Juneil Lee is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes roles at various J.P. Morgan entities since 2018, with prior experience at Sprint and involvement with a Korean BBQ restaurant. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm operates as both a broker-dealer and registered investment adviser, combining institutional advisory services with brokerage and investment management capabilities.

Charles Lewis is a financial advisor with LPL Financial in Seattle, WA, holding a Series 63 designation and 41 years of industry experience. He has worked at LPL Financial since 2008, following roles at Ameriprise Advisor Services and Raymond James Financial Services. Outside of advising, he is involved in selling fixed insurance products through various independent insurance agencies. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sherryl Adair is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. Its services include written recommendations on various planning topics and an option to combine planning with managed-account programs under consolidated billing.

Mckayla Yang is a financial advisor at Morgan Stanley with less than one year of industry experience. She holds a Series 66 designation and has prior work experience at Deloitte & Touche LLP and as an instructor at the University of Washington Bothell. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Jules Gimbernat is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and with 34 years of industry experience. His prior firms include Merrill, Wells Fargo Advisors LLC, and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with several wholesale and distribution businesses as well as a recreation company. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach utilizes structured discovery, proprietary tools, and economic modeling to tailor plans, while generally acting in an advisory capacity.

David Bolson is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to assist clients with their financial goals.

Stephanie Lillibridge is a financial advisor with Edward Jones in Kirkland, WA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Level Up and school districts in Everett and Northshore. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. 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.

Sean Mc Williams is a financial advisor at Ameriprise with 22 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for 17 years. He is also the owner of McWilliams Lewis Team LLC, a financial advisory business based in Kirkland, WA. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Dale Carey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been affiliated with Cetera and its related entities since 2017 and also owns and serves as president of Pathfinder Financial, a financial services firm. Carey has additional experience selling fixed insurance products including life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party investment solutions.

Thomas Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, D.A. Davidson & Co., and Piper Sandler & Co. Kelly is based in Lynnwood, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial activities.

Rachel Teo is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 11 years before joining Morgan Stanley Smith Barney LLC in 2026. 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 employs a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

Gregory Riggs is a financial advisor with LPL Financial in Bothell, WA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2020 to 2023, and at KMS Financial Services, Inc. from 2001 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Espen Platou is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and previously worked at Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of his advisory role, he is active in insurance sales and service for multiple carriers through his positions with Pacific Capital Resource Group Inc. and Ascent Wealth Solutions. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment tools and third-party platforms to offer customized portfolio management.

John Kakarigi is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Michael Burke is a financial advisor at Edward Jones in Everett, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience in construction, utilities, aerospace, telecommunications, and employment services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Dustin Meade is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, Robinhood, and TD Ameritrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Keith Haller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He previously worked for Edward D. Jones & Co., L.P. for 25 years prior to joining Raymond James. Outside of advising, he is involved with private investment activities through Amason Corporation and has a partnership interest in Calmont Properties LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, supporting implementation through advisory programs and maintaining specialized municipal and SIMPLE IRA consulting services.

Priscilla Braden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked in retail and education roles, including positions at Home Depot and Dunlap School District. Edward Jones is a full-service wealth management firm serving over four million 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 manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ryan Fleming is a financial advisor with Osaic Wealth, Inc. based in Kirkland, WA. He holds the CFP® and ChFC® designations along with a Series 66 license and has 25 years of industry experience. Prior to joining Osaic in 2020, Fleming spent 19 years at Hornor Townsend & Kent Inc. and has been associated with Pacific Capital since 2001. Outside of advising, he serves as a play clock operator for NFL games and is a partner in an insurance sales and service firm. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of advisors and advisory platforms. The firm offers a wide range of integrated brokerage and advisory services, leveraging asset-allocation tools and third-party solutions to manage portfolios containing various asset types on discretionary or non-discretionary terms.

Robin Lin is a financial advisor with Lin & Company, LLC in Kirkland, WA, holding a Series 66 designation and with 21 years of industry experience. He has operated under Tanji Group, LLC doing business as Lin & Co since 2012. Lin & Company, LLC is an independent firm serving clients with personalized financial advisory services.