Mark Broughton is a CFA® with 10 years of experience in financial services, currently serving as a financial advisor at UBS Financial Services since 2022. His prior roles include positions at First Republic Investment Management, Bank of America, Merrill, Manning & Napier, and Rainier Investment Management. He serves on the advisory board of the Kirkland Boys & Girls Club, a charitable organization focused on community outreach and fundraising. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services through a broad platform of financial planning, portfolio management, and capital markets solutions.

Christopher Anderson is a financial advisor with Thrivent Investment Management in Federal Way, WA, holding a Series 66 designation and one year of industry experience. His prior work includes involvement in a small entrepreneurial venture, co-owning an LLC aimed at opening a bar for board game enthusiasts, though the entity is currently being dissolved. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority and offering ongoing plan reviews through its network of advisors.

John Clendenin is a financial advisor with UBS Financial Services in Seattle, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with UBS and its predecessor, Paine Webber, since 1998. 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 combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Barrett Mc Aree is a financial advisor at UBS Financial Services in Seattle, WA, holding Series 65 and Series 66 licenses. He has worked at UBS, Truist, and Hoffman Financial Group since beginning his advisory career in 2022. Prior to that, he spent 15 years as a student. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Dean Bennion is a financial advisor with LPL Financial based in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2013 and also leads Financial Advocates Investment Management, an independent registered investment advisor firm. Outside of financial advising, Bennion is a certified hunter education instructor and operates a small business creating wooden crafts and publishing children's books. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and diversified investment strategies.

John Donovan is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Prior to entering the financial industry, he held roles in education and community engagement. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Lidija Jeric Hartman is a financial advisor at Wells Fargo Clearing in Seattle, WA. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Bank since 2008. Her experience in the industry spans over 18 years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates at large scale with more than 14,000 financial advisors and roughly $671 billion in assets under management, offering both brokerage and advisory solutions.

Luke Andrews is a financial advisor with RBC Capital Markets in Tacoma, WA, holding a Series 66 designation and one year of industry experience. Prior to joining RBC Capital Markets in 2025, he spent nine years with Waste Management Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored strategies through a combination of in-house and third-party managers.

Louis Londino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan entities since 2015, including roles at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Taylor Boss is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley, Edward Jones, Redfin Real Estate, and Washington State University. Outside of his advisory role, he manages a rental property in Tacoma, Washington. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and market modeling techniques.

Lynette Ackman is a financial advisor with Primerica Advisors based in Burien, WA. She holds Series 65 and Series 63 designations and has one year of industry experience. Prior to her current role, she worked at Symetra for ten years and has experience with tax services at H&R Block and Jackson Hewitt. In addition to advisory services, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors along with corporate and charitable clients through a wrap-fee asset management program. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Todd Schock Rosenbach is a financial advisor with LPL Financial in Gig Harbor, WA, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2003. He also maintains Rosenbach Financial LLC, structured for tax reporting purposes. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.

Colin Evans is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Wells Fargo Clearing Services, LLC - Randstad and Silver Bay Seafoods. 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 and offers both brokerage and advisory solutions.

Quang Bui is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he is a partner in a real estate venture managing a rental property. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and fiduciary financial planning.

Brent Ross is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining LPL Financial in 2023, he spent eight years with Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Perry Menard is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Patrick Riley is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill and Bank of America since 2015. Riley is based in Seattle, WA. 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, and institutional investors.

Jeremy Russell is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and seven years of industry experience. He has worked at notable firms including JPMorgan Securities, Ameriprise, Bank of America, and Merrill Lynch. In addition to his advisory role, he is a partner and owner of Seattle S&C LLC, a health and fitness business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a broad product menu that includes insurance-related vehicles and bank deposit sweep options.

James Guthrie is a CFP® professional with 30 years of industry experience. He is currently with Ameriprise Financial Services, LLC, having previously worked at Bank of America and Merrill. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals with substantial investable assets. Their approach includes detailed recommendation reports, tax-smart withdrawal strategies, and a combination of research and modeling techniques to support retirement planning.

Quillow Blackwell is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses. He has three years of industry experience and has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates with over 14,000 financial advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.