Caroline Whitlock is a CFP® with eight years of industry experience, currently affiliated with Edward Jones. Prior to joining Edward Jones in 2018, she worked in education for nearly two decades, including roles within the Kent School District and the Federal Way School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial services supported by a large national network of advisors and branch offices.

Kelly Mckay is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. Prior to joining Cetera in 2023, she worked at Voya Financial Advisors from 2015 to 2021. Outside of her advisory role, she coaches youth gymnastics at Gymnastics Connection. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with flexible program structures and access to multiple third-party money managers.

Katanu Nzuvu Christie is a financial advisor at Edward Jones with seven years of experience at the firm. She holds the Series 66 designation and previously worked for Classical Conversations and Mary Kay Cosmetics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Michael Lawless is a financial advisor at Osaic Wealth with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Commonwealth Financial Network and his own firms, Lawless Financial Group and Lawless Wealth Management. He is the owner of Lawless Financial Group LLC, a private entity facilitating securities, advisory, and insurance business. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporates, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization using various tools and supports discretionary and non-discretionary strategies across multiple program options.

Andrew Kim is a financial advisor with Edward Jones in Kent, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Century 21 Aspire Group, Sprint Corporation, Northeast Wisconsin Technical College, and Securitas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Paul Sharp is a financial advisor with Thrivent Investment Management in Auburn, WA, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Acorns, J.P. Morgan Securities, and Fidelity Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations on a broad range of planning topics without including implementation. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping these services separate.

Beau Nguyen is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he worked at Financial Insights Wealth Management and Pacific Lutheran University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Vrutiben Naria is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Vrutiben held roles at R Rock Solid Reality Pvt, Ltd. and completed studies at Amravati University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Khafayat Mabayoje is a financial advisor with J.P. Morgan Securities in Kent, WA, holding Series 63 and Series 66 designations and five years of industry experience. Their work history includes roles at JPMorgan Chase Bank and United Ways of King County. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice and customized reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Andrea Gist is a financial advisor at Edward Jones in Auburn, WA, holding a Series 66 designation with two years of industry experience. She previously worked at Hunter Benefits and Westwood Shipping. Outside of her advisory role, she plays baritone and tenor saxophone in a local jazz group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm has a large national network of advisors and branches and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Miranda Berg is a financial advisor with Edward Jones in Maple Valley, WA, holding a Series 66 designation and over one year of industry experience. She has been with Edward Jones since 2014, including her current role starting in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separate managed accounts, and affiliated mutual funds.

Brandon Matthews is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at USI Kibble & Prentice and Evergreen Home Loans. Matthews is also involved with Mainspring Wealth Advisors as a client relationship manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach that incorporates risk profiling and analytical tools to support client goals.

Darren Horejsi is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Boeing Employee Credit Union since 2014 and spent 11 years with U.S. Bancorp Advisors, LLC prior to that. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, using various portfolio strategies and investment tools, supported by a large network of advisors and significant assets under management.

Dave Wilson is a Series 66 licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Classic Products Corp from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Matthew Ryan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at LPL Financial, LLC for 12 years before joining Raymond James in 2023. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and institutional consulting services.

Christopher Bruntz is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is involved with Soul Free, LLC, an LLC based in Snoqualmie, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branches.

Kayla Dumler is a financial advisor at Fidelity with Series 66 registration and one year of industry experience. Her prior work history includes multiple roles at Fidelity Investments and a position at Art Gamblin Motors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies and oversight controls.

Duncan Saggau is a financial advisor at Edward Jones in Kent, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Gartner and Baylor University. Outside of his advisory role, he is involved in business activities including property management and asset holding. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment options, and affiliated services. The firm is notable for its extensive advisor and branch network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Kelly Larkin is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lincoln Investment Planning and Shelgren Financial Services. Larkin also operates Larkin Financial, LLC, a business entity for tax and investment purposes. 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 a range of financial planning and investment management services supported by extensive advisor tools and diverse platform options.

Anthony Gian is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual’s affiliated firms in 2016 and 2017. In addition to his advisory work, Gian is involved in outside insurance sales for property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships.