Philip Stark is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan in various roles since 2015. 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 incorporates centralized due diligence, combining quantitative and qualitative research, and includes a range of regulatory registrations that support its derivatives and commodities capabilities.

Jennifer Engle is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Charles Schwab. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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 an advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at JPMorgan Securities, JPMorgan Chase Bank, Sprint, and participation in the University of Washington Psychology Department. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Charles Lewis is a financial advisor with LPL Financial in Seattle, WA, holding a Series 63 designation and 41 years of industry experience. He has worked at LPL Financial since 2008, following roles at Ameriprise Advisor Services and Raymond James Financial Services. Outside of advising, he is involved in selling fixed insurance products through various independent insurance agencies. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. Outside of his advisory work, he is involved with Creekside Angling Company, a recreational business, as well as marketing roles with Melaleuca, Inc. and Arbonne International. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and modeling techniques.

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 with Ameriprise in Kirkland, WA, holding the ChFC® and Series 66 designations and bringing 23 years of industry experience. He has been with Ameriprise Financial Services since 2005, including his current tenure with Ameriprise Financial Service, LLC starting in 2019. Mc Williams also owns and manages McWilliams Lewis Team LLC, an independent financial advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice based on detailed analysis and a collaborative implementation process.

Robert Davis III is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for six years and spent sixteen years at Liberty Mutual Technology Group. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, D.A. Davidson & Co., and Piper Sandler & Co. since 2022, he has been with LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

Rachel Teo is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 11 years before joining Morgan Stanley Smith Barney LLC in 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research from its Global Investment Committee.

Margaret Ginder is a CFP®-certified financial advisor with 13 years of industry experience, currently advising clients at Morgan Stanley. Her prior experience includes roles at City National Bank and RBC Capital Markets. She is based in Bainbridge Island, WA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm utilizes structured planning tools and models, managing approximately $2.74 trillion in client assets.

Gregory Riggs is a financial advisor with LPL Financial in Bothell, WA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2020 to 2023, and at KMS Financial Services, Inc. from 2001 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.