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 with Independent Financial Group since 2011 and has been associated with John McKeon & Associates since 2001. Outside of her advisory role, she is a 2% owner of McKeon Financial, a marketing DBA related to her work. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple investment platforms and third-party managers.

Joseph Jraitiny is a financial advisor at RBC Rochdale, LLC with six years of industry experience. He holds the CFA® designation as well as Series 65 and Series 63 licenses. His prior work includes roles at CNR Securities, Freestone Capital Management, Cornerstone Advisors, and Harbourvest Partners. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to create tailored portfolios.

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 at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Bank of America and JP Morgan. Outside of her advisory role, she assists with a family-owned gas station and convenience store in Seattle. 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 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.

Kara Brown is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill since 2014 and has also been associated with Bank of America, N.A. since 2018. 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 and profit-sharing plans, corporations, and charitable organizations.

Cary Atlas is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

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 with J.P. Morgan Securities in Everett, WA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Bank and D A Davidson. Outside of finance, she owns and operates a photography business focused on events and portraits. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 in Marysville, WA, holding a Series 66 designation with three years of industry experience. He has prior experience at Bank of America and Merrill Lynch, each from 2018 to 2024, as well as earlier roles in various industries. Outside of his advisory work, he is an author of children's fantasy books published through Christian Faith Publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates a nationwide network of over 23,000 advisors and is notable for its large retail footprint and affiliated capabilities beyond advisory services.

Sharon Morganti is a financial advisor with Merrill in Everett, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2013 and concurrently works with Pier 1 Imports. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.