Emily Jackson is a financial professional with one year of industry experience, currently affiliated with Cetera. She holds the Series 66 designation and has previously worked at Cbiz and Boise State University. Jackson is also active with Pacific Crest Financial Services, LLC, where she provides financial services. Cetera Investment Advisers is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, operating a multi-manager platform that enables advisors to use affiliated and third-party model portfolios or create customized strategies.

David Levine is a financial advisor with Ameriprise in Mountlake Terrace, WA, holding a Series 66 designation and 16 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Levine serves as president of the Lake City Soccer Club Board. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Corey Cox is a CFP® professional with 28 years of industry experience, currently serving at Thrivent Investment Management in Seattle, WA. He has been with Thrivent Financial for Lutherans and its investment management division since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers holistic, goal-based planning covering a range of financial topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.

Robert Fletcher IV is a financial advisor at RBC Capital Markets with a Series 66 designation. He has one year of industry experience and previously worked at Equitable Advisors LLC and Fairwood Golf & Country Club. RBC Wealth Management serves a diverse client base, including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers and tailored strategies based on client risk profiles.

Ava Jaksha is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation. Prior to joining Ameriprise, she worked at LPL Enterprise LLC and has a background that includes completing her education at the University of San Diego. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

William Foster is a financial advisor with RBC Capital Markets. He holds a Series 66 designation and has experience working at Valor Equity Partners and Starbucks Coffee Company. He is based in Bainbridge Island, WA. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Jayna Van Stone is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Additionally, she is involved with Angelfish Swimming LLC, a recreation business she has operated since 2021. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and broad capabilities across retail and institutional markets.

Wing Yan Yuen is a financial advisor at Edelman Financial Engines with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Edelman Financial Engines, Wing Yan Yuen worked at JPMorgan Chase Bank, J.P. Morgan Securities, Raymond James Financial, Raymond James & Associates, and Public Consulting Group. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining a committee-driven modeling process with planner delivery and online tools. The firm offers both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios, periodic rebalancing, and long-term orientation.

Derek Glynn is a financial advisor with UBS Financial Services in Everett, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and model-based asset allocations in its client offerings.

Kevin Kramer is a financial advisor at Edward Jones in Kirkland, WA, with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones throughout his career since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Justin Von Gortler is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Ross Johnson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and five years of industry experience. He has worked at Charles Schwab Bank, Schwab & Co., Wells Fargo Clearing, JPMorgan Chase Bank, and other financial institutions. Charles Schwab & Co., Inc. serves 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 offers both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and centralized custody and order-routing arrangements.

Nellie Roubaud is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has held roles at Bank of America and Merrill since 2015, with a period of unemployment between 2018 and 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party teams, with customized portfolio implementation and various service features.

James Bennett Jr. is a financial advisor at Ameriprise with 36 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Bennett serves as a trustee on the Board of Directors at Whitworth University, where he participates on the Investment Committee. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research-driven analysis and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ryan Clay is a CFP® professional with 12 years of experience in the financial industry, all with Edward Jones since 2014. He holds a Series 66 license and is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Doug Miller is a financial advisor at Edward Jones in Mukilteo, WA, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Grace Roh is a financial advisor at J.P. Morgan Securities with 5 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Roh is based in Redmond, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating quantitative and qualitative research.

Diane Harper is a financial advisor with UBS Financial Services in Medina, WA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She has been with UBS Financial Services since 1989. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Spencer Kainz is a Financial Consultant at Fidelity Investments, a position he has held since 2021. His professional experience at Fidelity includes roles as a Planning Consultant from 2020 to 2021, Workplace Planning Consultant from 2018 to 2020, and Retirement Solutions Representative from 2017 to 2018. Spencer works with clients and their families to develop and maintain structured financial plans that incorporate their values, Fidelity's resources, and his expertise. He aims to partner with clients to empower them in working toward their financial success. He holds a California Insurance License.

Ningyi Chen is a financial advisor at J.P. Morgan Securities with two years of industry experience. Chen holds a Series 66 designation and has prior experience at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG frameworks where applicable.