Steven Weholt is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Royal Alliance Associates and Edward Jones. Outside of his advisory role, he is president of Baluster Financial LLC, an investment-related business focused on securities, retirement, and income planning. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization, providing various investment programs and third-party manager options.

Chantal Balcom is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Cadaret, Grant & Com., Inc., Royal Alliance, and Cetera Advisors LLC. In addition to her advisory work, she serves as Secretary on the board of the Breakers Association, a nonprofit organization, and owns Balcom Farm in Newman Lake, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm’s offerings include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jeffrey Church is a financial advisor with Ameriprise in Newcastle, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is a co-owner of Golden Hour Honey, a retail business. Ameriprise specializes in retirement-income planning for individuals with substantial investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

George Pierce Jr. is a CFP®-designated financial advisor with LPL Financial, based in Seattle, WA, and has eight years of industry experience. His prior roles include positions at Coldstream Wealth Management and Boone Wealth Advisors, as well as a period in education. Outside of advisory services, he is involved in used car sales through a business called D&D Motorsports. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with a variety of investment strategies and tools while managing over $819 billion in discretionary assets.

Traci Underhill is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Morgan Stanley, Citigroup Global Markets, and Absolute Mortgage. Since 2020, she has been affiliated with J.P. Morgan entities in various roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to develop model asset allocations, with clients retaining final decision-making authority.

Richard Mercier is a financial advisor with LPL Financial, holding the ChFC® and Series 63 credentials and bringing 40 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, and KMS Financial Services, alongside nearly five decades with Mercier Financial Group, Inc. Outside of advising, he is a card collector. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management access, and various institutional platforms, utilizing a broad range of strategies supported by advanced operational tools.

Paul Crane is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He previously served as a Financial Consultant at Fidelity Investments from 2019 to 2023 and as an Investment Consultant from 2018 to 2019. He holds a California Insurance License. Paul focuses on providing clients with dedicated time and attention to understand their needs and concerns, partnering with them to design and execute sustainable financial plans aimed at pursuing their lifetime goals.

Matthew Ross is a financial advisor with Raymond James Financial Services Advisors Inc. in Bothell, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been associated with Raymond James and his own firm, Ross Financial Inc., since 2015. Ross is also involved in managing rental real estate through ownership roles in multiple property-related businesses. 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 clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christie Jones is a Series 66-licensed financial advisor with Edward Jones, based in Edmonds, WA, and has three years of industry experience. She has held multiple roles within Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory solutions and maintains a large network of advisors and branch offices nationwide.

Geoffrey Meno is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones since 2010. He holds the Series 66 designation and is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. With over 23,000 financial advisors nationwide, the firm offers a range of investment advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Eric Appesland is a financial advisor at Edward Jones in Seattle, WA, holding the CFP® designation and Series 66 license with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Amazon, Inc. from 2016 to 2022 and at Hitachi Consulting from 2010 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate investors. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a variety of investment strategies and affiliated financial services under a fiduciary standard.

Eugene Canavan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked concurrently at Sound Transit, Tradesmen International, PFS Investments Inc, and Primerica Financial Service. Outside of advisory work, he receives compensation for the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery and separately managed account options under a wrap-fee structure. The firm uses third-party asset managers and emphasizes a tiered percentage-based fee model.

Teresa Mansell is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Commonwealth Financial Network and LPL Financial. In addition to her advisory role, she is involved with Adept Wealth Management, an LLC focused on financial product sales and bookkeeping. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software for goal analysis and delivering written recommendations in a collaborative, annual process.

Stephen Debol is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at several firms, including First Allied Securities and Duval Capital, before joining LPL Financial in 2020. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio programs and operational tools.

Euijun Lee is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and the University of Melbourne. Merrill, alongside 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.

Brendon Shirk is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He is dedicated to helping clients build long-lasting financial plans based on their individual and family needs. Brendon has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, High Net Worth Associate, Relationship Manager, Investment Consultant, and Financial Consultant. This progression reflects his experience in various aspects of financial consulting and client relationship management. No information regarding Brendon's education, credentials, personal interests, or community involvement has been provided.

Taj Trimbo is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities and Martha Lake Holdings LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Justin Lewis is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, Lewis is involved with Lewis McWilliams LLC, a pass-through entity for client-generated commission income. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions as a large institutional provider.

Brian Silkworth is a financial advisor with Ameriprise in Normandy Park, WA, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. In addition to his advisory role, Silkworth is involved in independent insurance brokering focused on long-term care. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Al Rajabi is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Pruco Securities LLC. Outside of his advisory role, he is co-owner of Meeberio Corporation, a business planned to sell products through online platforms and direct bulk sales to businesses. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendations and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.