Joseph Yeadon is a financial advisor with Ameriprise who holds Series 66, Series 63, and Series 65 credentials and has 27 years of industry experience. He has been with Ameriprise since 2017, following two years at HD Vest Investment Services and over two decades operating Yeadon & Co. Financial and Tax Service LLC. Outside of his advisory role, he is involved in business ownership through several entities, including Yeadon & Co. CPAs, LLC, and serves on the board of New Beginnings Christian Fellowship as well as presides over Essex Community Outreach Corp. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income and tax-aware withdrawal strategies. The firm provides retirement planning through a centralized team and emphasizes a structured approach that integrates its proprietary investment research and affiliated product offerings.

Devin Anthony is a Series 66-licensed financial advisor with Ameriprise in Bellevue, WA, and has seven years of industry experience. His prior roles include positions at Stifel, Bank of America, Merrill, and Capital One Financial. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice based on proprietary research and third-party data.

Donald Bertrand is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Financial Engines Advisors L.L.C. since 2016, with prior roles at WT Arizona Securities and Fidelity. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios and long-term strategies.

Alison Mandi is a Series 66-licensed financial advisor with 18 years of industry experience, currently with UBS Financial Services since 2021. She previously worked at City National Bank and RBC Capital Markets, LLC. Alison serves as treasurer and a member of the board of directors for the Lakeview Elementary Parent Teacher Student Association. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Abby Wentz is a financial advisor with Fidelity in Tukwila, WA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at PLICO and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it holds distinctive roles such as CFTC registration and advisory responsibilities for multiple registered investment companies.

Tara Kinsella is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been associated with Morgan Stanley since 2013, currently working within Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment committee resources. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Derin Russo is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining UBS, Russo worked at D.A. Davidson & Co. from 2006 to 2008. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers extensive capital markets and advisory solutions.

Elif Lee is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds the Series 66 designation. Outside of her advisory work, she is the founder of Kimana Group LLC, a life coaching and consulting business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Carter Jensen is a Series 66 licensed financial advisor with LPL Enterprise, where he has worked since 2024, accumulating two years of industry experience. His prior roles include positions at PRUCO Securities LLC, Paccar Inc, McKinney Construction, and involvement with the Boys & Girls Club. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and offers access to various financial planning, asset management, and insurance services.

Ting Ting Chan is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2017, also working with Wells Fargo Bank, N.A. since 2011. 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 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.

Kathleen Steele is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of her advisory role, she serves as a board member of Fauntleroy Church in Seattle. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models, including third-party programs and discretionary management, with a focus on matching clients’ needs to appropriate investment solutions.

Cynthia Davis is a financial advisor with Edward Jones in Redmond, WA, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones from 2008 to 2024 and also has experience with H&R Block and Uber Eats delivery. Outside of her advisory role, she continues to work as a meal delivery driver for Uber Eats. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

James Finnestad is a financial advisor at Edward Jones in Kent, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and previously worked at OMAX (Hypertherm) and Wesley Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Olamide Aje is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked at Marian BNA LLC and The Boeing Company, where he spent nineteen years. Outside of his advisory role, he is involved in managing a rental property in Seattle. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs. The firm leverages third-party managers and advisory programs to provide a range of investment solutions without sponsoring its own wrap fee program.

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 financial advisor with Wells Fargo Clearing in Bellevue, WA. He holds the CFP® designation and the Series 66 license, with 18 years of industry experience. Prior to joining Wells Fargo in 2025, he worked for UBS Financial Services for 16 years. 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 both brokerage and advisory solutions.

Paul Canimo is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Anchor Financial LLC, and Gradient Securities, among others. Outside of his advisory work, he owns a Medicare sales business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a large network of investment adviser representatives. The firm primarily uses model-driven investment approaches and offers access to third-party asset managers and financial planning services.

Aileen Sarmiento Velasco is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked as a contractor with Fuse Washington and was involved with Ben Stuckart and Friends, alongside roles at Gonzaga University and Seattle Preparatory School. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models primarily through third-party sponsors and provides ERISA fiduciary services to qualified plans.