Ivy Liu is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and eight years of industry experience. Her work history includes roles at East West Bank, Charles Schwab, Bank of America, Merrill, HSBC, and JPMorgan Chase. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Bernadette Justiniano is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Trent Trailov is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and five years of industry experience. He previously worked at Ameriprise and operated Trail CPA Corporation, providing tax preparation and accounting services. 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 advisory and brokerage services through a large network of representatives using a range of strategies, including model portfolios and third-party asset management.

Ai Mendoza is an Investment Consultant currently working at Fidelity Investments since 2022. In this role, she focuses on understanding each client's unique financial needs and providing professional guidance and tailored solutions to help clients make informed financial decisions and pursue their goals. Prior to her current position, Ai worked as a Private Client Banker at JP Morgan Chase from 2019 to 2022. Her experience includes assisting clients with their investment and banking needs. Outside of her professional work, Ai enjoys family activities, fishing, social events with friends, gardening, outdoor adventures, and painting.

Peter Gilding is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. He has held roles at Raymond James Financial Services Advisors, Inc., Crossroads Financial Services LLC, and Northern Vermont University. Gilding has also operated a tutoring service and has diverse work experience outside finance. 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 financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and advisor-facing tools.

Jeremy Taylor is a CFP®, ChFC®, and Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has been involved with Mainspring Wealth Advisors, LLC since 2013, where he serves as owner and branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional organizations. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools, and maintains unique affiliations such as a municipal advisor arrangement and specialized employer advisory programs.

Alex Cormier is a Financial Consultant at Fidelity Investments, where they have been serving since 2025. Prior to this role, Alex held positions as an Investment Consultant, Relationship Manager, and Financial Representative within Fidelity Investments from 2022 to 2025. Alex works closely with clients to define and understand their specific financial goals, developing personalized plans to align with their vision and provide confidence and structure across their portfolios. Collaborating with a Wealth Management Team, Alex executes these plans efficiently for clients and their families. Alex's approach emphasizes building a foundation of trust through understanding what is important to each client. This client-centered strategy supports the development of tailored financial solutions. Outside of their professional responsibilities, Alex enjoys art, family activities, golf, outdoor adventures, parenthood, and spending time with pets.

Kelci Van Tulder is a financial advisor with Cetera in Renton, WA, holding Series 63 and Series 65 licenses and having six years of industry experience. She previously worked at Pilgrim Coffeehouse and serves as the financial officer for Ascend Northwest, a Catholic nonprofit focused on promoting healing ministry in the Pacific Northwest. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Johnatan Mendez is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Cambridge Investment Research Advisors and related entities beginning in 2025, as well as various positions at the University of Washington Tacoma, Beacon Hill Staffing, The Boeing Company, and HAPO. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages multi-billion dollar assets across multiple platforms and custodians.

Gary Meagher is a CFP® professional with 41 years of industry experience. He currently works at LPL Financial and has previously been affiliated with Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering diverse financial planning and investment management solutions.

Donald Lagerquist is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options, manages approximately $1.01 trillion in assets, and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Peter Doolittle is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Edward Jones, Northwest Asset Management, OneMain Financial, and the University of Redlands. He also manages an advisory business through Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice based on detailed analysis and collaboration between a centralized service team and individual advisors.

Jennae Reid is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at Wells Fargo Clearing and ShareBuilder. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers, providing both discretionary and non-discretionary portfolio management and related financial services.

Aimee Kelly is a financial advisor with RBC Capital Markets in Kirkland, WA, holding a Series 66 designation and 14 years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers to meet clients’ risk profiles and investment preferences.

Alan Khaitov is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Gonzaga University from 2016 to 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based financial planning agreements.

Paul Adams is a CFP® professional with 29 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2025 and spent 16 years at UBS Financial Services prior to that. Adams holds a Series 66 registration. 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 a range of brokerage and advisory solutions.

Rory O'Sullivan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Seattle, WA, holding a Series 66 credential and 12 years of industry experience. He has worked at Wells Fargo Funds Distributor, LLC and BMO Harris Financial Advisors, Inc. before his current roles starting in 2018. O'Sullivan serves as a board member and finance committee member for the Magnolia Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique capabilities in municipal finance and employer advisory services.

Cynthia Hwang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily at JPMorgan Chase since 2017, with prior experience at Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Stacy Oster is a financial advisor at UBS Financial Services in Bellevue, WA, with 26 years of industry experience. She has been with UBS and its predecessor Paine Webber since 1999. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets solutions. The firm combines institutional trading capabilities with wealth management services to meet diverse client needs.

Chia Wei Liu is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and five years of industry experience. His career has been primarily with Wells Fargo and its affiliates since 2017, with prior experience at Safeway. 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 a range of brokerage and advisory solutions supported by Wells Fargo Investment Institute research and diversified portfolio strategies.