Jeffrey Biermanski is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with D.A. Davidson since 2010. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Douglas Warren is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has served in various roles since 2004 with New York Life Insurance Company and its affiliates, and currently operates under Larsen & Warren Financial Group LLC, where he brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Cheri Williams is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked at Independent Financial Group since 2011 and has been associated with John McKeon & Associates since 2001. Williams also maintains a long-term involvement with Cardinal Frame Shop since 1990. Additionally, she has a 2% ownership interest in McKeon Financial, used for marketing purposes. Independent Financial Group provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and utilizes a combination of strategic asset allocation, multi-manager portfolios, and active and passive investment exposures.

Joseph Jraitiny is a CFA® charterholder with six years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, Freestone Capital Management, Cornerstone Advisors, and Harbourvest Partners. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process integrating quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

David Osburn is a Senior Resident Director and Wealth Management Advisor with over 25 years of experience in the financial services industry. Since beginning his career in 1999, David has managed individual wealth through various market and life cycles, emphasizing a comprehensive and customized approach that prioritizes understanding each client's unique needs and goals. He focuses on areas including college education planning, executive compensation, family wealth management strategies, retirement income, and tax minimization, among others. David works closely with clients and trusted professionals to design, implement, and review tailored wealth management strategies aimed at managing investment risk and protecting clients' legacies. David holds a Bachelor's Degree from the University of Washington School of Business with a concentration in Finance. He has obtained professional designations such as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Born and raised in the Pacific Northwest, David is actively involved in his community through volunteering, including participation with the Mill Creek Little League. Outside of his professional commitments, he enjoys spending time with his wife and twin boys, sharing a passion for baseball and golf.

Daniake Tews is a financial advisor at Edward Jones with three years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, she worked at Torrey Pines Distribution and Nordstrom. 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 strategies, separately managed accounts, and affiliated mutual funds.

Angela Lane is a Series 66-licensed financial advisor with Edward Jones in Arlington, WA. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Alan Writer is a financial advisor with Thrivent Investment Management in Lake Stevens, WA, holding a Series 66 credential and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on various financial topics without portfolio management or institutional advisory services. The firm employs a holistic, goal-based approach combining planning with managed-account options under a consolidated billing structure called “WealthPlan.”

Roma Malhotra is a financial advisor with Merrill in Snohomish, WA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Her prior work includes positions at Bank of America and Pier 1 Imports. Outside of her advisory role, she is involved with MATR Corporation, a gas station and convenience store business owned by her husband, where she assists with stocking, cleaning, and cashier duties. 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 a broad range of individual and institutional clients.

Thomas Little is a financial advisor with UBS Financial Services in Everett, WA, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with UBS since 2015. Outside of advisory work, he owns and manages several businesses related to sales and leasing of heavy equipment, vehicle sales, and commercial real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client solutions.

Cary Atlas is a Series 66 licensed financial advisor with 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously held positions at Chase Investment Services Corp., Wamu Investments, Inc., and PRUCO Securities, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates ESG criteria, with implementation and portfolio services supported by affiliated entities.

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.

Makinzie Degroot is a financial advisor at Edward Jones with a Series 66 designation and 1 year of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm has approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Kristin Stuckey is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at D.A. Davidson and Wells Fargo Bank. Outside of finance, she owns Kristin Stuckey Photography, where she pursues event and portrait photography in her free time. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a framework supported by affiliates offering portfolio implementation services.

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.

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.

Scott Faries is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is an author of children's fantasy books published through Christian Faith Publishing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Taylor Aitken is a financial advisor with Edward Jones in Marysville, WA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at AMP Security, Fitness International LLC, and Vantage Marketing. Outside of his advisory role, he serves as a board member for the Neighborhood HOA at Farmhouses at Roxburgue and coaches CrossFit classes in Lake Stevens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household and corporate accounts. The firm manages over $1 trillion in assets and offers various advisory strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Anna O'shea is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 12 years of industry experience. She has been associated with Raymond James Financial Services, Inc. since 2014 and is also a Senior Associate Financial Planner at Mainspring Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, leveraging analytical and risk-profiling tools, and supports a wide network of advisors and advisory firms.

Shelly Ganje is a Series 66-licensed financial advisor with Edward Jones in Everett, WA, and has nine years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, she owns farmland in Minot, ND, which she rents out for farming. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.