Dustin Vance is a financial advisor with Edward Jones in Maple Valley, WA, holding a Series 66 designation and seven years of industry experience. He worked at USI Insurance Services, Inc. for three years before joining Edward Jones in 2018. Outside of his advisory role, he is involved in landlord activities, handling tenant selection and coordinating repairs. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Haiyan Xu is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined the Waarbroek-Lin Group in 2018 and supports clients in various aspects of their financial lives, including portfolio management, personal retirement planning, corporate benefits, family wealth management strategies, and international wealth management. Her responsibilities also involve managing corporate retirement plans and serving client segments such as women and wealth. Haiyan holds a bachelor's degree in Applied Mathematics from the University of California, Los Angeles, and a Master of Science in Applied Finance from Pepperdine University. She has professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to joining Merrill, Haiyan worked with LPL Financial. She is proficient in English and Mandarin. Outside of her professional work, Haiyan enjoys hiking, swimming, traveling, and supporting charity events.

Danxia Zhen is a Senior Financial Advisor at Merrill Lynch Wealth Management in Boston. She provides personalized wealth management strategies, drawing on the investment insights of Merrill and the banking and lending solutions of Bank of America, to help clients pursue their long-term financial goals. Her client focus areas include college education planning, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and tax minimization, among others. Danxia holds a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. She carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English, Mandarin, and Yue (Cantonese), she follows the Merrill tradition of community involvement through volunteer work. Outside of her professional activities, Danxia enjoys boating, cooking, hiking, traveling, and practicing yoga.

Abigail Damoiseaux is a financial advisor at Edward Jones in Kent, WA, holding a Series 66 credential with two years of industry experience. She has worked with Edward Jones since 2022 and previously held roles at Club Wealth, Victoria Secret, and Cardinal Financial Company. Outside of advising, she prepares taxes for clients originally served by her mother. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Neil Butler is a financial advisor with Wells Fargo Advisors in Mercer Island, WA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisor role, he is co-trustee of the Butler Wealth Management, LLC 401(k) plan and holds a significant ownership stake in Butler Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, utilizing Wells Fargo research and tools to develop tailored recommendations.

Ian Southall is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, AXA Advisors, Puget Sound Financial Strategies, and other firms. Outside of financial advising, Ian works as a delivery driver for multiple services including Uber, Lyft, DoorDash, and Amazon. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Lorraine Contreras is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work experience at Rewards Network, Valpak, and Entertainment Publications LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Sandi Martin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. Outside of her advisory role, she is developing a small weekend business selling exotic plants under the name Leaf Culture. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Cherie Wright is a financial advisor with RBC Capital Markets in Renton, WA, holding Series 63 and Series 65 designations and 27 years of industry experience. She previously worked at Morgan Stanley Smith Barney for nine years before joining RBC Capital Markets in 2018. Outside of her advisory role, she is involved in thoroughbred racing as an owner, with operations licensed in California. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides comprehensive portfolio management, financial planning, and brokerage services.

Renee Degner is a financial advisor with Raymond James & Associates, holding Series 66, 63, and 65 licenses. She has 24 years of industry experience, including prior roles at American Funds Distributors, Inc. Degner holds a real estate license which she maintains for personal and family use without compensation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad network of advisers and affiliated research.

Duncan Mcallister is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in an LLC that owns a vacation home with his wife. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Karen Lansdowne is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. She has worked with Primerica Advisors since 2004 and has prior experience at QFC (Kroger Co) and Fred Meyer. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, with a focus on percentage-based tiered fees and ongoing manager oversight.

Doan Trang Bell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of advising, she provides notary public services on a part-time basis. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and advisory services supported by a range of portfolio management styles and extensive research resources.

Cedric Simmons is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. Prior to his current role, he worked at AT&T Mobility and Nike Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Nick Akhbari is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized investment committee to construct globally diversified portfolios and employs tax-aware strategies and risk management tools.

Carin Perkins is a financial advisor with Primerica Advisors in Covington, WA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm manages third-party asset managers and provides a tiered wrap-fee structure, utilizing custodians such as Pershing and Primerica Brokerage Services.

Marilyn Milne is a financial advisor with Edward Jones in Renton, WA, holding a Series 66 designation and 16 years of industry experience. She has worked at Edward Jones since 2019, following prior roles at Milne Financial Group and HD Vest-related firms. Milne serves as a finance committee member and board member of the Renton Regional Community Foundation. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

David Kim is a financial advisor at Edward Jones in Auburn, WA, holding a Series 66 designation with nine 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. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ryan Crumpacker is a CFP® certified financial advisor with Edward Jones, where he has worked since 2004. He has 21 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a vacation rental property in Shelton, Washington. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Ohlinger is a financial advisor with Primerica Advisors in Puyallup, WA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, he works as a real estate agent with Coldwell Banker Bain. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a percentage-based tiered wrap fee structure.