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 at LPL Financial in Lynnwood, WA, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has worked at LPL Financial and BECU since 2016 and previously spent one year with Wells Fargo Clearing. Dompier is also a commissioned Notary Public. 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 a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies with access to institutional platforms and extensive non-advisory financial services.

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 with J.P. Morgan Securities, holding a Series 66 license and one year of industry experience. He previously worked at Prudential/LPL and EFG Bank, and has also been affiliated with JPMorgan Chase Bank, N.A. His background includes a brief period at Seattle University. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Benjamin Eickhoff is a financial advisor with Wells Fargo Clearing in Edmonds, WA. He holds a Series 66 designation and has 18 years of industry experience, including a decade at Wells Fargo Clearing and ongoing service with Wells Fargo Bank, N.A. 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, utilizing research and analytics to support diversified investment approaches.

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.

Jordan Karlous is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America NA, Merrill Lynch, and Fisher Investments. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Caleb Hasslinger is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he worked at Country Financial and has held various roles in education and retail. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and a centralized operational structure.

Heather Hafner is a CFP® professional with 20 years of industry experience and has been with Edward Jones in Arlington, WA since 2005. She holds Series 63 and Series 66 licenses. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Mallory Barnum is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. She previously worked at UBS Financial Services from 2016 to 2018 before joining Fidelity Brokerage Services LLC and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Edward Agoglia is a Series 66-licensed financial advisor at Merrill with two years of industry experience. His prior work includes roles at Bank of America, J.P. Morgan Chase, Equitable Advisors, and Amazon. 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 range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Vicent is an Investment Consultant currently working at Fidelity Investments. In this role, Jordan focuses on collaborating with clients to build financial plans that address both short-term and long-term goals, aiming to instill greater confidence and understanding in their financial future. Jordan's professional experience includes positions at Fidelity Investments as a Financial Representative from 2023 to 2024 and as a Relationship Manager from 2024 to 2025. Prior to joining Fidelity Investments, Jordan worked as an Agent at New York Life in 2022. Outside of work, Jordan has personal interests that include movies and pets.

Hannah Smith is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has prior work experience in caregiving and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Frank Busichio is a financial advisor with Osaic Wealth, holding the CFP® designation and Series 63 and 65 licenses, with 12 years of industry experience. His prior work includes roles at Royal Alliance Associates, Penn Mutual Life Insurance, Hornor Townsend & Kent, and Pacific Capital Resource Group. He is involved in his wife’s clothing and closet cleanout business, assisting with its administration. Osaic Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, wrap portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to alternative investments via third-party platforms.

Jamie Lynn Ambrose is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, she was involved in entrepreneurial and business roles including managing FIT4MOM Eastside and working as a business broker and insurance agency associate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Shelly Ganje is a Series 66-licensed financial advisor with Edward Jones in Everett, WA, and has nine years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, she owns farmland in Minot, ND, which she rents out for farming. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kevin Losee is a Financial Consultant at Fidelity Investments. He has been with Fidelity for over 18 years, currently serving in his role since 2025. Prior to this, he held various positions within the company, including Planning Consultant, Senior Relationship Manager, Investment Consultant, Financial Representative, and College Planning and Investment Solutions Representative. Throughout his career, Kevin focuses on providing clarity and confidence to clients regarding their long-term financial goals. He emphasizes listening and understanding individual situations to partner effectively in building financial plans. Outside of his professional work, Kevin enjoys camping, family activities, hiking, outdoor adventures, and skiing.

James Jenkins is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 25 years of industry experience. His career includes roles with Waddell & Reed and leadership positions at Greater Puget Sound Solutions and Shari & James Jenkins Inc. Jenkins is also involved in other business activities including retirement and investment planning services. 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 a wide range of financial planning and investment management solutions, leveraging extensive resources and technology to support its network of over 22,800 advisors.