Connor Loveall is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Before rejoining Edward Jones, he worked in the fitness industry with companies including The Bay Club Company and Sammamish Fitness LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment options, 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 nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Robert Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior firms include Cetera Advisors LLC and First Allied Advisory Services, among others. He is also involved in Wright Capital Management LLC, a business entity established for tax and investment purposes. 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 range of financial planning and investment management services delivered through a broad network of advisors utilizing diverse strategies and technology tools.

Kevin Chang is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously at Voya Financial Advisors from 2016 to 2021. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and bespoke investment strategies.

Aaron Moulton is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and two years at Prudential Equity Group. Outside of his advisory role, he has ownership interests in KITA BRKA LLC and Cedar Creek Wealth Management LLC, both investment-related entities in Issaquah, WA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Dylan Cavanaugh is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to his current role, he worked at Fidelity Brokerage Services LLC and has a background that includes positions at Victory Briefs Institute and McCullar Realty. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managed portfolios built using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a variety of clients and maintains oversight of sub-advisers while employing systematic models that incorporate mutual funds, ETFs, and ETPs.

Nellie Roubaud is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has held roles at Bank of America and Merrill since 2015, with a period of unemployment between 2018 and 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party teams, with customized portfolio implementation and various service features.

Forrest Fielder Jr. is a financial advisor with UBS Financial Services in Fall City, WA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with UBS Financial Services since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and capital market assumptions.

Clifford Thomas is a financial advisor with Cetera in Sammamish, WA, holding a Series 66 credential and 27 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of advisory work, he is president of a tax preparation and accounting firm. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management through a multi-manager platform with various program options and affiliated managers.

Jessica Steiner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. She has worked at Edward Jones since 2021 and previously held positions at South Sound 911, Salish Lodge, and Verizon Wireless. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dale E. Young III is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 1997 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to client goals and risk tolerances.

Maegan Dornan is a CFP® professional with 10 years of experience currently affiliated with Raymond James Financial in Issaquah, WA. She has worked at Wells Fargo Clearing for seven years before joining Raymond James and co-manages Hall & Dornan Capital Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals while offering specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting.

Lynn Thompson is a financial advisor with Ameriprise in Issaquah, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise in 2017, Thompson worked at Weldon Barber from 2012 to 2017. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Guannan He is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with firms including HSBC Securities and Citibank prior to his current role. Outside of finance, he teaches jazz dance classes at a hip-hop/jazz studio serving Chinese students in Seattle. J.P. Morgan Securities offers 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.

Landon Bennett is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Arba International LLC and Rad Power Bikes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

He He is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill, He worked at Bank of America, Key Investment Services, and KeyBank. He also has experience in education technology and educational services. Merrill, together 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.

David Bustamante is a Planning Consultant specializing in personalized financial planning. He partners with clients to provide tailored financial discussions, utilizing advanced financial planning software and tools to help clients achieve their financial goals with clarity and confidence. David has experience as an Associate Planner at The Retirement Solution, Inc from 2023 to 2024, a Registered Client Service Representative at Morgan Stanley from 2021 to 2023, and a Licensed Service Representative at Key Investment Services (KEYBANK CORP) from 2019 to 2021. Outside of his professional work, David enjoys cooking and baking, participating in family activities, hiking, listening to music, and engaging in parenthood.

Joseph Lyons is a financial advisor with LPL Financial in Duvall, WA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His background includes roles at Morgan Stanley, TD Ameritrade, Waddell & Reed, and running a business entity named 15 James. Outside of finance, he is involved in coaching high school softball and CrossFit. 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 range of advisory services including financial planning, model portfolios, third-party asset management, and retirement advice, supported by technology tools, with a significant scale of discretionary assets and over 22,800 advisors.

Jill Poppe Loveall is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2009. She holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Mai Hoang is a financial advisor at Merrill in Redmond, WA, holding a Series 66 designation and with four years of industry experience. Mai has been with Merrill since 2018 following a five-year period out of the workforce. Outside of advisory work, Mai is co-owner of family rental properties in Oklahoma and Missouri. Merrill, together 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.

Kelli La Belle is a financial advisor with Edward Jones in Issaquah, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, she worked at Mercer & Co. and has been involved in the dance instruction field for over a decade. She also teaches dance classes to children aged 3 to 18 at Inspire Academy of Dance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers various advisory programs and strategies, including discretionary and non-discretionary wrap fees, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.