Michael Wallblom is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previous work experience with Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Adam Walters is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member at Sand Point Country Club in Seattle, participating in governance activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm offers institutional trading capabilities alongside wealth management, supported by proprietary research and a wide range of capital markets services.

Brad Weiner is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2004. Outside of his advisory role, he is a partner in a real estate property partnership inherited from his family. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Carolyn La Favers is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Madelyn Kim is a financial advisor with Charles Schwab, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at TD Ameritrade and JP Morgan Securities. She is based in Seattle, WA. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and oversight.

John Bailey is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Stadium Wealth Management LLC and Waddell & Reed, Inc. Outside of his advisory work, he has been involved in local business and community organizations in Tacoma, Washington. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management through a network of investment adviser representatives.

William Gribble is a financial advisor with LPL Financial in Des Moines, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Robert Baird & Co. for six years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jacob Savary is a financial advisor at Edward Jones in Gig Harbor, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2025, he worked at Ameriprise Financial Services LLC and has a varied background including roles in education, retail, and gym management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Jon Mcmillan is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 credential and totaling 26 years of industry experience. He has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Natasha Bugarin is a financial advisor with Edward Jones in Gig Harbor, WA, holding her Series 66 credential and having one year of industry experience. Prior to joining Edward Jones, she worked in pharmacy roles at Olympic Pharmacy and Pacific Pharmacy Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Cheng Lan Chi is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Wells Fargo Clearing in 2023, Cheng worked at Wells Fargo Bank, N.A. starting in 2017. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shane Doughman is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at United Parcel Service for four years and has held positions in various other industries including wellness and fitness. 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 supported by a nationwide network of financial advisors and branch offices.

Jackson Miller is a CFP® and Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices. The firm operates under a fiduciary standard and provides additional services including tax-efficient strategies, separately managed accounts, and affiliated mutual funds.

Mason Azose is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Homestreet Bank, First Sound Bank, and US Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework.

Daniel Evans is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Evans is president of the Palmer Mutiny Bay Homeowners Association in Freeland, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Erin Jones is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses. She has experience working at Wells Fargo Bank, FMTC, and Coupilia, with a total of several years in the financial industry. Outside of her advisory role, she is a co-trustee of a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jessica Rueber is a financial advisor with Edward Jones in Gig Harbor, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked in family counseling and social services roles. Outside of her advisory work, Rueber provides family counseling services and is a distributor of hair and skin products for personal and family use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and fiduciary advisory services. The firm is noted for its extensive advisor network and affiliated financial capabilities.

Marc Warren is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securian Advisors Northwest, Minnesota Life Insurance Co., Securian Financial Services, Inc., PRUCO Securities, LLC, and The Prudential Insurance Company of America. Warren is also involved in selling medical, dental, vision, life, disability, and property and casualty insurance through PNW Financial Benefits & Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Michael Flewelling is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. Prior to that, he was employed at Becu and Vantiv. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Thomas King Jr. is a financial advisor with Raymond James & Associates in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he serves on the advisory board for the Academy of Finance, a nonprofit organization, and is a director on the board of Neighborhood Lending Partners. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and consulting services with a range of portfolio management styles, and it is notable for providing municipal advisory services alongside market-making and execution roles in municipal and government bonds.