John Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment options tailored to plan objectives and risk tolerances.

David Grenier is a financial advisor with Merrill in Tacoma, WA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked at Merrill since 1981 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, Grenier holds a power of attorney position at an entity named D A D in Tacoma. 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 developed by internal and third-party managers.

Jordan Price is a financial advisor with LPL Financial based in Tukwila, WA, holding a Series 66 credential and bringing one year of industry experience. His prior roles include positions at BECU Investment Services, DML Capital, and KeyBank. Outside of finance, he has served as a national assistant referee for the US Soccer Referee Federation since 2015. 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 diverse range of advisory services and utilizes various investment strategies and technology tools to support its network of over 22,800 advisors.

Jill Poppe Loveall is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2009. She holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

John Bailey is a financial advisor with LPL Financial in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include time at Stadium Wealth Management LLC and Waddell & Reed, Inc. He has been involved with community organizations such as the Tacoma Area Coalition of Individuals with Disabilities and the Tacoma Business Connection. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions with various strategic and tactical investment options.

William Gribble is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Robert Baird & Co. and McAdams Wright Ragen, Inc. He is based in Des Moines, Washington. 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 portfolios, third-party asset management, and institutional platforms.

Shane Doughman is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at United Parcel Service for four years and has held positions in various other industries including wellness and fitness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

John Schneider is a CFP®-certified financial advisor with Edward Jones, based in Kent, WA, and has 35 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jackson Miller is a CFP® and Series 66 registered financial advisor with Edward Jones, based in Federal Way, WA. He has 11 years of industry experience, including a brief tenure at Waddell & Reed in 2015 before joining Edward Jones the same year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Yan Jiang is a financial advisor at J.P. Morgan Securities with nine years of industry experience and holds the Series 66 designation. His prior experience includes roles at Bank of America, Merrill, Cetera, and East West Bancorp. Outside of his advisory work, he is a co-owner of JM 19665 LLC, a family-owned business unrelated to his securities activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kelli La Belle is a financial advisor with Edward Jones in Issaquah, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, she worked at Mercer & Co. and has been involved in the dance instruction field for over a decade. She also teaches dance classes to children aged 3 to 18 at Inspire Academy of Dance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers various advisory programs and strategies, including discretionary and non-discretionary wrap fees, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Tait serves as Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2018. He is dedicated to helping investors develop, implement, and maintain financial plans that address their objectives, with a focus on guiding clients toward financial independence with confidence. Kyle has been with Fidelity Investments since 2001, progressing through various positions including Vice President, Financial Consultant (2012-2018), Account Executive (2011-2012), Investment Representative (2009-2011), Relationship Manager (2009), Financial Representative (2008-2009), and roles in Investments and Service Trading from 2001 to 2004. He holds a California Insurance License.

Marc De Fiori is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes positions at Financial Engines Advisors L.L.C., Fidelity Brokerage Services LLC, and Scottrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

Michael Lin is a financial advisor with LPL Financial based in Tukwila, WA, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. His prior roles include positions at CUSO Financial Services, Wells Fargo Clearing Services, J.P. Morgan Securities, and Chase Investment Services. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on diverse investment strategies and extensive operational support tools.

Erin Jones is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses. She has experience working at Wells Fargo Bank, FMTC, and Coupilia, with a total of several years in the financial industry. Outside of her advisory role, she is a co-trustee of a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Nancy Sullivan is a financial advisor with Edward Jones in Tacoma, WA, holding a Series 66 designation and having 10 years of industry experience. Prior to joining Edward Jones in 2016, she worked for Franklin Pierce School District from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Michael Flewelling is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and five years of industry experience. He has worked at LPL Financial since 2020 and previously held positions at BECU and Vantiv. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, utilizing various portfolio programs and institutional platforms.

Haley Davis is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. Her prior work includes roles at Merrill, U.S. Bancorp Investments, Inc., and JPMorgan Securities LLC. Outside of her advisory work, she co-owns a rental property with her spouse. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options that include retirement, education, business-owner transition, and special-needs planning. The firm uses proprietary research and planning tools to create tailored recommendations, with clients deciding how to implement these through brokerage or advisory programs.

Meleena Bryan is a Series 66–licensed financial advisor with Edward Jones in Kent, WA, and has 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Linda Rathke is a financial advisor with Primerica Advisors in Kent, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of her advisory role, Rathke is involved in several business ventures including ownership of Creative Canvas Publishing, LLC, where she works as an author and publisher, and has held partnerships in traffic safety and marketing enterprises. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plans.