Haris Ansari is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Ansari serves as president of the Woodinville Power Partners BNI Chapter, a community networking group connecting professionals across various industries. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and third-party money managers.

Jean Oppliger is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2015. He holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets, underwriting, and custody solutions.

John Oman is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2018, and previously worked at Northwestern Mutual and Stubblefields. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Nicholas Ruppe is a financial advisor with Ameriprise in Edmonds, WA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at KeyBank NA, NYLIFE Securities LLC, and New York Life Insurance Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and incorporates proprietary research and third-party data within a defined investment framework.

Kenneth Ballard is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His career includes roles at Fidelity Investments, Edward Jones, Fred Meyer Jewelers, and Alaska USA Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its advisory role to multiple registered investment companies and its use of advanced methodologies including AI and systematic portfolio management.

Skyler Dompier is a financial advisor at LPL Financial in Lynnwood, WA, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has worked at LPL Financial and BECU since 2016 and previously spent one year with Wells Fargo Clearing. Dompier is also a commissioned Notary Public. 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 investment management solutions, leveraging both proprietary and third-party strategies with access to institutional platforms and extensive non-advisory financial services.

Anagha Mhatre is a financial advisor with Charles Schwab in Redmond, WA, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for seven years and has founded and partnered in staffing and recruiting businesses. At Charles Schwab, she is associated with Premier Bank, Schwab Bank, and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a centralized operational structure.

Andres Pena Ross is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and one year of industry experience. He previously worked at Prudential/LPL and EFG Bank, and has also been affiliated with JPMorgan Chase Bank, N.A. His background includes a brief period at Seattle University. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Margaret Warner is a financial advisor with Primerica Advisors in Snohomish, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she is the owner and president of Irishlass, LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and a tiered wrap fee structure, focusing on curated model portfolios rather than institutional or pension plan management.

Benjamin Eickhoff is a financial advisor with Wells Fargo Clearing in Edmonds, WA. He holds a Series 66 designation and has 18 years of industry experience, including a decade at Wells Fargo Clearing and ongoing service with Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment approaches.

James Oneil is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with RBC Capital Markets since 2008. In addition to his advisory work, he writes a biweekly investment article for The Hearld, a small private daily newspaper, a role he has held since 1996. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Nicole Ovstedal is a financial advisor with Fidelity, holding a Series 66 designation and 12 years of industry experience. She previously worked at Berthel Fisher & Company Planning Inc. and Berthel Fisher & Company Financial Services, Inc. Prior to joining Fidelity in 2022, she accumulated seven years of experience at Berthel Fisher. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis, including algorithmic portfolio construction, to manage a broad range of investment portfolios and model strategies.

Franklin Newton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for the Federal Emergency Management Agency for one year. 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 services, including discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of financial advisors and branch offices.

Shea Sullivan is a financial advisor at Morgan Stanley in Kirkland, WA, with three years of industry experience. He holds a Series 66 designation and has previously worked at Eaton Vance Distributors, Inc. and Parametric Portfolio Associates. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

Kyle Theodorescu is a financial advisor at Morgan Stanley in Kirkland, WA, with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at J.P. Morgan Securities, Pacific Capital Resource Group, and Penn Mutual Life Insurance Company. His background also includes positions outside finance, such as at Uber and Lyft. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm’s planning process uses structured tools and modeling techniques, with an emphasis on advisory rather than fiduciary responsibility unless separately agreed.

Jordan Karlous is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America NA, Merrill Lynch, and Fisher Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Samuel Aldrich is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 15 years of industry experience. He has held previous roles at Waddell & Reed Inc and engaged in insurance sales through various carriers affiliated with W & R Insurance Agencies. Aldrich also worked with Communities In Schools of Whatcom County for eight years. 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 access to model portfolios and third-party asset management, supported by advisor-facing tools and a broad platform of financial activities.

Caleb Hasslinger is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he worked at Country Financial and has held various roles in education and retail. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 separate managed accounts and a centralized operational structure.

Heather Hafner is a CFP® professional with 20 years of industry experience and has been with Edward Jones in Arlington, WA since 2005. She holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Mallory Barnum is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. She previously worked at UBS Financial Services from 2016 to 2018 before joining Fidelity Brokerage Services LLC and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.