Christopher Anderson is a financial advisor with Thrivent Investment Management in Federal Way, WA, holding a Series 66 designation and one year of industry experience. His prior work includes involvement in a small entrepreneurial venture, co-owning an LLC aimed at opening a bar for board game enthusiasts, though the entity is currently being dissolved. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority and offering ongoing plan reviews through its network of advisors.

Lynette Ackman is a financial advisor at Primerica Advisors with one year of industry experience. She holds the Series 65 and Series 63 designations. Her prior work includes roles at Symetra, H&R Block, Jackson Hewitt Tax Services, and Workwell Global. Outside of her advisory work, she is involved in sales of home security and automation products through Primerica Client Services and loan products through Primerica Mortgage. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers and provides custody and trade execution support through BNY Mellon Advisors and Pershing.

Jon Roelofs is a CFP® professional with 20 years of experience in the financial industry, all with Edward Jones since 2006. He holds a Series 66 designation and is based in Maple Valley, WA. Outside of Edward Jones, he has a financial investing and planning activity registered in St. Louis, MO, though he holds no active responsibilities in that role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Bruce Severeid is a CFP® professional with 43 years of experience in the financial industry. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation from 2002 to 2009. Outside of financial advising, he is involved in photography, including teaching and publishing, and participates in the Proctor Art Gallery in Tacoma, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,000 advisors with various investment platforms, including model portfolios and third-party asset management, and provides operational tools that incorporate machine learning for advisor support.

Aaron Easter is a financial advisor at Edward Jones with 21 years of industry experience and a Series 66 designation. 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shane Feist is a financial advisor at Edward Jones in Auburn, WA, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he serves as an assistant track coach and volleyball line judge for the Sumner School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management and a network of over 23,000 advisors nationwide. The firm provides a range of investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Katherine Irwin is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has experience working at Edward Jones from 2021 to 2025 before joining Raymond James Financial Services, Inc. in 2025. Irwin is based in Puyallup, WA, and has one year of industry experience. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting services, utilizing risk profiling and modeling tools to support client goals.

Bryan La Belle is a financial advisor at Edward Jones in Covington, WA, with six years of industry experience. He holds the Series 66 designation and previously worked for United Parcel Service for 13 years. Outside of his advisory role, he volunteers as an assistant football coach at Kentwood High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Cody Fair is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has worked with Primerica Advisors since 2009 and also spent four years at Better Properties from 2017 to 2021. Outside of advisory work, he owns and operates a Tesla-focused YouTube channel. Primerica Advisors is a large-scale institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies developed by third-party asset managers and supports trade execution and custody through established custodians.

Trenton Hansen is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2021. Outside of his advisory role, Hansen is president of Celestial Prints, a 3D printing and selling business based in Renton, Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

David Blynov is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, his background includes roles outside the financial industry such as working with Cool Cat Fence and Doordash. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.

Michael Wilcox is a financial advisor at Edward Jones with 19 years of industry experience, all spent at the firm since 2007. He holds Series 63 and Series 65 licenses and is based in Des Moines, Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Baggenstos is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2002, totaling 23 years of industry experience. He is based in Kent, WA. Edward Jones is a full-service wealth management firm that serves 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.

Anthony Martiniello is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Services for over two decades. Outside of advising, he is president of accounting and tax service businesses that he has managed since the early 1980s. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services and supports advisors with a wide range of program options and affiliated resources.

Jennifer Richards is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previous work history at McCurley Integrity Dealerships and Mercedes-Benz of Tri-Cities. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchel Mcghee is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using a range of mutual funds, ETFs, and ETPs.

Rodney Williams is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with individual clients to address their personal financial situations by exploring financial alternatives tailored to their specific goals and desires. Prior to his current role, Rodney served as a Financial Advisor at Merrill Lynch from 2017 to 2021. His professional experience spans over several years in the financial advisory sector, focusing on client-centered financial planning and consultation. Outside of his professional work, Rodney's personal interests include fitness, football, movies, outdoor adventures, running, and yoga.

Matthew Telona is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various financial roles at firms including Bank of America, Merrill, and Fidelity. Outside of finance, he has been involved with coffee-related ventures such as Sea Level Coffee and Olympia Coffee Roasters. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

George Aokuso is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partner in Plato's Cave LLC, an Airbnb business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and may include ESG eligibility in its recommendations.

Lindsy Ferrin is a financial advisor with Edward Jones in Des Moines, WA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in promotions and marketing for the Seattle Thunderbirds Hockey Club. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with a wide range of advisory programs and affiliated financial services.