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Sarah D

Series 66

Issaquah, WA

Edward Jones

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.

College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning Retired Founder/Business Owner Executive
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Nicole R

CFP®, Series 63, Series 65

Renton, WA

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kevin H

CFP®, Series 66

Kent, WA

Edward Jones

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.

Retirement income strategy Business ownership considerations Business succession planning Multi-generational wealth transfer General estate planning guidance Founder/Business Owner Intergenerational Families
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Yvonne L

Series 63, Series 65

Auburn, WA

Primerica Advisors

Yvonne Lopez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her work history includes roles at Uber, Fantasy Casino Dealing Service, and PFS Investments Inc., alongside long-term positions with SEIU Healthcare 775NW and the Department of Social and Health Services. She also engages in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selective separately managed accounts. The firm employs third-party asset managers vetted via independent due diligence and utilizes a tiered wrap-fee structure distinct from fixed-fee billing options.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Cynthia C

CFP®, Series 66

Federal Way, WA

LPL Financial

Cynthia Cannon is a CFP® professional with 17 years of experience at LPL Financial in Federal Way, WA. She has been affiliated with LPL since 2009 and also engages in legal services related to estate planning, contracts, and business law, as well as fine art photography. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by various model portfolios, research, and technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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Jeffrey V

Series 63, Series 66

Burien, WA

Cetera

Jeffrey Vert is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he manages tax preparation and accounting services through Vert & Associates LLC and Arch CPA Accounting & Tax Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Corbin S

Series 66

Tukwila, WA

Fidelity

Corbin Sylvester is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients to develop personalized financial plans that align with their financial goals and aspirations, utilizing the tools available at Fidelity. Corbin's professional experience includes positions as an Investment Consultant at Fidelity Investments from 2024 to 2026, Client Relationship Manager and Client Service Associate at Ameriprise Financial between 2021 and 2023, and Financial Representative at Northwestern Mutual from 2020 to 2021. This progression reflects his background in client service and financial planning. Outside of his professional work, Corbin has interests in football, golf, and soccer.

General retirement planning Income planning Retirement income strategy
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Joel S

Series 63, Series 66

Federal Way, WA

J.P. Morgan Securities

Joel Soltero is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. Prior to that, he worked at JPMorgan Chase Bank, N.A. starting in 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Jarren M

Series 66

Auburn, WA

Cetera

Jarren Mc Niesh is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He has worked at multiple firms including Avantax and Hillard Wealth Service, where he has provided income tax preparation and financial consulting services. In addition to his advisory work, Mc Niesh is involved in tax preparation and annuity sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John C

Series 63, Series 65

Burien, WA

Primerica Advisors

John Crull is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2018 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is involved in the sale of home security and automation products through a co-located affiliate and participates in home-related service referrals. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Zachary B

Series 66

Kent, WA

Edward Jones

Zachary Baggenstos is a financial advisor with Edward Jones in Kent, WA, holding a Series 66 designation and eight years of industry experience. He worked at Bellevue Healthcare II for six years prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David F

Series 63, Series 65

Tukwila, WA

LPL Financial

David Fryer is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with both LPL Financial and Boeing Employee Credit Union since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

College savings (529s, UTMA, etc.)
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Catherine S

Series 63, Series 66

Tukwila, WA

LPL Financial

Catherine Simmons is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked with Boeing Employees Credit Union since 2016 and is a commissioned notary in the state of Washington. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Jonathan E

Series 63, Series 66

Puyallup, WA

Thrivent Investment Management

Jonathan Edmonds is a financial advisor at Thrivent Investment Management with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Edmonds serves as a board member of the Good Samaritan Foundation, participating in meetings and fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across various financial topics. The firm offers planning alongside managed-account programs without accepting discretionary trading authority for planning clients and does not provide portfolio management for institutional clients.

Business ownership considerations
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Cole F

Series 63, Series 66

Auburn, WA

Edward Jones

Cole Forde is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Northwestern Mutual Investment Services LLC for one year and has experience in custom kitchen design. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

College savings (529s, UTMA, etc.) Planning for children with special needs General retirement planning Educators, Teachers, and Academics Religious/faith focused
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Bryan P

Series 66

Snoqualmie, WA

Edward Jones

Bryan Pitman is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 credential and previously worked for the City of Fife for ten years. Outside of his advisory role, he owns and oversees Cle Elum Coffee Company LLC, a specialty grade coffee roasting business that donates its proceeds to local nonprofits focused on nature and conservation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated financial capabilities.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance General retirement planning Public Service Employee
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David B

CFP®, Series 66

Issaquah, WA

Edward Jones

David Bleiweiss is a financial advisor with Edward Jones in Issaquah, WA, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he coordinates a short-term rental property business in Nashville, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies and affiliated financial services.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Multi-generational wealth transfer Wealth management Founder/Business Owner
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Jennifer D

Series 66

Federal Way, WA

OSAIC

Jennifer Dewater is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Woodbury Financial Services and LPL Financial. Outside of her advisory role, she serves as a trustee for an irrevocable trust benefiting a family member and is a 25% shareholder and secretary of RDI Financial Services Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nathaniel E

Series 65, Series 63

Tukwila, WA

LPL Financial

Nathaniel Engstrom is a financial advisor with LPL Financial in Tukwila, WA, holding Series 65 and Series 63 licenses and nine years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank. Engstrom also provides investment products and services through the Boeing Employee Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research and multiple portfolio management options.

College savings (529s, UTMA, etc.)
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Davis M

Series 66

Tukwila, WA

Fidelity

Davis McCall is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans. His approach emphasizes understanding each client's unique situation to help guide decision-making aligned with their long-term goals. Davis has held multiple roles at Fidelity Investments since 2023, including Financial Representative and Investment Consultant, gaining experience in various aspects of financial advising. This progression reflects his growing expertise in investment strategies and client financial planning. Outside of his professional work, Davis engages in activities such as boating, outdoor adventures, scuba diving, snowboarding, soccer, and traveling.

Wealth management Cash flow / budgeting
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