Brian Cohen is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Cohen is involved as a general partner and co-owner in several yoga and wellness-related businesses, including Pineapple Life Yoga and Barre Studio and BBC Karma, LLC. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Trushar Joshi is a CFP®-credentialed financial advisor with 23 years of industry experience. He is currently with Fidelity and has previously worked at USAA financial planning services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, advisor to multiple registered investment companies, and for integrating AI-based research in its investment process.

Halimatul Troxel is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, she worked at Wells Fargo & Co. from 2018 to 2022 and has experience in interior architecture and design. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic automation.

Pauliina Slosson serves as a Senior Financial Advisor and Personal Investment Advisor (PIA) at Merrill Lynch Wealth Management. In this role, she provides clients with tailored strategies across a range of focus areas, including college education planning, divorce transition planning, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, and socially responsible as well as values-based investing, including ESG considerations. Though specific details on her career experience and education beyond a High School Diploma from Lincoln High School are not provided, Pauliina's professional designation as a Personal Investment Advisor reflects her qualifications within the financial advisory field. Outside of her work, she enjoys a variety of personal interests such as antiquing, biking, gardening, genealogy, music, spending time with family, tennis, and yoga.

Derek Leonard is a CFA® charterholder with 15 years of industry experience. He is currently with Morgan Stanley in Kirkland, WA, where he has worked since 2017, including time at Morgan Stanley Private Bank. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Erin Egesdal is a CFP® professional with 15 years of experience in financial planning and investment management. She is currently with Cetera and has held roles at multiple firms including Summit Financial Group and Hawaii Financial Advisors, where she is also a partner. Erin is the founder of Bellevue Financial Advisors and serves as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering various portfolio management and financial planning services through a multi-manager platform. The firm supports advisors with a range of program structures and access to both affiliated and third-party money managers.

Rose Licup is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and three years of industry experience. Her career includes roles at Wells Fargo Bank, NA, and the Personal Finance Center. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Donald Weller III is a financial advisor with Raymond James Financial, holding a Series 66 credential and 16 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Raymond James in 2024. Weller serves as a volunteer Finance Committee member for the United Way of Snohomish County. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and maintains unique municipal advisory affiliations and specialized retirement plan services.

Lorraine Contreras is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work experience at Rewards Network, Valpak, and Entertainment Publications LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Sean Kelleher is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked with Equitable Advisors since 2017 and was previously affiliated with AXA Advisors, LLC. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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 broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver its advisory and brokerage solutions.

Carey Tremaine is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and offering 45 years of industry experience. He has been with LPL Financial since 2000 and is also involved with the Tolt Townsite Company, L.L.C. since 2010. Outside of his advisory work, he provides consulting services for the Sno-Valley Senior Center. 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 various advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Mclaurin is a financial advisor with Cambridge Investment Research Advisors in Woodinville, WA, holding Series 63 and Series 66 designations and 27 years of industry experience. He previously worked at Cetera Advisors LLC for eight years and has operated Evergreen Financial Management since 1999 as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various custody platforms and proprietary as well as third-party model strategies.

Randy Hulett is a financial advisor with Stifel in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, he serves as a board member of the Mount Si Mens Club, a local organization focused on activities for male golfers. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning.

Ryan Carpenter is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Wells Fargo Bank, Bellevue Healthcare, Metro Uniform and Accessories, and Fresno City College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial product options than typical institutional advisers.

Shawn Meeks is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at UBS since 2006 and has been affiliated with U.S. Bancorp Piper Jaffray Inc. since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and capital market models to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including portfolio management, fee-based planning, and alternative investment products.

Robert Lee is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Sherwin-Williams, Regie.ai, and Pacific View, LLC. Equitable Advisors serves a wide range of clients including individuals, high-net-worth families, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored platforms and endorsed third-party managers.

Taylor Erickson is a financial advisor with Edward Jones in Monroe, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Erickson worked at Charles Schwab and held various other roles including at Pro Unlimited and Costco Wholesale. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Mantell is a financial advisor at LPL Financial based in Bellevue, WA, holding CFP®, CFA®, and Series 63 credentials with nine years of industry experience. His prior work includes roles at KMS Financial Services and BlackRock, Inc. There are no notable outside activities reported. LPL Financial is a national SEC-registered adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions, offering a range of advisory programs, financial planning, and research-driven investment management.

Larry Garcia is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses and is based in Kirkland, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Heidi Hargarten is a Series 66-licensed financial advisor with Edward Jones in Kirkland, WA, where she has worked for 11 years. She has 17 years of industry experience. Outside of her advisory role, she manages a room rental business in Sammamish, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a wide range of advisory services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.