Lance Nekota is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Boeing Employee Credit Union and LPL Financial for 15 years. 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, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research to support diversified investment strategies.

Ward Simmonds is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and 11 years of industry experience. His career has been primarily with Wells Fargo, including Wells Fargo Bank and Wells Fargo Advisors. Outside of his advisory role, he works as a food delivery driver for DoorDash. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad range of individual, corporate, and institutional clients, supported by extensive research and analytics and offering both brokerage and advisory solutions.

Derrik Hanusz is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019, following five years at Tenneco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Jordan Pomeroy is a financial advisor at Edward Jones in Burien, WA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as the School Commission President for Holy Rosary School in Seattle, advising on school and financial matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jean Adams is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 32 years of industry experience, including roles at Wells Fargo Advisors LLC, Banc of America Investment Services, Inc., and Seafirst Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm follows an IPS-driven process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options in its investment menus.

James Sabbatini is a financial advisor at J.P. Morgan Securities in Seattle, WA, with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent, Voya Financial, and Lincoln Financial Group. Sabbatini also has experience at Exchange Right Real Estate LLC. J.P. Morgan Securities 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.

Kimo Zachary Tago is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Northwestern Mutual and the University of Hawaii. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Geoffrey Wilwerding is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and 65 licenses and 34 years of industry experience. He has been with UBS since 1995. Wilwerding volunteers on the investment committee of the Seattle Waldorf School, participating in biannual reviews of the school's endowment investments. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, providing a broad set of investment and capital markets solutions.

Jon Oling is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors before joining Charles Schwab in 2025. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers primarily non-discretionary investment guidance combined with access to discretionary separately managed accounts, delivering multi-asset model portfolios and alternative investment options.

Kalia Mills is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with 13 years of industry experience. She has worked previously at UBS Financial Services and Wells Fargo Clearing, and has a background that includes a role at James Real Estate Group & JREG Construction. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Vern Barg is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Mathew Dailey is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with LPL Financial and Boeing Employee Credit Union investment services since 2016. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Stephanie Dormann is a financial advisor with Primerica Advisors in Belfair, WA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1999. Dormann serves as a board member and treasurer for The Hub Senior Center, a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Allen Murray is a CFP® professional with 25 years of industry experience. He has worked at Ameriprise since 2022 and previously spent 17 years with Edward Jones. His other business activities include ownership of a single-family real estate property unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice through a written Recommendation Report and ongoing support, focusing on income sources and tax-aware withdrawal strategies.

James Bentley is a financial advisor with LPL Financial based in Seattle, WA, holding a Series 66 designation and 14 years of industry experience. He has worked at Royal Alliance Associates and served as an adjunct professor of entrepreneurship and industrial technologies at Cal Poly State University, San Luis Obispo. Outside of advising, he is involved in several business ventures including owning an internet service provider and a company that manufactures medical training body parts. 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 provides a range of advisory and brokerage services with both discretionary and non-discretionary management options, supported by in-house and third-party research and technology-driven investment solutions.

Ellie Amann is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she held roles at Synopsys, BDO USA, and glassybaby LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm's approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Edgar Engelhardt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with J.P. Morgan in various roles since 2013. 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 when recommending investment strategies.

Nancy Tran is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2015 and has been associated with BECU (formerly Boeing Employee Credit Union) since 2012. 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 consulting services, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management.

Sylvie Thomas is a Series 66 licensed financial advisor with Wells Fargo Advisors in Seattle, WA, where she has worked since 2017 across affiliated entities. She has seven years of industry experience and has professional involvement as a notary public in Washington. Thomas also holds an ownership interest in Sylvie Thomas, LLC, and 1201 Investment Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo’s research and planning tools to deliver tailored recommendations.

Douglas Adams is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets solutions to support client strategies.