Charles Shaffer III is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Mass Mutual Investors Services and New York Life. Outside of advisory work, he owns a small business focused on strategic planning and branding for advertising agencies. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers access to a range of financial planning and consulting services.

John Hoffman is a Financial Consultant currently working at Fidelity Investments. He has been in the financial services industry since 2009, holding various roles including Financial Advisor and Senior Portfolio Specialist at Fidelity Investments, as well as Financial Consultant at Charles Schwab. His approach with clients emphasizes the importance of starting with a detailed financial plan to work towards their goals. Throughout his career, John has gained experience in portfolio management and financial consulting across multiple organizations. He holds a California Insurance License. Outside of his professional work, John enjoys hiking and spending time with his pets.

Chidozie Okoye is a CFP® professional with 11 years of experience in the financial industry, currently with Wells Fargo Clearing since 2022. Prior to this, he held positions at Wells Fargo Home Mortgage and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Laura Namavong is a Series 66-credentialed financial advisor with eight years of industry experience. She is currently with Ameriprise Financial Services, where she has worked since 2019. Prior to that, she held roles at AXA Advisors LLC, AXA Equitable, and NightSky IT. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eric Dash is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Puget Sound Energy. Outside of finance, Dash coaches youth snow skiing and racing and teaches skiing at Crystal Mountain Resort. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jorge Bustamante is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Paraplanner at Ameriprise from 2021 to 2023 and as a Registered Client Service Associate at Raymond James from 2019 to 2021. In his current position, Jorge partners with clients to translate their financial goals into actionable plans. He employs a collaborative approach to help clients evaluate their options and make informed decisions regarding saving, investing, and wealth management. Outside of his professional work, Jorge has interests in camping, fitness, hiking, outdoor adventures, parenthood, and soccer.

Mikihisa Kobayashi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He supports clients by developing personalized financial strategies that align with their individual goals and adapt to changing market conditions. His approach includes access to investment insights from Merrill and the banking and lending services of Bank of America. Kobayashi’s expertise covers a range of areas including college education planning, family wealth management, managing new wealth, retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor’s degree from Washington State. Committed to community involvement, Kobayashi follows the Merrill tradition by volunteering with local organizations, reflecting his interest in contributing to the communities he serves.

Joseph Yeadon is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses, and has worked at Ameriprise since 2017. Outside of advising, he owns and operates Yeadon & Co. CPAs, LLC and Yeadon & Co. Financial & Tax Service, LLC, and serves on the board of New Beginnings Christian Fellowship. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team to deliver personalized retirement planning recommendations supported by proprietary research and third-party data.

Devin Anthony is a Series 66-licensed financial advisor with Ameriprise in Bellevue, WA, and has seven years of industry experience. His prior roles include positions at Stifel, Bank of America, Merrill, and Capital One Financial. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice based on proprietary research and third-party data.

Donald Bertrand is a financial advisor at Edelman Financial Engines in Bellevue, WA, holding Series 63, 65, and 66 designations with 19 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., WT Arizona Securities, LLC, and Fidelity. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual and institutional clients, providing workplace solutions, planner-led wealth management, and retirement income services. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment strategies.

William George is a Series 66 licensed financial advisor with Merrill in Seattle, WA, holding two years of industry experience. His prior roles include positions at Bank of America, BMO, Bank of the West, and US Bank. Outside of financial advising, he works as a consultant and independent contractor for ride-sharing services such as Lyft and Uber. 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 model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alison Mandi is a Series 66-licensed financial advisor with 18 years of industry experience, currently with UBS Financial Services since 2021. She previously worked at City National Bank and RBC Capital Markets, LLC. Alison serves as treasurer and a member of the board of directors for the Lakeview Elementary Parent Teacher Student Association. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities with wealth management services.

Abby Wentz is a financial advisor with Fidelity in Tukwila, WA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at PLICO and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it holds distinctive roles such as CFTC registration and advisory responsibilities for multiple registered investment companies.

Tara Kinsella is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been associated with Morgan Stanley since 2013, currently working within Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment committee resources. The firm manages approximately $2.74 trillion in client assets and delivers services through both individual and corporate financial planning agreements.

Derin Russo is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with UBS Financial Services in Bellevue, WA. Their career includes two separate tenures at UBS, spanning from 2016 to 2018 and from 2021 to the present. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Elif Lee is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds the Series 66 designation. Outside of her advisory work, she is the founder of Kimana Group LLC, a life coaching and consulting business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Carter Jensen is a Series 66 licensed financial advisor with LPL Enterprise, where he has worked since 2024, accumulating two years of industry experience. His prior roles include positions at PRUCO Securities LLC, Paccar Inc, McKinney Construction, and involvement with the Boys & Girls Club. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal and third-party strategists, and offers access to various financial planning, asset management, and insurance services.

Ting Ting Chan is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2017, also working with Wells Fargo Bank, N.A. since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kathleen Steele is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of her advisory role, she serves as a board member of Fauntleroy Church in Seattle. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models, including third-party programs and discretionary management, with a focus on matching clients’ needs to appropriate investment solutions.

Cynthia Davis is a financial advisor with Edward Jones in Redmond, WA, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones from 2008 to 2024 and also has experience with H&R Block and Uber Eats delivery. Outside of her advisory role, she continues to work as a meal delivery driver for Uber Eats. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.