Deena Bortscheller is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Principal Securities Inc. since 2016 and with Principal Life Insurance Company since 2007. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Stephen Cooke is a financial advisor with Ameritas Advisory Services, LLC in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has held roles at Ameritas and MassMutual-affiliated firms and owns Highlands Insurance & Retirement Solutions, LLC, where he serves as President. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management, financial planning, and retirement plan advisory services, utilizing model portfolios, mutual funds, ETFs, and individual securities across discretionary and non-discretionary platforms.

Stephanie Ispas is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she worked in retail and educational roles, including at Sephora and Mathnasium. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a variety of investment vehicles and fund structures.

Donald Kaplan is a CFP® professional with three years of experience at Equitable Advisors. Prior to joining Equitable, he spent 28 years at Phillips 66 and held positions at Cipher Skin and Boyett Petroleum. He is also the president and sole proprietor of Kaplan Peak Performance Consulting, LLC, a management consulting business maintained to provide minor accounting and administrative support. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through Investment Adviser Representatives and third-party managers.

Alex Cormier is a Financial Consultant at Fidelity Investments, where they have been serving since 2025. Prior to this role, Alex held positions as an Investment Consultant, Relationship Manager, and Financial Representative within Fidelity Investments from 2022 to 2025. Alex works closely with clients to define and understand their specific financial goals, developing personalized plans to align with their vision and provide confidence and structure across their portfolios. Collaborating with a Wealth Management Team, Alex executes these plans efficiently for clients and their families. Alex's approach emphasizes building a foundation of trust through understanding what is important to each client. This client-centered strategy supports the development of tailored financial solutions. Outside of their professional responsibilities, Alex enjoys art, family activities, golf, outdoor adventures, parenthood, and spending time with pets.

Po Wei Chang is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 23 years of industry experience. He has worked at MML Investors Services Inc and MassMutual Life Insurance Co since 2007. Outside of his advisory role, he is also an insurance agent. 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 annual planning engagements and a range of investment programs and educational seminars.

Nick Negi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity in 2020, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, Nick worked as a Relationship Manager at First Tech Credit Union and Addison Avenue Investments from 2018 to 2020, and as a Financial Advisor at Edward Jones in 2018. Nick focuses on partnering with clients to understand their financial situations and priorities, creating and executing tailored financial plans. He emphasizes providing excellent customer service and fostering long-term relationships between clients and Fidelity. Outside of his professional work, Nick enjoys playing badminton and watching movies.

Danny Edwards is a financial advisor with Edward Jones in Duvall, WA, holding the ChFC® designation along with Series 63 and 66 licenses. He has 29 years of industry experience, all with Edward Jones since 1997. Outside of his advisory role, Edwards serves on the Riverview School District Board of Directors and has held leadership positions with the Washington State School Directors Association, including President and Past President. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Taylor Sporcic is a financial advisor at Edward Jones in Issaquah, WA, holding the ChFC® and Series 66 designations with seven years at Edward Jones and a total of four years of industry experience. Prior to joining Edward Jones, he worked at Auburn License Agency and Gosney Motor Parts Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network.

Brandon Roberts is a financial advisor with Mass Mutual Investors Services in Snoqualmie, WA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2001. Outside of his advisory role, he is also a licensed agent involved in life, health, disability income, and long-term care insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational services, utilizing firm-approved analytical tools to develop collaborative, written financial recommendations.

Steven Bennett is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Jason Hewett is a financial advisor with Cetera and holds the Series 66 designation. He has seven years of industry experience, including prior roles at Voya Financial Advisors and Cetera Wealth Services. Hewett is also an independent insurance agent and owns an expense management business, PlanningPoint, LLC. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Jason Collins is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing 19 years of industry experience. His career includes roles at Morgan Stanley, Merrill, and Chase Investment Services before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2012. Outside his advisory role, he is involved with JNCM Properties LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence.

Yuchi Arnold is a Series 66-licensed financial advisor at J.P. Morgan Securities with five years of industry experience. Prior to joining J.P. Morgan in 2025, Arnold worked at Wells Fargo and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence.

Desiree Anderson is a financial advisor with Edward Jones in Monroe, WA, holding a Series 66 designation and six years of industry experience. She served in the U.S. Navy for 22 years and began working at Edward Jones in 2019. Outside of her advisory role, she occasionally assists with office tasks at a family-owned construction business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm supports over 23,000 advisors nationwide and manages approximately $1.01 trillion in assets under management.

Rodney Tameno is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding a Series 66 designation and six years of industry experience. His career includes roles at Wells Fargo Clearing and National Securities Corporation, with nearly a decade at VFinance Investments. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to deliver customized recommendations, integrating advisory services with other financial products and referral channels.

Nate Flood is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. In this position, he serves as a trusted partner for clients and their families, focusing on understanding each client's unique circumstances, needs, and concerns. Nate's experience in the financial services industry includes various roles at Fidelity Investments since 2018. Prior to his current position, he worked as a Financial Consultant from 2020 to 2023, Investment Consultant from 2019 to 2020, Relationship Manager from 2018 to 2019, and Financial Representative in 2018. He began his career as a Financial Representative Apprentice at Veritude, LLC from 2017 to 2018.

Janet Mc Ghee is a financial advisor with Raymond James Financial in Issaquah, WA, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Equitable Advisors, LLC, Hall & Dornan Capital Partners, and Neat Method. She serves as a co-trustee of Mother's Trust, Viola Bowie. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs, with capabilities in municipal and public finance as well as specialized employer advisory services.

Kenneth Woodsum is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Financial Advisor at LPL Financial from 2023 to 2025. In his professional capacity, Kenneth focuses on helping clients organize their financial picture, evaluate tradeoffs, and make informed decisions aligned with their unique goals. He emphasizes building financial planning relationships based on trust, transparency, and clear communication. Kenneth aims to create a collaborative experience where clients feel heard, supported, and empowered to move forward with confidence. Outside of his professional work, he enjoys various personal interests including camping, cooking and baking, hiking, photography, reading, and swimming.

Jere Meyer is a financial advisor with Cetera based in Redmond, WA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior experience includes roles at Parker, Smith & Feek, FSIC, and Professional Benefit Services. He serves on the board of a nonprofit organization, Bridge Ministries. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, 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 affiliated and third-party investment options.