Cassidy Dove is a financial advisor at Charles Schwab with four years of industry experience and holds the Series 66 designation. Prior to joining Schwab, Dove worked at TD Ameritrade and has held various roles outside the financial sector, including positions in behavioral services and daycare. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jasmine Barker is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for 10 years. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

JR Fells is a Financial Consultant currently working at Fidelity Investments since 2020. He collaborates with a team of consultants to help clients develop and adhere to comprehensive financial plans. JR emphasizes integrity, trustworthiness, and transparency in his client relationships, focusing on understanding clients' personal values, vision, and goals to assist them in working towards their financial objectives. Prior to his current role, JR served as a Senior Financial Consultant at TD Ameritrade from 2018 to 2020 and as a Financial Planner at Esoteric Wealth Advisors from 2016 to 2018. His professional experience spans various aspects of financial consulting and planning. Outside of his professional life, JR has personal interests in food, football, golf, and traveling.

Jingwei Zang is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, HSBC, New York Life, and American National. 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 strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Xin Chen is a financial advisor with Raymond James Financial in Kirkland, WA, holding Series 63, 65, and 66 licenses and 14 years of industry experience. Chen previously worked at Ameriprise, HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and Wells Fargo Clearing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting clients primarily through its advisory programs and partnerships.

Randall Linde is a CFP® with 40 years of experience at Ameriprise Financial Service, LLC, where he has worked since 1986. He is based in Burien, WA. Outside of his advisory role, he owns and manages several commercial real estate properties and operates ProSync Insurance Services, LLC, an agency offering health and Medicare insurance coverage. Ameriprise provides retirement-income planning services aimed at clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

John Misner is a financial advisor with Edward Jones in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include 25 years at RBC Capital Markets and brief tenures at MML Investors Services and MassMutual Life Insurance Company before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and affiliated products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Cassidy Richmond is a financial advisor at Ameriprise Financial Services with 9 years of industry experience. Richmond holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2014. Outside of Ameriprise, Richmond manages an advisory business at Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendations and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and relies on proprietary research and algorithmic tools within a product ecosystem that includes affiliated fund options.

Leann Price is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and six years of industry experience. She has been associated with Mass Mutual Investors Services and MassMutual Life Insurance since 2019 and has worked with The Smith Richards Group/MassMutual since 2016. Prior to her current roles, she was employed at Seattle Jobs Initiative for one year. MassMutual 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 employs firm-approved analytical tools and offers event-driven planning services, including estate settlement and employer-sponsored planning.

James Richards is a financial advisor with Mass Mutual Investors Services in Mercer Island, WA, holding Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Mass Mutual and its affiliated firms since 1992. Outside of his advisory role, he manages a family farm LLC and serves as an insurance agent specializing in health and group life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements supported by firm-approved analysis tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Khaleb Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Equitable, MassMutual Life Insurance, and Central Washington University, among others. Outside of finance, he was involved with Leiren Designs for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with additional advisory roles to multiple registered investment companies.

Nina Boss is a financial advisor at Edward Jones in Renton, WA, with 16 years of industry experience. She has been with Edward Jones since 2012 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets under management and offers various advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Patrick Rossi is a financial advisor at Cetera with 14 years of industry experience. He has held roles at Foresters Advisory Services LLC and Foresters Financial Services prior to joining Cetera in 2019. Outside of his advisory work, he provides educational seminars as a retirement specialist for Security Benefit and is a partial owner of Trident Wealth Planning PLLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Xin Dean is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2019, Xin worked at PNC and attended Penn State University. Outside of advisory work, Xin is a co-owner of a rental property in Katy, Texas, along with family members. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Seung Yoo is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. He focuses on understanding clients' financial priorities and developing personalized investment strategies tailored to their goals. In addition to investment advice, he provides access to banking and lending services through Bank of America. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Seung earned a Bachelor's Degree from Pratt Institute and a Master's Degree from Cornell University.

Gregory D. Lew is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2002 and holds the Series 63 designation. Outside of his advisory role, he is associated with Apex Capital Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services to support a broad range of client needs.

Joseph Osborne is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for a decade. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Jackson is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His prior experience includes 17 years at Independent Financial Group and earlier roles at EPlanning Advisors Inc, Diversified Financial Advisors, Ameriprise, and a previous tenure at LPL Financial. 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, supported by a large network of investment adviser representatives.

Kimberly Blindheim is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Michael Norman is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with three years of industry experience. Prior to joining UBS in 2022, he worked in construction with Quilceda Paving and Construction and has experience in education through Fusion Academy and Washington State University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings and proprietary research to tailor investment strategies.