Janice Lin is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Bellevue School District and Alaska Airlines. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Sean Kron is a financial advisor at Merrill based in Bellevue, WA, with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2020, alongside his role at Merrill since 2019. Prior to his advisory career, he was employed at the University of Washington from 2015 to 2019. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Jedda is a financial advisor at Ameriprise in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, she owned and operated JJ Caprices, a retail business, from 2013 to 2024. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its planning approach.

Kyle Kuykendall is a CFP® with 17 years of industry experience. He currently works at Wells Fargo Clearing and previously spent 16 years at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services centered on an IPS-driven process grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Canimo is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Prudential Insurance Company of America, Anchor Financial LLC, and several other firms. Outside of his advisory role, he owns a Medicare sales business focused on providing Medicare-related services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform that integrates adviser programs with insurance sales and collateralized lending options, supported by a combination of in-house and third-party portfolio management.

Aileen Sarmiento Velasco is a financial advisor with Equitable Advisors in Bellevue, WA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked in various roles including contracting with Fuse Washington and positions related to Gonzaga University and Seattle Preparatory School. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by 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 a broker-dealer and utilizes a variety of program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

David Meeks is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Cetera Advisor Networks, Northwest Community Credit Union, and Edward Jones. Outside of his advisory work, he has professional involvement with insurance agencies. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset managers, and integrated insurance products.

Timothy Tucker is a financial advisor at Stifel with 40 years of industry experience. He has held his current position at Stifel Nicolaus & Co. since 2013. Outside of his advisory role, he serves as secretary-treasurer and a board member of Hillcrest Corporation and is a managing director and partner at AEP LLC. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing guidance that supports client decision-making through capital market assumptions and probabilistic modeling.

John Hosmer is a financial advisor with Equitable Advisors in Bellevue, Washington, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior experience includes four years at AXA Advisors, LLC. Outside of his advisory role, he is a co-founder and partner of J&R Gemini, LLC, where he is involved in tenant supervision and relationship management. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates dual-registered as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that integrates LPL-sponsored programs and endorsed third-party managers.

Colby Hanover is a financial advisor at Merrill with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, N.A. and Merrill for the past 10 years. Hanover is also affiliated with the University of Washington, where he has been involved since 2008. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers.

Unubileg Battulga is a financial advisor at Ameriprise in Bellevue, WA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Ameriprise, Battulga held positions at Bankers Life and Pro Credit LLC in Mongolia, and attended Amherst College. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jamie Rosen is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, Rosen worked at Blue Origin for one year and has experience at Central Washington University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Brian Minard is a Senior Financial Advisor with the Mikkola Small Minard Group, a boutique-style, multi-generational wealth management group based in Bellevue, Washington. He focuses on building long-term client relationships by providing holistic financial strategies that address a comprehensive range of client needs and issues. His areas of expertise include investment and risk management, credit and lending, liquidity and cash flow management, trust management services, family wealth and estate planning, retirement income planning, and philanthropy and giving. Brian began his financial services career in 2020 during the COVID-19 pandemic, recognizing the importance of offering clients dedicated guidance during turbulent times. He works closely with his team to help individuals, families, non-profits, and business owners make informed financial decisions and manage their wealth effectively. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Certified Investment Management Analyst (CIMA) designation, and the Personal Investment Advisor (PIA) credential. Brian earned his bachelor's degree from the University of Washington. Outside of work, Brian enjoys outdoor activities such as skiing, hiking, backpacking, and camping. He also spends time traveling and supports Seattle sports teams. He values spending time with his family and friends.

John Feistner is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63, Series 65, and Series 66 registrations and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and U.S. Bank. He also worked with the Archdiocese of Seattle. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a diverse client base including individuals, corporations, and institutions. The firm uses research and analytics to inform its investment approach and provides both brokerage and advisory solutions.

Nyrell Leonor is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Before joining Cetera, Nyrell held positions at Frontier Supply Chain Solutions Inc. and Zara, and had periods outside the workforce. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to various third-party managers across multiple program structures and custodial relationships.

Michael Whittendale is a financial advisor at Ameriprise with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Ameriprise since 2021. His prior experience includes roles at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services, among others. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Fernando Pohina is a Series 66-licensed advisor with 17 years of industry experience. He currently works at Osaic Wealth Inc. and has held prior roles at Hornor Townsend & Kent Inc. and Pacific Capital Resource Group Inc. He is involved in insurance sales and services through multiple ventures including Pacific Capital Resource Group and Ascent Wealth Solutions, and serves as Vice President of Advisory Resource Group, LLC, where he recruits and trains advisors. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports a complex network of platforms, mergers, and commercial arrangements.

Mark Mcclure is a financial advisor at Stifel with 49 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of his advisory work, he is a member of an LLC formed to purchase and operate a race car. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology that uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

David Feller is a CFP®-certified financial advisor with 34 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as chair of the endowment committee at Kirkland Performance Center and is a planning commissioner for the Town of Yarrow Point. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joseph Ostrom is a financial advisor at Robert Baird & Co. in Bellevue, WA, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Pacific Portfolio Consulting, LLC for five years before joining Baird in 2021. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management through separately managed accounts, and tax-management strategies, supported by internal research and advisory tools.