Paul Ellis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. Prior to joining Cambridge in 2017, he worked at Wells Fargo Advisors and founded Ellis Wealth Management, where he remains president. Outside of advising, Ellis is involved in entrepreneurial ventures including designing and manufacturing personal self-defense products and producing design consulting services, as well as serving on the boards of the University of Washington Foster School of Business and the Mukilteo Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base ranging from individual to institutional investors, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers both discretionary and non-discretionary investment solutions across multiple custody platforms and employs a mix of proprietary and third-party model strategies.

Andrew Brewer is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 21 years of industry experience. He previously worked at D.A. Davidson & Co. for nine years before joining LPL Financial in 2020. Brewer also provides investment advisory services through Financial Advocates Investment Management, an independent registered investment advisor, and manages a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Tanner Reiser is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Northwestern Mutual in various capacities and has held positions at Bank of America, University of Washington Bothell, and other organizations. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Rance Sweeten is a financial advisor with LPL Financial in Lake Stevens, Washington, holding a Series 66 designation and 27 years of industry experience. He worked at National Planning Corporation for 16 years before joining LPL Financial in 2017. Sweeten also operated his own CPA firm for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios, third-party subadvisors, and technology tools to support varied investment strategies.

Marne Head is a financial advisor with UBS Financial Services in Snohomish, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, she is involved with the CFA Seattle Society, serves as an officer and event organizer for the Seattle Bond Club, and is a board member assisting with fundraising at the Institute for Systems Biology. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary market research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jason Mcgary is a Series 65-credentialed financial advisor with 17 years of industry experience. He has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process informed by quantitative screening, qualitative research, and employs tax-aware strategies alongside risk management techniques such as derivatives and tax-loss harvesting.

Dylan Cavanaugh is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to his current role, he worked at Fidelity Brokerage Services LLC and has a background that includes positions at Victory Briefs Institute and McCullar Realty. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managed portfolios built using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a variety of clients and maintains oversight of sub-advisers while employing systematic models that incorporate mutual funds, ETFs, and ETPs.

David Townliand is a financial advisor at Edward Jones in Edmonds, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he served in the US Army from 2015 to 2020 and held positions at Hiring Our Heroes and Ekso Bionics. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Jacques Takou Tuh is a financial advisor with Primerica Advisors in Everett, WA, holding Series 65 and Series 63 credentials and having one year of industry experience. His prior work includes roles at Slalom Consulting and PwC. He is involved in sales of investment-related and loan products, as well as referrals for home security and automation services through affiliated Primerica companies. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery investment strategies managed by unaffiliated asset managers and offers portfolio management integrated with custodial and trade execution support.

Patrick Valle is a financial advisor with Charles Schwab in Seattle, WA, holding Series 65, 63, and 66 credentials and bringing 22 years of industry experience. His background includes roles at Charles Schwab Bank, Allegiance Gold, and operating Valle Capital Management, LLC. He also teaches a course on stock option strategies for UCLA Extension. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management supported by centralized supervision, custody, and integrated operational services.

Rosemary Manrao is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been associated with PFS Investments Inc. since 2005 and Primerica Financial Services since 2004. Outside of her advisory role, she is the owner of RK Management Group LLC, a non-operational business entity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees, focusing primarily on retail client portfolios rather than institutional or pension plan management.

Fred Green is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and has been involved with Pacific West Securities Inc and The Lincoln National Life Insurance Company for over two decades. In addition to his advisory role, he is active in insurance sales, including fixed insurance, group benefits, individual health, and Medicare products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers diverse investment management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies alongside various program structures and custodial relationships.

Joseph Gogal is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside the financial industry, he has served as president of Clear Image One Hour Photo, a photo business in Maryville, WA, which he transitioned to a new owner in 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of investment strategies and fiduciary advisory services.

Douglas Sullivan is a financial advisor at Edward Jones in Bothell, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Brightsone Retail Operations from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Duane Covey is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 credentials with 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a limited partner and director of Covey Corporation, a family holdings entity based in Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Daniel Gonzales is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at PeaceHealth St. Joseph Medical Center and held various other positions in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Emily Jackson is a financial professional with the Series 66 designation and one year of industry experience. She is currently affiliated with Cetera Investment Advisors and Pacific Crest Financial Services, where she provides financial services. Prior to her advisory roles, she worked in various positions including at Cbiz and Boise State University. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Corey Cox is a CFP® with 27 years of industry experience, currently serving at Thrivent Investment Management in Seattle, WA. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics. The firm combines planning with managed-account options under a consolidated billing structure while maintaining separate services.

Heba Kandil is a financial advisor with Merrill in Everett, WA, holding a Series 66 designation and six years of industry experience. She has worked at both Merrill and Bank of America since 2005. Outside of her advisory role, she is a co-owner of a family rental property business in Myrtle Beach, SC. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Wing Yan Yuen is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms including JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James Financial. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a diverse range of investment options.