Vernon Applegate is a CFP® with 16 years of experience and has been with Edward Jones since 2010. He is based in Kirkland, WA, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Yuli Lee is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Lee worked for Samsung Futures Inc. from 2017 to 2024 and has a background that includes studying at EWHA Womans University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Gavin Chinn is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior experience includes roles at Verity Credit Union, CUSO Financial Services, L.P., and Piper Sandler & Co. He serves as a board member of the Alpha Tau Omega National Fraternity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors.

Mai Hoang is a financial advisor at Merrill in Redmond, WA, holding a Series 66 designation and with four years of industry experience. Mai has been with Merrill since 2018 following a five-year period out of the workforce. Outside of advisory work, Mai is co-owner of family rental properties in Oklahoma and Missouri. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mario Morgan is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2018. He provides guidance to clients in creating comprehensive financial plans tailored to their personal needs and wishes. Mario has been with Fidelity Investments since 2011, initially serving as a Financial Consultant before his current position. Prior to joining Fidelity, Mario worked as an Investment Representative at USAA Financial Advisors, Inc in 2010, a Financial Advisor at Chase Investment Services Corp in 2010, and a Financial Advisor at Edward Jones from 2008 to 2010. His professional experience spans various aspects of financial advising and wealth planning. Outside of his professional work, Mario enjoys biking, golf, music, reading, and tennis.

Hironori Mikami is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors since 2011, previously working with AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party programs.

Wei Lin Huang is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation. Huang has been with Edward Jones since 2025. Prior to joining the firm, Huang was self-employed and worked with Uber for three years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions through a large network of financial advisors and branch offices nationwide.

Zachary De Boer is a financial advisor at Edward Jones in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at HomeSmart ION Realty Group and Luxoft. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of financial advisors and branch offices.

Kevin Hansen is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Securities America Advisors, Inc. and Kms Financial Services Inc. Hansen also operates a DBA called Ravenna Capital Management. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and multiple strategies including discretionary UMAs and third-party money managers.

Tyrel Tait is currently Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. Prior to this role, he served as a Financial Consultant at Fidelity from 2013 to 2017 and as an Investment Consultant from 2012 to 2013. His previous experience also includes financial advisory positions at U.S. Bancorp Investments, Chase Investment Services, and Wells Fargo Investments dating back to 2004. In his professional capacity, Tyrel collaborates with clients to develop and implement retirement and investment plans tailored to their goals, priorities, and time frames. He focuses on diagnosing the current state of clients' plans, identifying areas for improvement, and establishing sustainable and flexible strategies that adapt to changing circumstances. Tyrel holds a California Insurance License. Outside of his professional work, Tyrel has interests in art, family activities, fitness, hiking, music, and traveling.

Jeffrey Stenberg is a financial advisor at Edward Jones in Edmonds, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Amazon and Aerotek, among other roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Thomas Little is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2015. Outside of his advisory work, he serves as an advisory board member for the YMCA of Everett and owns a family LLC involved in building residential properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor client plans.

Emil Anderson is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held various roles within JPMorgan Chase and its affiliates since 2011. Outside of his advisory work, he serves as an officer and treasurer for a youth STEM robotics organization and volunteers as a personal finance instructor for high school students. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary, written asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and may include ESG considerations.

Michelle Sager is a financial advisor with Ameriprise in Redmond, WA, holding Series 63 and Series 66 designations and 19 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Outside of her advisory role, she serves as a franchise advisor and lease signer, managing sublease arrangements for office space. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with a non-discretionary implementation approach that integrates investment research and third-party data.

Mark Stanley is a financial advisor with Osaic, holding a Series 66 license and nine years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2016 and previously with Hornor Townsend & Kent Inc. Outside of his advisory role, Stanley is the founder of Momentum Wealth Advisors LLC and serves as president of a professional referral networking group. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports comprehensive financial planning and multiple investment programs through a large multi-advisor platform.

Andrew Wilson is a financial advisor with Charles Schwab in Seattle, WA, holding a Series 66 designation and entering his first year in the industry. Prior to joining Schwab, he worked at Island Research for one year and spent nine years at Amazon.com. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, supported by a large-scale, integrated operational structure.

Perry Grant is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Sandstrom is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at Shari and James Jenkins Inc. and Waddell & Reed, Inc. His other business activities include operating DBAs affiliated with his advisory work. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Selena Riggins is a financial advisor at Fidelity with 25 years of industry experience. She holds a Series 66 designation and has been with Fidelity and its affiliates in various roles since 2002. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Shanessa Freshour is a financial advisor with LPL Financial in Bothell, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2025, she spent eight years at Edward Jones and ten years in retail management at Signet/Kay Jewelers. She also sells excess energy generated from solar panels on her home to the electric company. 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 and model portfolio programs, supported by advanced operational and research tools.