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.

Richard Aylen is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo since 2006, including time at Wells Fargo Investments, LLC. 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 provides both brokerage and advisory solutions supported by extensive research and analytics.

Abigail Damoiseaux is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She has worked at Edward Jones since 2022 and previously held roles at Club Wealth, Victoria Secret, and Cardinal Financial Company. In addition to her advisory work, she prepares tax returns for a longstanding client base unrelated to her Edward Jones clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory programs. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Neil Butler is a financial advisor with Wells Fargo Advisors in Mercer Island, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He worked at Merrill from 2004 to 2013 before joining Wells Fargo Advisors, where he has been since 2013. Butler is also co-trustee for the Butler Wealth Management, LLC 401(k) plan and holds a significant ownership interest in Butler Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options, including specialty services such as business-owner transition and special-needs planning. Advisors use firm resources and tools to develop tailored recommendations, and clients choose whether to implement them through various brokerage or advisory programs.

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.

Sandi Martin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. Outside of her advisory work, she owns a small business selling exotic plants. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program is supported by centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities.

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 at Raymond James & Associates with 24 years of industry experience. She has held roles at American Funds Distributors, Inc. and Morgan Stanley prior to joining Raymond James in 2022. Outside of her advisory work, she holds a real estate license for personal and family use and manages rental property maintenance. Raymond James & Associates is a large broker-dealer and registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a focus on tailored, non-discretionary advice supported by various portfolio management styles and proprietary 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 joining J.P. Morgan, he worked at AT&T Mobility and Nike Inc. He is based in Renton, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

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 Auburn, WA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of advisory services, she is involved in the sale of investment-related products and also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of financial advisors and employs a model-driven investment approach with custodial support from Pershing and overlay management by BNY Mellon Advisors.

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® professional with 22 years of experience, all with Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he owns a vacation rental property in Shelton, Washington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

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.