Christopher Dolan is a CFP®-designated financial advisor with Edward Jones in Federal Way, WA, where he has worked since 2014. He has 14 years of industry experience. Outside of advising, he holds royalty interests in Continental Resources. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Reed Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with LPL Financial since 2009 and previously spent seven years at Mutual Service Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, combining extensive advisory services with various non-advisory financial products and partnerships.

Michael Smolko is a CFP® professional affiliated with Raymond James Financial, with 12 years of industry experience. He previously worked at USA Financial Securities and Edgecombe & Coplin Wealth Strategies. He is also the owner and operator of Tahoma Advisory Group, LLC, which provides insurance and annuities sales. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools to tailor non-discretionary planning to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nikolette Mc Roberts Legg is a financial advisor at Edward Jones in Federal Way, WA, holding a Series 66 designation with six years of industry experience. Her prior experience includes positions at Edward Jones and Fullaway Lamphere & Suave, as well as a role with the ASWSU Senate. 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, operates under a fiduciary standard, and maintains a large nationwide advisor and branch network.

Derek Lindholm is a financial advisor with Robert W. Baird & Co., holding the ChFC® designation and Series 63 and 66 licenses, with 25 years of industry experience. His prior roles include positions at D.A. Davidson & Co. and LPL Financial. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services utilizing both in-house and third-party managers, with strategies ranging from traditional allocations to more complex investments.

Miranda Barber is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2017. Prior to her finance career, she worked at Chipotle Mexican Grill and Front Range Community College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm’s Institutional Consulting Services program operates on a non-discretionary basis, with clients retaining final decision-making authority.

Olena Ostrovskiy is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been active in the financial industry since 2008, gaining experience in various roles including Financial Advisor positions at IDB Bank and Bank Massad in Tel-Aviv, Israel, and as a Sales Support Specialist in the Annuities department at Symetra Financial Corp between 2019 and 2021. Throughout her career, Olena has navigated diverse market conditions and developed a broad understanding of investment strategies. She works collaboratively with clients to create adaptable financial plans tailored to their unique circumstances. Olena communicates with clients in Hebrew, Russian, and Ukrainian. Outside of her professional work, Olena's interests include family activities, fitness, parenthood, pets, surfing, and yoga.

Shayne Plantz is a Planning Consultant who collaborates with advisors and partners with clients to assist with their personal goals and financial planning. Shayne has experience working as a Relationship Manager at Fidelity Investments from 2024 to 2026 and served as a Financial Representative at Fidelity Investments from 2023 to 2024. No additional information about education, credentials, or personal interests has been provided.

Tyler Kerby is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Morgan Stanley from 2015 to 2023, including a position with Morgan Stanley Private Bank. Outside of advising, he operates a sole proprietorship focused on photography and videography. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Ting Su is a financial advisor at Cetera with 14 years of industry experience. Su holds a Series 66 designation and has worked at Cetera and its affiliates since 2012, with prior experience at LPL Financial and Cathay Bank. Outside of advisory work, Su is also involved in customer service and loan roles at a banking institution. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a variety of portfolio management and retirement services, operating a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Ryan Hurst is currently a Market Leader at Fidelity Investments, where he leads a team of financial professionals in the greater Seattle area. His team's primary focus is assisting customers in creating and implementing personalized plans to enhance their financial well-being. Ryan has held this role since 2017. He has extensive experience at Fidelity Investments, having served in various capacities since 2000. His previous positions include Senior Branch Manager, Branch Office Manager, Assistant Branch Office Manager, Vice President Financial Consultant, Financial Consultant, Retirement Income Planner, Investments Consultant, and Service and Trading Associate. The information provided does not include details about Ryan's educational background, credentials, personal interests, or community involvement.

Kevin Warren is a CFP® professional with 31 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds Series 63 and Series 65 licenses and is based in Puyallup, WA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement (IPS) driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Guy Ellison is a financial advisor with Thrivent Investment Management in Puyallup, WA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Ellison serves on the board of the Auburn Public Schools Foundation, a nonprofit supporting teachers and students in the Auburn School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account services while maintaining separation between the two.

Tristan Zimmerman is a financial advisor with LPL Financial in Tukwila, WA, holding Series 65 and Series 63 licenses and eight years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC, Edward Jones, and Boeing Employee Credit Union. 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, supported by a large network of investment adviser representatives.

Debbie Huang is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and New York Life Insurance Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG framework to recommend approved funds and strategies.

Rebecca Byus is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. She has worked with Fortis Investors, Inc. since 1993 and joined OSAIC in 2024. In addition to her advisory role, she operates an independent insurance agency and is an associate at RJA Financial Services Inc., where she sells term insurance, long-term care, disability, fixed annuities, and conducts securities-related business. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors, offering integrated brokerage and advisory services supported by multiple platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of asset classes, managing accounts either discretionarily or non-discretionarily with options for client-imposed investment restrictions.

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.

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.