Jamie Lynn Ambrose is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, she was involved in entrepreneurial and business roles including managing FIT4MOM Eastside and working as a business broker and insurance agency associate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Gina Humphries is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and bringing four years of industry experience. She previously worked at Edward Jones for five years and has diverse professional experience including roles at Molen Orthodontics and Fleet Feet Sports Bonney Lake. Outside of her advisory work, she has a minor involvement as an affiliate in a multi-level marketing vitamin company. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates proprietary investment research and algorithmic tools to provide personalized, tax-aware retirement recommendations.

Shelly Ganje is a Series 66-licensed financial advisor with Edward Jones in Everett, WA, and has nine years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, she owns farmland in Minot, ND, which she rents out for farming. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kevin Losee is a Financial Consultant at Fidelity Investments. He has been with Fidelity for over 18 years, currently serving in his role since 2025. Prior to this, he held various positions within the company, including Planning Consultant, Senior Relationship Manager, Investment Consultant, Financial Representative, and College Planning and Investment Solutions Representative. Throughout his career, Kevin focuses on providing clarity and confidence to clients regarding their long-term financial goals. He emphasizes listening and understanding individual situations to partner effectively in building financial plans. Outside of his professional work, Kevin enjoys camping, family activities, hiking, outdoor adventures, and skiing.

James Jenkins is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles with Waddell & Reed, Inc. and operating retirement and investment planning services through Greater Puget Sound Solutions. Outside of his advisory work, he serves as Vice President of Shari & James Jenkins Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Sergio Colon is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked in various financial and non-financial roles, including at Peoples Bank, Chase Bank, and Caliber Home Loans. Outside of advisory work, he serves as an assistant football coach for a high school team in Bothell, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Yun Risher is a financial advisor with Wells Fargo Clearing in Lynnwood, WA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. Risher has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Luther Woodard III is a financial advisor at Raymond James & Associates with 10 years of industry experience. He previously worked at Crewe Capital, Cognitive G Capital Group, and BCW Securities LLC. Outside of his advisory role, he is CEO of Sports Acquisition Capital, focusing on capital raising for professional sports secondaries, and he serves as a Zamboni driver for the Seattle Kraken. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored financial planning and consulting services supported by a nationwide adviser network and a range of portfolio management styles.

Nina Mae Jasmine He is a financial advisor at Fidelity with Series 66 credentials and two years of industry experience. She has held roles at Fidelity Investments since 2021 and has prior experience in the credit union and food service sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Caleb Hamlin is a financial advisor with Mass Mutual Investors Services in Kirkland, WA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at PlaceFull and POSaBIT. Outside of his financial advisory work, he is a co-owner and co-founder of Modera LLC, a music streaming venture for which he produces music and plays occasional live shows. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by analytical software and offers specialized planning programs including divorce, estate-settlement, and employer-sponsored plans.

Joseph Leedom is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Before joining LPL Financial in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Taraneh Mozaffarian is a Certified Financial Planner® with six years of industry experience. She is currently with Edelman Financial Engines and has previously worked at Soundmark Wealth Management, EP Wealth Advisors, and Leaf & Company. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Desiree Anderson is a financial advisor with Edward Jones in Monroe, WA, holding a Series 66 designation and six years of industry experience. She served in the U.S. Navy for 22 years and began working at Edward Jones in 2019. Outside of her advisory role, she occasionally assists with office tasks at a family-owned construction business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm supports over 23,000 advisors nationwide and manages approximately $1.01 trillion in assets under management.

Esther Shin is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. She has previously worked at Bank of America for 25 years. Outside of her advisory role, she is a co-owner of a family rental property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Thomas Conway is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at D.A. Davidson & Co. and Commonwealth Financial Network. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a wide range of portfolio management styles and affiliated research.

Hari Gonzalez is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding the Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Bank. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Rodric Pence is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to develop personalized portfolio strategies aimed at meeting their financial goals. Mr. Pence provides ongoing advice and adjusts investment plans in response to changes in clients' situations. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Mr. Pence earned his bachelor's degree from Biola University. His approach focuses on understanding what matters most to clients and their families in order to create strategies aligned with their financial objectives.

Allison Merritt is a financial advisor with Wells Fargo Clearing in Edmonds, WA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo, she worked at ClickBank and FiGPiN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by extensive research and analytics.

Valerie Rivas is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked in multiple roles within J.P. Morgan entities since 2017. Prior to her financial services career, she was involved with Cactus Catering Company LLC for four years. 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 its Wealth Advisors. The firm operates on a non-discretionary basis, combining institutional advisory expertise with brokerage and investment management capabilities.

Karin Blakley is a financial advisor at LPL Financial with 21 years of industry experience. She holds the Series 66 designation and has worked with firms including Waddell & Reed and various insurance carriers. Blakley serves as a Newcastle City Council member and is involved with Calliope Holdings LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.