George Pierce is a financial advisor with LPL Financial based in Seattle, WA. He holds a Series 63 designation and has 43 years of industry experience. His prior roles include positions at Coldstream Capital Management and operating his own firm, George R. Pierce & Associates, LLC. Pierce is a board member and treasurer of the William E Wockner Foundation, a nonprofit organization. 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 portfolio management services, utilizing various advisory models and technology tools to support investment decisions.

Laron Williams is a financial advisor with Equitable Advisors in Mountlake Terrace, WA, holding a Series 66 license and five years of industry experience. He has worked at several firms including Edward Jones and Pruco Securities, LLC. Outside of financial services, he is an operations manager for Careful Movers, a moving company where he manages daily operations and staff. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of investment adviser representatives and third-party managers.

William George is a Series 66 licensed financial advisor with Merrill in Seattle, WA, holding two years of industry experience. His prior roles include positions at Bank of America, BMO, Bank of the West, and US Bank. Outside of financial advising, he works as a consultant and independent contractor for ride-sharing services such as Lyft and Uber. 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 tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Basel Elesrawi is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Bank of America and has held various roles outside the financial sector, including positions at LA Fitness and Einstein Bagels. 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, and institutional platforms, supported by a network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Susan Beardsley is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked previously at D.A. Davidson & Co. and Financial Advocates Investment Management. She is also involved with Olympic Investment Group, operating under a DBA name associated with Financial Advocates Investment Management. 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.

Yaming Zhou is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Prior to joining LPL Financial in 2021, Zhou worked at Waddell & Reed, Inc. and Edward Jones. Zhou has engaged in business activities through YMZ Enterprises LLC and has managed real estate rental ventures. 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, and institutional platforms, with a focus on both strategic and tactical investment approaches.

Gordon Jaenson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and Universal Financial Services since 2002. In addition to his advisory role, he is an insurance agent specializing in life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and a multi-manager platform with access to various investment strategies and program structures.

Darla Cerrillo is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience, including her current tenure at Edward Jones since 2020. Prior to her career in finance, she worked for over two decades at Lowe's Home Improvement. 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, managing approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Eddy Su is a financial advisor with LPL Financial in Edmonds, Washington, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mainsail Financial Group, Equitable Advisors, and Blue Raven Solar. Outside of his advisory work, he serves as a classroom tutor teaching AP Physics courses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment strategies and offers various financial planning and institutional platforms through a large network of advisors.

Gerald Wallace is a financial advisor at LPL Financial with 32 years of industry experience. He has held his current position at LPL Financial since 2005. Wallace holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

Colton Smith is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2017, progressing through various roles including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Throughout his career, Colton has focused on building relationships with clients based on trust, enabling them to make informed decisions to achieve their life goals. His professional experience encompasses financial consulting and planning, with a consistent commitment to supporting clients and their families in reaching their financial objectives. Colton's approach centers on empowering clients with the confidence needed to navigate their financial futures. Outside of his professional work, Colton has interests in football, horseback riding, military service, and traveling.

Tiffany Timar is a financial advisor with Morgan Stanley in Silverdale, WA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets beginning in 1991. Outside of finance, she works as a cashier at a retail franchise on weekends. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad array of investment and planning services.

Patrick Foley is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and having six years of industry experience. He has been affiliated with both Merrill and Bank of America since 2016. 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 strategies for a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Demarre is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Equitable Advisors. He also operates a business entity for tax and investment purposes named Time Advisor Group, LLC. 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, and institutional platforms.

Matthew Boelter is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Viridian RIA, LPL Financial, and VOYA Financial Advisors. Outside of his advisory role, he is involved in a crypto mining business he operates with his son. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios, discretionary management, and non-discretionary online advice while serving approximately 477,000 clients with a fiduciary standard.

Paige Mcdonald is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is a member and COO of Super Ensemble Partners, LLC, where she manages an Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Timothy Swanson is a CERTIFIED FINANCIAL PLANNER™ practitioner with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Campbell Soup Company from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary wrap fee strategies along with tax-efficient services.

Garrison Krohn is a financial advisor at Cetera with a Series 66 designation and over three years of prior experience at Moss Adams and Baker Tilly. He has been with Cetera since 2026. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform, supporting a wide range of program options across discretionary and non-discretionary accounts.

Steven Leigh is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America and a brief period at the Seattle Music Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to 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.

Stephen Hirjak is a financial advisor with Charles Schwab, holding a Series 66 credential and one year of industry experience. Prior to joining Schwab, he worked at MML Investors Services and MassMutual Life Insurance, and he spent over three decades with the City of Seattle. Outside of advising, he owns Western Experts LLC, which provides public safety consulting and expert witness services related to policing. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to affiliated discretionary separate managed accounts.