Christopher Dolan is a CFP®-designated financial advisor with Edward Jones in Federal Way, WA, where he has worked since 2014. He has 14 years of industry experience. Outside of advising, he holds royalty interests in Continental Resources. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Benjamin Melton is a financial advisor with LPL Financial in Mercer Island, WA. He holds the CFP® and CFA® designations and has 12 years of industry experience, including six years with LPL Financial and six years with E.K. Riley Investments, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Reed Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and research from LPL Research.

Brenton Tayet is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones in Gig Harbor, WA since 2014. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nikolette Mc Roberts Legg is a financial advisor at Edward Jones in Federal Way, WA, holding a Series 66 designation with six years of industry experience. Her prior experience includes positions at Edward Jones and Fullaway Lamphere & Suave, as well as a role with the ASWSU Senate. 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 programs and investment strategies, operates under a fiduciary standard, and maintains a large nationwide advisor and branch network.

Derek Lindholm is a financial advisor with Robert W. Baird & Co., holding the ChFC® designation and Series 63 and 66 licenses, with 25 years of industry experience. His prior roles include positions at D.A. Davidson & Co. and LPL Financial. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services utilizing both in-house and third-party managers, with strategies ranging from traditional allocations to more complex investments.

Miranda Barber is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2021. Prior to her advisory role, she was employed at JPMorgan Chase Bank, N.A., Chipotle Mexican Grill, and Front Range Community College. J.P. Morgan Securities 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. The firm offers these services through a select group of Wealth Advisors on a non-discretionary basis, with clients retaining final decision-making authority.

Olena Ostrovskiy is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been active in the financial industry since 2008, gaining experience in various roles including Financial Advisor positions at IDB Bank and Bank Massad in Tel-Aviv, Israel, and as a Sales Support Specialist in the Annuities department at Symetra Financial Corp between 2019 and 2021. Throughout her career, Olena has navigated diverse market conditions and developed a broad understanding of investment strategies. She works collaboratively with clients to create adaptable financial plans tailored to their unique circumstances. Olena communicates with clients in Hebrew, Russian, and Ukrainian. Outside of her professional work, Olena's interests include family activities, fitness, parenthood, pets, surfing, and yoga.

Shayne Plantz is a Planning Consultant who collaborates with advisors and partners with clients to assist with their personal goals and financial planning. Shayne has experience working as a Relationship Manager at Fidelity Investments from 2024 to 2026 and served as a Financial Representative at Fidelity Investments from 2023 to 2024. No additional information about education, credentials, or personal interests has been provided.

Samuel Snow is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked previously at Evergreen Market, Comc, CPCM Holdings, and Security Sam. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individuals and institutional clients. The firm employs structured financial planning tools and serves clients through direct and corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

Joshua Collier is a CFP® professional with eight years of industry experience, currently advising through LPL Financial in Tacoma, WA since 2018. Prior to joining LPL, he worked at Global Business Resources and Youth For Christ (YFC) USA. Outside of his advisory role, he serves as Master of Ceremonies for fundraising events with the Stokes Auction Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to diversified investment strategies supported by internal and third-party research.

Ting Su is a financial advisor at Cetera with 14 years of industry experience. Su holds a Series 66 designation and has worked at Cetera and its affiliates since 2012, with prior experience at LPL Financial and Cathay Bank. Outside of advisory work, Su is also involved in customer service and loan roles at a banking institution. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a variety of portfolio management and retirement services, operating a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Hung Nguyen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at JP Morgan Chase, Merrill, and Bank of America. Nguyen is also affiliated with Seattle University. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique capabilities in municipal and public finance.

Ryan Hurst is currently a Market Leader at Fidelity Investments, where he leads a team of financial professionals in the greater Seattle area. His team's primary focus is assisting customers in creating and implementing personalized plans to enhance their financial well-being. Ryan has held this role since 2017. He has extensive experience at Fidelity Investments, having served in various capacities since 2000. His previous positions include Senior Branch Manager, Branch Office Manager, Assistant Branch Office Manager, Vice President Financial Consultant, Financial Consultant, Retirement Income Planner, Investments Consultant, and Service and Trading Associate. The information provided does not include details about Ryan's educational background, credentials, personal interests, or community involvement.

Debbie Huang is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and New York Life Insurance Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG framework to recommend approved funds and strategies.

Daniel Lee is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. His prior work includes positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a part-time tennis instructor at the Tacoma Lawn Tennis Club and is the managing member of a startup selling hats and clothing online. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, corporations, and charitable organizations.

Sarah Manley is a financial advisor at Primerica Advisors in Tacoma, WA, with 28 years of industry experience. She has been with Primerica Advisors since 1997 and Primerica Financial Services since 1995. Outside of her advisory role, Manley is involved in referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Mark Richter is a financial advisor with LPL Financial in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at LPL Financial since 2009. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 in Renton, WA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as president of the Rosewood Homeowners Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.