Colton Dunc is a Series 66-credentialed advisor at Fidelity with less than one year of industry experience. His prior work includes roles outside the financial industry, among them positions at Washington State University and involvement with the Stillaguamish Athletic Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kevin Losee is a Financial Consultant at Fidelity Investments. He has been with Fidelity for over 18 years, currently serving in his role since 2025. Prior to this, he held various positions within the company, including Planning Consultant, Senior Relationship Manager, Investment Consultant, Financial Representative, and College Planning and Investment Solutions Representative. Throughout his career, Kevin focuses on providing clarity and confidence to clients regarding their long-term financial goals. He emphasizes listening and understanding individual situations to partner effectively in building financial plans. Outside of his professional work, Kevin enjoys camping, family activities, hiking, outdoor adventures, and skiing.

Carter Rusch is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has previously worked at Boeing and several other companies in various roles. Outside of his advisory work, he serves as a volunteer chapter advisor for the Pi Kappa Phi Fraternity’s Alpha Delta Chapter. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, offering guidance that clients use as a basis for their own investment decisions.

James Jenkins is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 25 years of industry experience. His career includes roles with Waddell & Reed and leadership positions at Greater Puget Sound Solutions and Shari & James Jenkins Inc. Jenkins is also involved in other business activities including retirement and investment planning services. 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 wide range of financial planning and investment management solutions, leveraging extensive resources and technology to support its network of over 22,800 advisors.

Chelea Lawrence is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

John Seibly is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Stifel in Bellevue, WA, where he has worked since 2022. Prior to Stifel, he was employed at Russell Investments and Deloitte & Touche LLP. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Ryan Griffin is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and with nine years of industry experience. His career includes roles at Bank of America, Merrill, and Morgan Stanley, spanning various advisory and private banking positions since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alex Carter is a CFP® with 13 years of industry experience, currently affiliated with LPL Financial. He previously worked for Cadaret, Grant & Co., Inc. for 10 years and maintains a longstanding role at SC Financial Group, LLC. Outside of his advisory work, he operates a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party managers, supported by a large network of investment adviser representatives.

Julia James is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she worked at Lululemon for two years and has experience in childcare services. Julia studied at the University of Washington from 2016 to 2020. 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 integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Hannah Grossblatt is a CFP® with six years of industry experience, currently with RBC Capital Markets. She previously worked at UBS Financial Services and City National Bank. Grossblatt serves on the Board of Directors for the Bellevue Chamber of Commerce and acts as a UBS relationship manager for the Seattle Chamber of Commerce. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with customized portfolios and a range of advisory programs that include discretionary and non-discretionary management, financial planning, and brokerage services.

Sergio Colon is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked in various financial and non-financial roles, including at Peoples Bank, Chase Bank, and Caliber Home Loans. Outside of advisory work, he serves as an assistant football coach for a high school team in Bothell, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Luther Woodard III is a financial advisor at Raymond James & Associates with 10 years of industry experience. He previously worked at Crewe Capital, Cognitive G Capital Group, and BCW Securities LLC. Outside of his advisory role, he is CEO of Sports Acquisition Capital, focusing on capital raising for professional sports secondaries, and he serves as a Zamboni driver for the Seattle Kraken. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing tailored financial planning and consulting services supported by a nationwide adviser network and a range of portfolio management styles.

Leanne Plancic is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2008 and was previously affiliated with AXA Advisors. Plancic is a member of the Greater Seattle Business Association's LGBTQ+ Business Community. Equitable Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models delivered through a large network of Investment Adviser Representatives.

Heather Roy is a Series 66 licensed financial advisor with Morgan Stanley in Seattle, WA, and has four years of industry experience. Prior to her advisory role, she worked at RoundGlass LLC and practiced law at her own firm, the Law Office of Heather M. Roy, for thirteen years. She is also Vice President and Secretary of a family-owned business, Royal Cedars Limited, which is involved in passive income related to her spouse’s employment. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers its services through financial advisors and specialized planning groups.

Michael Copelan is a financial advisor at Merrill Lynch Wealth Management who works primarily with high net worth individuals and families, typically with a net worth between $3 million and $10 million. He focuses on providing comprehensive and coordinated financial strategies that incorporate wealth management, tax efficiency, estate planning, banking, and lending services through Bank of America, N.A. Michael emphasizes building trust, simplicity, and long-term vision in his client relationships to help them align their wealth with their goals. With over nine years of experience in financial services, Michael supports clients who are often business owners, executives, or professionals managing various financial priorities including retirement planning, real estate, equity compensation, and multigenerational wealth transfer. His practice is centered on proactive and personalized financial planning, assisting clients to simplify complexity and make confident decisions for generational wealth preservation. Michael holds a Bachelor's degree from Berry College and is a CERTIFIED FINANCIAL PLANNER (CFP), as well as holding designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He lives on the Olympic Peninsula with his wife and three children and is involved in community activities such as the Bainbridge Book Festival, Jefferson County Soccer Club, Port Townsend Film Festival, and Port Townsend Friends of the Library.

Nina Mae Jasmine He is a financial advisor at Fidelity with Series 66 credentials and two years of industry experience. She has held roles at Fidelity Investments since 2021 and has prior experience in the credit union and food service sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Caleb Hamlin is a financial advisor with Mass Mutual Investors Services in Kirkland, WA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at PlaceFull and POSaBIT. Outside of his financial advisory work, he is a co-owner and co-founder of Modera LLC, a music streaming venture for which he produces music and plays occasional live shows. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by analytical software and offers specialized planning programs including divorce, estate-settlement, and employer-sponsored plans.

Carson Small is a Financial Advisor with Merrill Lynch Wealth Management, providing institutional-level resources and support while maintaining a boutique-style practice. He works with high-achieving individuals and families navigating complex wealth situations, including liquidity events, concentrated equity positions, multigenerational wealth transfer, and advanced investment strategies. His approach is holistic, focusing on helping clients clarify priorities, prepare for complexity, and build long-term strategies with purpose. Carson holds multiple professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Washington State University. Carson emphasizes understanding each client's values and goals through a thoughtful and structured discovery process combined with disciplined portfolio design. Outside of work, Carson enjoys fishing, hiking, and skiing. He often spends time fly fishing with his fiancée, tying flies and accompanied by their dog. The discipline, patience, and respect for craft he finds outdoors influence how he supports his clients.

Joseph Leedom is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Key Investment Services LLC, and Merrill. 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 and model portfolio programs, supported by a broad platform with multiple investment options and operational tools.

Taraneh Mozaffarian is a Certified Financial Planner® with six years of industry experience. She is currently with Edelman Financial Engines and has previously worked at Soundmark Wealth Management, EP Wealth Advisors, and Leaf & Company. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.