Alyssa Jarman is a CFP® professional with 10 years of industry experience. She has worked at Osaic since 2020 and previously held roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Outside of her advisory work, she owns and manages vacation rental properties. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and multiple investment platforms.

Vincent La Cava is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise since 2009, including six years at its Bellevue, WA office. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning that addresses dependable income sources and tax-aware withdrawal strategies.

Curtis Geathers Jr. is a Series 66-licensed financial advisor with Merrill in Bellevue, WA, holding three years of industry experience. His prior work includes roles at Bank of America, Girard Wood Products, The Wave Car Wash, Domino’s Pizza, and the University of Puget Sound. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Reed Terry is a financial advisor with LPL Financial in Woodinville, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for 13 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies along with technological tools to support its advisors.

Timothy French is a financial advisor at J.P. Morgan Securities in Seattle, WA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Key Investment Services, LLC. French has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020. 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, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and may include an ESG eligibility framework.

Michael Oldenburg is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Financial Engines Advisors and TD Ameritrade. Outside of his advisory role, he is involved with The Oshibori Company LLC, a business specializing in the marketing and sales of wet and dry hand towels and warmers. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios through advisor-led and online platforms.

Douglas Mansell is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and no prior industry experience. His background includes roles at the Federal Aviation Administration and the National Transportation Safety Board. Mansell is also the owner of Adept Wealth Management LLC, an entity focused on marketing and bookkeeping. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented strategies.

Lindsey Moll is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Lance Sevier is a CFP®-designated financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with firms including Penn Mutual Life Insurance Company, UBS Financial Services, and Alaska USA. 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 wide range of advisory and brokerage services, employing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Michael Lampros is a financial advisor at Charles Schwab with 12 years of industry experience and holds a Series 66 designation. He has worked at several firms including LPL Financial, Scottrade, TD Ameritrade, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts, offering multi-asset model portfolios and alternative investment options supported by a centralized operational structure.

Eymer Escobar Ramirez is a financial advisor with Raymond James Financial in Seattle, WA, holding a Series 66 designation and four years of industry experience. His work history includes positions at Merrill Lynch, Bank of America, and KeyBank. Outside of his advisory role, he operates a travel vlog on social media and is currently pursuing an Associate of Arts degree at North Seattle College. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Sharon Huang is a financial advisor with Ameriprise in Kirkland, WA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Pearle Vision and managing household financial matters. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with personalized retirement income planning and tax-aware withdrawal strategies based on comprehensive investment research and analysis.

Zijia Ye is a financial advisor at J.P. Morgan Securities with five years of industry experience. Zijia holds Series 66 and Series 63 licenses and has previously worked at Bank of America, New York Life Insurance Co, and Northwestern Mutual. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and includes capabilities in derivatives and commodities through affiliated entities.

Kim Fox is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ileana Monico Gonzalez is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has previously worked at Bank of America for five years. Merrill, together 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, and institutions.

Cole Weaver is a financial advisor with Equitable Advisors based in Bellevue, WA, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to his current role starting in 2020, he has worked with organizations including Seattle Sports Commission, Names Fitness Center, and Pacific Lutheran University. Outside of finance, he provides commentary for sports teams such as Ballard FC and Tacoma Stars and is a member of the French American Chamber of Commerce in Seattle. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm uses a variety of advisory models implemented through third-party sponsors and provides ERISA fiduciary services to qualified plans.

Jianmin Gu is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Transamerica Financial Advisors, and Signator Investors, Inc. Outside of his advisory role, he owns and manages several rental properties. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning facilitated by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Stephanie Ispas is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she worked in retail and educational roles, including at Sephora and Mathnasium. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a variety of investment vehicles and fund structures.

Lynn Brix is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. She previously worked at Raymond James Financial and Raymond James Financial Services, Inc. from 2000 to 2009 before joining LPL Financial in 2009. 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, with support for both discretionary and non-discretionary investment strategies.

Joshua Wessels is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining LPL Financial in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. His background also includes roles outside the financial sector, such as positions with Amazon Fresh and various delivery services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of investment options and utilizes advisor-facing tools, supporting over 22,900 advisors and overseeing more than $819 billion in discretionary assets.