Necia Fuller is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets resources.

Jack Winter is a CFP®, ChFC®, and Series 63 credentialed advisor with 38 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Woodinville, WA office. Outside of his advisory work, Winter owns and operates a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and tax-aware withdrawal strategies designed for clients approaching or in retirement.

Zachary Sweeny is a financial advisor with LPL Financial in Lynnwood, WA, holding a Series 66 designation and 15 years of industry experience. He previously worked for Waddell & Reed, Inc. and various insurance carriers for W & R Insurance Agencies from 2011 to 2021. 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, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Joseph Rebich Crowley is a financial advisor at Merrill with a Series 66 credential and 11 years at the firm, including 3 years of industry experience. He is listed as executor of a family estate, though he is not currently serving in that capacity. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Johnette Fulton is a Series 66-registered financial advisor at Ameriprise in Bothell, WA, with four years of industry experience. Prior to joining Ameriprise in 2021, she held roles in the hospitality and interior design sectors, including positions at Amaro Bistro and Classic Touch Interiors and Staging. 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 recommendations and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Colby Mayberry is a CFP® and Series 66-licensed financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, he worked for seven years at Terex Utilities Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed accounts, and affiliated investment products supported by a large national network of advisors and branch offices.

Micah Blair is a CFP® and ChFC® with 27 years of experience at Edward Jones. He has been with the firm since 1999 and is based in Edmonds, WA. Outside of his advisory role, he serves on the Woodway Town Council, participating in local governance and planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Cherri Zhou is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She collaborates with clients and their families to understand their personal investing priorities and builds personalized financial plans tailored to their full financial picture. Cherri works with a diverse client base, including individuals from various cultural backgrounds, industries, and experience levels, helping them make informed financial decisions throughout their life journey. Cherri's experience in the financial industry includes roles at Fidelity Investments such as Financial Consultant from 2022 to 2025 and Planning Consultant from 2021 to 2022. Prior to that, she worked at Charles Schwab as an Associate Financial Consultant and Client Relationship Specialist between 2019 and 2021. She holds a California Insurance License. Outside of her professional work, Cherri engages in activities such as gardening, hiking, outdoor adventures, reading, and traveling.

Laura Thramer is a financial advisor at Edward Jones in Edmonds, Washington, with five years of industry experience. She has worked at Edward Jones since 2020 and previously spent ten years at All Star Directories. Laura holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets, supported by a nationwide network of over 23,700 financial advisors.

Lance Jacobsen is a financial advisor with Edward Jones in Mountlake Terrace, WA. He holds a Series 66 designation and has 14 years of industry experience, all with Edward Jones. Outside of advising, he manages a rental property in Puyallup, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Yaroslav Dunlap is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including positions at T-Mobile and Angi Home Services Inc. Outside of finance, no additional business activities are noted. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Uriah Halpin is a financial advisor with Ameriprise in Bothell, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns and manages Healthy Balance, LLC, an investment-related business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies and employs a combination of research, modeling, and tax-efficiency analysis in its retirement planning approach.

Hayley Newman is a CFP® and Series 66-registered financial advisor with Raymond James Financial in Bothell, WA, bringing three years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., as well as Ross Financial, where she held an associate position. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary approaches supported by analytical modeling and risk profiling.

Jason Trichler is Senior Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been since 2001. He began his financial services career in 1997. Jason holds a Bachelor's degree in Economic Geography from the University of Washington and has studied pension and investment management at the University of Pennsylvania's Wharton School of Business. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Additionally, he holds various FINRA registrations including Series 3, 4, 7, 9, 10, 24, 52, 53, 63, and 65. Jason focuses on delivering personalized wealth management strategies for high net worth families, executives, business owners, and non-profit institutions. His areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. In his role as a Senior Portfolio Manager, he manages discretionary investment strategies combining individual securities, Merrill Lynch models, and third-party strategies. Born and raised in Seattle, Jason has lived in Kingston since 2006, where he raises his three sons. He has been actively involved in community organizations such as the North Kitsap Boys and Girls Club, where he currently volunteers. Previously, he spent 14 years as a head coach for the North Kitsap Pee Wee basketball league. His personal interests include skiing, hiking, golfing, cooking, gardening, scuba diving, traveling, and spending time with his family.

Mark Logsdon is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with 19 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following a year at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Jason Therrell is a financial advisor with UBS Financial Services in Edmonds, WA, holding a Series 66 credential and 27 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Therrell owns several personally managed businesses unrelated to investment advisory services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Its advisors use proprietary research and model-based allocations to tailor plans to clients’ goals and risk tolerances.

Jamie Chambers is a CFP® professional with 25 years of experience in the financial services industry. He has been with Ameriprise since 2000, including his current role at Ameriprise since 2020. He is the sole owner and manager of J. Chambers, LLC, a business entity established for future use. Ameriprise provides retirement-income planning services primarily aimed at individuals approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement income recommendations.

Thomas Mercer is a financial advisor with LPL Financial in Woodinville, Washington, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His prior roles include positions at BECU Investment Services, First Tech Federal Credit Union, and Raymond James Financial Services. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Garrett Sloan is a financial advisor with Charles Schwab in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s investment approach emphasizes multi-asset model portfolios with strategic asset allocation, delivered primarily through non-discretionary advisory relationships alongside access to discretionary separately managed accounts.

Zecheng Ye is a financial advisor with LPL Financial holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at JP Morgan Chase and Equitable Advisors. 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 portfolio programs, third-party asset management, and institutional platforms.