Janelle Pruett is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Primerica Advisors since 2019 and has worked with Primerica Financial Services since 2018. Outside of her advisory role, she operates a part-time house cleaning business and manages Diamond Dust Farm in Belfair, Washington. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delivers services under a tiered wrap-fee structure.

Albert Israel is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of his advisory role, he serves on the boards of Congregation Ezra Bessaroth and WSJHS and is the president of the Beach Cove Condominiums HOA. 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 options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Gabrielle Harrison is a financial advisor with Wells Fargo Advisors in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, she worked in education-related roles at Holy Names Academy and St. Lawrence University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with an emphasis on discrete, tailored recommendations.

Sam Lantow is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Olympia, Washington. He joined Merrill Lynch in 2001, initially working in the Bellevue branch before transferring to Olympia in 2005. Sam serves clients throughout Western Washington as well as across the United States, focusing on developing customized wealth management strategies to meet each client’s unique goals. Sam offers a broad range of financial services including retirement planning, college planning, portfolio development, estate planning, and tax minimization. He works closely with clients and their professional advisors to address estate planning needs and to build long-term relationships. His client expertise includes corporate executive services, family wealth management, socially responsible investing, and retirement income strategies. Sam earned a Bachelor of Science degree in Education from Southern Illinois University. He holds the CFP® (Certified Financial Planner) certification, the Chartered Retirement Planning Counselor™ (CRPC) designation, and other professional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He maintains FINRA Series 7 and 63 registrations, along with licenses in life and disability insurance. Sam is a member of the Shriners organization.

Geraldine Schuhmann is a ChFC® credentialed financial advisor with 33 years of industry experience, currently with LPL Financial since 2018. Prior to that, she worked at Invest Financial Corporation from 2016 to 2018. Outside of her advisory role, she is involved in managing family farm real estate in Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and services supported by model portfolios, third-party research, and technology-driven tools.

Ye Su is a financial advisor at Wells Fargo Clearing with one year of industry experience. Ye holds the Series 66 designation and has prior experience at Merrill Lynch and Bank of America. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Leisha Ashby is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley since 2016 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she is a Pilates instructor through Roqn Pilates LLC. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research.

Alyssa Morley is a financial advisor with Morgan Stanley in Tacoma, WA, holding CFP® and Series 66 credentials and with 11 years of industry experience. Her prior work includes positions at Bank of America and Merrill. Outside of advising, she is involved in estate administration through a power of attorney role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and access to a broad range of advisory programs. The firm utilizes structured planning tools and provides services through its Financial Advisors and Estate Planning Strategies Group.

Rene Yoshino is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has 12 years of industry experience and has worked with Primerica since 2014. Outside of his advisory role, he owns Financial Freedom for Families LLC, an investment-related business based in Issaquah, WA. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Deborah Jackman is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. She has been with UBS since 2002. Outside of her advisory role, she serves as administrator of her late daughter's estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets solutions.

Amani Harris is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 designations and having 23 years of industry experience. Prior to joining UBS in 2025, Harris worked for 18 years at Morgan Stanley Private Bank, N.A. Outside of advisory work, Harris serves on the Seattle University Planned Giving Committee and is president of The Breakfast Group, a nonprofit focused on career certification for youth in the Seattle community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Gerard Gray is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 31 years of industry experience. His work history includes roles at Voya Financial Advisors, M Holdings Securities, and Kibble & Prentice. He is also the owner of Gray Retirement and Insurance Solutions, which provides financial services including the sale of insurance and investment products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

Kevin Isenhart is a financial advisor at Edward Jones in Port Orchard, Washington, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at BECU for three years and has held various roles in retail and service industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Heidi Lockbeam is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2008. Outside of her advisory work, she is a content creator focused on health and fitness on TikTok. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jeremy Hume is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including BNY Mellon, US Bancorp Investments, and US Bank. He serves on the finance committee of Core Academy, a nonprofit organization. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Xiuyuan Li is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. Li has worked at several firms, including LPL Financial LLC, Edward Jones, and Keybank. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of brokerage and advisory solutions, serving more than 14,000 financial advisors and managing approximately $671 billion in assets.

Colm Boer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations. He has been with Wells Fargo Clearing since 2025 and has a total of 18 years of experience at Wells Fargo Bank, N.A. based in Seattle, WA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment 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.

Thanh Le is a financial advisor with LPL Financial based in Seattle, WA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining LPL Financial in 2023, Thanh worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also involved with Finity Group, LLC, where he serves as a W2 employee and maintains other business activities related to insurance and advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutional entities, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by internal and third-party research.

Christopher Dolan is a CFP®-designated financial advisor with Edward Jones in Federal Way, WA, where he has worked since 2014. He has 14 years of industry experience. Outside of advising, he holds royalty interests in Continental Resources. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Reed Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and research from LPL Research.