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 in Bellevue, WA, holding the Series 63 and Series 65 credentials and bringing 19 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Northwestern Mutual in various capacities from 2006 through 2019. Outside of his advisory work, he owns and operates a tax preparation and accounting business employing a certified public accountant. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individual and institutional clients through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 CFP® and CFA® with 12 years of experience in the financial industry. He has worked at LPL Financial since 2020 and previously spent six years at E.K. Riley Investments, LLC. Melton operates Melton Capital Management LLC alongside his advisory role. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supporting a broad spectrum of investment approaches.

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 at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he operates a sole proprietorship focused on photography and videography. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of investment vehicles.

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.

Denny Wong is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Equitable Advisors since 2007 and previously operated under Axa Advisors, LLC during the same period. Outside of his advisory work, he serves as president of the Rosewood Homeowners Association in Renton, WA. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves personalized risk assessment and the use of third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Cynthia Lee is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 19 years and Wells Fargo Clearing for 10 years. 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 planning menu, including specialized services such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored client recommendations.

Sarah Del Degan is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in design-related roles at Nob Hill Style, Atwil Design, The Enhanced Home, and VIDA Design. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and provides a range of advisory programs and investment options through a nationwide network of financial advisors.

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 in Bellevue, WA, holding Series 63 and Series 66 credentials and ten years of industry experience. Prior to joining LPL Financial in 2020, Kagan worked in various roles within real estate and insurance firms, including Berkshire Hathaway/Baside Realty and Bankers Life. Outside of advising, Kagan is involved with Northwest Home Solutions, Inc., a mortgage and real estate services company, and Dynama Pursuits LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options through a large network of advisors and supports these with advanced research tools and a broad platform of related financial services.

Jarren Mc Niesh is a Series 66 licensed financial advisor with three years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has prior experience with firms including Cetera and Avantax, and he also works as a tax preparer through Tax Professionals ETC. Mc Niesh’s background includes financial consulting, wealth management, and income tax preparation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports its services with analytical tools and technology, including AI and machine learning.

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.

Randy Ng is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic automation to support its advisory approach.