Pablo Yepez is a financial advisor with Edward Jones in Bremerton, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branch offices and provides services under a fiduciary standard.

Matthew Telona is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Fidelity, Bank of America, Merrill, and JPMorgan Chase Bank. Outside of finance, he has experience in the coffee industry, having worked with Sea Level Coffee and Olympia Coffee Roasters. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework for its recommended strategies.

George Aokuso is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has concurrently worked at JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is an owner and partner of Plato's Cave LLC, which operates an Airbnb business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Micah Thompson is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Lindsy Ferrin is a financial advisor with Edward Jones in Des Moines, WA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in promotions and marketing for the Seattle Thunderbirds Hockey Club. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with a wide range of advisory programs and affiliated financial services.

Stephen F. Fairfax is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Nathan Borchardt is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2020, following five years at Wedbush Securities Inc. Outside of his advisory work, he is an associate employee of The Commerce Company in Tacoma, WA. 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, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to deliver non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Erin Stewart is a financial advisor with Morgan Stanley in Tacoma, WA, holding a Series 66 designation and with 4 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and manages approximately $2.74 trillion in client assets.

Lowell Diers is a CFP® with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm employs an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

Tiffani Lee Kumabe is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining UBS in 2022. 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 integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Stacy Gannon is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and has worked at multiple Wells Fargo entities as well as Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Brent Wojtanowicz is a financial advisor with Edward Jones in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of advisory work, he is a partner in 26 Adams LLC, a retail property business in Anderson Island, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of approximately 23,701 advisors and over $1 trillion in assets under management.

Peter Stefanic is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates Stefanic Insurance and Financial Services, which he founded in 2000. In addition to his advisory work, he is licensed as an insurance agent and sells fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management options, combining discretionary and non-discretionary strategies across various program structures and custodial relationships.

Angela Simmons is a CFP®-certified financial advisor at Wells Fargo Advisors with 29 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Outside of her advisory role, Simmons owns and operates Angela Simmons, LLC, and holds majority ownership in 1201 Investment Management LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis. Advisors develop tailored recommendations using Wells Fargo’s research and planning tools, delivering non-continuous planning engagements with optional implementation through the firm’s brokerage or advisory programs.

Karen Spink is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. Outside of her advisory work, she is a partner in Sea Ya Diving, LLC, a dive boat charter business in Seattle. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Andrew Mischke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at Wells Fargo Bank, Bank of America, and Merrill. Outside of finance, he is involved with the Eastside Huskies Baseball Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services based on an IPS-driven process grounded in modern portfolio theory.

Matthew Martinelli is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Outside of his advisory role, he serves as a trustee of his father's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mark Defeo is a financial advisor at Raymond James Financial with a Series 66 designation and 26 years of industry experience. His career includes roles at Cetera, Columbia Bank, Steward Partners Investment Solutions, Umpqua Bank, and U.S. Bank. Outside of advisory work, he is involved with Columbia Wealth Advisors, where he refers clients for investment management, financial planning, and insurance services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting using analytical tools and supports non-discretionary advisory programs and institutional consulting across a large advisor network.

Youle Wang is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan in 2017, Wang worked at LEE & LEE, PS from 2014 to 2017. Outside of his advisory role, he provides weekend translation services for a real estate development company owned by a Chinese client. J.P. Morgan Securities offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. As part of J.P. Morgan, the firm integrates institutional advisory capabilities with brokerage, distribution, and investment management functions.

Matthew Ogurkow is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following two years with Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.