Darla Cerrillo is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience, including her current tenure at Edward Jones since 2020. Prior to her career in finance, she worked for over two decades at Lowe's Home Improvement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Eddy Su is a financial advisor with LPL Financial in Edmonds, Washington, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mainsail Financial Group, Equitable Advisors, and Blue Raven Solar. Outside of his advisory work, he serves as a classroom tutor teaching AP Physics courses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of investment strategies and offers various financial planning and institutional platforms through a large network of advisors.

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.

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, WA, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Equitable Advisors since 2016, following a prior role at AXA Advisors, LLC. Outside of his advisory work, he is co-founder and partner of J&R Gemini, LLC, a company involved in tenant supervision and relationship management. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor solutions based on client needs and risk tolerance.

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.

Gerald Wallace is a financial advisor at LPL Financial with 32 years of industry experience. He has held his current position at LPL Financial since 2005. Wallace holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

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. He holds Series 66, Series 63, and Series 65 credentials and has seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, North Sky Capital, and U.S. Bank, N.A. 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 provides brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Fernando Pohina is a financial advisor at Osaic Wealth Inc. with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Hornor Townsend & Kent Inc, Pacific Capital Resource Group Inc, Penn Mutual Life Insurance Co, PRUCO Securities, LLC, and Equitable Advisors. Outside of advising, he serves as Vice President of Advisory Resource Group, LLC, where he recruits and trains advisors. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with diverse program options and investment strategies.

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® professional with 35 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked for A. G. Edwards & Sons, Inc. for 13 years. 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 Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Colton Smith is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2017, progressing through various roles including Planning Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Throughout his career, Colton has focused on building relationships with clients based on trust, enabling them to make informed decisions to achieve their life goals. His professional experience encompasses financial consulting and planning, with a consistent commitment to supporting clients and their families in reaching their financial objectives. Colton's approach centers on empowering clients with the confidence needed to navigate their financial futures. Outside of his professional work, Colton has interests in football, horseback riding, military service, and traveling.

Joseph Ostrom is a financial advisor at Robert Baird & Co. based in Bellevue, WA, holding a Series 66 designation with 22 years of industry experience. His prior work includes roles at Pacific Portfolio Consulting, Morgan Stanley, Oppenheimer, and Ameriprise. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a mix of discretionary and non-discretionary portfolio management strategies, manager and model-traded SMA programs, and tax-management tools, overseeing approximately $394 billion in regulatory assets as of December 31, 2025.

Jay E Emmingham is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized wealth management strategies tailored to his clients' unique financial situations. He partners with clients through a discovery process to understand their values, passions, and financial goals, designing wealth plans that align with their vision for the future. With expertise in areas including executive and equity compensation, family wealth management, philanthropic and legacy planning, tax minimization, and services for endowments and non-profits, Jay collaborates closely with clients and their tax and legal teams. He also coordinates with internal specialists in investment, lending, and estate planning to support comprehensive financial solutions. Jay holds a Bachelor's Degree from the University of Oregon and an MBA from Marylhurst University. He is a Personal Investment Advisor (PIA) and is involved with professional and community organizations such as the Chinese Information and Service Center and the University of Washington NSF I-Corps Site Program - CoMotion. He is fluent in English and Chinese.

Patrick Foley is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and having six years of industry experience. He has been affiliated with both Merrill and Bank of America since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Swayne is a financial advisor at Osaic Wealth with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Advisors, KMS Financial Services, Signator Financial Services, and Pacific West Financial Consultants. Outside of his advisory role, he operates Crossroads LLC, an entity used to manage the business operations of Crossroads Capital Management. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by various tools and strategies, including discretionary and advisor-managed accounts.

Priti Mendonca is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2019, she held positions at UCIC, Costco Wholesale, and AT&T. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jack Harmeyer is a financial advisor with Equitable Advisors in Redmond, WA, holding a Series 66 designation and four years of industry experience. His background includes roles at Equitable Advisors since 2022 and prior positions at MBI Seattle. Outside of his advisory work, he is co-owner of a vacation property LLC shared with his sister. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and uses a variety of advisory models and third-party asset managers to implement investment strategies.

Louis Feinberg is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to design comprehensive financial strategies that align with their personal goals and risk tolerance, supporting a variety of needs including retirement income planning, educational funding, philanthropic planning, and investment strategies. He holds a Bachelor's Degree from the University of Arizona and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Louis focuses on understanding individual clients through thoughtful questions and listening, addressing areas such as portfolio management, tax minimization, family wealth management, and managing new wealth. Outside of his professional role, Louis is actively involved in his church and a national men's ministry. He resides in Juanita Beach, Kirkland, Washington with his two dogs and enjoys basketball, volleyball, hiking, cooking, music, and spending time with his family.