Tony Wu is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with J.P. Morgan Securities in Seattle, where he has worked since 2021. Prior to joining J.P. Morgan Securities, he was with Merrill and Bank of America from 2015 to 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jordan Merlino is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this role, Jordan held positions at TD Ameritrade, including Senior Financial Consultant from 2020 to 2021, Financial Consultant from 2019 to 2020, and Client Service Specialist in 2019. Jordan's professional focus is on providing clients with the tools, resources, and financial planning necessary to build confidence and work collaboratively towards their financial future. Jordan emphasizes creating a safe space for sharing experiences and prioritizes economic empowerment in financial guidance. Outside of work, Jordan has interests in concerts, military service, pets, reading, and volunteering.

Eric Priebe is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Sasonoff is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and five years of industry experience. Prior to joining JPMorgan Securities in 2021, he held roles at DoorDash, Diners LLC, SAP Concur, Omni Partners, the University of Washington, and Wheel Fun Rentals. 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 applying an ESG eligibility framework in recommending investment strategies.

Rena Mcneal is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2009. 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 retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Herring is a financial advisor at Edward Jones in Silverdale, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked for sixteen years at Puget Sound Naval Shipyard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and operates a nationwide network of more than 23,000 financial advisors.

Steven Whitaker is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 63, and Series 65 credentials and 13 years of industry experience. Prior to joining Wells Fargo, he worked in various educational roles across multiple school districts including Central Kitsap, South Kitsap, Port Townsend, Kent, and North Kitsap. He also served at Chief Kitsap Academy for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions backed by research from Wells Fargo Investment Institute and third-party data.

Gail Hill is a financial advisor with Equitable Advisors in Kent, WA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and operates a financial coaching business under the name The Financial Coach. 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 multiple third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

James Woosley is a CFP® with four years of industry experience, currently serving as a financial advisor at Ameriprise in Seattle, WA. Prior to his role at Ameriprise, he worked in landscape design and retail, including a position at Dean Backholm Landscape Design, Inc. He also has experience at George Fox University. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed recommendation reports and ongoing tax-aware withdrawal strategies.

Christine Yeakley is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at NYLife Securities LLC, New York Life Insurance Company, and D.A. Davidson & Co. She has been with Ameriprise since 2025. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual advice focused on retirement income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

William Luu is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ariel Goh is a financial advisor at Robert Baird & Co. with a Series 66 credential and recent industry experience beginning in 2024. Prior to joining Baird, Ariel worked at Syncopation Foundation, Stratacore, Eastside Stomp, and Taxman & Associates. Outside of finance, Ariel is involved in dance instruction and choreography, teaching swing dance classes and coaching a performance team. Robert Baird & Co. serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Brendan Foor is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He has been with LPL Financial and Emerald Wealth Management since 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both in-house and third-party sources.

Daniel Martiniello is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Investment Services Inc. and Avantax Advisory Services from 2020 to 2025. Outside of his advisory role, he has provided accounting and tax preparation services through his long-standing work at Accounting & Tax Services Inc. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

Brenda Huber is a CFP® professional affiliated with LPL Financial in Tukwila, WA, with 19 years of industry experience. She has worked at LPL Financial and the Boeing Employee Credit Union since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Lauren Mallory is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation with two years of industry experience. She has been with UBS since 2018, with prior experience at Paper Source and the University of Washington. 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 and supports its advisors with proprietary research and model-based asset allocations.

Jennifer Schafer is a financial advisor with Edward Jones in Burien, WA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2024, she worked for the Kent School District from 2010 to 2024. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Armando Cruz is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at RBC Capital Markets and previous tenure at Robert Baird & Co. Outside of his advisory work, he operates as an independent contractor for package delivery through Amazon Flex. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and management approaches.

Camilo Hincapie is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. He is also the owner of 100% Clean LLC, where he manages payroll and business planning. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts, leveraging a multi-asset investment approach and an integrated operational structure.

Artemiy Thayer is a financial advisor with UBS Financial Services in Seattle, WA. He holds the Series 66 designation and has less than one year of industry experience. His previous roles include positions at the University of Washington School of Medicine, NGP Financial Planning LLC, and several educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings supported by proprietary research and model-based asset allocations.