David Meeks is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. He has worked at firms including Edward Jones, Cetera Advisor Networks, and Northwest Community Credit Union. Outside of his advisory role, he has been involved with Epic Wines & Spirits and Blakeslee Vineyard Estate. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

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.

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. 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.

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 has held roles at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services prior to joining Ameriprise in 2021. Whittendale is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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.

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.

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.

Stephen Scheer is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, Scheer worked at Carpet Liquidators and held various positions in other industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

Anthony Manzanares is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 25 years of industry experience. His prior experience includes 15 years at Invesco Advisers, Inc. Outside of finance, he is an investor in a movie production company, Worry Dolls Productions LLC. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports its clients through various advisory programs and institutional consulting services.

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.