Rebecca Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. She previously worked at Waddell & Reed for five years before joining LPL Financial in 2016. Outside of her advisory role, she is involved in pottery as a part-time activity. 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 investment advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Aceves is a financial advisor with Edelman Financial Engines in Federal Way, WA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked with affiliated firms including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified portfolios with a long-term orientation and operates as a fiduciary under ERISA and applicable Department of Labor guidance.

Kari Gervais is a financial advisor with Cetera who holds a Series 66 designation and has 18 years of industry experience. Gervais has previously worked with VOYA Financial Advisors and Pilkey Hopping & Ekberg, Inc. In addition to advising, Gervais is a partner and CPA at Fullaway Lamphear & Suave PLLC, an accounting firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, access to third-party managers, and various program structures, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Therese Mille is a financial advisor with Edelman Financial Engines in Issaquah, WA, holding Series 63 and Series 65 licenses with 10 years of industry experience. She previously worked at Soundmark Wealth Management from 2011 to 2024 before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm emphasizes diversified model portfolios, a committee-driven investment process, and offers both discretionary and non-discretionary advice through a large-scale platform managing approximately $326 billion across various client segments.

Carl Hessel IV is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America, Merrill, Allstate Insurance, and Nampa Insurance Inc. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Annette Howze is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2018. In this role, she partners with families to create comprehensive plans designed to simplify financial planning and strategic decision-making. Her professional experience spans over two decades in the financial services industry. Prior to her current role, Annette worked as a Financial Consultant at Fidelity Investments from 2007 to 2018. She also served as Vice President Financial Consultant at Charles Schwab between 2004 and 2006, and as a Financial Advisor at Morgan Stanley from 1999 to 2002.

Pui Szeto is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2022, Szeto held positions at Bank of America and Paragon Asia Holding Limited, among others. 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 individuals, high-net-worth clients, and institutions.

Michael Skagen is a CFP® with 26 years of industry experience, currently serving at Cetera since 2024. He is also president and owner of Skagen Insurance Agency, Inc., a health insurance agency he has led since 2018, and provides tax preparation services through Skagen Tax Services. Cetera is an SEC-registered adviser with a large nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.

Robert Bruce is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he owns and operates Fuimus21 LLC, a property management business based in Puyallup, WA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Scott Hurst is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Securities America Advisors, Securities America Inc, and National Planning Corporation. Outside of advisory services, he is involved in tax preparation and accounting through his own firm, Scott P. Hurst & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and extensive operational resources.

Dustin Vance is a financial advisor with Edward Jones in Maple Valley, WA, holding a Series 66 designation and seven years of industry experience. He worked at USI Insurance Services, Inc. for three years before joining Edward Jones in 2018. Outside of his advisory role, he is involved in landlord activities, handling tenant selection and coordinating repairs. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Haiyan Xu is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined the Waarbroek-Lin Group in 2018 and supports clients in various aspects of their financial lives, including portfolio management, personal retirement planning, corporate benefits, family wealth management strategies, and international wealth management. Her responsibilities also involve managing corporate retirement plans and serving client segments such as women and wealth. Haiyan holds a bachelor's degree in Applied Mathematics from the University of California, Los Angeles, and a Master of Science in Applied Finance from Pepperdine University. She has professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to joining Merrill, Haiyan worked with LPL Financial. She is proficient in English and Mandarin. Outside of her professional work, Haiyan enjoys hiking, swimming, traveling, and supporting charity events.

Danxia Zhen is a Senior Financial Advisor at Merrill Lynch Wealth Management in Boston. She provides personalized wealth management strategies, drawing on the investment insights of Merrill and the banking and lending solutions of Bank of America, to help clients pursue their long-term financial goals. Her client focus areas include college education planning, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and tax minimization, among others. Danxia holds a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. She carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English, Mandarin, and Yue (Cantonese), she follows the Merrill tradition of community involvement through volunteer work. Outside of her professional activities, Danxia enjoys boating, cooking, hiking, traveling, and practicing yoga.

Jace Kasteler is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill from 2019 to 2023 and spent six years at Sundance Catalog before entering the financial sector. Kasteler is also a co-owner of CBLK LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Abigail Damoiseaux is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. She has worked at Edward Jones since 2022 and previously held roles at Club Wealth, Victoria Secret, and Cardinal Financial Company. In addition to her advisory work, she prepares tax returns for a longstanding client base unrelated to her Edward Jones clients. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory programs. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ian Southall is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Equitable Advisors, AXA Advisors, Puget Sound Financial Strategies, and other firms. Outside of financial advising, Ian works as a delivery driver for multiple services including Uber, Lyft, DoorDash, and Amazon. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with access to affiliated and third-party managers across various program structures.

Christopher Bell is a financial advisor with LPL Financial in Federal Way, WA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Washington State Employee Credit Union, Edward Jones, Bank of America, and Merrill. Outside of his financial advisory work, he operates a home-based battery refurbishing business. 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, third-party asset management, and institutional platforms, supported by extensive advisor networks and technology tools.

Bryan Gormley is a financial advisor with LPL Financial in Federal Way, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2003 and worked at Shelgren Financial Group, Inc. from 1998 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to institutional platforms, utilizing both proprietary and third-party strategies across diverse asset classes.

Tristan Fujita is a financial advisor with LPL Financial in Federal Way, WA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones, Multicare, Tuality Healthcare, Orthopedic and Fracture Specialists, and George Fox University, where he continues slight employment on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by a network of over 22,800 advisors and a broad array of financial products and tools.

Sandi Martin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. Outside of her advisory work, she owns a small business selling exotic plants. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program is supported by centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities.