Joshua Jude Ong is a Series 66 licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at Bank of America and Merrill. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Bradley Blind is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

Loren Hammersberg is a financial advisor with Charles Schwab in Bellevue, WA, holding Series 66 and Series 63 licenses and 11 years of industry experience. His career includes roles at Charles Schwab since 2017 and Capital One Investing from 2012 to 2017. Outside of advising, he is involved with Elevate Martial Arts LLC as an officer and works as a video assistant for the Seattle Seahawks during home games. Charles Schwab serves primarily 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 offers a combination of non-discretionary and discretionary investment options supported by strategic asset allocation, alternative investments, and a centralized operational structure.

Laryn Vella is a financial advisor with Merrill based in Bainbridge Island, WA, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill Lynch since 2009 and continues with Merrill following its integration into Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs both model-based and discretionary investment strategies developed by internal and third-party managers, offering tactical asset allocation and tax-aware options.

Paul Ellis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. Prior to joining Cambridge in 2017, he worked at Wells Fargo Advisors and founded Ellis Wealth Management, where he remains president. Outside of advising, Ellis is involved in entrepreneurial ventures including designing and manufacturing personal self-defense products and producing design consulting services, as well as serving on the boards of the University of Washington Foster School of Business and the Mukilteo Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base ranging from individual to institutional investors, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers both discretionary and non-discretionary investment solutions across multiple custody platforms and employs a mix of proprietary and third-party model strategies.

Andrew Brewer is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 21 years of industry experience. He previously worked at D.A. Davidson & Co. for nine years before joining LPL Financial in 2020. Brewer also provides investment advisory services through Financial Advocates Investment Management, an independent registered investment advisor, and manages a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Tanner Reiser is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Merrill, he worked at Northwestern Mutual in various capacities and has held positions at Bank of America, University of Washington Bothell, and other organizations. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Matthieu Braem is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has been involved in professional and private soccer training activities, including as a professional athlete with the Tacoma Stars in the Major Arena Soccer League and owner of Frenchy Elite Football, a private soccer training business. He is also associated with the French-American Chamber of Commerce in Seattle. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, utilizing external asset managers and offering both advisory and brokerage services.

Kiana Kashanian is a Planning Consultant currently working at Fidelity Investments, where she collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. She has been in this role since 2023. Kiana's experience centers on workplace planning, providing her with insights into financial strategies and client engagement within the investment sector. Outside of her professional work, Kiana has interests in art, cars, social events with friends, hiking, museums, and spending time with pets.

Marne Head is a financial advisor with UBS Financial Services in Snohomish, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2003. Outside of her advisory role, she is involved with the CFA Seattle Society, serves as an officer and event organizer for the Seattle Bond Club, and is a board member assisting with fundraising at the Institute for Systems Biology. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary market research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Aaron Tschumper is a financial advisor at Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 credentials. He has one year of industry experience, including prior roles at Joey's and Anthony's, as well as a tenure at Western Washington University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Jason Mcgary is a Series 65-credentialed financial advisor with 17 years of industry experience. He has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process informed by quantitative screening, qualitative research, and employs tax-aware strategies alongside risk management techniques such as derivatives and tax-loss harvesting.

Dylan Cavanaugh is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to his current role, he worked at Fidelity Brokerage Services LLC and has a background that includes positions at Victory Briefs Institute and McCullar Realty. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managed portfolios built using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a variety of clients and maintains oversight of sub-advisers while employing systematic models that incorporate mutual funds, ETFs, and ETPs.

David Townliand is a financial advisor at Edward Jones in Edmonds, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he served in the US Army from 2015 to 2020 and held positions at Hiring Our Heroes and Ekso Bionics. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Bradley Dillon is a financial advisor with Wells Fargo Clearing based in Bellevue, WA. He holds Series 65 and Series 63 licenses and has 25 years of industry experience, including 17 years at Goldman, Sachs & Co. before joining Wells Fargo in 2026. 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 both brokerage and advisory solutions.

Lamar Neagle is a Series 66-licensed financial advisor with Morgan Stanley in Bellevue, WA, bringing six years of experience at the firm and a total of five years in the industry. Prior to his finance career, he spent nine years with Major League Soccer and remains involved in the soccer community through roles such as board member of the RAVE Foundation and partner in Ballard Football Club, LLC. He also serves on advisory and development boards for Seattle Sounders F.C., Mount Rainier Athletic Club, and the Local Organizing Committee for FIFA Seattle. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and utilizing firm-approved tools and models to assist in client planning.

Jacques Takou Tuh is a financial advisor with Primerica Advisors in Everett, WA, holding Series 65 and Series 63 credentials and having one year of industry experience. His prior work includes roles at Slalom Consulting and PwC. He is involved in sales of investment-related and loan products, as well as referrals for home security and automation services through affiliated Primerica companies. Primerica Advisors provides 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 investment strategies managed by unaffiliated asset managers and offers portfolio management integrated with custodial and trade execution support.

Patrick Valle is a financial advisor with Charles Schwab in Seattle, WA, holding Series 65, 63, and 66 credentials and bringing 22 years of industry experience. His background includes roles at Charles Schwab Bank, Allegiance Gold, and operating Valle Capital Management, LLC. He also teaches a course on stock option strategies for UCLA Extension. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management supported by centralized supervision, custody, and integrated operational services.

Aaron Schulz is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 license and one year of industry experience. Prior to joining Equitable Advisors, he worked at Edgerock Wealth Management and held roles in diverse industries including catering and hospitality. Equitable Advisors serves a wide range of clients including individuals, high-net-worth families, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a delivery model that includes extensive use of LPL-sponsored and endorsed programs.

Rosemary Manrao is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been associated with PFS Investments Inc. since 2005 and Primerica Financial Services since 2004. Outside of her advisory role, she is the owner of RK Management Group LLC, a non-operational business entity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees, focusing primarily on retail client portfolios rather than institutional or pension plan management.