Lorenzo De Simone is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to his advisory role, he worked in various positions including at Cascade Premier Soccer Club and Newcastle Golf Course. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory and investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

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.

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.

George Aokuso is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has concurrently worked at JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is an owner and partner of Plato's Cave LLC, which operates an Airbnb business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and 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 and investment management capabilities.

Tari Sheffer is a financial advisor at Raymond James Financial with 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is also an associate with Hall & Dornan Capital Partners, where she provides client service support. 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations in municipal advisory and customized retirement plan consulting.

Calvin Bright is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at CBRE, Inc. for nine years. 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 financial advisors and branch offices.

Yvonne Hall is a CFP® credentialed financial advisor with 33 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having joined in 2023, and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 14 years. Outside the financial industry, she is the proprietor of Yondi's Yoga, where she holds a 500-hour yoga teacher certification and teaches yoga sessions periodically via Zoom. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using various analytical tools and supports its clients through advisory programs and external providers.

Carrie Anderson is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Ameriprise, Becu Boeing Employee Credit Union, and LPL Financial. Anderson is also a registered professional with Pacific Rim Financial Group dba McKay Wealth Management, where she is involved in operations and administrative duties. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and retirement services, managing over $256 billion in assets through a network of more than 10,000 advisors.

George Robertson is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and KMS Financial Services, Inc. Robertson serves as a trustee and investment advisor for the Reuben B. Robertson Foundation, a private family foundation, and is involved with Three Reubens Publishing Co. LLC, which promotes the historical value of his family through various media. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports legacy platform programs alongside multiple third-party managed-account solutions.

Paul Ketchum is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2024. In addition to his advisory role, he is a managing partner at Cedar Creek Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Jason Richards is a financial advisor at LPL Financial with Series 63 and Series 65 credentials. He has been with LPL Financial since 2026 and previously worked at Equitable Advisors, LLC and Boeing Employee Credit Union. Outside of advising, he has experience in data annotation and has worked in various non-financial roles, including at Rooms To Go. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, employing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Laine Ducote is a Series 66 licensed financial advisor with six years of industry experience. She has worked at Edward Jones since 2021 and previously spent four years at Merrill. In addition to her advisory roles, she was involved with Advance Custom Gutters from 2015 to 2021. 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 discretionary and non-discretionary investment strategies, along with tax-efficient services and affiliated investment products.

Daniel Tam is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include extensive tenure at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory activities, he is the owner of TAMFAM LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and incorporates model portfolios, third-party management, and customized strategies.

Amber Trader is a financial advisor at Edward Jones with seven years of industry experience and holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Vashon Natural Medicine PLLC for eleven years. She is involved in managing a family land business in Texas related to oil. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors.

Mekenzie Jones is a Financial Consultant currently working at Fidelity Investments. In this role, she partners with clients to develop and implement financial plans aimed at helping them achieve their financial goals. Mekenzie joined Fidelity Investments in 2022 as a Planning Consultant and was promoted to Financial Consultant in 2023. Prior to that, she worked as a Financial Advisor at Edward Jones from 2019 to 2022. Her professional experience spans several years in financial advisory roles, focusing on client-centered financial planning and consultation. Mekenzie's approach involves collaborating closely with clients to support their financial objectives. Outside of her professional career, Mekenzie enjoys family activities, fitness, outdoor adventures, and parenthood.

Nathan Day is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity Investments since 2007, progressing through various positions including Financial Consultant, Investments Representative, Private Client Specialist, Financial Representative, and Retirement Services Specialist. Nathan partners with his clients to create and implement financial plans aimed at building and maintaining their wealth with confidence. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Nathan enjoys boating, family activities, fitness, motorcycles, movies, and snowboarding.

Grace Cambra is a financial advisor with Edward Jones, holding Series 65 and Series 66 credentials and six years of industry experience. She previously worked at Brooks, Hughes & Jones and Russell Investments. Outside of her advisory role, she is involved in managing industrial scale consulting and owns several rental properties in Washington state. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Cameron Thrall is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked in the medical device industry with companies including Biotronik, Life Spine, and LDR Spine. Outside of finance, he is a certified flight instructor providing independent flight training in Bonney Lake, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of over 23,000 financial advisors and more than 15,000 branches. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.