Paul Dellino is a CFP® professional with 13 years of industry experience. He has worked at Edward Jones since 2014 and has served in the United States Coast Guard since 2011. 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 tax-efficient services, operating under a fiduciary standard.

Janet Lee is a financial advisor with Raymond James & Associates in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has worked at Raymond James & Associates since 2018, following positions at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a generally non-discretionary approach.

Garrett Acosta is a financial advisor with Edward Jones in Lake Stevens, WA, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones in 2023, he worked for eight years at Alliance Flooring Services, Inc. Outside of his advisory role, he is a partner in a short-term rental business in Sultan, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management.

Paul Carlson is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Securities America Advisors and Princor Financial Services Corporation. Carlson is also a licensed agent for term life, fixed and indexed universal life, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Denise Brandon is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked with Waddell & Reed, INC. and various insurance carriers before founding Brandon Wealth Advisors LLC. Her background includes non-variable insurance sales through Jackson National and Brighthouse Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning and diverse advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management strategies.

Daniel Goldman is a CFA® charterholder with 16 years of industry experience. He is currently with Raymond James & Associates, having joined in 2025. His prior roles include positions at Cetera Advisors LLC, Olson Investment Advisors, LLC, and First Allied Securities, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Derrik Sankey is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Brandon Miller is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Washington State Employees Credit Union and Quality Food Centers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs with both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Lisa Parke is a financial advisor at Edelman Financial Engines with one year of experience. She holds a Series 65 designation and has worked in the financial industry since 2012, including roles at Viridian Investments and Appropriate Balance Financial Services. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Curtis Baker is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior work includes roles at Keyston Bros Seattle and Charles Schwab Bank SSB. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts.

Sebastian Ruiz is a Series 66-licensed financial advisor with Merrill in Bothell, WA, and has one year of industry experience. His prior roles include positions at Bank of America and Sapience LLC / Emerald City Athletics. He has also worked in educational and community organizations such as Everett Community College and the YMCA. 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, pension plans, and charitable organizations.

Aaron Shepherd is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Microsoft Corporation from 2013 to 2017. He is also the owner of The Pilates Company of Woodinville, a personal fitness studio he has operated since 2010. 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.

Laron Williams is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 credential and has worked at firms including Edward Jones and Pruco Securities, LLC. Outside of finance, he manages operations for Careful Movers, a moving company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and retirement-plan support alongside access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client solutions.

Alison Mandi is a Series 66-licensed financial advisor with 18 years of industry experience, currently with UBS Financial Services since 2021. She previously worked at City National Bank and RBC Capital Markets, LLC. Alison serves as treasurer and a member of the board of directors for the Lakeview Elementary Parent Teacher Student Association. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Basel Elesrawi is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Bank of America and has additional experience outside finance including positions at LA Fitness and Einstein Bagels. 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 model portfolios and research.

Cynthia Davis is a financial advisor with Edward Jones in Redmond, WA, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones from 2008 to 2024 and also has experience with H&R Block and Uber Eats delivery. Outside of her advisory role, she continues to work as a meal delivery driver for Uber Eats. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Susan Beardsley is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2013. Beardsley is also associated with Olympic Investment Group, a doing-business-as name for Financial Advocates Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Yaming Zhou is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Zhou previously worked at Waddell & Reed, Inc. and managed YMZ Enterprises LLC, a non-investment business entity, for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.