Emil Anderson is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held various roles within JPMorgan Chase and its affiliates since 2011. Outside of his advisory work, he serves as an officer and treasurer for a youth STEM robotics organization and volunteers as a personal finance instructor for high school students. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary, written asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and may include ESG considerations.

Meleena Bryan is a Series 66–licensed financial advisor with Edward Jones in Kent, WA, and has 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Andrew Wilson is a financial advisor with Charles Schwab in Seattle, WA, holding a Series 66 designation and entering his first year in the industry. Prior to joining Schwab, he worked at Island Research for one year and spent nine years at Amazon.com. Charles Schwab & Co., Inc. serves a broad client base, 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 mix of non-discretionary and discretionary investment options, supported by a large-scale, integrated operational structure.

Kyle Hill is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on personalized financial planning, education, and guidance to help clients achieve financial confidence and develop clear strategies. Kyle emphasizes building lasting client relationships and supporting clients in navigating their financial futures. Kyle has been with Fidelity Investments since 2021, serving in various roles including Financial Representative, Investment Consultant, and now Financial Consultant. His experience encompasses different aspects of financial advising and investment consulting within the firm. Outside of his professional work, Kyle has personal interests that include cars, cooking and baking, football, music, pets, and snowboarding.

Agatha Lidzbarski is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at UBS since 2018 and previously spent four years with U.S. Bancorp Investments, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management to client goals and risk tolerances.

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.

Douglas Myers is a financial advisor with Edward Jones in Des Moines, WA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including a lengthy tenure at Edward D. Jones & Co., L.P. since 1989. Outside of his advisory work, Myers owns Hampton Journeys LLC, a boat charter business based in Redmond, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of advisors and branches, offering a range of discretionary and non-discretionary investment solutions and affiliated investment products.

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.

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.

Deana Cook is a financial advisor with LPL Financial in Renton, WA, holding a Series 66 designation and four years of industry experience. She has been with LPL Financial since 2019 and previously worked for Custom Dental Aesthetics for eight years. Outside of her advisory work, she creates content for a YouTube channel focused on crochet. 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 a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various asset classes.

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.

Jeffrey Downer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera since 2019 and previously spent time with Foresters Advisory Services LLC and Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

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.

Matthew Meyers is a CFP® professional with 22 years of experience in the financial industry. He has been with LPL Financial since 2016 and previously worked at Waddell & Reed from 2013 to 2016. Outside of his advisory work, he is also an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.