2026 after 19 years at The Boeing Company. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to build portfolios that include a variety of investment products.

Daniel Martiniello is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services Inc. and Avantax Advisory Services from 2020 to 2025. Outside of his advisory role, he has provided accounting and tax preparation services through his long-standing work at Accounting & Tax Services Inc. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

Jesse Silva is an Investment Consultant currently working with Fidelity Investments since 2021. In this role, Jesse focuses on developing personalized financial plans that align with clients' goals, aiming to provide clarity and confidence in their financial futures. Prior to becoming an Investment Consultant, Jesse held the position of Financial Representative at Fidelity Investments from 2021 to 2023 and worked as a Planning Consultant at KarmaHub from 2024 to 2025. Throughout his career, Jesse has emphasized building meaningful client relationships and ensuring that each client feels heard and valued. His approach involves strategic collaboration with clients to co-create financial plans tailored to their individual needs. This client-centered methodology is central to his professional practice.

Brenda Huber is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Her prior experience includes roles at Edward Jones and Ameriprise. She also provides investment products and services through BECU Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of financial planning and portfolio management options, utilizing both proprietary and third-party research and technology.

Jennifer Schafer is a financial advisor with Edward Jones in Burien, WA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2024, she worked for the Kent School District from 2010 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Melissa Anderson is a Series 66-licensed financial advisor with Edward Jones in Enumclaw, WA, where she has worked since 2014. She has 11 years of industry experience. Outside of her advisory role, she is a shareholder in a family-owned business, Knutson Farms Inc, located in Sumner, WA. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tony Bright is a financial advisor with Edward Jones in Tukwila, WA, holding a Series 66 designation and bringing 16 years of industry experience. He worked at U.S. Bancorp Investments, Inc. from 2013 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Steven Tolonen is a financial advisor with Edward Jones in Renton, WA, holding Series 63, 65, and 66 licenses and 31 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Daniel Kline is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 66 and Series 63 designations and has worked at various Fidelity entities since 2006. His current role is based in Puyallup, WA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Andrew Hart is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial, Assetmark Brokerage, Assetmark, Inc., and Russell Investments. Hart is based in Lake Tapps, Washington. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, operating a wide range of program structures and custodial relationships.

Sonia Alexis is a financial advisor with UBS Financial Services in Federal Way, Washington, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she performs as a singer and actor at various local venues. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Brett Hulse is a financial advisor at OSAIC with 30 years of industry experience. He has held positions at Securities America Advisors and INVEST Financial Corp, among others. Hulse is also an owner and partner of Laurus Financial Services, LLC, which operates as Laurus Financial Group. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across multiple asset classes, providing both discretionary and non-discretionary management options.

Jordan Price is a financial advisor with LPL Financial based in Tukwila, WA, holding a Series 66 credential and bringing one year of industry experience. His prior roles include positions at BECU Investment Services, DML Capital, and KeyBank. Outside of finance, he has served as a national assistant referee for the US Soccer Referee Federation since 2015. 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 diverse range of advisory services and utilizes various investment strategies and technology tools to support its network of over 22,800 advisors.

William Gribble is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Robert Baird & Co. and McAdams Wright Ragen, Inc. He is based in Des Moines, 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, third-party asset management, and institutional platforms.