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 six years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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 with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing from 2016 to 2022 and Wells Fargo Advisors from 2012 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management supported by in-house and third-party research.

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 at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2020 to 2023, and KMS Financial Services, Inc. from 2001 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and technology-driven strategies.

John Kakarigi is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

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.

Robert Martin is a CFP® professional with 32 years of experience in financial advising. He has been with Rainier Wealth Management LLC since 2012 and also maintains an affiliation with LPL Financial, LLC. Martin serves as president and chief compliance officer at Rainier Wealth Management, where he dedicates full time to providing investment advisory services. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by offering portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis with various investment strategies, managing accounts on a discretionary basis and providing business-focused financial planning.

Chad Hedzik is a financial advisor at Rainier Wealth Management LLC in Everett, WA, with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Rainier Wealth Management and LPL Financial since 2014. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by providing portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental analysis, technical/charting, and cyclical methods across various investment strategies, with a focus on both individual and business financial planning.