Jiajin Wu

Jimmie Mendoza is a financial advisor at Cornerstone Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Asset Management since 2000. Outside of his advisory role, Mendoza is also employed as a benefits specialist. Cornerstone Asset Management provides personalized investment management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite portfolio structure, focusing on globally diversified investments and individualized client reviews.

Janet Pack is a financial advisor at Advisors Asset Management, Inc. in Tacoma, WA, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Federal Retirement Resources and Senior Care Alliance, where she is also the owner and spends a significant portion of her time involved in the sale of insurance products. Advisors Asset Management primarily serves individual and retirement-age clients by providing financial planning and consulting services and referring investment management to third-party money managers. The firm facilitates insurance and annuity products through an affiliated insurance practice and offers client support without directly managing or trading client assets.

Jacob Hall is a financial advisor at Pace Wealth Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and Park Avenue Securities. Outside of advisory work, Hall has ownership and management roles in four recreational cannabis dispensaries. Pace Wealth Advisors provides financial planning and portfolio management primarily for individual clients with investable assets above $500,000. The firm’s investment approach is based on modern portfolio theory and long-term horizons, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates client-specific investment policy statements reviewed periodically.

Holli Howatson is a financial advisor at Woodland Wealth Advisors with 18 years of industry experience. She holds a Series 65 designation and has worked previously at Horizon Asset Management, LLC. Howatson’s career includes periods of retirement and a brief tenure at The Olympia Yacht Club. Woodland Wealth Advisors provides discretionary, individually tailored portfolio management primarily for individual clients, focusing on a long-term equity and ETF core combined with options strategies such as covered calls and cash-secured puts. The firm manages a small, concentrated client base with about $7.5 million in discretionary assets and emphasizes individualized oversight through quarterly portfolio reviews and the use of fundamental, technical, and quantitative analysis.

Frank Gallo is a CFP® professional with 34 years of industry experience, currently affiliated with Investors Portfolio Services LLC. His career includes roles at Fortune Financial Services, United Planners Financial Services, and NATIONAL PLANNING CORPORATION. Outside of advisory services, he serves as a trustee for the Joan M Gallo Trust and works as a tax preparer. Investors Portfolio Services LLC provides asset management, fiduciary services, financial planning, and tax preparation to individuals, trusts, charities, and retirement plans. The firm tailors portfolios to client goals, employs model portfolios and sub-advisors as needed, and offers public educational seminars along with in-house tax return preparation.