Marlon DeLeon is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to build and implement personalized financial plans aimed at helping them work towards their financial goals. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Prior to joining Fidelity Investments, Marlon worked at J.P. Morgan Chase from 2019 to 2022, where he served as a Relationship Banker and later as a Private Client Banker. His experience spans financial consulting, investment advising, and client banking, providing a broad foundation in financial services.

Colin Kosco is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors. Kosco is also the owner of Finity Group LLC, an independent insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by extensive research and technology resources.

Tinh Vu is a financial advisor at OSAIC with 12 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 65 and Series 63 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and Hornor Townsend & Kent, and has experience with Penn Mutual Life Insurance. Outside of his advisory role, he is involved with Cascadia Capital Management LLC, an insurance brokerage, and also works seasonally as a Master Tax Advisor for H&R Block. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Marshall Baker is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he assists multi-generational families in developing personalized wealth strategies focused on growth, preservation, and transfer of wealth. He coordinates a team of specialists including Investment Managers, Advanced Planners, and Trust Officers to implement comprehensive wealth management plans. Marshall has been with Fidelity Investments since 1993, holding various positions including Financial Planning Consultant, Private Access Account Executive, Regional Planning Consultant, and National Sales Manager for the Personal Investments Channel before assuming his current role in 2014. His extensive experience encompasses wealth management and financial planning. Outside of his professional responsibilities, Marshall engages in activities such as running steep trails, cycling, skiing, and surfing.

Kathryn Sciba is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2009. She provides respite care for foster children through the Washington State Department of Children, Youth & Families. Kathryn is also preparing to publish a book under the pen name K.J. Waldron. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Rakesh Chopra is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and Merrill. Outside of his advisory role, he serves as an advisory board member for the Salvation Army Tacoma and works as a casual longshore worker at the Port of Tacoma. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services supported by research and technology, including both discretionary and non-discretionary portfolio management.

Kathleen Eggers is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, she was employed by Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Tai Nguyen is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to their needs. Tai provides ongoing advice and adjusts financial plans as clients' circumstances evolve. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tai earned both his Bachelor's Degree and Master of Business Administration (MBA) from the University of Washington. He communicates with clients in English and Vietnamese.

Johann Tampinco is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, and First Republic Investment Management. He is currently based in Bellevue, WA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Yumi Summers is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various JPMorgan entities since 2011. Outside of her advisory role, she has experience as an owner and landlord of rental property. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Shane Phillips is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020, following roles at Bank of America and Merrill. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for the Forest Park Estates HOA in Auburn, Washington. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized recommendation reports through a centralized consulting team.

Forrest Piatt is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he worked in education and coaching roles within the Selah School District and Selah Middle School District, where he currently serves as a head coach. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Steven Voiland is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 25 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2001. Outside of his advisory role, he has ownership in Voiterra LLC, a real estate and commercial property business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning without discretionary investment authority.

Sara Emru is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Envestnet and Addepar, along with earlier experience at Whole Foods Market and the University of Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Colin Turner is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has five years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his primary advisory work, he is involved with two DBA entities providing financial planning, investment advice, and insurance services in Olympia, WA. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to institutional clients. The firm offers a combination of advisory and brokerage services, utilizing proprietary research, model portfolios, and third-party management, along with access to various financial products including insurance.

Carolyn Morrissey is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, she worked with the Riley Home Team and has a background that includes a role at Our Lady of Guadalupe School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Frances Schram is a financial advisor with Ameriprise in Renton, WA, holding Series 65 and Series 63 licenses and totaling 12 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2013 and is also the president, CEO, and CFO of Schram & Associates, a tax preparation business she has operated since 1991. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

Jason Richert is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Cetera and has held roles at Voya Financial Advisors and McKay Wealth Management. Richert also owns Richert Enterprises LLC and is involved in life settlement sales through Cetera-approved vendors. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Jeremy Blackburn is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at both Boeing Credit Union and LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ethan Alfrey is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2001. He has held several roles within the company, starting as a Service and Trading Representative, then moving to Retirement Planning Group Representative, Internal Retirement Counselor, Account Executive, and currently serving as Vice President, Financial Consultant since 2011. In his current role, Ethan focuses on building strong personal relationships through financial planning to help clients make decisions aimed at growing and maintaining their wealth. He works to identify strategies that align with clients' short and long term goals and provides guidance through their financial needs. Ethan holds a California Insurance License. Outside of his professional work, he enjoys biking, boating, family activities, movies, and traveling.