Ellie Amann is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 66 designation and is based in Seattle, WA. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she had professional experience with firms including Synopsys, glassybaby LLC, BDO USA, P.C., Brandy Melville, Madewell, and J. Crew. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates a forward-looking approach to capital markets.

Edgar Engelhardt is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process combines quantitative screening and qualitative research, incorporating forward-looking market assumptions and ESG criteria.

Nancy Tran is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2015. Prior to that, she worked at BECU (formerly Boeing Employee Credit Union) beginning in 2012. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Calvina Lum is a Series 66 licensed financial advisor at UBS Financial Services in Seattle, WA, with 27 years of industry experience. She has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Amanee Ali is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, NA from 2017. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Stephen Rouner is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior experience includes nearly a decade at Bank of America and Merrill. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jennifer Miller is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Douglas Smith is a financial advisor at Edelman Financial Engines with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Financial Engines Advisors L.L.C. and E*TRADE Capital Management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes diversified model portfolios, periodic rebalancing, and a combination of planner delivery with online tools to serve a large client base across various account types.

Naqib Azad is a Series 66 licensed financial advisor with J.P. Morgan Securities in Seattle, WA. He has nine years of industry experience, including prior roles at BMO Private Wealth and Pathstone Family Office. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and may incorporate an ESG eligibility framework.

Steven Jones is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signator Investors, Signator Financial Services, and First Washington Corporation. Jones serves as trustee for his late father's estate and related trusts and is a board member of the Sundin Beach Association. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.

David Brazier is a financial advisor at Edward Jones in Tacoma, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in roles including at Parachute Video Ads LLC and PSB Research. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and strategies. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Aminadab Lopez is a Series 66 licensed financial advisor at Thrivent Investment Management with three years of industry experience. He has worked with Thrivent and its affiliates since 2022. Outside of his advisory role, Lopez is involved with EPMS, a company that enhances customer service for property management firms through secret shopper evaluations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers combined planning and managed-account services through its WealthPlan program while maintaining separation between these offerings.

Richard Kang is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior positions include roles at Merrill and Banc of America Investment Services, Inc. He serves as president of his local homeowners association in Bellevue, WA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Salena Raved is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley, Ing Direct Investing, and Edward Jones. She is based in Seattle, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Daniel Wiersma is a financial advisor with LPL Financial in Gig Harbor, WA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes roles at Commonwealth Financial Network and SII Investments, Inc. He serves as president of Harbor Wealth Management, a business related to his LPL activities. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joshua Hummel is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Soundview Financial Group since 2009. He is also the owner and president of Soundview Financial Group, Inc., a private entity facilitating securities, advisory, and insurance business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager programs.

Craig Armstrong is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2014. Outside of his advisory role, Armstrong is also an insurance agent specializing in health insurance. 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 emphasizes collaborative, data-driven planning and offers various programs including divorce planning and employer-sponsored planning services.

Michelle Schroeder is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, UBS Financial Services, and Morgan Stanley. She is also a notary. 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.