Samuel Manjarrez is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work history includes roles at First Western Properties, Pacific Portfolio Consulting, and Caffe Umbria, as well as academic positions at San Diego State University, Roosevelt High School, and Eckstein Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Anjali Singh is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including roles at Banner Bank and Yes Bank Limited. Singh is currently based in Redmond, WA. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and systematic portfolio construction, employing algorithmic methods and serving multiple registered investment companies.

Nick Johnson is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2011, progressing through roles including Investment Consultant, Relationship Manager, and Financial Representative. His experience spans various aspects of financial advising and wealth management, working with individuals and families to manage their financial resources. Nick emphasizes partnering his experience and education with Fidelity's reputation, resources, and integrity to support his clients. Specific details about his education, credentials, personal interests, or community involvement have not been provided.

Philip Stark is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jennifer Engle is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling techniques.

Alexander Fitch is a financial advisor with Cetera in Bellevue, WA, holding a Series 66 designation and nine years of industry experience. His career includes roles at Voya Financial Advisors and Swedish Hospital, where he assisted in coordinating community events. Fitch is also a co-author contributing to an upcoming book chapter on retirement savings. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management options and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Michael Blockhus is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at D.A. Davidson & Co. for 18 years and has been with RBC and City National Bank since 2019. Outside of his advisory role, he is co-owner of a performing arts school, which is operated by his wife. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs tailored to client risk profiles, utilizing a combination of in-house and third-party investment managers and providing both discretionary and non-discretionary portfolio management.

Juneil Lee is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes roles at various J.P. Morgan entities since 2018, with prior experience at Sprint and involvement with a Korean BBQ restaurant. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm operates as both a broker-dealer and registered investment adviser, combining institutional advisory services with brokerage and investment management capabilities.

Charles Lewis is a financial advisor with LPL Financial in Seattle, WA, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 2008. Lewis is also involved in independent insurance agencies selling fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven risk management solutions.

Sherryl Adair is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and over 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. Its services include written recommendations on various planning topics and an option to combine planning with managed-account programs under consolidated billing.

Josephine Yang is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 25 years of industry experience. She has worked with Cetera and related entities since 2007 and had a brief tenure at LPL Financial in 2017. Outside of her advisory role, she is involved in selling homemade food online. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Mckayla Yang is a financial advisor at Morgan Stanley with less than one year of industry experience. She holds a Series 66 designation and has prior work experience at Deloitte & Touche LLP and as an instructor at the University of Washington Bothell. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Jules Gimbernat is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020 and held roles at Wells Fargo Advisors and Wells Fargo Clearing from 2013 to 2020. Outside of his advisory work, he is involved with Creekside Angling Company, a recreation business, and has roles related to wholesale and distribution with Melaleuca, Inc. and Arbonne International. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning using structured tools and models and manages approximately $2.74 trillion in client assets.

David Bolson is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to assist clients with their financial goals.

Stephanie Lillibridge is a financial advisor with Edward Jones in Kirkland, WA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Level Up and school districts in Everett and Northshore. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Williams is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Ameriprise and previously worked at Capital Analysts, LLC, Shelgren Financial Group, and Lincoln Investment. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide personalized retirement planning, leveraging algorithmic automation overseen by specialized committees.

Sean Mc Williams is a financial advisor at Ameriprise with 22 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for 17 years. He is also the owner of McWilliams Lewis Team LLC, a financial advisory business based in Kirkland, WA. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Robert Davis III is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. for six years and Liberty Mutual Technology Group for sixteen years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven research.

Dale Carey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been affiliated with Cetera and its related entities since 2017 and also owns and serves as president of Pathfinder Financial, a financial services firm. Carey has additional experience selling fixed insurance products including life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party investment solutions.

Thomas Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing from 2016 to 2022 and Wells Fargo Advisors from 2012 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management supported by in-house and third-party research.