Calvina Lum is a Financial Advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 1997 and holds the Series 66 designation. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor client plans.

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 with Wells Fargo Clearing, holding a Series 63 designation and bringing 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 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 incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Douglas Smith is a financial advisor at Edelman Financial Engines with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Naqib Azad is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Seattle, WA. He has one year of industry experience, including previous roles at Pathstone Family Office and BMO Private Wealth. 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 their recommendations.

Steven Jones is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Signator Investors, Inc. He serves as a trustee for several family trusts and is a board member of the Sundin Beach Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL 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 at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2011. Outside of his advisory role, he serves as president of the Lakemont Pointe Homeowners Association in Bellevue, Washington. 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 IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Salena Raved is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2019. Prior to that, she was with Morgan Stanley Smith Barney LLC and Morgan Stanley, as well as Ing Direct Investing, Inc. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Daniel Wiersma is a financial advisor with LPL Financial in Gig Harbor, WA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at LPL Financial since 2018 and previously spent two years with SII Investments, Inc. Outside of his advisory role, he is president of Harbor Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Joshua Hummel is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Soundview Financial Group since 2009, where he is also the owner. In addition to his advisory work, he serves as president and owner of Hummel Building, LLC, a commercial office property management entity in Tacoma, WA. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary accounts with a diverse range of investment options.

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 worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2014. Outside of his advisory role, Armstrong is also licensed as a health insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver written recommendations through annual, collaborative planning engagements.

Michelle Schroeder is a financial advisor at LPL Financial with 43 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2016 to 2025. In addition to her advisory role, she is a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Raziel Tribbel is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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’s approach 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.

Daqian Ning is a financial advisor at Mass Mutual Investors Services with Series 66 credentials and one year of industry experience. Prior to joining the firm, Ning held roles at Equitable Advisors, the University of Washington, and Chipotle among other positions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved tools to develop client recommendations.

Rebecca Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at LPL Financial since 2016 and previously operated her own business, Rebecca J Faught PLLC. Outside of advisory work, she engages in pottery as a personal interest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, supported by research and technology, and provides both discretionary and non-discretionary management options.

Cale Robinson is a financial advisor with Merrill based in Tacoma, WA, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Bank of America and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gus Zefkeles is a financial advisor at Mass Mutual Investors Services in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, having worked at MML Investors Services, Inc. since 1984. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing a collaborative, goal-based approach using firm-approved analytical tools.