Lance Jacobsen is a financial advisor with Edward Jones in Mountlake Terrace, WA. He holds a Series 66 designation and has 14 years of industry experience, all with Edward Jones. Outside of advising, he manages a rental property in Puyallup, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Yaroslav Dunlap is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including positions at T-Mobile and Angi Home Services Inc. Outside of finance, no additional business activities are noted. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Hayley Newman is a CFP® and Series 66-registered financial advisor with Raymond James Financial in Bothell, WA, bringing three years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., as well as Ross Financial, where she held an associate position. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary approaches supported by analytical modeling and risk profiling.

Jason Therrell is a financial advisor with UBS Financial Services in Edmonds, WA, holding a Series 66 credential and 27 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Therrell owns several personally managed businesses unrelated to investment advisory services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Its advisors use proprietary research and model-based allocations to tailor plans to clients’ goals and risk tolerances.

Thomas Mercer is a financial advisor with LPL Financial in Woodinville, Washington, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at BECU Investment Services, First Tech Federal Credit Union, and Raymond James Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Zecheng Ye is a financial advisor with LPL Financial holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at JP Morgan Chase and Equitable Advisors. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Melanie Pearson is a financial advisor with UBS Financial Services and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including seven years at Charles Schwab and five years with Charles Schwab Bank before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supporting advisors with proprietary research and model-based asset allocations.

Reid Immel is an Investment Consultant at Fidelity Investments, where he currently provides financial planning services. He employs a thoughtful, listening-driven approach, focusing on clients' priorities to co-create plans that align with their current situations and long-term goals. His experience at Fidelity Investments includes roles as Relationship Manager, Financial Representative, and Financial Services Representative, all within the 2024 to 2025 period. This progression reflects his involvement in various aspects of financial services and client relationship management. Outside of his professional work, Reid has personal interests that include fitness, social events with friends, playing musical instruments, music, and reading.

Scott Davis is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has worked with Ameriprise Financial Service, LLC since 2000 and Ameriprise Financial Services, Inc. from 2007 to 2020. Outside of his advisory role, he is employed by Cascadia Operations LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anthony Ohl is a CFP® professional with 13 years of experience in financial advising. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. in 2022. He is also the owner of Tony Ohl Financial Services, LLC, a support company co-branded with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools for tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wesley Brandon is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2021 and previously operated Brandon Wealth Advisors LLC. Outside of his advisory role, he has been involved with the Northridge Swim Club for several years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily through its network of investment adviser representatives.

Trevor La Rowe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Pruco Securities, LLC. Outside of his advisory work, he is involved with HWPO, LLC, which operates Crossfit Burien. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Kenneth Snypp is a financial advisor at Edward Jones in Snohomish, WA, holding a Series 66 designation with nine years of industry experience. He previously worked at Alaska USA FCU for five years before joining Edward Jones in 2017. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kelly Aversa is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and previously worked at KMS Financial Services and as a self-employed advisor. Outside of her advisory role, she is involved with Callen and Associates, an investment-related business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Adam Pickrell is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for seven years at the U.S. Department of Veterans Affairs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices.

Joseph Lyons is a financial advisor with LPL Financial in Duvall, WA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His background includes roles at Morgan Stanley, TD Ameritrade, Waddell & Reed, and running a business entity named 15 James. Outside of finance, he is involved in coaching high school softball and CrossFit. 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 advisory services including financial planning, model portfolios, third-party asset management, and retirement advice, supported by technology tools, with a significant scale of discretionary assets and over 22,800 advisors.

Patrick Swesey is a financial advisor with RBC Capital Markets in Edmonds, WA, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with RBC Capital Markets and its predecessor since 2008. Outside of his advisory role, he serves as a committee member at Marysville Foursquare Church, assisting with budgeting and cash flow management. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party investment managers.

Meghan Antonucci is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets services through its platform.

Bryan Hendrickson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Merrill, Waddell & Reed Inc., and running his own firm, Bryan L. Hendrickson, Inc. He has also been involved with the Everett Public Schools Foundation. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies across a broad platform.

Brent Anderson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He began his career with Fidelity in 2008, serving as an Investment Consultant and later as a Financial Consultant until his current role. Throughout his career, Brent has focused on working with clients to develop financial plans aimed at achieving success and freedom. He holds a California Insurance License, supporting his work in financial consulting. Outside of his professional responsibilities, Brent enjoys baseball, comedy, family activities, fitness, and spending time with his pets.