Jill Murphy is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2005. Outside of her advisory role, she is a co-owner of Smurfco LLC, a company managing commercial real estate operations in Issaquah, WA. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Wesley Burns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2006 to 2019. Outside his advisory work, Burns owns and operates a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research, offering both discretionary and non-discretionary portfolio management.

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.

Stephanie Hawes is a Series 66–designated financial advisor with Edward Jones, based in Auburn, WA, and has six years of industry experience. She previously worked for Rodan + Fields from 2017 to 2023 and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Benjamin Melton is a financial advisor with LPL Financial in Mercer Island, WA. He holds the CFP® and CFA® designations and has 12 years of industry experience, including six years with LPL Financial and six years with E.K. Riley Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Derek Lindholm is a financial advisor with Robert W. Baird & Co., holding the ChFC® designation and Series 63 and 66 licenses, with 25 years of industry experience. His prior roles include positions at D.A. Davidson & Co. and LPL Financial. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services utilizing both in-house and third-party managers, with strategies ranging from traditional allocations to more complex investments.

Keahn White is a financial advisor at Edward Jones in North Bend, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, White worked at Under Armour and spent several years as a full-time student. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Tyler Kerby is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Morgan Stanley from 2015 to 2023, including a position with Morgan Stanley Private Bank. Outside of advising, he operates a sole proprietorship focused on photography and videography. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Ting Su is a financial advisor at Cetera with 14 years of industry experience. Su holds a Series 66 designation and has worked at Cetera and its affiliates since 2012, with prior experience at LPL Financial and Cathay Bank. Outside of advisory work, Su is also involved in customer service and loan roles at a banking institution. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a variety of portfolio management and retirement services, operating a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Debbie Huang is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and New York Life Insurance Company. 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 an ESG framework to recommend approved funds and strategies.

Denny Wong is a financial advisor with Equitable Advisors in Renton, WA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as president of the Rosewood Homeowners Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Cynthia Lee is a Series 66 licensed financial advisor with Wells Fargo Advisors, bringing 32 years of industry experience. She has held various roles within Wells Fargo-related firms since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds. The firm integrates advisory services with other financial products and planning specialties through a network of financial advisors.

Sarah Del Degan is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various design-related roles and businesses from 2015 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large network of advisors and branch offices.

Nicole Reif is a CFP®-designated financial advisor with 26 years of industry experience, currently with Cetera since 2019. Her prior roles include positions at Foresters Advisory Services LLC and Foresters Financial, spanning over a decade. Outside of her advisory work, she serves on the Summer School Advisory Board, advising teachers on career preparation for students, and participates as a cottage representative for the P.E.O. Sisterhood. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Yvonne Lopez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her work history includes roles at Uber, Fantasy Casino Dealing Service, and PFS Investments Inc., alongside long-term positions with SEIU Healthcare 775NW and the Department of Social and Health Services. She also engages in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selective separately managed accounts. The firm employs third-party asset managers vetted via independent due diligence and utilizes a tiered wrap-fee structure distinct from fixed-fee billing options.

Robin Kagan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining LPL Financial in 2020, Kagan worked at firms including Berkshire Hathaway/Baside Realty, HomeSmart One Realty, and Bankers Life Advisory Services. Outside of advisory work, Kagan is involved with Northwest Home Solutions, Inc. as a real estate broker and has business interests with Dynama Pursuits LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management backed by resources from LPL Research and third-party subadvisors.

Jarren Mc Niesh is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He has worked at multiple firms including Avantax and Hillard Wealth Service, where he has provided income tax preparation and financial consulting services. In addition to his advisory work, Mc Niesh is involved in tax preparation and annuity sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Zachary Baggenstos is a financial advisor with Edward Jones in Kent, WA, holding a Series 66 designation and eight years of industry experience. He worked at Bellevue Healthcare II for six years prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm 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 nationwide.

Ian Kelly-Hedrick is a Planning Consultant at Fidelity Investments. In his current role, he focuses on understanding clients' goals and situations to create personalized comprehensive financial plans tailored to their priorities. Ian has been with Fidelity Investments since 2021, progressing through various roles including High Net Worth Service Associate, Workplace Planning Consultant, Relationship Manager, and now Planning Consultant. This experience has provided him with a broad perspective on client service and financial planning within the firm.

Hayley Hill is a ChFC® and Series 66 designated advisor with Mass Mutual Investors Services, where she has worked for 11 years. She also has experience with Smith Richards Group under Mass Mutual starting in 2013. She is a member of SRG1998, LLC, a shared workspace collective for representatives. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, using firm-approved tools to deliver written recommendations without investment discretion as part of the planning engagement.