Steven Josephsen is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Todd Crawford is a financial advisor with LPL Financial in Everett, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Linsco Private Ledger since 2002 and BECU Financial Services since 2001. Outside of financial services, he has been involved with Dorian Studio since 1995. 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 portfolio programs, third-party asset management access, and institutional platforms.

Mikhail Gaburak is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments in 2023, he worked at Consumer Direct Care Network Washington and Public Partnerships LLC. Outside of his advisory role, he has provided home health care services as an independent contractor. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies and its use of systematic methodologies and model portfolios.

Donald Travis is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, also working with JPMorgan Chase Bank since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Alexander Lund is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Thrivent, he worked at Moss Adams for three years. Lund serves as a board member of the Everett Rowing Association, a nonprofit rowing club for youth and adults. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without portfolio management for institutional clients. The firm offers planning either as a one-time or ongoing service and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

James Clarke is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 30 years of industry experience. His career includes roles at A. G. Edwards & Sons, Inc., D.A. Davidson & Co., and Financial Advocates Investment Management. He is also involved with Olympic Investment Group, a DBA related to his LPL business operations. 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 its network of over 22,800 advisors with both advisory and non-advisory financial services.

Joshua Jude Ong is a financial advisor at J.P. Morgan Securities in Kirkland, WA, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Bank of America and Merrill, spanning eight years, before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach and incorporates derivatives and commodities capabilities.

Paul Ellis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and over 32 years of industry experience. His career includes roles at Merrill and Wells Fargo Advisors, and he has managed Ellis Wealth Management, LLC since 2004. Outside of advisory work, Ellis is involved in entrepreneurial ventures as CEO of companies designing personal self-defense products and providing design and consulting services, and he serves on the boards of the UW Foster School of Business and the Mukilteo Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals. The firm provides both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Andrew Brewer is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at several firms including D.A. Davidson & Co. and Wells Fargo Investments. Brewer is also involved with Financial Advocates Investment Management, an independent advisory firm, through which he provides investment advisory services. 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 and access to model portfolios and third-party asset managers, supported by advanced research and operational tools.

Tanner Reiser is a financial advisor with Merrill in Mukilteo, WA, holding Series 63 and Series 66 licenses and two years of industry experience. He previously worked at Northwestern Mutual in various roles during 2023 and began his current tenure at Merrill and Bank of America in 2024. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of internal Chief Investment Office teams and third-party managers to implement trading and account administration.

Rance Sweeten is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 28 years of industry experience. He worked at National Planning Corporation for 16 years before joining LPL Financial in 2017. In addition to his advisory role, he has maintained a CPA practice focused on tax preparation and accounting. 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 a large network of advisors and a variety of operational and research tools.

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 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, PrimeAdvisors, Slalom Consulting, and PwC. He is involved in sales of non-investment home-related products through affiliated companies such as Primerica Mortgage and Primerica Client Services. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, offering a variety of strategic and tactical investment models.

Patrick Valle is a financial advisor with Charles Schwab in Seattle, WA, holding Series 65, Series 63, and Series 66 licenses and possessing 22 years of industry experience. His career includes roles at Allegiance Gold, Online Trading Academy, Valle Capital Management, LLC, Chase Investment Services Corp., and Wamu Investments, Inc. He also teaches a course on stock option strategies for UCLA Extension’s Accounting & Finance Department. Charles Schwab & Co., Inc. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operational and custody 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.