Tue Tran is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, he worked at Express Credit Union and the British Council. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Mark Eberle is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a large network of advisors.

Collin Bennett is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and two years of industry experience. He previously worked at Pitchbook Data and Highspot, and has experience outside the financial sector, including a five-year tenure at Eastside Academy. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Avery Haug is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Avery held roles at Texas Tech University and Lowe's Home Improvement Store. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to both retail and institutional clients, utilizing a mix of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also engages in fund advisory and utilizes algorithmic methods and AI in its investment process.

Jeffrey Lazcano is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Uber and JC Penney. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.

Jie Ji is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. Jie has worked at several major financial institutions, including J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Bank of America, Merrill, and Softbank China Venture Capital. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, emphasizing a non-discretionary approach where clients retain final decision-making authority.

Brandon Curneen is a CFP® with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2020. He previously worked at D.A. Davidson & Co. from 2013 to 2020. 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 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.

Ericka Marini is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Edward Jones since 2019. She operates EK Marini Consulting, a pro bono service offering workforce transition assistance to U.S. Veterans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide, managing over $1 trillion in assets through a large network of financial advisors and branch offices. The firm provides diverse advisory services including discretionary and non-discretionary strategies, overlay and tax-efficient solutions, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Alexandra Armour is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She previously worked at Bridge Industrial, Hines, and Russell Investments. Alexandra serves as Junior Development Chair for the Mercer Island Preschool Association, where she participates in board meetings and manages fundraising activities. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 advisors.

Colleen Hale is a Series 66-credentialed financial advisor with seven years of industry experience. She is currently with LPL Enterprise and previously worked six years at Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

Spencer Gering is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Century 2, Inc. for eight years and has experience in client service operations and account maintenance. He also has a background in full-time education and has been involved with Ferdinand's Ice Cream Shoppe and the Pullman Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nicholas Champagne is a financial advisor with LPL Financial in Issaquah, WA, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, Edward Jones Investment, and AT&T Mobility. 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, supporting advisors with research tools and diverse investment strategies.

Jason Valliant is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. Before joining the firm, he worked in various roles including at Whole Foods Market and engaged with several educational institutions. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Tammy Winterfeld is a CFP®-designated financial advisor with Raymond James Financial in Bellevue, WA, and has 23 years of industry experience. She has worked at Raymond James Financial since 2009 and is also associated with Investment Associates, where she serves as Operations Manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized capabilities in municipal and public finance advisory services.

Robert Mace is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at Washington State Employees Credit Union and Symetra Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Naima Rasheed is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 66 designation and has previously worked at Mathnasium and First Hill Trust Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Anthony Soh is a CFP®, ChFC®, and holds a Series 66 license with 19 years of industry experience. He is currently with OSAIC and has worked at Royal Alliance since 2020, Penn Mutual Life Insurance Company since 2006, and Hornor Townsend & Kent Inc from 2006 to 2020. In addition to his advisory role, he provides education to other advisors on life insurance and annuity products through Advisory Resource Group, LLC. OSAIC Wealth serves a broad mix of retail and institutional clients via a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, with a complex affiliate network and private-equity ownership that influence its platform and product offerings.

Adair Hawkins is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for 14 years at Redmond Signature Dentistry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offers a range of advisory programs, investment strategies, and affiliated financial services.

James Watson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Pruco Securities, LLC from 2013 to 2024 and operates Watson Watson Financial Services, focusing on retirement planning and wealth advisory. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm’s approach is primarily model-driven, offering financial planning, access to third-party asset managers, and participation in a wrap program.

Ezra Altaras is a CFP® with 20 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. since 2020 and previously spent 12 years at Wells Fargo Advisors. He is the owner and managing director of Altaras Financial Group LLC, an independent financial services firm affiliated with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.