Matthew Charbonneau is a financial advisor at Edward Jones in Seattle, WA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Brittany Terlaje is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and 10 years of industry experience. She has worked with Merrill prior to joining J.P. Morgan in 2018 and was involved with Simply Urban from 2018 to 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Danielle Boone is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets prior to that. Based in Seattle, WA, Boone’s career spans both wealth management and private banking services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client plans and corporate financial planning agreements.

Paul Miller is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he spent eleven years with IAM&AW District 160. Miller serves as a finance council member for Our Lady Star of the Sea in Bremerton and is a board member of the Manette Business Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Antwan Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. He has previously worked at Bank of America and Movement Mortgage. Outside of his advisory role, he works as an Uber driver in Bellevue, WA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Conner Gehring is a financial advisor with LPL Financial based in Seattle, WA. He holds the CFP® and ChFC® designations and has 15 years of industry experience. Prior to joining LPL Financial in 2026, Gehring worked for Northwestern Mutual in various roles from 2010 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Gregory Tognan is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. during multiple periods between 2015 and the present. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional accounts.

Ginger Wasylik is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Morgan Stanley, Charles Schwab, Russell Investments, and HomeStreet Bank. Outside of advisory work, she owns GlimmerStick Creations, LLC, where she facilitates SoulCollage® and Laughter Yoga events, and she also works part-time at a natural wine retailer in Seattle. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies through a structured Recommendation Report and ongoing advice.

Reyna Parcells is a financial advisor at RBC Capital Markets in Seattle, WA, with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Robert W Baird, and Morgan Stanley, among other firms. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Kathryn Pagh is a Series 66-licensed financial advisor with LPL Financial, based in Seattle, WA, with 12 years of industry experience. She has previously worked at Knight Wealth Management, LLC, Cetera Advisors LLC, and Newaukum Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jeffrey Serell is a financial advisor with Merrill in Seattle, WA, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at Merrill since 2011 and concurrently with Bank of America, N.A. since 2019. Outside of his advisory role, he is involved with the Chill Foundation as an interim program coordinator and serves as a committee member for the Burton Chill charitable organization. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rita Acosta is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for Hemlock Printers for 21 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Tanner Mendenhall is a financial advisor at LPL Financial based in Seattle, WA, holding Series 63 and Series 65 credentials with one year of industry experience. His prior experience includes roles at Mercer, Insight Enterprises, and PennyMac Loan Services. 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 range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers, supported by a large network of investment adviser representatives.

Robert Morgan is a financial advisor at Edward Jones in Poulsbo, Washington, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Liam Tonner is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses with six years of industry experience. His work history includes roles at Wells Fargo Bank, Caliber Home Loans, and Wells Fargo Clearing Services LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Daniel Coonrod is a financial advisor with Wells Fargo Clearing in Seattle, WA. He holds Series 63 and Series 65 credentials and has 18 years of industry experience. He has been with Wells Fargo in various roles since 2011. 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 integrates research from Wells Fargo Investment Institute and third-party sources to guide its investment approaches.

Joshua Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 65 designation and began his advisory career in 2026. Prior to joining the firm, he has experience in education and community roles, including positions at Gonzaga University and local schools in Poulsbo, WA. 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, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through its advisory programs or other providers.

Brandon Dove is a financial advisor with Charles Schwab based in Seattle, WA. He holds a Series 66 designation and has seven years of industry experience, including prior roles at TD Ameritrade and Charles Schwab Bank. His background also includes work outside finance in hospitality and service positions. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized custody and order-routing systems.

Tomislav Kuzman is a financial advisor with Wells Fargo Clearing in Anacortes, WA, holding Series 63, 65, and 66 licenses and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016, with prior experience at BKCO Mortgage. Outside of his advisory work, he serves as a co-guardian for his son and a co-trustee for a family trust. 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 advice grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kenneth Smith is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he owns Aymen Publications, a publishing business, and Aymen Leadership Coaching, a consulting practice. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm provides tailored, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support clients’ income planning needs.