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 worked with LPL Financial since 2009 and previously spent seven years at Mutual Service Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, combining extensive advisory services with various non-advisory financial products and partnerships.

Amanda Thorman is a CFP®-certified financial advisor with 13 years of industry experience. She has worked at UBS Financial Services since 2018 and previously spent five years at BNP Paribas Securities Corp. Amanda is based in Seattle, WA. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Selina Savage is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. She previously worked at Moneytree for 14 years and has been affiliated with Wells Fargo Bank since 2021. 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 advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Brenton Tayet is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Gig Harbor, WA. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering various advisory programs including discretionary wrap fee strategies and access to separately managed accounts. The firm supports more than four million clients and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nikolette Mc Roberts Legg is a financial advisor at Edward Jones in Federal Way, WA, holding a Series 66 designation with six years of industry experience. Her prior experience includes positions at Edward Jones and Fullaway Lamphere & Suave, as well as a role with the ASWSU Senate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large nationwide advisor and branch network.

David Kirtman is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has been affiliated with J.P. Morgan Japan Securities since 2013. Outside of his advisory work, he is involved in managing several real estate ventures, including ownership and partnership roles in multiple property-related LLCs. 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 combines quantitative and qualitative research to develop model asset allocations and includes the use of an ESG eligibility framework.

Harrison Steiner is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and three years of industry experience. His work history includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Deloitte, as well as involvement with Gonzaga University and Klahaya Swim and Tennis Club. 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 searches, and customized performance reporting within a non-discretionary advisory program. The firm’s process combines quantitative and qualitative research with forward-looking market assumptions to build model allocations, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Tamara Hall is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, First Horizon Bank, and several credit unions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm leverages research and analytics to guide investment decisions and supports diverse financial products through affiliated entities.

Kayleen Clark is a financial advisor with Wells Fargo Clearing in Seattle, WA. She holds a Series 66 designation and has five years of industry experience. Clark has worked with Wells Fargo Clearing since 2020 and has been with Wells Fargo Bank, N.A. since 2015. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Jennifer Thomsen is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 26 years of industry experience, having worked at Mass Mutual and its affiliated firms since 1999. Outside of her advisory role, she is involved in individual life and health insurance sales and has ownership interests in real estate through PMJJ, LLC and Stellar Properties LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures its financial planning as annual, collaborative engagements, utilizing firm-approved analytical tools and providing written recommendations without investment discretion.

Samuel Snow is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked previously at Evergreen Market, Comc, CPCM Holdings, and Security Sam. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individuals and institutional clients. The firm employs structured financial planning tools and serves clients through direct and corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

Joshua Collier is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial in Tacoma, WA. Prior to joining LPL Financial in 2018, he worked at Global Business Resources and Youth For Christ USA. Outside of his advisory role, Collier serves as a Master of Ceremonies for fundraising events and is a notary public. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Hung Nguyen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at JP Morgan Chase, Merrill, and Bank of America. Nguyen is also affiliated with Seattle University. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique capabilities in municipal and public finance.

Eric Fox is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses, and has nine years of industry experience. He has been with Wells Fargo entities since 2014. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, offering both brokerage and advisory solutions supported by extensive research and analytics.

Michael Lloyd is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016. In addition to his advisory work, he serves as a trustee for a supplemental benefits trust. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kyle Cline is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at major firms such as Bank of America, Merrill, Oppenheimer & Co., and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

James Tuminello is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various roles from 2014 to 2023. Based in Seattle, he joined UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Anthony Ricco Bojorquez is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Bank, NYLIFE Securities, and New York Life Insurance. 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 assets totaling approximately $671 billion through a large network of financial advisors, offering both brokerage and advisory solutions supported by research and analytics.

Wen Hui Chen is a financial advisor with J.P. Morgan Securities based in Seattle, WA, holding Series 63 and Series 66 licenses and having four years of industry experience. Chen has been with J.P. Morgan Securities since 2019 and has also worked at JPMorgan Chase Bank, N.A. since 2016. 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. Their advisory process is supported by centralized due diligence combining quantitative and qualitative research, and they offer broader derivatives and commodities capabilities compared to many institutional advisory programs.