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.

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.

Giselle Fitzgerald is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to her advisory role, she held various positions in retail and hospitality, including at Aldo Shoes and Buckley's Pubs. Charles Schwab serves a large client base of 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 models with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

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.

Paula Fedirchuk is a financial advisor at Edward Jones with 17 years of industry experience. She holds the CFP® and Series 66 credentials and has been with Edward Jones since 2008. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Steven Judd is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Grove Point Advisors, Grove Point Investments, and H. Beck, Inc. In addition to his advisory work, Judd is a business owner of TrainingConnections LLC and is involved with Finney, Neill & Company PS, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Steven Landau is a CFP®-credentialed financial advisor at Cetera with 20 years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Insurance Agency. He is also the owner and sole proprietor of two tax preparation and accounting businesses in Seattle. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of advisors.

Dale Donaldson 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 his advisory role, he serves on the Board of Directors for Project Barnabas, Inc. and is involved in business ownership and real estate ventures. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

Brian Turnbull is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked in landscaping and was involved with The House Christian Reformed Church for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Michael Bonds is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Bonds has been with Charles Schwab and Charles Schwab Bank since 1999 and 2008, respectively. Outside of his advisory role, he performs as a solo acoustic guitar and singing entertainer at entertainment venues. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services.

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.

Clayton Packard is a financial advisor with Edward Jones in Shoreline, WA, holding a Series 66 designation and new to the industry with less than one year of experience. Prior to joining Edward Jones, he worked in construction and spent time as a high school football coach, mentoring youth through sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with a nationwide network of advisors and branch offices.

Gary Carson is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at T&A Supply Company for four years and Pacific Mat & Commercial Flooring for fourteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Keith Sheridan is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at J.P. Morgan Securities in Seattle, WA. His prior roles include positions at Scottrade Investment Management and Scottrade, Inc. He has been with J.P. Morgan since 2017. 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.