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, Washington, holding a Series 66 designation and 28 years of industry experience. She has been with Ameriprise and its predecessor firm since 1998. Brannan is also involved in managing Cascadia Operations LLC, which supports the financial planning operations of her team practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Samuel Manjarrez is a financial advisor with LPL Financial and holds the Series 66 designation. He has been with LPL Financial since 2026 and has prior experience in real estate and consulting roles. His background also includes positions in education and the hospitality industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services supported by advanced operational tools and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

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 seven years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan in various roles since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence, combining quantitative and qualitative research, and includes a range of regulatory registrations that support its derivatives and commodities capabilities.

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 an advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at JPMorgan Securities, JPMorgan Chase Bank, Sprint, and participation in the University of Washington Psychology Department. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Charles Lewis is a financial advisor with LPL Financial in Seattle, WA, holding a Series 63 designation and 41 years of industry experience. He has worked at LPL Financial since 2008, following roles at Ameriprise Advisor Services and Raymond James Financial Services. Outside of advising, he is involved in selling fixed insurance products through various independent insurance agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with Ameriprise in Kirkland, WA, holding the ChFC® and Series 66 designations and bringing 23 years of industry experience. He has been with Ameriprise Financial Services since 2005, including his current tenure with Ameriprise Financial Service, LLC starting in 2019. Mc Williams also owns and manages McWilliams Lewis Team LLC, an independent financial advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on detailed analysis and a collaborative implementation process.

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 at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, D.A. Davidson & Co., and Piper Sandler & Co. since 2022, he has been with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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 broad network of over 22,800 advisors.

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 with LPL Financial in Bothell, WA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2020 to 2023, and at KMS Financial Services, Inc. from 2001 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Espen Platou is a financial advisor at Osaic with nine years of industry experience. He holds the Series 66 designation and previously worked at Hornor, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and the University of Washington. Outside of his advisory role, he is involved in insurance sales and service through roles as an agent at Pacific Capital Resource Group Inc. and Ascent Wealth Solutions. Osaic Wealth serves a diverse range of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services, including financial planning and portfolio management. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk assessments and rebalancing tools.

John Kakarigi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with J.P. Morgan Securities and its related entities since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

Michael Burke is a financial advisor at Edward Jones in Everett, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience in construction, utilities, aerospace, telecommunications, and employment services. 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, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.