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.

Donald Travis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has held his current role since 2015 and has been with JPMORGAN Chase Bank since 2014. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

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.

Emily Jackson is a financial professional with the Series 66 designation and one year of industry experience. She is currently affiliated with Cetera Investment Advisors and Pacific Crest Financial Services, where she provides financial services. Prior to her advisory roles, she worked in various positions including at Cbiz and Boise State University. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

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.

Cassandra Van Loo is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior work includes positions in real estate and customer service, as well as roles at Alaska Airlines and Snohomish Valley Golf Center. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Tina Sharick is a financial advisor at Edward Jones in Bothell, WA, with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her career in financial advising, she was employed at Chick-fil-A and Wagly Pet Campus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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.

John Ochsner is a financial advisor with LPL Financial in Everett, WA, holding Series 63 and Series 65 licenses and over 36 years of industry experience. His prior roles include positions at Cetera Advisors LLC and various insurance companies. He is also involved with Sound Reliance Inc, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eric Wilson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior work includes roles at MUFG Union Bank and UnionBanc Investment Service, where he worked for six years. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Joseph Rebich Crowley is a financial advisor at Merrill with a Series 66 credential and 11 years at the firm, including 3 years of industry experience. He is listed as executor of a family estate, though he is not currently serving in that capacity. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.