Tracy Crowley is a CFP® professional with 12 years of experience in the financial advisory industry, all with Edward Jones since 2014. She is based in Redmond, WA. Outside of her advisory role, she hosts a podcast featuring interviews with friends about their life stories and sells books related to workforce re-entry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Renee Degner is a financial advisor with Raymond James & Associates, holding Series 66, 63, and 65 licenses. She has 24 years of industry experience, including prior roles at American Funds Distributors, Inc. Degner holds a real estate license which she maintains for personal and family use without compensation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad network of advisers and affiliated research.

Doan Trang Bell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of advising, she provides notary public services on a part-time basis. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and advisory services supported by a range of portfolio management styles and extensive research resources.

Nick Akhbari is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized investment committee to construct globally diversified portfolios and employs tax-aware strategies and risk management tools.

Ryan Crumpacker is a CFP® certified financial advisor with Edward Jones, where he has worked since 2004. He has 21 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a vacation rental property in Shelton, Washington. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jill Murphy is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2005. Outside of her advisory role, she is a co-owner of Smurfco LLC, a company managing commercial real estate operations in Issaquah, WA. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Joey Nguyen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2026, he held roles at U.S. Bank and Addison Group among other positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of fund advisory roles, model portfolios, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Paul Crane is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He previously served as a Financial Consultant at Fidelity Investments from 2019 to 2023 and as an Investment Consultant from 2018 to 2019. He holds a California Insurance License. Paul focuses on providing clients with dedicated time and attention to understand their needs and concerns, partnering with them to design and execute sustainable financial plans aimed at pursuing their lifetime goals.

Brian Carlin is a CFP® professional with 18 years of industry experience, currently affiliated with Fidelity. His previous roles include positions at Morgan Stanley, E*TRADE Capital Management, TD Ameritrade, and Waddell & Reed. Outside of finance, he is a co-founder of Cascadia Dread, where he contributes to film production, social media, and writing, and he also works part-time as an actor. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Brendon Shirk is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He is dedicated to helping clients build long-lasting financial plans based on their individual and family needs. Brendon has been with Fidelity Investments since 2015, progressing through roles including Financial Representative, High Net Worth Associate, Relationship Manager, Investment Consultant, and Financial Consultant. This progression reflects his experience in various aspects of financial consulting and client relationship management. No information regarding Brendon's education, credentials, personal interests, or community involvement has been provided.

Cynthia Lee is a Series 66 licensed financial advisor with Wells Fargo Advisors, bringing 32 years of industry experience. She has held various roles within Wells Fargo-related firms since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds. The firm integrates advisory services with other financial products and planning specialties through a network of financial advisors.

Ben Hengst is a Financial Consultant at Fidelity Investments, where he has been employed since 2019. In his current role, he collaborates with clients to understand their unique financial situations and goals, providing an in-depth analysis to identify strengths and weaknesses. He emphasizes education and transparency to co-create strategies that help clients work toward their financial objectives. Ben's experience at Fidelity includes roles as an Investment Consultant, Relationship Manager, and Financial Representative, providing him with a broad perspective on financial planning and client relationship management. His career progression reflects his commitment to supporting clients through various aspects of financial consulting. Outside of his professional work, Ben enjoys board games, golf, and scuba diving.

Sarah Del Degan is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various design-related roles and businesses from 2015 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies through a large network of advisors and branch offices.

Bryan Pitman is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 credential and previously worked for the City of Fife for ten years. Outside of his advisory role, he owns and oversees Cle Elum Coffee Company LLC, a specialty grade coffee roasting business that donates its proceeds to local nonprofits focused on nature and conservation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated financial capabilities.

David Bleiweiss is a financial advisor with Edward Jones in Issaquah, WA, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he coordinates a short-term rental property business in Nashville, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies and affiliated financial services.

David Seligman is a financial advisor at Edward Jones in Issaquah, WA, with 21 years of industry experience. He has held his current position at Edward Jones since 2004. Outside of his advisory role, Seligman serves as an assistant coach for the distance track team at Issaquah High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory and investment services under a fiduciary standard.

Anjali Singh is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including roles at Banner Bank and Yes Bank Limited. Singh is currently based in Redmond, WA. Strategic Advisers LLC, a Fidelity Investments company, 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 systematic portfolio construction, employing algorithmic methods and serving multiple registered investment companies.

Dajana Djuranovic is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Lamb Weston. Outside of advising, she owns rental property in Kissimmee, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large national network and offers a variety of advisory programs with discretionary and non-discretionary strategies.

Joseph Bilsborough is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2014. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Corynne Wiediger is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.