Gina Humphries is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and bringing four years of industry experience. She previously worked at Edward Jones for five years and has diverse professional experience including roles at Molen Orthodontics and Fleet Feet Sports Bonney Lake. Outside of her advisory work, she has a minor involvement as an affiliate in a multi-level marketing vitamin company. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates proprietary investment research and algorithmic tools to provide personalized, tax-aware retirement recommendations.

James Jenkins is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles with Waddell & Reed, Inc. and operating retirement and investment planning services through Greater Puget Sound Solutions. Outside of his advisory work, he serves as Vice President of Shari & James Jenkins Inc. 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, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Michael Okinaka is a CFP® with 12 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also an independent insurance agent representing various insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by research and model portfolios.

Chelea Lawrence is a CFP® with 16 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.

Kendal Young is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2023, he held roles at DoorDash, Bbot, Europe Express, and GR Golf Performance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and research from its Chief Investment Office and Global Research teams to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Meenakshi Sharma is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2017 and has worked at Wells Fargo Bank NA since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ying Hu is a financial advisor at J.P. Morgan Securities with nine years of industry experience. Her prior roles include positions at Bank of America, Merrill, Pruco Securities LLC, and The Prudential Insurance Company of America. She holds Series 63 and Series 65 designations. 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.

Hannah Grossblatt is a CFP® with six years of industry experience, currently with RBC Capital Markets. She previously worked at UBS Financial Services and City National Bank. Grossblatt serves on the Board of Directors for the Bellevue Chamber of Commerce and acts as a UBS relationship manager for the Seattle Chamber of Commerce. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized portfolios and a range of advisory programs that include discretionary and non-discretionary management, financial planning, and brokerage services.

Sergio Colon is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked in various financial and non-financial roles, including at Peoples Bank, Chase Bank, and Caliber Home Loans. Outside of advisory work, he serves as an assistant football coach for a high school team in Bothell, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Yun Risher is a financial advisor with Wells Fargo Clearing in Lynnwood, WA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. Risher has been with Wells Fargo Clearing Services, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Guizzetti is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He has been with Thrivent Investment Management and Thrivent Financial for Lutherans since 2013. He holds Series 65 and Series 63 credentials. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Heather Roy is a Series 66 licensed financial advisor with Morgan Stanley in Seattle, WA, and has four years of industry experience. Prior to her advisory role, she worked at RoundGlass LLC and practiced law at her own firm, the Law Office of Heather M. Roy, for thirteen years. She is also Vice President and Secretary of a family-owned business, Royal Cedars Limited, which is involved in passive income related to her spouse’s employment. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services through financial advisors and specialized planning groups.

Michael Copelan is a financial advisor at Merrill Lynch Wealth Management who works primarily with high net worth individuals and families, typically with a net worth between $3 million and $10 million. He focuses on providing comprehensive and coordinated financial strategies that incorporate wealth management, tax efficiency, estate planning, banking, and lending services through Bank of America, N.A. Michael emphasizes building trust, simplicity, and long-term vision in his client relationships to help them align their wealth with their goals. With over nine years of experience in financial services, Michael supports clients who are often business owners, executives, or professionals managing various financial priorities including retirement planning, real estate, equity compensation, and multigenerational wealth transfer. His practice is centered on proactive and personalized financial planning, assisting clients to simplify complexity and make confident decisions for generational wealth preservation. Michael holds a Bachelor's degree from Berry College and is a CERTIFIED FINANCIAL PLANNER (CFP), as well as holding designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He lives on the Olympic Peninsula with his wife and three children and is involved in community activities such as the Bainbridge Book Festival, Jefferson County Soccer Club, Port Townsend Film Festival, and Port Townsend Friends of the Library.

Nina Mae Jasmine He is a financial advisor at Fidelity with Series 66 credentials and two years of industry experience. She has held roles at Fidelity Investments since 2021 and has prior experience in the credit union and food service sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Jennifer Heise is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Terra Plata. Outside of finance, she has experience in environmental management and the restaurant industry. 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 solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Joseph Leedom is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Before joining LPL Financial in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. 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 various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Rebbie Thomas is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 66 designations and 24 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC and Banc of America Investment Services, Inc. Thomas serves as treasurer for the Bainbridge Booster Club Cheer Boosters. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related products and bank deposit sweep options.

Jacob Benson is a CFP® professional with three years of industry experience, currently affiliated with Wells Fargo Clearing. His prior experience includes roles at Parcion Private Wealth, Corient Services, and Columbia Pacific Wealth Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from internal and external sources with diversification principles and modern portfolio theory to evaluate investment options.

Becky Scott is a financial advisor at Robert Baird & Co. in Renton, WA, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert Baird since 2014. Outside of her advisory role, she serves as a troop leader for the Girl Scouts of Western Washington and is the treasurer for the Maple Hills Marlin Swim Team. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, pensions, and institutions. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers, and provides municipal advisory and public finance services alongside its investment offerings.

Aparna Srikanth is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Wells Fargo Bank and Wells Fargo Clearing since 2022 and 2023, respectively, following a period as a homemaker. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s investment offerings include a broad range of vehicles, such as insurance-related products and bank deposit sweep options, distinguishing it from many large institutional advisers.