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, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory work, he is involved in non-variable insurance sales, including fixed annuities and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, featuring discretionary and non-discretionary management supported by in-house and third-party research.

Rita Acosta is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked for Hemlock Printers for 21 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Frances Schram is a financial advisor with Ameriprise in Renton, WA, holding Series 65 and Series 63 licenses and totaling 12 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2013 and is also the president, CEO, and CFO of Schram & Associates, a tax preparation business she has operated since 1991. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Nathan Ciolek is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and two years of industry experience. He has worked at Osaic Wealth since 2024 and has a background at The Boeing Company, where he has been employed since 2009. Outside of his advisory role, he is a partner in an LLC with his spouse that holds residential rental real estate. Osaic Wealth Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, uses various asset-allocation tools, and provides access to third-party money managers and managed account solutions.

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, holding a Series 66 designation and 15 years of industry experience. He has worked at both Boeing Credit Union and LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Erin Scannell is a financial advisor with Ameriprise in Mercer Island, WA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Ameriprise and its affiliate since 1999. Outside of advising, she serves as Vice Chair on the Board of Directors for the Academy of Finance and is CEO of Kid Exercises, a business focused on financial education for children through a mobile app. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, delivering non-discretionary, research-driven recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic tools with personalized advisor input and provides a broad range of advisory, brokerage, and insurance solutions.

Teresa Bryant is a financial advisor with Edward Jones in Port Orchard, WA, holding CFP® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2011. Bryant is also the owner of Inspirational Ventures LLC, an investment property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

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 at LPL Financial with eight years of industry experience. He holds the Series 66 credential and has previously worked at Bank of America, Merrill, and W.G. Clark Construction. Blackner is involved with Pacific Legacy Wealth Partners, a business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Noah Douglas is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Capital Analysts, Lincoln Investment, and MS International. Outside of advising, he serves as a client service manager at Encompass Financial Life Planning. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-driven investment solutions.

Jadon Sand is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked across multiple divisions of Fidelity since 2015. Outside of his advisory role, he is involved in photography through Grains of Sand Photography, conducting small photo shoots. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it utilizes algorithmic strategies and AI in its investment process.

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.

Lucas Crutchfield is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Charles Schwab Bank SSB and Elite Solar Concepts, as well as a decade with Trampled Industry Music, LLC. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a multi-asset investment approach supported by research and strategic asset allocation.

Kevin Stokesbary is a financial advisor with Mass Mutual Investors Services in Mercer Island, WA, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with MML Investors Services Inc. and Mass Mutual Life Insurance Company since 2004. Outside of his advisory role, he also works as an insurance broker, focusing on individual life and health insurance sales and service. Mass Mutual 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 seminars, structuring planning engagements as annual, collaborative relationships that utilize firm-approved analytical tools.

Stephen Spencer is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has been with Charles Schwab & Co., Inc. since 2017 and with Charles Schwab Bank, SSB since 2019. Prior to joining Schwab, he worked at Progressive from 2014 to 2017. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and cash-sweep services through its integrated platform. The firm provides a mix of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investment process.