Eamon Simmonds is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at LA Fitness, UPS, and Proscapes Inc. He has also worked in retail and university environments. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers, offering diverse investment solutions including mutual funds, ETFs, and alternative investments.

Brian Cohen is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and previously worked at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory work, Cohen is involved in several wellness-related business ventures, including co-ownership and general partnerships in yoga and barre studios and wellness companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research with a focus on eligible strategies and includes broader derivatives and commodities capabilities.

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 experience in the financial industry. He has worked at Morgan Stanley and its Private Bank since 2017 and spent one year at Wells Fargo Clearing prior to that. He is based in Kirkland, WA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by firm-approved tools and offers a broad range of retail and institutional investment solutions.

Erin Egesdal is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 15 years of industry experience. She has worked with several firms including Summit Financial Group and Hawaii Financial Advisors, where she is currently a partner. Erin is also the founder of Bellevue Financial Advisors and works as an insurance agent specializing in life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment programs, including discretionary and non-discretionary portfolio management and access to 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 Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. His career includes roles at Oppenheimer and Morgan Stanley prior to joining Raymond James. He volunteers on the Finance Committee of the United Way of Snohomish County, where he assists with budget and audit reviews. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Sean Kelleher is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked with Equitable Advisors since 2017 and previously with AXA Advisors. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party advisory models and proprietary offerings.

Carey Tremaine is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 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. Tremaine provides consulting services at the Sno-Valley Senior Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Thomas Mclaurin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and 66 licenses and bringing 28 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cetera Advisors LLC, and he also operates Evergreen Financial Management as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and employs proprietary model strategies alongside third-party advisers.

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. He has been with Equitable Advisors since 2026 and has prior experience in various industries, including medical technology and roofing. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s advisory approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, often utilizing third-party asset managers and affiliated investment offerings.

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 with LPL Financial in Bellevue, WA. He holds the CFP® and CFA® designations and has nine years of industry experience. Prior to joining LPL Financial in 2020, he worked at KMS Financial Services and BlackRock, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies and various technology tools.

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.