Joseph Allen is Vice President and Financial Consultant at Fidelity Investments. In this role, he provides clients and their families with access to Fidelity's extensive resources, offering personalized and dedicated relationships through collaborative and customized strategic financial planning and investment strategy development and implementation. His approach includes tracking progress towards financial goals to help clients remain confident regardless of economic conditions. Joseph has held various positions in the financial services industry, including Senior Financial Consultant at TD AMERITRADE, Vice President and Financial Advisor at Merrill Lynch, Financial Advisor at Morgan Stanley Smith Barney and Citigroup Global Markets, Client Associate roles at Morgan Stanley, and Manager at Charles Schwab. His extensive experience encompasses in-depth planning and investment strategy development. Outside of his professional work, Joseph's interests include the beach, family activities, fitness, football, music, and traveling.

Joshua Jun is a financial advisor with LPL Financial in Bonney Lake, Washington, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Bankers Life Securities, Bankers Life and Casualty Company, and Ameriprise. 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, supported by a large network of investment adviser representatives.

Eva Plaster is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. She is involved in the Viator Influencer/Partner Program based in Needham, MA. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of more than 23,700 financial advisors.

Stephen Hillard is a financial advisor at Raymond James Financial Services Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera and Avantax Advisory Services. Outside of his advisory role, he owns and operates Tax Professionals Etc., providing tax preparation and accounting services. 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, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

Ai Mendoza is an Investment Consultant currently working at Fidelity Investments since 2022. In this role, she focuses on understanding each client's unique financial needs and providing professional guidance and tailored solutions to help clients make informed financial decisions and pursue their goals. Prior to her current position, Ai worked as a Private Client Banker at JP Morgan Chase from 2019 to 2022. Her experience includes assisting clients with their investment and banking needs. Outside of her professional work, Ai enjoys family activities, fishing, social events with friends, gardening, outdoor adventures, and painting.

Kelci Van Tulder is a financial advisor with Cetera in Renton, WA, holding Series 63 and Series 65 licenses and having six years of industry experience. She previously worked at Pilgrim Coffeehouse and serves as the financial officer for Ascend Northwest, a Catholic nonprofit focused on promoting healing ministry in the Pacific Northwest. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Gary Meagher is a CFP® professional with 41 years of industry experience. He currently works at LPL Financial and has previously been affiliated with Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering diverse financial planning and investment management solutions.

Dawn Boyle is a Series 66 credentialed financial advisor with Edward Jones, based in Lake Tapps, WA. She has three years of industry experience and has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Stephen Vircks is a Certified Financial Planner (CFP®) with 15 years of experience at Edward Jones, where he has worked since 2011. In addition to his advisory role, he is a licensed pyrotechnic operator who volunteers at local professional fireworks shows, participating in setup, live firing, and safety management. 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 solutions, operates under a fiduciary standard, and is notable for its large retail advisor and branch network alongside affiliated capabilities such as a trust company and proprietary mutual funds.

Dominic Hernandez is a financial advisor with Edward Jones in Auburn, WA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Corebridge Financial, Valic Financial Advisors Inc, and a teaching role in the Washington State University Finance Department. Edward Jones is a full-service wealth management firm that serves a broad range of clients, including individual, institutional, and charitable organizations. The firm offers various advisory strategies supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Trevor Ridgway is a Series 66-credentialed financial advisor with one year of industry experience. He is currently with Edward Jones in Enumclaw, WA, having joined the firm in 2025. Prior to this, he held positions in real estate and education. Edward Jones is a full-service wealth management firm serving more than four million individuals and institutions. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Mark Ramey is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in various roles prior to joining Edward Jones, including self-employment and positions at Multiple firms. Outside of finance, he is the owner and Chief Business Development Officer of Mint Building Services LLC, a company focused on office cleaning business development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branches.

Brett Davis is a financial advisor with Edward Jones in Enumclaw, WA, holding the CFP® and ChFC® designations and Series 65 and 66 licenses. He has 12 years of industry experience, including six years at US Trust, Bank of America Private Wealth Management, before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Cody Laing is a financial advisor at Ameriprise in Renton, WA, holding a Series 66 designation. He has less than one year of industry experience and has previously worked at AGP Wealth Advisors and held various roles related to California Polytechnic State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Jacob Ronish is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his advisory role, he held various positions including managing a public golf course pro shop and operating an online eCommerce business focused on fantasy football rings. He also serves as secretary for a local homeowners association. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its large retail advisor and branch network, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and securities-based lending.

Darrell Douglas is a financial advisor at Ameriprise with 35 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Bret Edensword is a Series 66 licensed financial advisor with LPL Financial, based in Tukwila, WA. He has 13 years of industry experience, including roles at Boeing Employee Credit Union since 2018 and Edward Jones from 2013 to 2018. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

Man Chung Chau is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill for five years and has been with Linsco/Private Ledger Corp. since 2005. Outside of his advisory role, he is a partner in raw land ventures through Rainbow Partners and Prosperity Partners. 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, supported by a large network of investment adviser representatives.

Patrick Franck is a CFP® professional with 15 years of experience in financial advising, currently with OSAIC since 2024. His prior roles include positions at Woodbury Financial Services and Foresters Advisory Services. Outside of advising, he has worked as an Instacart Shopper and has volunteered bartending at community events such as Seattle Pride and Bumbershoot. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering comprehensive financial planning and investment management. The firm uses a model-based investment approach with various portfolio management options and maintains a complex affiliate network supporting its broad range of financial services.

Schanice Staples is a financial advisor with Cetera and holds Series 63 and Series 66 credentials. She has 11 years of industry experience and previously worked at Northwestern Mutual and Foresters Financial Services. Outside of advising, she is the professional development co-chair for the Urban League Metropolitan Seattle Young Professionals and has developed a mobile application not yet live. Cetera Investment Advisers LLC is a nationwide independent advisory network serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.