Gail Hill is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. She operates a separate business under the name "Gail Hill, The Financial Coach." Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs that utilize a combination of proprietary and third-party investment solutions.

Michael Esbenshade is a financial advisor at OSAIC with a Series 66 designation. He has 19 years of prior experience at The Boeing Company before joining OSAIC in 2026. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies across multiple custodial and program arrangements.

Daniel Martiniello is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services Inc. and Avantax Advisory Services from 2020 to 2025. Outside of his advisory role, he has provided accounting and tax preparation services through his long-standing work at Accounting & Tax Services Inc. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

Brenda Huber is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Her prior experience includes roles at Edward Jones and Ameriprise. She also provides investment products and services through BECU Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of financial planning and portfolio management options, utilizing both proprietary and third-party research and technology.

Xu Zou is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Xu worked at Intuit and held various roles in technology and consulting fields. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jennifer Schafer is a financial advisor with Edward Jones in Burien, WA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2024, she worked for the Kent School District from 2010 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tony Bright is a financial advisor with Edward Jones in Tukwila, WA, holding a Series 66 designation and bringing 16 years of industry experience. He worked at U.S. Bancorp Investments, Inc. from 2013 to 2017 before joining Edward Jones, where he has been since 2017. 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 and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Steven Tolonen is a financial advisor with Edward Jones in Renton, WA, holding Series 63, 65, and 66 licenses and 31 years of industry experience. He has worked at Edward D. Jones & Co., L.P. since 1995. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

He He is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill, He worked at Bank of America, Key Investment Services, and KeyBank. He also has experience in education technology and educational services. 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.

Timothy Truebenbach is a CFP® with 25 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, First Foundation Advisors, and True Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by various operational and research tools.

Douglas Olmstead is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2011 and leads The OZ Group, focusing on a client-centered, goals-based approach to wealth management. Doug and his team work with clients to develop tailored financial strategies in life, investment, and retirement planning, aiming to help clients identify and prioritize their evolving needs and goals. Before joining Merrill Lynch, Doug owned and operated a real-estate appraisal company for 10 years. He holds a Bachelor's Degree in Finance from Central Washington University. His areas of expertise include education planning, family wealth management strategies, legacy planning, philanthropic planning, and retirement income, among others. Doug is actively involved in his community, serving on the Board of Directors for Puyallup St. Francis House and having served as Past President and Board member of Puyallup South Hill Rotary. He and his wife reside in South Hill Puyallup, where they raised their two grown children. Outside of work, Doug enjoys biking, boating, cooking, gardening, golfing, traveling, and spending time with his family.

Wesley Niblack is a CFP® and ChFC® with 18 years of experience in financial advising. He has worked at Ameriprise Financial Services LLC since 2021 and previously held various roles at First Command advisory and financial planning firms from 2008 to 2021. Outside of advising, he consults on financial matters as a finance and operations pastor and manages business operations for his Ameriprise franchise through an LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Andrew Hart is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial, Assetmark Brokerage, Assetmark, Inc., and Russell Investments. Hart is based in Lake Tapps, Washington. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, operating a wide range of program structures and custodial relationships.

Sonia Alexis is a financial advisor with UBS Financial Services in Federal Way, Washington, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she performs as a singer and actor at various local venues. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Brett Hulse is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors and INVEST Financial Corp. Outside of his advisory role, he is a partner at Laurus Financial Services, LLC, a financial advisory business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and supports a variety of investment programs delivered through its affiliate network.

Zane Coble is a financial advisor with Ameriprise in Auburn, WA, holding a Series 66 designation. He has worked in the financial services industry since 2017, with prior roles at Eagle Hill Consulting, Verus Investments, and Cariboo Wealth Advisors, as well as experience at Whitworth University. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendation reports, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated consulting team.

John Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment options tailored to plan objectives and risk tolerances.

Jordan Price is a financial advisor with LPL Financial based in Tukwila, WA, holding a Series 66 credential and bringing one year of industry experience. His prior roles include positions at BECU Investment Services, DML Capital, and KeyBank. Outside of finance, he has served as a national assistant referee for the US Soccer Referee Federation since 2015. 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 diverse range of advisory services and utilizes various investment strategies and technology tools to support its network of over 22,800 advisors.

Jill Poppe Loveall is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2009. She holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

John Bailey is a financial advisor with LPL Financial in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include time at Stadium Wealth Management LLC and Waddell & Reed, Inc. He has been involved with community organizations such as the Tacoma Area Coalition of Individuals with Disabilities and the Tacoma Business Connection. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions with various strategic and tactical investment options.