Kristi Yankacy is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Microsoft for 18 years and in the Riverview School District for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Steven Northey is a financial advisor with UBS Financial Services in Sammamish, WA, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a partner in a family real estate partnership that owns and maintains a vacation property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jason Keser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ryan Guiberson is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the healthcare sector at Summit Surgical Inc. and Swedish Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Vaughn Sherman is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he manages a rental property in Long Beach, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services across a nationwide network of advisors and branches.

Connor Loveall is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Before rejoining Edward Jones, he worked in the fitness industry with companies including The Bay Club Company and Sammamish Fitness LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Robert Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior firms include Cetera Advisors LLC and First Allied Advisory Services, among others. He is also involved in Wright Capital Management LLC, a business entity established for tax and investment purposes. 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 financial planning and investment management services delivered through a broad network of advisors utilizing diverse strategies and technology tools.

Kevin Chang is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously at Voya Financial Advisors from 2016 to 2021. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and bespoke investment strategies.

Christopher Bruntz is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is involved with Soul Free, LLC, an LLC based in Snoqualmie, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branches.

Forrest Fielder Jr. is a financial advisor with UBS Financial Services in Fall City, WA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with UBS Financial Services since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and capital market assumptions.

Clifford Thomas is a financial advisor with Cetera in Sammamish, WA, holding a Series 66 credential and 27 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of advisory work, he is president of a tax preparation and accounting firm. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management through a multi-manager platform with various program options and affiliated managers.

Dale E. Young III is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 1997 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Lynn Thompson is a financial advisor with Ameriprise in Issaquah, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise in 2017, Thompson worked at Weldon Barber from 2012 to 2017. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Guannan He is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at HSBC Securities and Citibank. Outside of finance, he teaches jazz classes part-time at Step Up Dance Studio, a hip-hop and jazz dance studio for Chinese students in Seattle. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joseph Lyons is a financial advisor with LPL Financial in Duvall, WA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His background includes roles at Morgan Stanley, TD Ameritrade, Waddell & Reed, and running a business entity named 15 James. Outside of finance, he is involved in coaching high school softball and CrossFit. 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 services including financial planning, model portfolios, third-party asset management, and retirement advice, supported by technology tools, with a significant scale of discretionary assets and over 22,800 advisors.

Jason Glazier is a financial advisor with Edward Jones, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at Ameriprise Financial Services, Wells Fargo Clearing, and Merrill. Glazier has been with Edward Jones since 2019. 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 strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Jill Poppe Loveall is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2009. She holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Kelli La Belle is a financial advisor with Edward Jones in Issaquah, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, she worked at Mercer & Co. and has been involved in the dance instruction field for over a decade. She also teaches dance classes to children aged 3 to 18 at Inspire Academy of Dance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers various advisory programs and strategies, including discretionary and non-discretionary wrap fees, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Tait serves as Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2018. He is dedicated to helping investors develop, implement, and maintain financial plans that address their objectives, with a focus on guiding clients toward financial independence with confidence. Kyle has been with Fidelity Investments since 2001, progressing through various positions including Vice President, Financial Consultant (2012-2018), Account Executive (2011-2012), Investment Representative (2009-2011), Relationship Manager (2009), Financial Representative (2008-2009), and roles in Investments and Service Trading from 2001 to 2004. He holds a California Insurance License.

Jeremy Rainwater is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He worked at Metlife Securities from 2015 to 2017 before joining Mass Mutual Investors Services and MassMutual Life Insurance Co, where he has been since 2016 and 2017 respectively. He serves on the finance committee of a nonprofit focused on empowering young girls. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and provides a range of programs including investment management and educational seminars.