Joseph Leedom is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Key Investment Services LLC, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform with multiple investment options and operational tools.

Taraneh Mozaffarian is a Certified Financial Planner® with six years of industry experience. She is currently with Edelman Financial Engines and has previously worked at Soundmark Wealth Management, EP Wealth Advisors, and Leaf & Company. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Jacob Benson is a CFP® professional with three years of industry experience, currently working at Wells Fargo Clearing. His prior experience includes roles at Parcion Private Wealth LLC, Corient Services LLC, Columbia Pacific Wealth Management, and Moser Wealth Advisors. 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 through over 14,000 financial advisors, offering both brokerage and advisory solutions.

Esther Shin is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. She has previously worked at Bank of America for 25 years. Outside of her advisory role, she is a co-owner of a family rental property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 Conway is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. His prior roles include positions at D.A. Davidson & Co., Commonwealth Financial Network, and LPL Financial. 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 advisory services.

Hari Gonzalez is a financial advisor with J.P. Morgan Securities based in Seattle, WA. He holds the Series 66 designation and has eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Patricia Perez is a Series 66-registered financial advisor with Edward Jones in Bainbridge Island, Washington, and has 12 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Allison Merritt is a financial advisor at Wells Fargo Clearing with a Series 66 credential. She has held various roles since 2016, including positions at ClickBank and FiGPiN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets. The firm offers both brokerage and advisory solutions and utilizes research from Wells Fargo Investment Institute alongside third-party data in its investment approach.

Valerie Rivas is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan entities since 2017, including roles at JPMorgan Chase Bank and JPMorgan Securities. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and utilizing broader derivatives and commodities capabilities.

Karin Blakley is a financial advisor with LPL Financial, holding a Series 66 credential and having 21 years of industry experience. Her prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement in multiple local business and community organizations, including the Newcastle Chamber of Commerce. She is also a member of the Newcastle City Council. 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, utilizing both proprietary and third-party strategies across a broad spectrum of asset classes.

Matthew Klippert is a financial advisor with Thrivent Investment Management in Mill Creek, WA. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to his current tenure at Thrivent, Klippert has worked at Fidelity Investments and has been involved with community and educational organizations, including roles at Trevecca Nazarene University and local churches. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering a range of topics and allows clients to combine planning with managed-account programs while keeping services distinct.

Shuzhen Xu is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation. Xu has over eight years of experience in banking and financial services, with prior roles at Cathay Bank, ICBC USA, N.A., and East West Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Brien Houston is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at PitchBook Data for three years and has held roles in various other companies. Outside of finance, he volunteers as an assistant coach for youth soccer and wrestling programs and serves as CEO of the MBA Student Association at the University of Washington Bothell. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

David Rockey is a financial advisor with Cetera who holds Series 63 and Series 66 registrations and has 34 years of industry experience. He has worked with Cetera and its affiliates since 2018, including roles at First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Marko Tubic is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 credentials and having 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he serves as Vice President of the Fremont Chamber of Commerce and is an assistant coach for the girls' soccer team at McClure Middle School in Seattle. 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 and is notable for its extensive retail advisor network, affiliated investment capabilities, and fiduciary standard of care.

Jesse O'Brien is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 license and is based in Everett, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

April Wilson is a CFP® professional with 24 years of industry experience, currently affiliated with OSAIC since 2020. She has held prior roles at Penn Mutual Insurance Company, Hornor Townsend & Kent Inc, and LPL Financial. Outside of her advisory duties, she is involved in insurance brokerage activities and manages insurance sales for multiple carriers. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and access to discretionary and third-party managed strategies.

Emma Moreno Rincon is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2026. She previously worked at Bank of America from 2015 to 2026 and Marymoor Park for 11 years. 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.

Alexander Moore is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James since 2018 and was previously with Wells Fargo Clearing from 2016 to 2018. Moore is a partner in Salmon Bay Capital Advisors LLC, a business entity used to manage work-related expenses jointly with a colleague. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting tailored through risk profiling and software-driven analyses.

Monty Long Jr. is a Series 66 licensed financial advisor at J.P. Morgan Securities with 12 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch Pierce Fenner & Smith. Outside of his advisory work, Monty is involved in the entertainment industry as an actor and model. J.P. Morgan Securities provides institutional consulting services focusing on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm's advisory process combines quantitative and qualitative research to support its recommendations, which clients implement with final decision-making authority.