Aileen Sarmiento Velasco is a financial advisor with Equitable Advisors in Bellevue, WA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked in various roles including contracting with Fuse Washington and positions related to Gonzaga University and Seattle Preparatory School. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer and utilizes a variety of program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

John Hosmer is a financial advisor with Equitable Advisors in Bellevue, Washington, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior experience includes four years at AXA Advisors, LLC. Outside of his advisory role, he is a co-founder and partner of J&R Gemini, LLC, where he is involved in tenant supervision and relationship management. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates dual-registered as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that integrates LPL-sponsored programs and endorsed third-party managers.

Gerald Wallace is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisor representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

John Feistner is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63, Series 65, and Series 66 registrations and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and U.S. Bank. He also worked with the Archdiocese of Seattle. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a diverse client base including individuals, corporations, and institutions. The firm uses research and analytics to inform its investment approach and provides both brokerage and advisory solutions.

Fernando Pohina is a Series 66-licensed advisor with 17 years of industry experience. He currently works at Osaic Wealth Inc. and has held prior roles at Hornor Townsend & Kent Inc. and Pacific Capital Resource Group Inc. He is involved in insurance sales and services through multiple ventures including Pacific Capital Resource Group and Ascent Wealth Solutions, and serves as Vice President of Advisory Resource Group, LLC, where he recruits and trains advisors. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports a complex network of platforms, mergers, and commercial arrangements.

David Feller is a CFP®-certified financial advisor with 34 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as chair of the endowment committee at Kirkland Performance Center and is a planning commissioner for the Town of Yarrow Point. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Colton Smith is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2017, progressing through various roles including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Throughout his career, Colton has focused on building relationships with clients based on trust, enabling them to make informed decisions to achieve their life goals. His professional experience encompasses financial consulting and planning, with a consistent commitment to supporting clients and their families in reaching their financial objectives. Colton's approach centers on empowering clients with the confidence needed to navigate their financial futures. Outside of his professional work, Colton has interests in football, horseback riding, military service, and traveling.

Joseph Ostrom is a financial advisor at Robert Baird & Co. in Bellevue, WA, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Pacific Portfolio Consulting, LLC for five years before joining Baird in 2021. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and tax-management strategies, supported by internal research and advisory tools.

Patrick Foley is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and having six years of industry experience. He has been affiliated with both Merrill and Bank of America 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, offering model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jack Harmeyer is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, his work history includes roles at MBI Seattle and Washington State University. Outside of his advisory role, he is co-owner of Rinky Dink LLC, a company established to manage a vacation property shared with his sister. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Jason Demarre is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Voya Financial Advisors for seven years. He is involved with Time Advisor Group, LLC, a business entity for tax and investment purposes unrelated to investment advisory services. LPL Financial is an investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of management approaches supported by internal and third-party research.

Joseph Chiocca III is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at TransWest and RTC Delivery, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs and platforms. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Anthony Gressick is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. In this capacity, he partners with clients to address their financial planning needs and helps them access Fidelity's extensive resources. He engages with clients to understand their unique situations and goals, providing tailored financial advice. Anthony's approach involves working closely with clients to navigate complex financial scenarios. Outside of his professional role, Anthony has interests in baseball, pets, and running.

Matthew Boelter is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C., Viridian RIA, LPL Financial, and VOYA Financial Advisors. Outside of his advisory role, he owns and operates a crypto mining business with his son. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Cynthia Schmiedeknecht is a financial advisor at Ameriprise with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in business ownership at Sequence, Inc., which focuses on life coaching and consulting. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Paige Mcdonald is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is a member and COO of Super Ensemble Partners, LLC, where she manages an Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Amyna Karmali is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of her advisory role, she serves as an executor of an estate, managing trust affairs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Chris Billingsley is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 28 years of industry experience. He has been with UBS since 2004. Outside of his advisory work, Billingsley serves as a board member and volunteer for Snoqualmie Valley Little League, a youth baseball charity. 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, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Timothy Swanson is a CERTIFIED FINANCIAL PLANNER™ practitioner with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Campbell Soup Company from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary wrap fee strategies along with tax-efficient services.

Weijing Zhang is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2017, Zhang worked at Wealthlink from 2014 to 2017. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.