Steven Tomalin is a Series 66-licensed financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities for the past 10 years and was previously employed at King County Library System. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to support its recommendations.

Nien Hoang is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been practicing as a financial advisor since 2010, working directly with technology and healthcare professionals, as well as small business owners and entrepreneurs. His approach is focused on a streamlined, goals-based wealth management process driven by accountability, exceptional service, and results. His areas of expertise include college education planning, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Nien holds certifications including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA), and maintains FINRA Series 7, 9, 10, and 66 registrations along with insurance licenses. He earned a bachelor's degree from Seattle University. Based in Seattle, Nien enjoys spending time with his wife and two sons exploring the outdoors, traveling, and supporting local sports teams. He is involved in community work through organizations such as Helping Link, reflecting his commitment to supporting others beyond his professional role.

Sarah Frauenholtz is a Wealth Management Advisor with Merrill Lynch Wealth Management. She assists individuals, families, and nonprofit organizations in creating comprehensive financial plans that integrate wealth management, legacy planning, and philanthropy. Sarah works to help clients turn complex financial decisions into connected strategies involving banking, lending, trust and estate planning, investing, and philanthropic efforts. Since 2015, Sarah has been a part of the Kelly Wealth Management Group at Merrill. She holds a bachelor's degree in Mathematics from Carroll College in Helena, Montana, and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Chartered Advisor in Philanthropy and Personal Investment Advisor. Her professional focus includes family wealth management strategies, services for endowments, foundations, and nonprofits, legacy planning, personal retirement planning, philanthropic planning, and retirement income. Sarah is involved in community activities including serving on the board of the March of Dimes and volunteering with Financial Beginnings, a nonprofit focused on financial education. She also participates in the Better Money Habits Champions, a Bank of America volunteering network, and has served on the Board of Directors for the Downtown Everett Association. Outside of work, she enjoys cooking, golfing, music, volleyball, and spending time with her family.

Steven Foster is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial and its affiliates since 2001, including eight years with Foster Financial Group Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as deterministic and probability modeling to tailor non-discretionary planning and consulting to client goals and supports these through advisory programs and institutional portfolio management.

Aaron Wartes is a financial advisor with Raymond James Financial, holding the Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2022. In addition to his advisory role, he operates Constellation Wealth Services in affiliation with Raymond James. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports clients through advisory programs and institutional consulting.

Emily Faust is a financial advisor at UBS Financial Services with 21 years of industry experience. She has been with UBS since 2010 and holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research and capital markets services through a broad platform.

Brandon Trout is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Canteen OCS/Compass Group for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Daniel Reisdorff is a CFP® professional with 17 years of experience in financial advising, currently serving at Edward Jones since 2008. He holds the Series 66 license and is based in Arlington, WA. Outside of advising, he is a vice president of Gamut Bookkeeping Inc., a role he has held since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branches.

Warren Phillips is a financial advisor with Edward Jones in Arlington, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million 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 is notable for its extensive retail advisor and branch network, as well as affiliated financial services beyond traditional advisory offerings.

Robert Finke is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Finke serves as a board member of Slow Food Whidbey Island, an organization that promotes local food and farms. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning and access to third-party money managers. The firm utilizes asset-allocation tools and efficient-frontier analysis to construct diversified portfolios managed on discretionary or non-discretionary bases.

Sandra Newell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has held roles at several firms, including VOYA Financial Advisors and Robert B Joki, CLU & Associates. Outside of advisory work, she is a notary public and is involved in insurance sales covering life, disability, fixed annuities, and long-term care, as well as life settlements through approved vendors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, and retirement plan clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies across various account types and program structures.

James Kellett is a financial advisor with Edward Jones in Everett, WA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, he serves as a Precinct Committee Officer in Snohomish, WA, and is a Warrant Officer 1 with the United States Volunteers-Joint Services Command, where he performs bugler duties and supports military funeral honors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charities. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated financial services through a large nationwide advisor and branch network.

Derek Stump is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and three years of industry experience. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Equitable Advisors. Prior to entering the financial industry, he was involved with Fidelis Family Initiative LLC and fitness-related enterprises. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jonathan Gonzalez is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he served five years in the United States Army and has work experience in public service and retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is known for its extensive retail advisor network and additional capabilities including a trust company and securities-based lending.

Joshua Kelley is a Series 66-licensed financial advisor with Edward Jones, based in Camano Island, WA. He has one year of industry experience. Prior to joining Edward Jones in 2024, he was involved in various roles including ownership of a self-employed business and management positions in the hospitality sector. He serves as a board member of Skagit Habitat for Humanity and is on the investment committee of the Skagit Community Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Gregory Jensen is a financial advisor with Edward Jones in Marysville, WA, holding CFP® and ChFC® credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Jensen manages building tenants for Jensen Professional Building, LLC. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Porter is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Columbia Distribution for 12 years, with a break in employment during 2020-2021. He holds a Series 66 designation and is based in Stanwood, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and affiliated investment products, operates under a fiduciary standard, and is supported by a large national network of financial advisors and branch offices.

Richard Carton is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Saranya Turner is a Series 66-licensed financial advisor with UBS Financial Services in Everett, WA, with nine years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-based, tailored financial advice.

Brady Mistler is a financial advisor with LPL Financial and holds a Series 66 designation. He joined LPL Financial and Bailey Wealth Services in 2024 and has professional experience supporting the development of financial plans. His background includes roles at Neumann University and Mountain Pacific Bank. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and various portfolio management options.