Jaime Suarez is a financial advisor with LPL Financial in Everett, WA, holding the Series 66 designation and over 24 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 2005 and also has a long-standing role with Boeing Employee Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Jared Johnson is a financial advisor with Equitable Advisors in Shoreline, WA, holding Series 63 and Series 66 licenses and five years of industry experience. His background includes multiple roles at the University of Washington and prior work at Quest Factor. He is also involved with River Run Wealth Advisors as a separate business activity. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Esrom Woldeghebriel is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. He specializes in transforming financial complexity into clear, actionable strategies to help clients build and preserve wealth and create legacies that reflect their values and aspirations. His mission is to provide guidance that empowers clients to make confident decisions and achieve lasting impact. Outside of his professional work, Esrom enjoys bowling, participating in family activities, and traveling.

Sydney Henny is a financial advisor with Charles Schwab in Redmond, WA, holding the Series 63 and Series 65 designations and having eight years of industry experience. Prior to joining Schwab, Henny worked at TD Ameritrade Inc. for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by centralized custody and operational infrastructure.

Virginia Brannan is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Brannan is also involved in managing her team’s financial planning operations through Cascadia Operations LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Samuel Manjarrez is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work history includes roles at First Western Properties, Pacific Portfolio Consulting, and Caffe Umbria, as well as academic positions at San Diego State University, Roosevelt High School, and Eckstein Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Anjali Singh is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including roles at Banner Bank and Yes Bank Limited. Singh is currently based in Redmond, WA. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and systematic portfolio construction, employing algorithmic methods and serving multiple registered investment companies.

Nick Johnson is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2011, progressing through roles including Investment Consultant, Relationship Manager, and Financial Representative. His experience spans various aspects of financial advising and wealth management, working with individuals and families to manage their financial resources. Nick emphasizes partnering his experience and education with Fidelity's reputation, resources, and integrity to support his clients. Specific details about his education, credentials, personal interests, or community involvement have not been provided.

Philip Stark is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan in various capacities since 2015. 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 through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Weihua Yang is a Financial Advisor with Merrill Lynch Wealth Management. In this role, she serves individuals, families, professionals, and business owners, assisting them in making informed financial decisions and developing personalized strategies related to retirement, wealth accumulation, education planning, and legacy goals. She is fluent in English and Mandarin, enabling her to effectively serve a diverse community of clients. Before her financial services career, Weihua owned and operated a business in Beijing from 2006 to 2016, gaining insights into the challenges and opportunities faced by entrepreneurs. After moving to the United States, she earned a Master of Business Administration (MBA) from Northwest University. Weihua also holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Weihua lives in Kirkland, Washington with her husband and their two cats. Outside of work, she enjoys gardening, hiking, and traveling.

Juneil Lee is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes roles at various J.P. Morgan entities since 2018, with prior experience at Sprint and involvement with a Korean BBQ restaurant. 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 through a team of Wealth Advisors. The firm operates as both a broker-dealer and registered investment adviser, combining institutional advisory services with brokerage and investment management capabilities.

Charles Lewis is a financial advisor with LPL Financial in Seattle, WA, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 2008. Lewis is also involved in independent insurance agencies selling fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven risk management solutions.

Sherryl Adair is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. Its services include written recommendations on various planning topics and an option to combine planning with managed-account programs under consolidated billing.

Stephanie Lillibridge is a financial advisor with Edward Jones in Kirkland, WA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Level Up and school districts in Everett and Northshore. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sean Mc Williams is a financial advisor at Ameriprise with 22 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for 17 years. He is also the owner of McWilliams Lewis Team LLC, a financial advisory business based in Kirkland, WA. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dale Carey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been affiliated with Cetera and its related entities since 2017 and also owns and serves as president of Pathfinder Financial, a financial services firm. Carey has additional experience selling fixed insurance products including life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party investment solutions.

Thomas Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing from 2016 to 2022 and Wells Fargo Advisors from 2012 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management supported by in-house and third-party research.

Douglas Shaw is a financial advisor with Merrill in Snohomish, Washington, holding a Series 66 credential and nine years of industry experience. He has worked at Merrill since 2017 and concurrently at Bank of America, N.A. since 2018. Outside of his advisory role, Shaw serves as a board member for Housing Hope, a charitable organization focused on supporting motivated homeless families, and works part-time as a delivery driver for Uber Eats. Merrill, along 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, pension and profit-sharing plans, corporations, and charities.

Gregory Riggs is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2020 to 2023, and KMS Financial Services, Inc. from 2001 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and technology-driven strategies.

Espen Platou is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked previously at Hornor, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and Pacific Capital Resource Group. Platou is also involved in insurance and investment sales and service through Ascent Wealth Solutions. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors, offering integrated brokerage and advisory services supported by multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on discretionary or non-discretionary bases.