Stephen Scharosch III is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016, with prior experience at Walmart and Mr. Delivery. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

Jeff Thomsen is a financial advisor with Ameriprise in Gig Harbor, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 22 years before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, algorithm-supported advice through a centralized consulting team.

Ryan Bradley is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following a decade at AT&T. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing comprehensive recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary advice through a centralized consulting team.

Michael Dunn is a financial advisor at Charles Schwab with 14 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and previously worked at Kaplan, Inc. from 2015 to 2016. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody, supervisory services, and due diligence on alternative investments.

David Rice is a financial advisor at Edward Jones in Seattle, WA with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he serves as a Board Member At Large for the Greater Queen Anne Chamber of Commerce and as President of the Queen Anne Scouting Youth Association. 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 programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jeroen Van Der Sanden is a financial advisor at Morgan Stanley with Series 66 credentials and five years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2020. Prior to his financial services career, he was employed at Saint-Gobain from 2013 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning and investment services supported by firm-approved tools and a broad range of retail and institutional offerings.

Michael O'Brien II is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes roles at RBC Capital Markets Corporation, City National Bank, and currently Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and it offers both retail and institutional investment solutions alongside specialized activities such as principal trading and private fund relationships.

Daniel Brown is a financial advisor with Ameriprise in Kingston, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Joshua Gregory is a financial advisor with Ameriprise in Belfair, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Directors for Tualatin Youth Baseball as Head of Field Maintenance. Ameriprise offers retirement-income planning services geared toward clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Rodney Seifert is a financial advisor with Edward Jones in Edmonds, WA, holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Edward Jones in various capacities since 2005, with a one-year gap in employment prior to his current role. 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 nationwide network of advisors and branch offices.

Patrick Elliott is a financial advisor with RBC Capital Markets in Bainbridge Island, WA, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with RBC Capital Markets since 2008 and concurrently with City National Bank since 2016. Outside of advising, Elliott has involvement in building development and property management related to family real estate holdings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, employing a tailored investment approach using both in-house and third-party managers.

James Patton is a financial advisor with Edward Jones in Kingston, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at O'Reilly Auto Parts from 2015 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and 15,100 branch offices nationwide. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vrutiben Naria is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Naria worked at Bank of America, N.A. and has a diverse background including roles in education and real estate. 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.

Kim Jasper is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Kim partners with Wealth Management Advisors to build trusted relationships with clients and their families, focusing on delivering personalized service to support holistic financial planning needs. Kim has been with Fidelity Investments since 2022, previously serving as a Financial Representative from 2022 to 2024 and as a Relationship Manager from 2024 to 2026. This progression reflects experience in client relationship management and financial planning within the wealth management sector. Outside of work, Kim's interests include attending concerts, cooking and baking, fitness, and movies.

Evan Tidball is a CFP® certificant and holds a Series 66 license. He has worked with Edward Jones since 2016, accumulating 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Mitchell Icard is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Mann Mortgage, First Fed, and Bank of the West. Outside of finance, he was involved with Community Sailing of Colorado for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Victoria Nixon is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for six years before joining Raymond James in 2022. Nixon is also the president of Nixon Financial LLC, a support company she owns that operates separately from her activities at Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm provides non-discretionary planning and tailored investment consulting, supported by analytical tools and a broad advisor network.

James Clarke is a financial advisor with LPL Financial in Edmonds, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2013 and concurrently served at Financial Advocates Investment Management for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

John Moroney is a financial advisor at Edward Jones in Silverdale, WA, 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, offering a range of advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Bradley Blind is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.