Kyle Gregory is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His previous roles include positions at American Retirement Planning Group and Barclays U.S., as well as service in the United States Air Force. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party asset managers, offering investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jason Sipe is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Equitable Advisors, LLC. Outside of finance, he creates live-streamed culinary content on Twitch and has participated in food-related events with Foodbeast. 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 strategies for a range of individual and institutional investors.

Monte Robinson is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation from 2002 to 2009. In addition to his advisory work, he is licensed to sell fixed annuities and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with tools including machine learning, while managing over $819 billion in discretionary assets through a large network of investment representatives.

Steven Voiland is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 25 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2001. Outside of his advisory role, he has ownership in Voiterra LLC, a real estate and commercial property business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning without discretionary investment authority.

Kevin Jones is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2020. He has six years of industry experience and previously held roles with the Oregon Golf Association and the Washington State Golf Association. Outside of his advisory work, Jones serves as an administrator and power of attorney for his parents' estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory models and third-party asset managers to tailor investment solutions based on clients’ risk tolerance and personal information.

Frances Schram is a financial advisor with Ameriprise in Renton, WA, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has been associated with Ameriprise since 2013 and is also president, CEO, and CFO of Schram & Associates, a tax preparation business. Schram is involved in an entrepreneurial venture related to real estate lending through a self-directed IRA-funded LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies, supported by investment research and algorithmic analysis.

Nathan Ciolek is a Series 66-licensed financial advisor at OSAIC with two years of industry experience. Prior to joining OSAIC Wealth Inc, he worked at The Boeing Company for 17 years. Outside of his advisory role, he is a managing partner in an LLC with his spouse that holds residential rental properties. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment approach featuring portfolio optimization and risk assessment tools, offering both advisory and brokerage services through a multi-advisor platform.

Jason Richert is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Cetera and has held roles at Voya Financial Advisors and McKay Wealth Management. Richert also owns Richert Enterprises LLC and is involved in life settlement sales through Cetera-approved vendors. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Jeremy Blackburn is a financial advisor with LPL Financial in Renton, WA, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Boeing Credit Union since 2012, LPL Financial since 2012, Chase Investment Services Corp. in 2010, and Waddell & Reed from 2009 to 2010. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ethan Alfrey is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2001. He has held several roles within the company, starting as a Service and Trading Representative, then moving to Retirement Planning Group Representative, Internal Retirement Counselor, Account Executive, and currently serving as Vice President, Financial Consultant since 2011. In his current role, Ethan focuses on building strong personal relationships through financial planning to help clients make decisions aimed at growing and maintaining their wealth. He works to identify strategies that align with clients' short and long term goals and provides guidance through their financial needs. Ethan holds a California Insurance License. Outside of his professional work, he enjoys biking, boating, family activities, movies, and traveling.

Caryn Johnson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Barton Dalton is a financial advisor with Edward Jones in Lakewood, WA, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. He has worked with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, Dalton serves as a commissioner for the West Pierce Fire District in University Place, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jania Watkins is a CFP®-designated financial advisor with Edward Jones in Tacoma, WA, with seven years of industry experience. She has worked at Edward Jones since 2018 and has additional experience with South Sound Neurofeedback and Essential Health and Wellness LLC. Outside of finance, she has been involved with healthcare-related businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering various advisory programs and investment strategies under a fiduciary standard.

Joseph Blackner is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America, N.A., and has prior experience outside finance at W.G. Clark Construction. 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 portfolios, delivered through a large network of investment adviser representatives.

Deborah Gregory is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. She previously worked at Edward Jones for 15 years before joining Raymond James in 2025. Outside of her advisory role, she is the CEO and President of DG Financial LLC, a support company based in Puyallup, WA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports various advisory programs, including municipal and public finance consulting.

Noah Douglas is a Series 66 licensed financial advisor with three years of industry experience, currently with LPL Financial. He has previously worked at Capital Analysts, Lincoln Investment, Encompass Financial Life Planning, and MS International. Outside of his advisory role, he serves as a Client Service Manager at Encompass Financial Life Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Jadon Sand is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with various Fidelity entities since 2015. Outside of his advisory work, he engages in small photography projects under Grains of Sand Photography. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Sean Donahue is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. He previously worked at Edward Jones for seven years before joining Raymond James in 2023. Outside of his advisory role, he assists with an Amazon Influencer account in collaboration with his wife. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary investment consulting and supports institutional portfolio management across a large advisor network.

Sangly Men is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized, non-discretionary asset allocation advice and manager selection.

Poonum Vasishth is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. 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 and comprehensive wealth management services.