Sarah Burdick is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for twelve years and is also associated with Sound Harbor Financial, where she manages client service and office operations. Outside of her advisory role, she and her husband own a small rental property in Bremerton, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, employing analytical tools to illustrate potential outcomes and supports its recommendations through various advisory programs.

Scott Ventoza is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner and serves on the advisory oversight committee of Ventoza Family LLC, a wholesale merchandising partnership. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor strategies to clients’ goals and risk tolerances.

Leah Tribe is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Eric Sandstrom is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at Shari and James Jenkins Inc. and Waddell & Reed, Inc. His other business activities include operating DBAs affiliated with his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Selena Riggins is a financial advisor at Fidelity with 25 years of industry experience. She holds a Series 66 designation and has been with Fidelity and its affiliates in various roles since 2002. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Beth Percival is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Quickfit Bookkeeping Solutions LLC for seven years. Based in Seattle, WA, she provides financial advisory services through Edward Jones. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Jingfeng Cao is a financial advisor at Cetera with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Cetera, Cao worked at Avantax Insurance and Advisory Services and has operated Cao & Associates LLC since 2019, providing tax planning and consulting services to individuals and small businesses in Seattle. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and various program options.

Yufen Wang is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and Swatch Group (US) Inc. Outside of her advisory role, she is the owner of 92-96 Waldemar LLC, a limited liability company focused on real estate development. 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 through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Beth Lovell is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Jared Eglington is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior work includes roles at Boeing Employee Credit Union since 2018, TIAA-CREF from 2014 to 2018, and Merrill in 2014. Outside of his advisory work, he performs in a band, dedicating time monthly to music activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning and asset management services through a large network of advisors and offers a range of investment platforms that include model portfolios, third-party management, and institutional programs.

Jo Ann Loo is a financial advisor at Morgan Stanley with 28 years of industry experience. She has held her current position since 2009. Jo Ann holds the Series 63 and Series 65 credentials and is based in Seattle, WA. 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 and financial planning services supported by structured discovery processes and firm-approved tools.

Lucas Lisboa is a Series 66-licensed financial advisor with J.P. Morgan Securities in Seattle, WA. He has been with J.P. Morgan Securities and affiliated entities since 2025. His prior experience includes roles at Guy Carpenter and Marsh & McLennan Companies, as well as time at the University of Washington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm specializes in non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jonie Martinka is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her work history includes roles at Polaris Injury Law, Moos Tax & Accounting, Weiss & Associates, and SQI, Inc. Outside of advising, she is involved in consulting activities and referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets.

Connor Heffernan is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he worked at Selander O'Brien and CRS Holdings. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations and Secular Return Estimates, to support its advisory services.

David Lund is a financial advisor with Thrivent Investment Management in Shoreline, WA, holding a Series 66 credential and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, Lund teaches German on weekends and seasonally, including preparing students for the Deutsches Sprachdiplom and AP German exams. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, focusing on holistic goal-based analyses and written recommendations across a broad range of planning topics without discretionary trading authority.

Julia Gerbino is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with 15 years of industry experience. She has been with Morgan Stanley since 2008. 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 firm-approved tools and a structured discovery process.

Jack Qu is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch and multiple J.P. Morgan affiliated entities. He is based in Seattle, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative investment research.

Amie Lock Tse is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has worked at Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stanislav Poltavets is a financial advisor at RBC Capital Markets with the CFA® designation and a Series 66 license. He has six years of prior experience at LNW and has worked in other industries, including positions at Domino’s, Northwestern Mutual, and LA Fitness. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs and tailors investment strategies to clients’ risk profiles, utilizing both in-house and third-party managers.

Kevin Wieczorek Sr. is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. His prior roles include positions at Wells Fargo Investments, Chase Investment Services, and Wamu Investments. He holds Series 63 and Series 65 licenses and is based in Seattle, WA. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.