Allison Sweeney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at AMS Financial Network, Elliott Cove Capital Management, Coastal Community Bank, Wells Fargo, and J.P. Morgan Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Zachariah Robinson is a financial advisor with Eagle Strategies (NY Life) based in Mountlake Terrace, WA, holding a ChFC® designation along with Series 63 and 65 licenses. He has 11 years of industry experience and has been affiliated with New York Life Insurance Company and NYLIFE Securities LLC since 2014 and 2015 respectively. Outside of his advisory work, he is a freelance theatre director for a community theatre. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.

Dana Lashbaugh is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 designation and no prior industry experience. She has worked at Integrated Wealth Concepts since 2026 and concurrently with The CPA Group PLLC since 2019. Previously, she was employed at Arnie's Restaurants NW Inc and Vine Dahlen PPLC CPAs. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term investment approach.

Merissa Jackson is a Series 66-licensed financial advisor with one year of industry experience. She currently works at Farther and has held prior roles at Modern Woodmen of America, Mass Mutual, Northwestern Mutual, and in consulting and project management positions. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Pranam Tamrakar is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including 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 both internal and third-party managers.

Jacom Schallenkamp is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and five years of industry experience. He has concurrently served as an associate financial advisor at Soundview Financial Group since 2022. His prior work experience includes roles at The Bay Club Company, Uber, and Utah Valley University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

David Osburn is a Senior Resident Director and Wealth Management Advisor with over 25 years of experience in the financial services industry. Since beginning his career in 1999, David has managed individual wealth through various market and life cycles, emphasizing a comprehensive and customized approach that prioritizes understanding each client's unique needs and goals. He focuses on areas including college education planning, executive compensation, family wealth management strategies, retirement income, and tax minimization, among others. David works closely with clients and trusted professionals to design, implement, and review tailored wealth management strategies aimed at managing investment risk and protecting clients' legacies. David holds a Bachelor's Degree from the University of Washington School of Business with a concentration in Finance. He has obtained professional designations such as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Born and raised in the Pacific Northwest, David is actively involved in his community through volunteering, including participation with the Mill Creek Little League. Outside of his professional commitments, he enjoys spending time with his wife and twin boys, sharing a passion for baseball and golf.

Douglas Mansell is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and no prior industry experience. His background includes roles at the Federal Aviation Administration and the National Transportation Safety Board. Mansell is also the owner of Adept Wealth Management LLC, an entity focused on marketing and bookkeeping. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented strategies.

Lindsey Moll is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Lance Sevier is a CFP® professional with 17 years of experience, currently affiliated with LPL Financial in Edmonds, WA. His prior experience includes roles at Penn Mutual Life Insurance Company, Hornor Townsend & Kent Inc, Alaska USA, and CUNA Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and technology-driven strategies.

Zijia Ye is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities in 2021, Zijia worked at Bank of America and several insurance and financial services firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joshua Wessels is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 65 and Series 63 licenses. His prior work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Seattle Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and model portfolios supported by internal and third-party research.

Daniake Tews is a financial advisor at Edward Jones with three years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, she worked at Torrey Pines Distribution and Nordstrom. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Vickie Godyn is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Douglas Custer is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. His prior roles include positions at Financial Engines Advisors L.L.C., Viridian RIA, LLC, Private Client Services LLC, and Appropriate Balance Financial Services. He serves on the advisory board of the Northwest Symphony Orchestra and is a member of the Planned Giving Advisory Council for the Overlake Medical Center Foundation. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and offers both advisor-led and online investment solutions to a large client base.

Jordan Kirk is a CFP® and Series 66 registered advisor with Charles Schwab in Lynnwood, WA, with four years of industry experience. He has been associated with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a broad range of investment options supported by centralized custody and oversight.

Danny Chi is a financial advisor at Edward Jones in Bothell, WA, with six years of industry experience. He has worked at Edward Jones since 2019 and previously was employed by Uber/Lyft and Renovation Church. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Don Norris is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Financial Engines Advisors L.L.C. since 2016, following a two-year tenure at Tmfs Advisors, LLC. 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 serves a large client base through advisor-led and online platforms.

Shari Jenkins is a CFP® with 42 years of experience in the financial services industry. She has worked at LPL Financial since 2021 and previously held roles at Waddell & Reed, Inc. for 37 years. Her background also includes managing her own business entities and providing notary services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 in-house and third-party research.

Cody Martinell is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013 in various roles including Financial Representative, Investment Consultant, and Financial Consultant. In his current role since 2020, he partners with clients and their families to develop and maintain customized plans that address controllable financial and emotional risks. Throughout his tenure at Fidelity Investments, Cody has gained extensive experience in financial consulting and investment advising. He holds a California insurance license, which supports his ability to provide comprehensive financial guidance. Outside of his professional work, Cody is interested in board games, boating, fishing, football, golf, and skiing.