Junzhao Liu is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Liu held positions at Tianfu Seattle, Timeless Tea Dessert Cafe, and the City of Seattle / Seattle City Light, and has been affiliated with the University of Washington in various roles. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products and model portfolios.

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® and holds a Series 66 designation with 20 years of industry experience. He is currently with LPL Financial, having joined in 2024, and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 to 2024. Kenoyer is also involved in Cascadia Wealth Advisors, which operates as a DBA for his LPL business. 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 financial planning and investment management services, including access to third-party asset managers and institutional platforms.

Damon Thompson is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, Morgan Stanley, and periods as an independent advisor. 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.

Clinton Boxman is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he serves as a past president of the Kingston-NK Rotary Club and is involved with the Greater Kingston Chamber of Commerce. Ameriprise provides retirement-income planning services for individuals approaching or in retirement who meet specific asset thresholds, delivering written, non-discretionary recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a wide range of advisory, brokerage, and insurance solutions through affiliated companies and utilizes a combination of research, modeling, and algorithmic automation overseen by a Retirement Income Oversight Committee.

Mary Basili is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 33 years of industry experience. She worked at Edward D. Jones & Co., L.P. for 21 years before joining Wells Fargo Clearing in 2017. Outside of her advisory work, she serves as a guardian for her daughter. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support diversified investment strategies.

Alford Bailey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2002. Bailey also serves as an instructor for community education at Everett Community College. 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 investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Doan Nguyen is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. His prior work includes roles at Edward Jones and Alaska USA Federal Credit Union. Outside of his advisory role, he is co-owner of a family rental property. 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 investors, and institutions.

John Reed is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors, Inc. since 2011. Outside of his advisory role, he is president of Reed Financial Services Inc., a support company based in Mill Creek, WA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, and offers tailored, non-discretionary planning using advanced risk and outcome analysis tools.

Marc Georgeadis is a financial advisor with UBS Financial Services in Everett, WA, holding a Series 66 designation and 29 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Shawna Karch is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her career in financial advising, she worked at JCPenney from 2012 to 2017. 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 through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniela Swesey is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and previously worked at ByteDance, Zulily, Car Toys, and Eddie Bauer. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range 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.

Juliana Gunawan Lee is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Matthew Zylstra is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory work, he serves on the finance and investment committee of Monroe Christian School, assisting with financial recommendations for the school’s operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Douglas Mc Clure is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors for 10 years. He is also a co-owner and advisor at Legacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized programs in municipal finance and retirement plan consulting.

Trevor Williams is a financial advisor with J.P. Morgan Securities in Mill Creek, Washington, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Forney Financial/LPL Financial and Prudential. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by related J.P. Morgan affiliates.

Kevin Lungren is a financial advisor with Edward Jones in Freeland, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive nationwide network of financial advisors and branch offices.

Christian Clausen is a financial advisor at UBS Financial Services in Everett, WA, with five years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021. His prior experience includes a position at Parcion Private Wealth and roles at the University of Washington, Aloha Car Wash Company, and the Mukilteo School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Kelly Tannhauser is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Kelly worked at Snohomish Valley Golf Center and Arena, and was involved with the Bellevue Club Swim Team for five 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 programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.