Daniel Evans is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo since 2016, with prior experience at Prudential Equity Group and Citigroup Global Markets. Outside of his advisory role, he is president of the Palmer Mutiny Bay Homeowners Association and has ownership interests in fishing-related ventures. 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 combines research-driven investment strategies with a broad product offering supported by its large-scale operations.

Christy Givans is a Certified Financial Planner™ (CFP®) with 17 years of industry experience. She has been with Edward Jones since 2011 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Lauren Thompson is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Freestone Capital Management, Verus Advisory, Bank of America, and Merrill. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, implementing trades and account administration with a range of strategic and tax-aware approaches.

Tobias Shiner is currently serving as Vice President, Wealth Planner at Fidelity Investments since 2024. In this role, he collaborates closely with clients to create tailored financial plans, execute effective strategies, and make adjustments as their situations change, customizing the planning experience to meet individual needs, goals, and aspirations. Tobias has accumulated extensive experience in wealth management and financial advising through various positions. Prior to his current role, he worked as a Wealth Management Advisor at US Bank (2023-2024), Investment Advisor Representative at BOSS Retirement Solutions (2023), Head of Investor Relations and Business Development at Aqua (2022-2023), Wealth Manager at Trutina Financial (2021-2022), and Financial Advisor at BECU (2012-2021). Outside of his professional work, Tobias enjoys biking, hiking, skiing, and traveling.

Jessica Rueber is a financial advisor with Edward Jones in Gig Harbor, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked in family counseling and child welfare roles, including positions at Harbor Counseling Family Preservation Services and the Department of Children Youth and Families. Outside of her advisory work, she is involved in family counseling and distributes hair and skin products for personal and family use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, 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 advisors and branch offices.

Marc Warren is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securian Advisors Northwest, Minnesota Life Insurance Co., Securian Financial Services, and The Prudential Insurance Company of America. In addition to his advisory role, he is involved in selling non-variable insurance products including medical, dental, vision, life, disability, and property and casualty insurance. 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 financial planning and investment management services through a broad network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Nicholas Maderis is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2015. Outside of his advisory role, he is a partial owner of Nibero, LLC, where he is involved in property upkeep and rent collection. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative and qualitative research with forward-looking market assumptions and includes ESG criteria within its investment recommendations.

Emil Anderson is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held various roles within JPMorgan Chase and its affiliates since 2011. Outside of his advisory work, he serves as an officer and treasurer for a youth STEM robotics organization and volunteers as a personal finance instructor for high school students. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary, written asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and may include ESG considerations.

Kyle Hill is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on personalized financial planning, education, and guidance to help clients achieve financial confidence and develop clear strategies. Kyle emphasizes building lasting client relationships and supporting clients in navigating their financial futures. Kyle has been with Fidelity Investments since 2021, serving in various roles including Financial Representative, Investment Consultant, and now Financial Consultant. His experience encompasses different aspects of financial advising and investment consulting within the firm. Outside of his professional work, Kyle has personal interests that include cars, cooking and baking, football, music, pets, and snowboarding.

Agatha Lidzbarski is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at UBS since 2018 and previously spent four years with U.S. Bancorp Investments, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances.

Sarah Burdick is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for twelve years and is also associated with Sound Harbor Financial, where she manages client service and office operations. Outside of her advisory role, she and her husband own a small rental property in Bremerton, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, employing analytical tools to illustrate potential outcomes and supports its recommendations through various advisory programs.

Douglas Myers is a financial advisor with Edward Jones in Des Moines, WA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including a lengthy tenure at Edward D. Jones & Co., L.P. since 1989. Outside of his advisory work, Myers owns Hampton Journeys LLC, a boat charter business based in Redmond, WA. 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 through a broad network of advisors and branches, offering a range of discretionary and non-discretionary investment solutions and affiliated investment products.

Scott Ventoza is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner and serves on the advisory oversight committee of Ventoza Family LLC, a wholesale merchandising partnership. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor strategies to clients’ goals and risk tolerances.

Leah Tribe is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Beth Percival is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Quickfit Bookkeeping Solutions LLC for seven years. Based in Seattle, WA, she provides financial advisory services through Edward Jones. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Jingfeng Cao is a financial advisor at Cetera with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cetera, Cao worked at Avantax Insurance and Advisory Services and has operated Cao & Associates LLC since 2019, providing tax planning and consulting services to individuals and small businesses in Seattle. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, 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 access to affiliated and third-party managers and various program options.

Yufen Wang is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and Swatch Group (US) Inc. Outside of her advisory role, she is the owner of 92-96 Waldemar LLC, a limited liability company focused on real estate development. 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 through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Beth Lovell is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Jared Eglington is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior work includes roles at Boeing Employee Credit Union since 2018, TIAA-CREF from 2014 to 2018, and Merrill in 2014. Outside of his advisory work, he performs in a band, dedicating time monthly to music activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning and asset management services through a large network of advisors and offers a range of investment platforms that include model portfolios, third-party management, and institutional programs.

Jo Ann Loo is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held her current position since 2009. Jo Ann holds the Series 63 and Series 65 credentials and is based in Seattle, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.