Ronald Gubelman is a financial advisor with LPL Financial in Burien, WA. He holds the Series 66 designation and has 23 years of industry experience. His prior work includes seven years at Key Investment Services and ongoing roles with Boeing Employee Credit Union and LPL Financial since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

Landon Bennett is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Arba International LLC and Rad Power Bikes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Matthew Philichi is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, he served five years in the United States Air Force. He is also involved as a committee member in a real estate investing LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work tailored to clients’ goals using proprietary research and model-based asset allocations.

Julia Dyess is a CFP® certificant and Series 66 license holder with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent three years with PhysAssist Scribes, Inc. Julia is based in Gig Harbor, WA. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Robert Andrews is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has prior work experience at Dow Jones, Tally Technologies, and Carvana, LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Jorge Gordillo Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work experience includes roles at Bank of America and Mutual of Omaha. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Don Holt is a financial advisor at Cetera with Series 63 and Series 65 licenses and 42 years of industry experience. He has held roles at Principal Securities and Principal Life Insurance Company, and has been involved with AIM Tax Group, LLC and AIM Investment & Tax Services LLC for several decades. Holt also serves as an enrolled agent providing tax consulting services and represents clients before the IRS. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

William Pickles is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following prior roles at Financial Advocates Investment Management and LPL Financial. He is also the managing partner of Directional Decisions LLC, an advisory business he owns. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a focus on assets managed within Ameriprise accounts.

Alison Eggers is a financial advisor at Morgan Stanley with 11 years of industry experience. Her prior roles include positions at State Farm Investment Management and operating the Alison Eggers Insurance Agency. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by proprietary tools and research but generally serves in an advisory capacity without providing individual security recommendations.

Mohit Lalwani is a financial advisor at Merrill with a Series 66 designation. He has recently transitioned to the financial industry after a long tenure at Vodafone Idea Limited and experience at The Sherwin William Company. He is based in Seattle, WA, and has been with Merrill since 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model‑based and discretionary investment strategies.

Remington Scovel is a financial advisor at Edward Jones in Tacoma, WA, with four years of industry experience. He holds a Series 66 designation and previously worked at HomeStreet Bank and Legion Business Solutions. Outside of his advisory role, he serves as a representative for Tekzone LLC, an IT solutions company. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of advisors and branches across the country.

Miles Ramsden is a financial advisor at Edward Jones with 7 years of industry experience, holding a Series 66 designation. His prior roles include positions at Franklin Templeton and JP Morgan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,000 advisors and 15,000 branch offices nationwide.

Eric Priebe is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rena Mcneal is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Gail Hill is a financial advisor with Equitable Advisors in Kent, WA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and operates a financial coaching business under the name The Financial Coach. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Michael Esbenshade is a Series 66-licensed financial advisor with Osaic Wealth, Inc. in Federal Way, Washington. He joined Osaic in 2026 after 19 years at The Boeing Company. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to build portfolios that include a variety of investment products.

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 affiliated with LPL Financial in Tukwila, WA, with 19 years of industry experience. She has worked at LPL Financial and the Boeing Employee Credit Union since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Chad Alvarado is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent and its related entities since 2015. Outside of his advisory role, he serves on the board of GO On The Mission, an organization focused on ending child poverty. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors, offering goal-based, holistic analyses without discretionary trading authority.