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.

Derek Glynn is a financial advisor with UBS Financial Services in Everett, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and model-based asset allocations in its client offerings.

Doug Miller is a financial advisor at Edward Jones in Mukilteo, WA, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Cassandra Van Loo is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked in real estate and customer service roles, including positions at Snohomish Valley Golf Center, Pointe Three Real Estate, and Alaska Airlines. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Wasan Al Mohamad is a Series 66-licensed financial advisor at Merrill with eight years of industry experience. He has been with Merrill and Bank of America since 2015 and is also involved with Blanco Designs, LLC, a business he has operated since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for a range of individual and institutional investors.

Sean Kelly is a Senior Vice President and Wealth Management Advisor at Merrill Lynch, where he leads The Kelly Wealth Management Group. He has been with Merrill since 1993 and is a second-generation advisor. Sean and his team work with a broad range of clients, including individuals, families, and nonprofit organizations, helping them develop customized financial strategies tailored to their distinct goals. With expertise in portfolio design, tax-sensitive wealth transfer, and charitable giving strategies, Sean supports his clients in managing diverse objectives such as family wealth management, philanthropic planning, retirement income, and socially responsible investing. He holds a Bachelor's degree in Economics and European History from the University of Pennsylvania and maintains professional designations including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He is also affiliated with the Investments & Wealth Institute®. Beyond his professional commitments, Sean is active in community service as a member of the Rotary Club of Everett and serves on the Board of Trustees for the Snohomish Education Foundation. He enjoys outdoor activities like fishing, kayaking, hiking, and nature photography, and resides in Snohomish with his wife and three children.

David Steininger is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home security and automation 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 strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and provides a tiered wrap-fee structure rather than fixed fees.

Seth Nilson is a financial advisor with Edward Jones in Stanwood, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he co-owns Rhythm & Techniques, LLC, a teamwork consulting business based in Stanwood, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

John Ochsner is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and various insurance companies prior to joining LPL Financial. Outside of his advisory role, he is involved with Platinum Advisory Group, LLC, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Necia Fuller is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets resources.

Melanie Pearson is a financial advisor with UBS Financial Services and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including seven years at Charles Schwab and five years with Charles Schwab Bank before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supporting advisors with proprietary research and model-based asset allocations.

Anthony Ohl is a CFP® professional with 13 years of experience in financial advising. He has worked at Edward Jones for 10 years before joining Raymond James Financial Services Advisors, Inc. in 2022. He is also the owner of Tony Ohl Financial Services, LLC, a support company co-branded with Raymond James. 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 uses analytical tools for tailored non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christine Mezo is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 1992, including a concurrent role at Bank of America, N.A. since 2019. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Snypp is a financial advisor at Edward Jones in Snohomish, WA, holding a Series 66 designation with nine years of industry experience. He previously worked at Alaska USA FCU for five years before joining Edward Jones in 2017. 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 offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Meghan Antonucci is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets services through its platform.

Loren Van Loo is a financial advisor with Edward Jones in Marysville, WA, holding Series 63 and Series 66 licenses and offering 37 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he is involved in condominium rental businesses in Marysville and Chelan, Washington. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with an extensive network of over 23,700 advisors and more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Little is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2015. Outside of his advisory work, he serves as an advisory board member for the YMCA of Everett and owns a family LLC involved in building residential properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor client plans.

Lance Curry is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. In addition to his advisory role, he serves as a Master Sergeant in the United States Air Force Reserve at Joint Base Lewis McChord. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Perry Grant is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Dellino is a CFP® professional with 13 years of industry experience. He has worked at Edward Jones since 2014 and has served in the United States Coast Guard since 2011. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.