Eveline Tien is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she serves as a primary point of contact for Private Wealth Management clients and their families. She focuses on delivering personalized service and support, facilitating conversations around wealth planning, and building strong client relationships to ensure a seamless experience. Eveline has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, she held positions such as Portfolio Administrator at Pacific Portfolio Consulting and Customer Service Coordinator at Capital One Investing and ING Direct Investing. Outside of her professional work, Eveline has interests in art, board games, camping, family activities, parenthood, and puzzles.

Brett Ferguson is a financial advisor with Ameriprise Financial Services in Renton, WA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Ameriprise since 2013 and is also involved in managing an advisory business through Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and annual retirement-income planning advice. The firm’s approach includes asset allocation guidance, tax-aware withdrawal strategies, and Social Security claiming options, supported by internal research and third-party data.

Hsin Yi Kao is a financial advisor with Merrill, holding a Series 66 designation and based in Renton, WA. Kao has experience with CSOP Asset Management Limited from 2019 to 2024 and has been with Merrill and Bank of America since 2026. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Vertrees is a financial advisor with LPL Financial in Tukwila, Washington, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at LPL Financial since 2002. 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 financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services, with investment strategies supported by in-house and third-party research.

Eric Eversole is a financial advisor with Ameriprise in Kent, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic tools overseen by specialized committees to support its planning process.

Scott Beusch is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2014. Based in Covington, WA, he serves clients through the firm's institutional platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies under a fiduciary standard, supported by a nationwide network of more than 23,700 advisors and 15,100 branch offices, with approximately $1.01 trillion in assets under management.

Ngoc Manivanh is a financial advisor with Primerica Advisors in Federal Way, WA, holding Series 63 and Series 65 credentials and with 28 years of industry experience. She has been associated with Primerica Advisors since 1996 and operates Ngoc T Manivanh, LLC, a business formed for Primerica-related activities. Outside of advisory work, she is involved in the sale of home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap fee structure and maintaining authority over its investment models.

Karri Bruntz is a financial advisor with Edward Jones in North Bend, WA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she serves as an agent for several LLCs related to Edward Jones joint ventures and other business entities. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Jason Hamlin is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with UBS Financial Services since 2005. Outside of his advisory work, he is co-owner of Joey Hamlin Photography and serves as an assistant lacrosse coach at Auburn Riverside High School. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Aaron Smith is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Ameriprise since 2008. Outside of his advisory role, he is involved in managing an advisory business through Heritage Wealth Advisors LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Eric Callison is a CFP® and ChFC® with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of advisory services, he co-owns a commercial rental property in Black Diamond, Washington, with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the country.

James Nguyen is Vice President and Financial Consultant at Fidelity Investments, where he focuses on developing personalized financial plans tailored to his clients' unique needs and goals. He has held this position since 2025. Prior to his current role, James worked in various positions at Fidelity Investments, including Financial Consultant from 2021 to 2025 and Planning Consultant from 2020 to 2021. His earlier experience includes serving as a Financial Advisor at Merrill Lynch, Bank of America from 2017 to 2020 and as a Relationship Banker at JPMorgan Chase from 2016 to 2017.

Steven Schob is a Branch Leader at Fidelity Investments, where he oversees a team of investment professionals dedicated to enhancing the planning experience for clients. In this role, he focuses on fostering deeper client relationships, comprehensive planning, and promoting a culture of continuous improvement. Prior to his current position, Schob held various roles at Fidelity Investments including Financial Consultant, Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate, gaining extensive experience in financial consulting and investment solutions from 2020 onward. He holds a California Insurance License. Outside of his professional responsibilities, Steven Schob enjoys recreational activities such as golf, hiking, sailing, scuba diving, and traveling.

Sara Sas is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She previously operated a massage therapy business in Kent, Washington, from 2015 to 2021. At Edward Jones since 2021, she serves clients from Auburn, Washington. 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 advisory programs and maintains a large network of advisors and branch offices across the country.

Sharona Chandra is Vice President and Wealth Planner at Fidelity Investments. In this role, she assists clients and their families in navigating significant financial decisions throughout various life stages. She collaborates closely with clients to understand their values, aspirations, and priorities, co-creating financial plans aimed at wealth accumulation, retirement readiness, wealth transfer, and legacy planning. Sharona began her career as a Private Client Banker at JP Morgan Chase from 2019 to 2023. She then held several positions within Fidelity Investments, progressing from Investment Consultant (2023-2024) to Financial Consultant (2024-2026), before assuming her current role in 2026. Her expertise spans wealth planning and investment consulting. Outside of her professional pursuits, Sharona has interests in art, cooking and baking, hiking, painting, and traveling.

Emily Bahr is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 22 years of industry experience. She previously worked at Foresters Financial Services and Foresters Advisory Services before joining Cetera in 2019. Outside of her advisory role, she serves as vice president of the Hilltop Elementary PTSA, secretary for the Ashbrooke Homeowners Association, and treasurer for the Brier Terrace Middle School PTSA. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and program structures.

Conner Elliott is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Costco Wholesale Corporation and Washington State University. Elliott is also employed at Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations delivered in partnership with its financial advisors.

Laura Urban is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Ryan Baker is a financial advisor with Edward Jones in Renton, WA. He holds a Series 66 designation and joined Edward Jones in 2025 after a 32-year career at Quality Food Centers. Outside of his advisory role, he is involved in rental property maintenance in Edmond, OK. 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 strategies, supported by a nationwide network of advisors and branch offices.

Benjamin Bisnett is a financial advisor with Edward Jones in Buckley, Washington, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Clarity Capital Management, LPL Financial, LLC, and Invest Financial. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large national network of advisors and branch offices.