Steven Weholt is a financial advisor with OSAIC, holding a Series 66 designation and 17 years of industry experience. Before joining OSAIC in 2023, he worked at Royal Alliance Associates, Inc. from 2018 to 2023 and Signator Investors, Inc. from 2015 to 2018. He is also president of Baluster Financial LLC, an investment-related LLC focused on securities, retirement planning, income planning, and insurance. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by multiple platforms and third-party managers.

Richard Mercier is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. His career includes roles at Securities America Advisors, Kms Financial Services, and continuous activity with Mercier Financial Group since 1977. Outside of his advisory work, he collects cards as a personal interest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from multiple sources and advanced portfolio options.

Matthew Ross is a financial advisor with Raymond James Financial Services Advisors Inc. in Bothell, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been associated with Raymond James and his own firm, Ross Financial Inc., since 2015. Ross is also involved in managing rental real estate through ownership roles in multiple property-related businesses. 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 offers tailored, non-discretionary planning and investment consulting using analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christie Jones is a Series 66-licensed financial advisor with Edward Jones, based in Edmonds, WA, and has three years of industry experience. She has held multiple roles within Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory solutions and maintains a large network of advisors and branch offices nationwide.

Eugene Canavan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked concurrently at Sound Transit, Tradesmen International, PFS Investments Inc, and Primerica Financial Service. Outside of advisory work, he receives compensation for the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery and separately managed account options under a wrap-fee structure. The firm uses third-party asset managers and emphasizes a tiered percentage-based fee model.

Ariel Jensen is a CFP® professional affiliated with Edward Jones, with four years of industry experience. Jensen has held multiple roles at Edward Jones since 2015, including a current position since 2021, and has prior experience at Zillow Group and gearUP Sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and services. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Teresa Mansell is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 33 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Olympic NW Advisors, and LPL Financial. She is also involved with Adept Wealth Management, LLC, where she provides sales and services of financial products. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using firm-approved software tools and offers specialized planning services such as divorce and estate-settlement planning.

Rebecca Brayton is a Senior Financial Advisor and partner at The Sabiers Brayton Wealth Management Group within Merrill Lynch Wealth Management. She leads the team's fixed income strategy and provides financial advice focused on retirement planning, retirement income management, and services for businesses and non-profit organizations. Rebecca has been in the financial services industry since 2000. She holds a Bachelor of Science degree in Business Administration from Central Washington University. Her professional credentials include FINRA Series 6, 7, 63, and 66 registrations, insurance licenses, and the Chartered Retirement Planning Counselor™ designation. Rebecca resides in Bothell and is involved with Soroptimist International of Everett. Her personal interests include boating, hiking, reading, and traveling.

Taj Trimbo is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities and Martha Lake Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Pedro Gonzales is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Keller Williams. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Pang is a financial advisor with LPL Financial in Mill Creek, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Boeing Employee Credit Union since 2011 and concurrently with LPL Financial for the same period. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Gregory Knott is a financial advisor at Edward Jones in Snohomish, WA, with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Thrivent Financial and COUNTRY FINANCIAL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Benjamin Goodman is a financial advisor with LPL Financial in Everett, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Linsco/Private Ledger since 2001. Goodman serves as the appointed successor trustee for the Ben M. & Shirley G. Goodman Estate Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, using various investment strategies supported by in-house and third-party research.

Steven Muckley is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2010. In addition to his advisory role, he operates a CPA practice as a sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions, using tailored non-discretionary planning and analytical tools.

David Fournier is a financial advisor with Equitable Advisors in Edmonds, WA, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor, Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a client intake process to tailor services and operates a hybrid referral and implementation model that emphasizes both advisory and brokerage/insurance channels.

Raiatea Convery is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2022, Raiatea worked at Fern Expo / Triumph Expo and CORT Party Rental. She serves as the vice president and fundraising committee chairperson on the board of the Frank Wagner Elementary PTO in Monroe, WA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Jessica Pavish is a financial advisor with Edward Jones in Everett, WA, holding Series 63 and Series 65 credentials and 40 years of industry experience. She has been with Edward Jones for 22 years since 2004. Outside of her advisory role, she serves on the boards of the Bainbridge Island Museum of Art and the Port Townsend Film Festival, contributing to the governance and programming of these organizations. 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 under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Calen Johnson is a CFP® and ChFC® affiliated with Raymond James Financial Services Advisors, Inc., with 12 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James in 2025. Johnson is the CEO of two support companies, Haven Financial LLC and Calen Johnson LLC, which are not investment-related. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Sheldon Stephen is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2017, with prior experience at Bank of America N.A., Bank of the West, and Union Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ronald Kukes is a Certified Financial Planner (CFP®) and holds a Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.