Yuchi Arnold is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan in 2025, Arnold worked at Merrill and Bank of America, among other firms. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

David Richardson is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Richardson manages two websites focused on art and faith events through his ownership of Eventsfy, LLC and Jesus Live LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Nicholas Dare is a financial advisor with Thrivent Investment Management in Federal Way, WA, holding a Series 66 designation and six years of industry experience. He previously worked at Pacific Lutheran University and The Boeing Company. Outside of his advisory role, Dare provides marketing consulting for a pillow manufacturing company called SLEEP MUUS, LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed account programs under a consolidated billing option while keeping the services separate.

David Zesbaugh is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, he worked at Graham Trucking, Inc. and Pacific Freight Express from 2017 to 2021, and at NU-Way, Inc. from 2012 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gary Amerson is a CFP® and Series 66 designated advisor with Edward Jones, where he has 16 years of experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an investor in Victoria Amerson Designs, a dress manufacturing business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Jason Hamlin is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with UBS Financial Services since 2005. Outside of his advisory work, he is co-owner of Joey Hamlin Photography and serves as an assistant lacrosse coach at Auburn Riverside High School. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Aaron Smith is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise since 2008. Outside of his advisory role, he is involved in managing an advisory business through Heritage Wealth Advisors LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Susan Barnett is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and other investment firms since 2007. 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 an ESG eligibility framework to recommend approved funds and strategies.

Mary Miles is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and First Interstate Bank. She also worked at Zillow Group for six years before entering the financial sector. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a nationwide network of over 23,700 financial advisors. 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.

Eric Callison is a CFP® and ChFC® with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of advisory services, he co-owns a commercial rental property in Black Diamond, Washington, with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the country.

James Nguyen is Vice President and Financial Consultant at Fidelity Investments, where he focuses on developing personalized financial plans tailored to his clients' unique needs and goals. He has held this position since 2025. Prior to his current role, James worked in various positions at Fidelity Investments, including Financial Consultant from 2021 to 2025 and Planning Consultant from 2020 to 2021. His earlier experience includes serving as a Financial Advisor at Merrill Lynch, Bank of America from 2017 to 2020 and as a Relationship Banker at JPMorgan Chase from 2016 to 2017.

Steven Schob is a Branch Leader at Fidelity Investments, where he oversees a team of investment professionals dedicated to enhancing the planning experience for clients. In this role, he focuses on fostering deeper client relationships, comprehensive planning, and promoting a culture of continuous improvement. Prior to his current position, Schob held various roles at Fidelity Investments including Financial Consultant, Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate, gaining extensive experience in financial consulting and investment solutions from 2020 onward. He holds a California Insurance License. Outside of his professional responsibilities, Steven Schob enjoys recreational activities such as golf, hiking, sailing, scuba diving, and traveling.

Sara Sas is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She previously operated a massage therapy business in Kent, Washington, from 2015 to 2021. At Edward Jones since 2021, she serves clients from Auburn, Washington. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the country.

Douglas Legg is a financial advisor with Edward Jones in Federal Way, WA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns and manages rental properties. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Courtney Jones is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity Investments in 2023 as a Financial Representative, then served as an Investment Consultant from 2024 to 2025 before advancing to her current position. In her work, Courtney focuses on understanding each client's unique background and goals to identify the opportunities that wealth can provide. She collaborates with clients to analyze strengths and vulnerabilities within their financial plans to help build a future with careful consideration. Outside of her professional role, Courtney has interests in camping, cooking and baking, hiking, parenthood, swimming, and yoga.

Rodney Tameno is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding a Series 66 designation and six years of industry experience. His career includes roles at Wells Fargo Clearing and National Securities Corporation, with nearly a decade at VFinance Investments. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to deliver customized recommendations, integrating advisory services with other financial products and referral channels.

Stephen Williamson is a Series 66-licensed financial advisor with Edward Jones in Federal Way, WA. He has nine years of industry experience and has been with Edward Jones since 2016. 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 under management and offers a broad range of advisory programs and investment strategies with a nationwide network of financial advisors and branch offices.

Bridget Olson is a financial advisor with Wells Fargo Clearing in Tacoma, WA, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo in various roles since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Tammy Milling is a financial advisor with Wells Fargo Advisors in Tacoma, WA, holding Series 63 and Series 65 credentials with 34 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu tailored to clients meeting net-worth thresholds.

Richard Stice is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 registrations and two years of industry experience. He has worked at Wells Fargo Bank since 2022 and was previously employed at Bank of America from 2010 to 2022. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.