Armaan Natt is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked at Bank of America and completed his education at the University of Washington. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Samuel Stanton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at State Farm Insurance and has held various roles including at Camaloch Golf Course and Ace Hardware. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Hailey Smyth is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

John Trouy is a financial advisor with Mass Mutual Investors Services in Monroe, WA. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at MSI Financial Services, Inc. and MassMutual Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements using firm-approved analytical tools.

Adam Datko is a financial advisor at Edward Jones with six years of industry experience. He has held his current role since 2019 and previously worked for nine years at A & A Health Systems. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a trust company.

Dennis Kazen is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors and is the president and sole owner of Kazen Financial Services, Inc. In addition to his advisory work, he serves as assistant treasurer for Marysville Gospel Hall Church and treasurer for the Marysville Cooperative Education Program. He is also involved in a family-run rental trailer business and a condominium association board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through discretionary and non-discretionary programs across multiple platforms, with access to affiliated and third-party managers.

Ross Rettenmier is a financial advisor at Osaic with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 14 years with Sagepoint Financial, Inc. In addition to his advisory role, Rettenmier is involved in nonprofit and community organizations, including serving on the Resource Development Council and Planned Giving Committee for Housing Hope, and on finance committees for local educational and charitable institutions. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk tolerance, and portfolio management through multiple advisory platforms and third-party managers.

Brent Lyons is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he is involved in photography, engaging in event, stock, portrait, and travel photography, and he also owns a small business focused on web and app development. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations 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 multiple sources and employing various strategies including discretionary and non-discretionary management.

Steven Josephsen is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Todd Crawford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Linsco Private Ledger since 2002 and BECU Financial Services, Inc. since 2001. Outside of advising, he has been involved with Dorian Studio since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various investment strategies.

Cordell Cummings is a financial advisor at Edward Jones in Arlington, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in various roles including at NC Machinery and Western Washington University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Johnathon Wong is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he serves as an office manager for Gregory B Combs PLLC, a veterinary clinic owned by his domestic partner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

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.

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.

Rance Sweeten is a financial advisor with LPL Financial in Lake Stevens, Washington, holding a Series 66 designation and 27 years of industry experience. He worked at National Planning Corporation for 16 years before joining LPL Financial in 2017. Sweeten also operated his own CPA firm for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios, third-party subadvisors, and technology tools to support varied investment strategies.

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.

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.

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.

Joseph Gogal is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside the financial industry, he has served as president of Clear Image One Hour Photo, a photo business in Maryville, WA, which he transitioned to a new owner in 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of investment strategies and fiduciary advisory services.

Heba Kandil is a financial advisor with Merrill in Everett, WA, holding a Series 66 designation and six years of industry experience. She has worked at both Merrill and Bank of America since 2005. Outside of her advisory role, she is a co-owner of a family rental property business in Myrtle Beach, SC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.