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 previously worked at Securian Advisors Northwest, Minnesota Life Insurance Co., Securian Financial Services, Inc., PRUCO Securities, LLC, and The Prudential Insurance Company of America. Warren is also involved in selling medical, dental, vision, life, disability, and property and casualty insurance through PNW Financial Benefits & Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Nicholas Maderis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he is a partial owner of Nibero, LLC and Nibero 2, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Emil Anderson is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes multiple roles within J.P. Morgan entities since 2011 and prior work at Prologix Staffing Inc. Outside of his advisory work, Anderson volunteers as a personal finance instructor for high school students, serves as treasurer for a youth STEM robotics organization, and occasionally works as a guide for Wildwater River Guides. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining institutional advisory capabilities with broker-dealer and commodity-related registrations.

Thomas King Jr. is a financial advisor with Raymond James & Associates in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2008. Outside of his advisory role, he serves on the advisory board for the Academy of Finance, a nonprofit organization, and is a director on the board of Neighborhood Lending Partners. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and consulting services with a range of portfolio management styles, and it is notable for providing municipal advisory services alongside market-making and execution roles in municipal and government bonds.

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 65 and Series 63 licenses and four years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Insurance and Investment Services and has operated Cao & Associates LLC since 2019, where he provides tax planning and consulting services for 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, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services across various program structures and custodial relationships.

Yufen Wang is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Swatch Group (US) Inc. Outside of her advisory role, she is the owner of a limited liability company involved in real estate development. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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 having 22 years of industry experience. He has worked at LPL Financial and Boeing Employee Credit Union since 2018, and previously was employed at TIAA-CREF from 2014 to 2018. Outside of his advisory role, he is involved in music as a band member. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios from internal and third-party sources.

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.

Lucas Lisboa is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation. He has been with J.P. Morgan Securities and affiliated entities since 2025, with prior experience including roles at Guy Carpenter and Marsh & McLennan Companies, and studies at the University of Washington. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jonie Martinka is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her work history includes roles at Polaris Injury Law, Moos Tax & Accounting, Weiss & Associates, and SQI, Inc. Outside of advising, she is involved in consulting activities and referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets.

Matthew Meyers is a Certified Financial Planner® with 22 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory work, he is also an author. 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 wide range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

Connor Heffernan is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Selander O'Brien and CRS Holdings. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its advisory services.