Aleisha Lucas is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Karen Bayuga is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2020, following an 11-year tenure at D.A. Davidson & Co. 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 advice. The firm’s approach 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.

Joseph Lyons is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2021, he worked at 15 James and co-managed Joseph Lyons & Heather Lyons. Outside of his advisory role, Lyons has been involved with Little Moon Cellars since 2008 and serves as a coach for local sports teams. 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 consulting services, incorporating model portfolios, third-party research, and technology-driven strategies.

Trayon Mc Nairy is a financial advisor at Edward Jones in Kirkland, WA, with two years of industry experience. Prior to joining Edward Jones, he worked at U.S. Bank for four years and Comcast for another four years. Outside of his advisory role, he owns a residential real estate investment property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of advisors and branch offices.

Marc Dorgan is a financial advisor with Ameriprise in Mill Creek, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Dorgan serves as a varsity and travel softball coach in the local community. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset thresholds, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers services through a centralized retirement-income consulting team.

Traci Bumpus is a Private Wealth Advisor at Merrill Private Wealth Management. She brings over two decades of experience in investment management and financial planning, focusing on guiding individuals and families through the complexities of wealth management. Her approach involves working closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. She began her career in financial services in 1999 after graduating Summa Cum Laude from Biola University with a Bachelor's Degree in Business Management emphasizing finance. Traci holds professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Her expertise covers areas such as corporate executive services, family wealth management strategies, international wealth management, and legacy planning. Outside of her professional role, Traci enjoys interests including baseball, biking, football, music, photography, reading, spending time with her family, traveling, and watching movies.

Sonia Lee is a Series 66 licensed financial advisor with 16 years of industry experience. She is currently with J.P. Morgan Securities, having previously worked at First Republic Securities Company and Merrill Lynch. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities and delivers its program on a non-discretionary basis.

Christopher Lee is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at RBC Capital Markets since 2008 and has also been affiliated with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

David Parker is a financial advisor at LPL Financial in Bellevue, WA, holding a Series 66 designation with 23 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Michael Chen is a financial advisor at Charles Schwab with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has held roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and order-routing arrangements.

Jacob Aragon is a Financial Consultant at Fidelity Investments. He has held multiple roles within the company since 2020, including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. Jacob works with clients to develop financial plans and provides personalized recommendations to help them pursue their financial goals while collaborating with a team of professionals. His experience at Fidelity Investments spans several years, during which he has supported clients in various capacities, focusing on understanding their values and objectives to create thoughtful financial strategies. Jacob holds an Arkansas Insurance License. Outside of his professional career, Jacob has interests in fitness, hiking, and running.

Jason Glazier is a financial advisor with Edward Jones in North Bend, Washington, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at Edward Jones since 2019 and previously spent seven years at Ameriprise Financial Services. 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 and offers a range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

Bryan Hendrickson is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His previous roles include operating his own firm, Bryan L. Hendrickson, Inc., and working at Waddell & Reed. He also served nearly a decade with the Everett Public Schools Foundation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm provides a range of advisory programs and financial planning services supported by extensive research and technological resources.

Olivia Normand is a financial advisor with Morgan Stanley in Bellevue, WA. She holds a Series 66 designation and began her advisory career with Morgan Stanley in 2025. Prior to joining Morgan Stanley, she worked at Sun Oaks Tennis and Fitness Club and held various other roles including at Gonzaga University and Huntington Health. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and delivers planning services through Financial Advisors and the Estate Planning Strategies Group.

Jay Buxbaum is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Morgan Stanley Private Bank. Outside of his advisory work, he is involved with Temple De Hirsch Sinai, serving as Chair of the Investment Committee for the synagogue’s Endowment Fund and as an Advisory Board Member. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm’s financial planning process utilizes structured discovery and planning tools, providing comprehensive strategies without individual security recommendations as part of standalone plans.

Joshua Moullet is a financial advisor at OSAIC with 22 years of industry experience. He held a role at Woodbury Financial Services for 20 years before joining OSAIC in 2024. He holds Series 63 and Series 65 licenses and also offers fixed insurance products through Radicle Wealth Management. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services supported by asset-allocation tools and multiple third-party platforms.

Shawn Macfarlan is a financial advisor at UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 designations with 26 years of industry experience. He has been with UBS since 2002. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets services.

Sydney Sutkus is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. 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 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.

Brian Bertsch is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Ek Riley Investments. In addition to his advisory role, he has a 50% ownership interest in Schumaker Bertsch LLC, a financial practice based in Issaquah, WA. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Anya Krishnaswamy is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation. She has less than one year of industry experience. Prior to joining UBS, her background includes roles at the University of Texas at Austin, CS Disco, and Breakthrough Central Texas. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and discretionary portfolio management.