Schanice Staples is a financial advisor at Cetera with 11 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with Northwestern Mutual and Foresters Financial Services. Outside of her advisory role, she co-chairs professional development events for the Urban League Metropolitan Seattle Young Professionals and has developed a mobile application through her own business, Aesthetics Plus. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment options.

Benjamen Fagerlind is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Anthony Nakata is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. He serves as co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Raquel Pederson is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and six years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent over two decades at St Joseph Regional Medical Center. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with market analysis to support its financial advisory process.

Brady Redington is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Wells Fargo Clearing Services LLC, and Mainspring Wealth Advisors LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and a broad affiliate network.

Bradley Dijulio is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 15 years of industry experience. He previously worked at NBC Securities, Inc. for four years before joining LPL Financial in 2019. Outside of his advisory role, he owns Blue Bard LLC, a business unrelated to investments. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives. The firm provides discretionary and non-discretionary management, model portfolios, and a variety of investment products supported by proprietary and third-party research.

Steven Bennett is a financial advisor with Edward Jones in Issaquah, WA, holding Series 63 and Series 66 licenses and over 36 years of industry experience. He has been with Edward Jones since 1989. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lu Song is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of his advisory role, he owns and manages residential rental properties through his real estate businesses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements using firm-approved tools and also conducts educational seminars.

William Wilson II is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored using proprietary research and model-based asset allocations.

John Oman is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2018, and previously worked at Northwestern Mutual and Stubblefields. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Felix Johnson is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at 3M and has a varied background including roles in retail and self-employment. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Marcus Sarzalejo is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2007 in various roles of increasing responsibility. In his current position since 2022, he advises clients and their families on financial matters by integrating investment planning, retirement planning, tax-efficient investing, and legacy considerations into individualized wealth strategies. Marcus leverages Fidelity's resources to provide clients with coordinated financial planning across generations. His professional experience includes roles such as Financial Consultant, Investments Consultant, Financial Representative, Retirement Relationship Manager, and Investment Solutions Representative within Fidelity Investments, spanning from 2007 to the present. Prior to joining Fidelity, he served as Client Service Supervisor at National Benefits Partner from 2003 to 2007. Outside of his professional work, Marcus has interests in fitness, movies, parenthood, reading, skiing, and snowboarding.

Cynthia Gammon is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at National Planning Corporation and with Helene Robertson, CFP National Planning Corporation. Outside of her advisory role, she is associated with a business entity for tax and investment purposes, Sanjay A. Das CFP LLC. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Priscilla Suhre is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and 25 years of industry experience. She has been associated with LPL Financial and Boeing Employee Credit Union Everett since 2009. Suhre is a licensed insurance agent providing fixed annuities, life insurance, and long-term care insurance as part of her investment and planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Aidan Collins is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He joined Equitable Advisors in 2025 and has prior experience at Paccar, Inc., McCaffery, Nolte & Associates, and the Snoqualmie Valley School District. Collins attended Gonzaga University from 2021 to 2025. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Alexandra Nelson is a financial advisor with Mass Mutual Investors Services in Bellevue, WA. She holds a Series 66 designation and has seven years of industry experience. Her work history includes roles at MML Investors Services, MassMutual Life Insurance, and Greystar, as well as experience at Washington State University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative client relationships to develop tailored recommendations.

Jason Hewett is a financial advisor with Cetera who holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services. Outside of advisory work, Hewett is an independent insurance agent and owns an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Jason Clark is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates closely with clients to develop personalized financial plans tailored to their specific goals. He emphasizes building trust and dependability as the foundation of his client relationships. Jason holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, he has interests in concerts, cooking and baking, golf, parenthood, snowboarding, and traveling.

James Oneil is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with RBC Capital Markets since 2008. In addition to his advisory work, he writes a biweekly investment article for The Hearld, a small private daily newspaper, a role he has held since 1996. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Christopher Johnson is a CFP® professional at Equitable Advisors with four years of industry experience. He has worked at Equitable Advisors since 2021 and has also been involved with Seattle Public Schools during the same period. Prior to his current roles, he spent seven years with FirePro LLC and two years at Oregon State University. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.