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 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.

Kevin Hasslinger is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. He is a co-founder and president of a retail business, RightLane, and serves as a part-time instructor at Highline Community College. 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 programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

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.

Corbin Sylvester is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients to develop personalized financial plans that align with their financial goals and aspirations, utilizing the tools available at Fidelity. Corbin's professional experience includes positions as an Investment Consultant at Fidelity Investments from 2024 to 2026, Client Relationship Manager and Client Service Associate at Ameriprise Financial between 2021 and 2023, and Financial Representative at Northwestern Mutual from 2020 to 2021. This progression reflects his background in client service and financial planning. Outside of his professional work, Corbin has interests in football, golf, and soccer.

Joel Soltero is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. Prior to that, he worked at JPMorgan Chase Bank, N.A. starting in 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework in its recommendations.

Jarren Mc Niesh is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked with several firms, including Cetera Wealth Services and Avantax. In addition to his advisory role, he is involved in tax preparation and wealth management through his activities with Hillard Wealth Service Inc. and Tax Professionals ETC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs, including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

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.

David Fryer is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Boeing Employee Credit Union and LPL Financial since 2005. 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, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Catherine Simmons is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 66 credentials and four years of industry experience. She has worked at Boeing Employees Credit Union since 2016 and is also a notary public in the state of Washington. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a combination of strategic, tactical, and customized investment approaches.

Cole Forde is a financial advisor at Edward Jones in Auburn, WA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Emerald City Custom Kitchens and Design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Bryan Pitman is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 credential and previously worked for the City of Fife for ten years. Outside of his advisory role, he owns and oversees Cle Elum Coffee Company LLC, a specialty grade coffee roasting business that donates its proceeds to local nonprofits focused on nature and conservation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated financial capabilities.

David Bleiweiss is a financial advisor with Edward Jones in Issaquah, WA, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he coordinates a short-term rental property business in Nashville, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies and affiliated financial services.

Jennifer Dewater is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Woodbury Financial Services and LPL Financial. Outside of her advisory role, she serves as a trustee for an irrevocable trust benefiting a family member and is a 25% shareholder and secretary of RDI Financial Services Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios tailored to client needs.

Nathaniel Engstrom is a financial advisor at LPL Financial with 9 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at U.S. Bancorp Investments and U.S. Bank. Nathaniel also provides investment products and services through BECU Investment Services, a trade name used with LPL Financial. 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.

Davis McCall is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans. His approach emphasizes understanding each client's unique situation to help guide decision-making aligned with their long-term goals. Davis has held multiple roles at Fidelity Investments since 2023, including Financial Representative and Investment Consultant, gaining experience in various aspects of financial advising. This progression reflects his growing expertise in investment strategies and client financial planning. Outside of his professional work, Davis engages in activities such as boating, outdoor adventures, scuba diving, snowboarding, soccer, and traveling.

Ranhee Lee is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and TIAA-CREF. In addition to her advisory role, she is the owner of Project Me on Me, LLC. 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 and access to model portfolios and third-party asset management.

David Seligman is a financial advisor at Edward Jones in Issaquah, WA, with 21 years of industry experience. He has held his current position at Edward Jones since 2004. Outside of his advisory role, Seligman serves as an assistant coach for the distance track team at Issaquah High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory and investment services under a fiduciary standard.