Rebecca Byus is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. She has worked with Fortis Investors, Inc. since 1993 and joined OSAIC in 2024. In addition to her advisory role, she operates an independent insurance agency and is an associate at RJA Financial Services Inc., where she sells term insurance, long-term care, disability, fixed annuities, and conducts securities-related business. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors, offering integrated brokerage and advisory services supported by multiple platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of asset classes, managing accounts either discretionarily or non-discretionarily with options for client-imposed investment restrictions.

Denny Wong is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Equitable Advisors since 2007 and previously operated under Axa Advisors, LLC during the same period. Outside of his advisory work, he serves as president of the Rosewood Homeowners Association in Renton, WA. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves personalized risk assessment and the use of third-party asset managers and advisory programs, offering a range of investment options including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Cynthia Lee is a Series 66 licensed financial advisor with Wells Fargo Advisors, bringing 32 years of industry experience. She has held various roles within Wells Fargo-related firms since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds. The firm integrates advisory services with other financial products and planning specialties through a network of financial advisors.

Sarah Del Degan is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various design-related roles and businesses from 2015 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large network of advisors and branch offices.

Nicole Reif is a CFP®-designated financial advisor with 26 years of industry experience, currently with Cetera since 2019. Her prior roles include positions at Foresters Advisory Services LLC and Foresters Financial, spanning over a decade. Outside of her advisory work, she serves on the Summer School Advisory Board, advising teachers on career preparation for students, and participates as a cottage representative for the P.E.O. Sisterhood. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Kevin Hasslinger is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. He is a co-founder and president of a retail business, RightLane, and serves as a part-time instructor at Highline Community College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Yvonne Lopez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her work history includes roles at Uber, Fantasy Casino Dealing Service, and PFS Investments Inc., alongside long-term positions with SEIU Healthcare 775NW and the Department of Social and Health Services. She also engages in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selective separately managed accounts. The firm employs third-party asset managers vetted via independent due diligence and utilizes a tiered wrap-fee structure distinct from fixed-fee billing options.

Cynthia Cannon is a CFP® and Series 66-registered advisor with LPL Financial, where she has worked since 2009, totaling 17 years in the industry. She has additional experience in legal services, focusing on estate planning, contracts, and business law, and has been involved in fine art photography for over two decades. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Robin Kagan is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 66 credentials and ten years of industry experience. Prior to joining LPL Financial in 2020, Kagan worked in various roles within real estate and insurance firms, including Berkshire Hathaway/Baside Realty and Bankers Life. Outside of advising, Kagan is involved with Northwest Home Solutions, Inc., a mortgage and real estate services company, and Dynama Pursuits LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options through a large network of advisors and supports these with advanced research tools and a broad platform of related financial services.

Jeffrey Vert is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he manages tax preparation and accounting services through Vert & Associates LLC and Arch CPA Accounting & Tax Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Corbin Sylvester is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients to develop personalized financial plans that align with their financial goals and aspirations, utilizing the tools available at Fidelity. Corbin's professional experience includes positions as an Investment Consultant at Fidelity Investments from 2024 to 2026, Client Relationship Manager and Client Service Associate at Ameriprise Financial between 2021 and 2023, and Financial Representative at Northwestern Mutual from 2020 to 2021. This progression reflects his background in client service and financial planning. Outside of his professional work, Corbin has interests in football, golf, and soccer.

Joel Soltero is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. Prior to that, he worked at JPMorgan Chase Bank, N.A. starting in 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework in its recommendations.

Jarren Mc Niesh is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked with several firms, including Cetera Wealth Services and Avantax. In addition to his advisory role, he is involved in tax preparation and wealth management through his activities with Hillard Wealth Service Inc. and Tax Professionals ETC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs, including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

John Crull is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2018 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is involved in the sale of home security and automation products through a co-located affiliate and participates in home-related service referrals. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Ryan Harrigan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley through various roles since 2009, including positions at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by a structured discovery process and firm-approved tools, managing approximately $2.74 trillion in client assets.

Lynn Syler is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel since 2019. Her prior experience includes roles at City National Bank and RBC Capital Markets LLC. Outside of her advisory work, she serves as a council member for the City of Ruston and participates in fundraising efforts for the local humane society. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Zachary Baggenstos is a financial advisor with Edward Jones in Kent, WA, holding a Series 66 designation and eight years of industry experience. He worked at Bellevue Healthcare II for six years prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Justin Watkins is a financial advisor at Edward Jones in Tacoma, WA, holding CFP® and Series 66 designations with 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

David Fryer is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Boeing Employee Credit Union and LPL Financial since 2005. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Ian Kelly-Hedrick is a Planning Consultant at Fidelity Investments. In his current role, he focuses on understanding clients' goals and situations to create personalized comprehensive financial plans tailored to their priorities. Ian has been with Fidelity Investments since 2021, progressing through various roles including High Net Worth Service Associate, Workplace Planning Consultant, Relationship Manager, and now Planning Consultant. This experience has provided him with a broad perspective on client service and financial planning within the firm.