Michelle Luce is a financial advisor at Money Concepts Capital Corp with 16 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, CUNA Mutual Group, Great Northwest Federal Credit Union, and Cuna Brokerage Services, Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and account structures, utilizing model portfolios, third-party sub-advisers, and fundamental and technical analysis to manage approximately $3.33 billion for around 14,700 clients.

Michael Lewis is a financial advisor with LPL Financial based in Long Beach, WA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he operates an Etsy account focused on art under the name ColorMashArt. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Rebecca Jones Will is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones. She has worked at Edward Jones since 2018 and previously held roles at Uber Industries and the Beaverton School District. Outside of her advisory work, she co-owns a commercial fishing business and a rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory solutions, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and maintains a large network of advisors and branch offices nationwide.