Nick Johnson is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2011, progressing through roles including Investment Consultant, Relationship Manager, and Financial Representative. His experience spans various aspects of financial advising and wealth management, working with individuals and families to manage their financial resources. Nick emphasizes partnering his experience and education with Fidelity's reputation, resources, and integrity to support his clients. Specific details about his education, credentials, personal interests, or community involvement have not been provided.

Philip Stark is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan in various roles since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence, combining quantitative and qualitative research, and includes a range of regulatory registrations that support its derivatives and commodities capabilities.

Weihua Yang is a Financial Advisor with Merrill Lynch Wealth Management. In this role, she serves individuals, families, professionals, and business owners, assisting them in making informed financial decisions and developing personalized strategies related to retirement, wealth accumulation, education planning, and legacy goals. She is fluent in English and Mandarin, enabling her to effectively serve a diverse community of clients. Before her financial services career, Weihua owned and operated a business in Beijing from 2006 to 2016, gaining insights into the challenges and opportunities faced by entrepreneurs. After moving to the United States, she earned a Master of Business Administration (MBA) from Northwest University. Weihua also holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Weihua lives in Kirkland, Washington with her husband and their two cats. Outside of work, she enjoys gardening, hiking, and traveling.

Dale Carey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been affiliated with Cetera and its related entities since 2017 and also owns and serves as president of Pathfinder Financial, a financial services firm. Carey has additional experience selling fixed insurance products including life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party investment solutions.

Thomas Kelly is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, D.A. Davidson & Co., and Piper Sandler & Co. since 2022, he has been with LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

Douglas Shaw is a financial advisor with Merrill in Snohomish, Washington, holding a Series 66 credential and nine years of industry experience. He has worked at Merrill since 2017 and concurrently at Bank of America, N.A. since 2018. Outside of his advisory role, Shaw serves as a board member for Housing Hope, a charitable organization focused on supporting motivated homeless families, and works part-time as a delivery driver for Uber Eats. Merrill, along 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, pension and profit-sharing plans, corporations, and charities.

Gregory Riggs is a financial advisor with LPL Financial in Bothell, WA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2020 to 2023, and at KMS Financial Services, Inc. from 2001 to 2020. 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 portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

John Kakarigi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with J.P. Morgan Securities and its related entities since 2008. 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, manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

Michael Burke is a financial advisor at Edward Jones in Everett, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience in construction, utilities, aerospace, telecommunications, and employment services. 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 and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Stephen Muller is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. Muller serves as a Marysville City Councilman and sits on the board of a homeowners association in Big White, BC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to help clients align investments with their goals.

Heather Hughey is a financial advisor at Edward Jones in Lake Stevens, WA, with three years of industry experience. She holds the Series 66 designation and previously worked at SanMar Corp for seven years. 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 through a network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Irene Dabanian is the sole advisor at IJD Evergreen Financial Services LLC, an independent firm based in Shoreline, WA. She holds a Series 65 credential and has 19 years of industry experience, having led her firm since 2003. IJD Evergreen Financial Services serves a small client base of 17 clients, providing advisory and consulting services without offering portfolio management. The firm operates through non-discretionary engagements, delivering client-specific advice rather than managing portfolios or using an assets-under-management fee model.