Jordan Merlino is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this role, Jordan held positions at TD Ameritrade, including Senior Financial Consultant from 2020 to 2021, Financial Consultant from 2019 to 2020, and Client Service Specialist in 2019. Jordan's professional focus is on providing clients with the tools, resources, and financial planning necessary to build confidence and work collaboratively towards their financial future. Jordan emphasizes creating a safe space for sharing experiences and prioritizes economic empowerment in financial guidance. Outside of work, Jordan has interests in concerts, military service, pets, reading, and volunteering.

Matthew Sasonoff is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at DoorDash, Diners LLC, SAP Concur, Omni Partners, and the University of Washington. 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 systematic due diligence and a combination of quantitative and qualitative research.

Paul Thorpe is a financial advisor at Edward Jones in Belfair, Washington, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes positions at J.P. Morgan Chase Bank and Craft and Technical Solutions LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Rena Mcneal is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2009. Mcneal is also involved with Larson Financial Group, LLC, an investment-related business associated with her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various platforms and tools to support customized and model portfolio strategies.

Thomas Herring is a financial advisor at Edward Jones in Silverdale, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked for sixteen years at Puget Sound Naval Shipyard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and operates a nationwide network of more than 23,000 financial advisors.

Steven Whitaker is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 63, and Series 65 credentials and 13 years of industry experience. His work history includes multiple roles within Wells Fargo entities since 2003 and positions in various school districts and educational organizations in Washington. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a range of financial products provided through its bank and insurance affiliates.

James Woosley is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise in Seattle, WA. Prior to his role at Ameriprise, he worked in landscape design and retail, including a position at Dean Backholm Landscape Design, Inc. He also has experience at George Fox University. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendation reports and ongoing tax-aware withdrawal strategies.

Christine Yeakley is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at NYLife Securities LLC, New York Life Insurance Company, and D.A. Davidson & Co. She has been with Ameriprise since 2025. 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 written recommendation reports and annual advice focused on retirement income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

William Luu is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year with Banc of America Investment Services, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Ariel Goh is a financial advisor at Robert Baird & Co. with a Series 66 credential and recent industry experience beginning in 2024. Prior to joining Baird, Ariel worked at Syncopation Foundation, Stratacore, Eastside Stomp, and Taxman & Associates. Outside of finance, Ariel is involved in dance instruction and choreography, teaching swing dance classes and coaching a performance team. Robert Baird & Co. serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Brendan Foor is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining LPL Financial in 2026, he spent over a decade with Northwestern Mutual and its affiliated companies in various wealth management roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, managed portfolio programs, and institutional platforms, supported by extensive resources and technology for its network of investment adviser representatives.

Lauren Mallory is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and three years of industry experience. She has been with UBS since 2018 and previously worked at Paper Source and the University of Washington. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates proprietary market research and model-based asset allocations with institutional trading capabilities.

Jennifer Schafer is a financial advisor with Edward Jones in Burien, WA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2024, she worked for the Kent School District from 2010 to 2024. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Armando Cruz is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at RBC Capital Markets and previous tenure at Robert Baird & Co. Outside of his advisory work, he operates as an independent contractor for package delivery through Amazon Flex. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and management approaches.

Camilo Hincapie is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. He is also the owner of 100% Clean LLC, where he manages payroll and business planning. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts, leveraging a multi-asset investment approach and an integrated operational structure.

Artemiy Thayer is a financial advisor with UBS Financial Services in Seattle, WA. He holds the Series 66 designation and has less than one year of industry experience. His previous roles include positions at the University of Washington School of Medicine, NGP Financial Planning LLC, and several educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings supported by proprietary research and model-based asset allocations.

Kendra Sims is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and seven years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., and RBC Wealth Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Riley Rock is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior experience at Russell Investments and the University of Washington. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pension plans, and charitable organizations through financial planning, discretionary and non-discretionary portfolio management, and various separately managed account programs. The firm utilizes manager selection, internal research including artificial intelligence tools, and offers services such as municipal advisory and unified fee arrangements.

Devon Becker is a CFA® charterholder at J.P. Morgan Securities with 11 years of industry experience. He has worked at J.P. Morgan in various capacities since 2015 and serves as a board member on the finance committee of Camp Solomon Schechter, a religious summer camp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on 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.

David Dellinger III is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Merrill since 1997 and has also been with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.