Francis Addai is a Series 66-licensed advisor with Merrill, based in Federal Way, WA, and has four years of industry experience. He previously worked at Bank of America N.A. and has been with Merrill since 2021. Outside of his advisory role, he works part-time for DoorDash as a delivery driver. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katherine Ausley is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Outside of her advisory work, she has experience in office administration for a small water company and has worked as a delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Tonya Parker is a financial advisor with LPL Financial, holding a Series 66 license and eight years of industry experience. She has worked at LPL Financial and Boeing Employee's Credit Union over the past eight years. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of more than 22,800 advisors.

Lynn Thompson is a financial advisor with Ameriprise in Issaquah, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise in 2017, Thompson worked at Weldon Barber from 2012 to 2017. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Jackson Madden is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2023, progressing from Financial Representative to Relationship Manager before assuming his current role. Jackson's work focuses on partnering with clients and their advisors to help pursue financial goals. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Carles Appling is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a disciplined investment approach without providing individual security recommendations as part of standalone financial plans.

Divya Devi is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Wealth Management and JP Morgan Chase Bank. Divya is based in Federal Way, 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 programs and investment solutions supported by a large national network of advisors and branch offices.

Timothy Mayorov is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Fidelity. His career includes various roles within Fidelity and its subsidiaries since 2018, along with prior work at Becu and the University of Washington Tacoma. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model portfolios to intermediary platforms.

Daniel Ortiz Rivas is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Robinhood Financial and several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies and model portfolio provider for Fidelity Institutional Wealth Adviser.

Phillip Ussery is a CFP® professional with 18 years of industry experience currently advising clients at Edward Jones since 2017. His career includes prior roles at Symetra Securities, Symetra Investment Services, Chase Investment Services, and Banc of America Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Muhammad Merchant is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America and Merrill. Prior to his financial services career, he was involved in business operations with Momac Mex Inc and Momac Inc dba Subway. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation process combined with centralized manager due diligence and an ESG eligibility framework.

Jack Ly is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and has worked within the broader JPMorgan Chase organization since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

James Nelsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he spent a small portion of his time acting in a fiduciary capacity related to the estate of his deceased father, Newmark B Nelsen. 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 portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using various strategies and supported by advanced operational tools.

Nhat Bui is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tukwila, WA. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to his current role, he has worked at firms including Mainspring Wealth Advisors LLC and First Tech Federal Credit Union. Outside of his advisory work, he is the CEO of Julia Bui LLC, a business involved in the sale of shampoo, clothing, and fruits. 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, and institutional investors. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Erik Johnson is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He previously worked at Merrill for 23 years before joining Morgan Stanley in 2017. Outside of his advisory role, he serves as a board member for Team253 Racing, a sports organization based in Federal Way, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and research.

John Carty Jr. is a Series 65 licensed financial advisor with nine years of industry experience. He is currently with Edelman Financial Engines, joining in 2025 after three years and six years of prior service at Financial Engines Advisors L.L.C. There are no other notable outside activities reported. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a proprietary modeling process combined with planner delivery and online tools, providing a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term management.

Matthew Parrish is a CFP® professional with over 32 years of experience in the financial industry. He has been with Edward Jones since 1993. 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 options, supported by a large network of financial advisors and branch offices across the country.

Hunter Winter is a Series 66 credentialed advisor with Raymond James Financial based in Tacoma, WA. He joined the firm in 2026 and has prior experience at Columbia Bank from 2023 to 2026. His earlier work history includes various roles outside the financial industry. 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, corporations, and institutional clients. The firm offers tailored planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ronald Gubelman is a financial advisor with LPL Financial in Burien, WA, holding a Series 66 designation and over 23 years of industry experience. His career includes roles at several firms such as Morgan Stanley, Wamu Investments, HSBC Securities, and Key Investment Services. He also provides investment services through BECU Investment Services, affiliated with LPL Financial. 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 portfolio programs, and institutional platforms, supported by a network of investment adviser representatives and various operational tools.

John Robertson Jr. is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds a Series 66 registration and is based in Maple Valley, WA. Outside of his advisory role, he is involved with vacation club and timeshare businesses including Diamond Resorts and Hilton Grand Vacations. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services and investment options, supported by a large national network of advisors and branches. The firm offers discretionary and non-discretionary strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.