Louis Londino is a financial advisor at J.P. Morgan Securities in Gig Harbor, WA, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with various entities within JPMorgan Chase and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, and incorporates ESG eligibility frameworks into eligible strategy recommendations.

Taylor Boss is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley, Edward Jones, Redfin Real Estate, and Washington State University. Outside of his advisory role, he manages a rental property in Tacoma, Washington. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and market modeling techniques.

Lynette Ackman is a financial advisor at Primerica Advisors with one year of industry experience. She holds the Series 65 and Series 63 designations. Her prior work includes roles at Symetra, H&R Block, Jackson Hewitt Tax Services, and Workwell Global. Outside of her advisory work, she is involved in sales of home security and automation products through Primerica Client Services and loan products through Primerica Mortgage. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers and provides custody and trade execution support through BNY Mellon Advisors and Pershing.

Todd Schock Rosenbach is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 2003. Rosenbach also operates Rosenbach Financial LLC, structured as an LLC for tax reporting purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs, third-party asset management, and institutional platforms.

Quang Bui is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he is a partner in a real estate venture managing a rental property. 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 through proprietary research, model-based asset allocations, and fiduciary financial planning.

Brent Ross is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Edward Jones from 2015 to 2023 and has been with LPL Financial since 2023. 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 institutions. The firm offers a wide range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Bruce Severeid is a CFP® professional with 43 years of experience in the financial industry. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation from 2002 to 2009. Outside of financial advising, he is involved in photography, including teaching and publishing, and participates in the Proctor Art Gallery in Tacoma, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,000 advisors with various investment platforms, including model portfolios and third-party asset management, and provides operational tools that incorporate machine learning for advisor support.

Aaron Easter is a financial advisor at Edward Jones with 21 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2014. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Perry Menard is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2006. Prior to UBS, he was employed at RBC Capital Markets and Piper Sandler & Co. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a wide range of capital markets services through its platform.

James Guthrie is a CFP® professional with 30 years of industry experience. He is currently with Ameriprise Financial Services, LLC, having previously worked at Bank of America and Merrill. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals with substantial investable assets. Their approach includes detailed recommendation reports, tax-smart withdrawal strategies, and a combination of research and modeling techniques to support retirement planning.

Shane Feist is a financial advisor at Edward Jones in Auburn, WA, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he serves as an assistant track coach and volleyball line judge for the Sumner School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management and a network of over 23,000 advisors nationwide. The firm provides a range of investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Konrad Carter is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and University of Phoenix. 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, offering model-based and discretionary strategies for a range of client types including individuals and charitable organizations.

Dylan Whitcraft is a financial advisor with LPL Financial holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, Capstone Financial, and First Command. He currently offers investment products and services through LPL Financial using the trade name BECU Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by extensive technology and offers both discretionary and non-discretionary investment strategies.

Katherine Irwin is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has experience working at Edward Jones from 2021 to 2025 before joining Raymond James Financial Services, Inc. in 2025. Irwin is based in Puyallup, WA, and has one year of industry experience. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting services, utilizing risk profiling and modeling tools to support client goals.

Bryan La Belle is a financial advisor at Edward Jones in Covington, WA, with six years of industry experience. He holds the Series 66 designation and previously worked for United Parcel Service for 13 years. Outside of his advisory role, he volunteers as an assistant football coach at Kentwood High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Christopher Woods is a CFP® professional with 11 years of industry experience, currently advising at Cetera. He has held roles at Rock Ridge Financial Services and CETERA Financial Specialists LLC since 2019. Outside of his advisory work, he serves as secretary for a business referral group, where he organizes meetings and communications. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through affiliated and third-party managers.

Chung Wei Yang is a Series 66 licensed advisor at J.P. Morgan Securities with four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Bank of America and Merrill from 2020 to 2026 and was previously employed by Darden Restaurant from 2013 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations, with implementation services provided by affiliated entities.

Cody Fair is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has worked with Primerica Advisors since 2009 and also spent four years at Better Properties from 2017 to 2021. Outside of advisory work, he owns and operates a Tesla-focused YouTube channel. Primerica Advisors is a large-scale institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies developed by third-party asset managers and supports trade execution and custody through established custodians.

Trenton Hansen is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2021. Outside of his advisory role, Hansen is president of Celestial Prints, a 3D printing and selling business based in Renton, Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

David Blynov is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, his background includes roles outside the financial industry such as working with Cool Cat Fence and Doordash. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.