Noelle Bellavance is a financial advisor at Edward Jones in Burien, WA, holding the ChFC® and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is listed as the owner of a piece of vacant property in Monroe, WA. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Jesus Carlos is a Series 66-licensed financial advisor with UBS Financial Services in Tacoma, WA, bringing four years of industry experience. He has previously worked for UBS and has served as a Teaching Fellow at Harvard University since 2020. His background also includes nine years of service in the US Army. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Gene Shook is a financial advisor with LPL Financial based in Seattle, WA, holding a Series 66 designation and possessing 17 years of industry experience. He has worked at Financial Advocates Investment Management and LPL Financial since 2017, and previously spent eight years with Waddell and Reed and various insurance carriers. Beyond his advisory roles, he is a business owner of GIN Society LLC and is involved in tax preparation and planning through NF Tax Advisor and Early Growth. 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 portfolios, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Kristopher Borjal is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and six years of industry experience. He has a work history that includes roles at Snohomish County PUD No. 1 and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates with a large network of advisors and significant assets under management.

Huong Jenny Do is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and having four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. since 2004, with her current role at J.P. Morgan Securities beginning in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s process integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

David Cook is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at TD Ameritrade, LPL Financial, and Boeing Employee Credit Union. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Kayla Dumler is a financial advisor at Fidelity with Series 66 registration and one year of industry experience. Her prior work history includes multiple roles at Fidelity Investments and a position at Art Gamblin Motors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies and oversight controls.

Kailey Bass is a financial advisor with Charles Schwab in Tacoma, WA. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2025. Prior to her advisory role, she spent several years in full-time education and has experience working in other industries including the hospitality and pest control sectors. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary and discretionary investment approaches, using multi-asset model portfolios and providing a centralized structure to support a large client base.

Duncan Saggau is a financial advisor at Edward Jones in Kent, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Gartner and Baylor University. Outside of his advisory role, he is involved in business activities including property management and asset holding. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment options, and affiliated services. The firm is notable for its extensive advisor and branch network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeffrey Hilt is a financial advisor with LPL Financial in Federal Way, WA, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for 17 and 18 years respectively, and spent 20 years with Alaska Airlines. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Traci Nelson is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 credential. She has been with Edward Jones since 2015. 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 under management through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

Kelly Larkin is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lincoln Investment Planning and Shelgren Financial Services. Larkin also operates Larkin Financial, LLC, a business entity for tax and investment purposes. 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 financial planning and investment management services supported by extensive advisor tools and diverse platform options.

Clifford Thomas is a financial advisor with Cetera in Sammamish, WA, holding a Series 66 credential and 27 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of advisory work, he is president of a tax preparation and accounting firm. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management through a multi-manager platform with various program options and affiliated managers.

Jeffrey Blumenthal is a financial advisor with Charles Schwab in Mercer Island, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Charles Schwab since 2004. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management along with brokerage, custody, and financial planning services. The firm is notable for its integrated structure, scale, and use of multi-asset model portfolios with access to alternative investments.

Anthony Gian is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual’s affiliated firms in 2016 and 2017. In addition to his advisory work, Gian is involved in outside insurance sales for property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships.

Meghan Raye is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with three years of industry experience. Her work history includes roles at Morgan Stanley since 2022 and involvement with Washington State University OMBA since 2021. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Craig Yoshino is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2014–2015, and he has been involved with Bardahl Manufacturing Corp. since 2010. Outside of advisory services, Yoshino engages in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Zhengyang Fu is a financial advisor at Merrill with a Series 66 designation. He has been in the industry since 2026, with prior experience at Bank of America and Cathay Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Rhonda Smith is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RBC Capital Markets LLC. Outside of her advisory role, she is co-owner of a general contracting company. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Adam Levy is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at NBC Securities, JHS Capital Advisors, Paulson Investment Company, and Merrill. Outside of his advisory work, he is involved as the owner of LL Equine Project LLC, an investment-related business. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of advisory strategies delivered through a large network of investment adviser representatives.