Rodney Humphreys is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo in various roles from 2015 to 2021. Outside of his advisory work, he is the owner of a residential cleaning business based in Lynnwood, Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Hailey Van Avery is a Series 66 licensed financial advisor at UBS Financial Services with six years of industry experience. Prior to joining UBS, she worked at Boeing and Grounds Coffee Co. She has also spent time in education. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Vartika Abhishek is a financial advisor at Merrill with seven years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior work includes roles at Bank of America, Deutsche Bank, Emkay Global Financial Services, Sanctum Wealth Private Ltd, Charles Schwab, TD Ameritrade, and Fidelity Brokerage Services. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Grant Stewart is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley and Equitable Advisors/AXA Advisors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program supported by an in-house manager solutions team and centralized due diligence.

Alexander Martin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Merrill Lynch, Charles Schwab, and JPMorgan Chase. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and supports model delivery through systematic methodologies.

Zohaib Rizwan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Charles Schwab and Chase Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Clinton Campbell is a CFP® with 12 years of industry experience, currently serving at Ameriprise since 2014. He holds leadership roles in several business activities, including managing team operations, strategic relationships, and succession planning for his Ameriprise practice. Additionally, he oversees business administration tasks for Soundview Financial Group and leads Super Ensemble Partners LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Brett Von Hoffmann is a financial advisor with J.P. Morgan Securities in Edmonds, WA. He holds a Series 66 designation and has 15 years of industry experience, including 14 years with J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Shiva Rahmati is a financial advisor with Merrill in Woodinville, WA, holding a Series 66 designation and eight years of industry experience. He has been associated with Bank of America and Merrill since 2011. Outside of his advisory role, he holds a power of attorney position for a non-investment related entity named Z B A. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional entities.

Bradley Jackson is a CFP® professional affiliated with Cetera, based in Bothell, WA, with 20 years of industry experience. His prior roles include positions at Avantax Investment Services, Pacific Crest Financial Services, and 1st Global Advisors. He owns Pacific Crest Financial Services LLC, where he provides financial planning and advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and consulting across various program structures and investment strategies.

Mary Van Moppes is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Ameriprise Financial and Oppenheimer. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Logan Smith is a Series 66-licensed financial advisor with Edward Jones, based in Woodinville, WA, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Alaska USA FCU for one year. Edward Jones is a full-service wealth management firm serving over four million 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 offers a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lorilee Wells is a financial advisor with LPL Financial in Bothell, WA, holding a Series 66 credential and 24 years of industry experience. Her prior roles include positions at Boeing Employee Credit Union, Raymond James Financial, Investment Advisors International, Merrill, and Morgan Stanley DW Inc. She offers investment products and services through LPL Financial’s DBA, BECU Investment Services. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, managing over $819 billion in discretionary assets through a large network of advisors.

Loretta Carton is a financial advisor at Edward Jones with over 22 years at the firm and six years of industry experience. She holds the Series 66 designation and is based in Lake Stevens, Washington. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Lydia Barker is a financial advisor at UBS Financial Services with Series 66 credentials. She has three years of industry experience, including prior roles at Lakeview Dental Clinic, Nordstrom, and Espresso Avenue. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances.

Peter Oh is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 28 years of industry experience. He has worked at LPL Financial since 2010 and spent 12 years at Merrill prior to that. 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, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using a variety of strategies and technological tools.

Scott Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at Wells Fargo Clearing and Waddell & Reed. Outside of his advisory work, he serves as president of a local Business Network International chapter and co-presents on faith and finances through Generosity University at Compass City Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and has a municipal advisor affiliation that supports its public finance services.

Monica Callen is a financial advisor with LPL Financial based in Lynnwood, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Kms Financial Services, Inc. for 16 years before joining LPL Financial in 2020. 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, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Ingrid Falip is a financial advisor with Raymond James Financial who holds a Series 66 designation and has nine years of industry experience. Her career includes roles at Bank of America, Merrill, and Edward Jones prior to joining Raymond James. 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 uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Ryan Hinz is a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists clients in exploring how Fidelity can support them in achieving their financial goals. He applies his industry experience to simplify complex financial topics and unique client situations, enabling individuals and families to make informed decisions about their financial future. Ryan began his career at Fidelity Investments in 2016 and has held multiple positions, including Financial Representative, High Net Worth Associate, Investment Solutions Representative, Relationship Manager, Investment Consultant, and Financial Consultant, before assuming his current role in 2023. This progression reflects his extensive experience within the financial services industry. Outside of his professional work, Ryan has interests in boating, hiking, parenthood, skiing, tennis, and traveling.