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.

Renee Harris Christian is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. The firm is a full-service wealth management company serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

Steven Rapp is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Outside of advising, he owns and operates an executive recruiting business, which he manages on a limited basis. 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Adithya Ravichandran is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. He also serves as a senior accountant at Arch Accounting & Tax Services, a family-owned business providing payroll, bookkeeping, tax preparation, and planning services. Prior to joining Cetera, Ravichandran worked at Avantax Advisory Services and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Thomas Kraabel is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Woodbury Financial Services, Arbor Point Advisors, and KMS Financial Services. Outside of advising, he serves as a basketball referee for boys and girls high school games in Pierce County, Washington. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with various discretionary and third-party strategies and is notable for its scale and complex affiliate network.

Wesley Pond is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential. He began his advisory career in 2026 after serving ten years in the United States Marine Corps. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers a range of account platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.

Angela Saladis is a financial advisor with LPL Financial in Federal Way, WA, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Key Investment Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of strategic and tactical investment options.

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.

Mark Burns is a financial advisor with LPL Financial based in Kent, WA, holding a Series 66 designation and 19 years of industry experience. His professional background includes roles at Waddell & Reed Inc and operating his own firm, Mark J Burns PLLC. Outside of advisory work, he has experience in real estate investment and managing rental properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Norman Thomson is a financial advisor with Edelman Financial Engines in Federal Way, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Financial Engines Advisors LLC, The Mutual Fund Store, Signator Financial Services, and Charles Schwab. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

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.

Christina Cooling is a financial advisor with Cetera, holding a Series 66 designation and 23 years of industry experience. Her career includes roles at First Allied Securities, Summit Brokerage Services, and multiple Cetera entities dating back to 2012. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting discretionary and non-discretionary account structures.

Scott Chaffee is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019, following a three-year tenure at BancWest Investment Services. Outside of his advisory role, he is also associated with Chaffee and Associates, where he is involved in investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals and supports various advisory programs and institutional portfolio management.

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.

Rene Yoshino is a financial advisor with Primerica Advisors in Burien, WA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2014 and briefly at the 2020 Census Bureau in 2019. Outside of his advisory role, he owns Financial Freedom for Families LLC, an investment-related business. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors alongside corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, using model-delivery investment strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Robert Van Allen is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Voya Investment Management and Bank of the West. He serves as a chapter board member of the CAIA Association, participating in committee meetings and organizing events. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program platforms and models, managing over $256 billion in assets across more than 10,000 advisors.

Roberto Delgado is the Vice President and Branch Leader at Fidelity Investments, where he has been serving since 2022. In this role, he leads branch operations and strategy within the firm. Prior to his current position, Roberto was a Team Leader at Fidelity Investments from 2009 to 2022, gaining extensive experience in financial services and team management. His professional focus includes connecting with financial professionals in the Seattle market to inspire belief in what is possible.