Matthew Klippert is a financial advisor with Thrivent Investment Management in Mill Creek, WA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His work history includes positions at Thrivent Financial and Fidelity Investments, as well as involvement with nonprofit and educational organizations such as Trevecca Nazarene University and Anthem Coffee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers services both as one-time and ongoing engagements and integrates planning with managed-account programs under a consolidated billing system called WealthPlan.

Jesse O'Brien is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 license and is based in Everett, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm 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.

Emma Moreno Rincon is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2026. She previously worked at Bank of America from 2015 to 2026 and Marymoor Park for 11 years. 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 various institutional investors.

Leigh Hlohinec is a financial advisor with Edward Jones in Mill Creek, WA, holding CFP® designation along with Series 63 and Series 65 licenses. She has 28 years of industry experience, including 15 years at SunTrust Investment Services and SunTrust Advisory Services before joining Edward Jones in 2017. 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, supported by a large network of advisors and branch offices nationwide.

Kevin Brady Jr is a financial advisor at Edward Jones with 7 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his advisory career, he was associated briefly with Pacific Masonry and was involved with the University of Washington's School of Baseball. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Kevin Dang is currently serving as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2026. He began his tenure at Fidelity Investments in 2022 as a Financial Consultant. Prior to joining Fidelity, Kevin accumulated extensive experience in the financial services industry, including positions at JPMorgan Chase where he worked as Private Client Banker-First Vice President from 2012 to 2022, Licensed Personal Banker from 2009 to 2012, and Assistant Branch Manager from 2008 to 2009. He also held roles at Washington Mutual as a Senior Personal Financial Representative and Senior Teller between 2002 and 2008. In his role as a Financial Consultant, Kevin partners closely with clients to develop personalized financial plans tailored to their unique needs and priorities. He emphasizes trust and reliability as foundational elements in his client relationships and conducts ongoing reviews to adapt financial strategies to clients' evolving goals and life events. Kevin's personal interests include camping, cars, fishing, fitness, food, and kayaking.

Deborah Tanner is a Series 66 licensed financial advisor with Edward Jones, based in Kingston, WA. She has 14 years of industry experience and has been with Edward Jones since 2011. Deborah is also a co-owner and property manager of a rental property in Butte, MT. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jered Fowler is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James Financial Services since 2009 and has served with the Everett School District since 2020. Fowler is an advisory board member of F.R McAbee, Inc., where he provides guidance on business operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that include municipal advisory services and specialized employer retirement plan consulting.

Joseph Songvilay is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Engines Advisors L.L.C., E.K. Riley Investments, LLC, and Moss Adams Wealth Advisors LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary advice across a large client base.

Elysia Bui is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Arrow Homes and served on the Edmonds City Council. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services to deliver tailored financial solutions.

Joshua Helpenstell is a financial advisor at Edward Jones in Arlington, Washington, holding the CFP® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, he served in the U.S. Navy from 2011 to 2017. 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 strategies supported by a nationwide network of more than 23,700 advisors.

Timothy Schell is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021, following five years at Peoples Bank and four years at LPL Financial LLC. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Barrette is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Wells Fargo and BECU and has military experience serving six years in the United States Army. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Daniel Cicu is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at JPMorgan Chase Bank, New York Life, and several positions outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Ryan Smolko is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Legacy Equity Valuations and Lorraine Barrick LLC, and has experience in both valuation and advisory roles. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary options, separately managed accounts, and affiliated funds.

Daniel Jones is a financial advisor with Wells Fargo Clearing in Lynnwood, WA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016 and Wells Fargo Bank NA since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide its investment approach while offering a broad range of brokerage and advisory solutions.

Junzhao Liu is a financial advisor with Fidelity Investments in Lynnwood, WA, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Fidelity, Junzhao held various roles including positions at Tianfu Seattle, Seattle City Light, and the University of Washington. Fidelity's Strategic Advisers LLC, where Junzhao works, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also uses algorithmic methods and maintains oversight controls to address conflicts of interest.

Nicole Vankirk is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Merrill and Bank of America since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Eric Higgins is a financial advisor with Edward Jones in Everett, WA, holding the Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Higgins is involved in a small-scale real estate rental business. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Douglas Kenoyer is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services.