Bradey Day is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Hurley Engineering Company for two years and TRC Companies for seven years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Steven Voiland is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 25 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2001. Outside of his advisory role, he has ownership in Voiterra LLC, a real estate and commercial property business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning without discretionary investment authority.

Carolyn Morrissey is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, she worked with the Riley Home Team and has a background that includes a role at Our Lady of Guadalupe School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Frances Schram is a financial advisor with Ameriprise in Renton, WA, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has been associated with Ameriprise since 2013 and is also president, CEO, and CFO of Schram & Associates, a tax preparation business. Schram is involved in an entrepreneurial venture related to real estate lending through a self-directed IRA-funded LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies, supported by investment research and algorithmic analysis.

Jason Richert is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Cetera and has held roles at Voya Financial Advisors and McKay Wealth Management. Richert also owns Richert Enterprises LLC and is involved in life settlement sales through Cetera-approved vendors. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Jeremy Blackburn is a financial advisor with LPL Financial in Renton, WA, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Boeing Credit Union since 2012, LPL Financial since 2012, Chase Investment Services Corp. in 2010, and Waddell & Reed from 2009 to 2010. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ethan Alfrey is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2001. He has held several roles within the company, starting as a Service and Trading Representative, then moving to Retirement Planning Group Representative, Internal Retirement Counselor, Account Executive, and currently serving as Vice President, Financial Consultant since 2011. In his current role, Ethan focuses on building strong personal relationships through financial planning to help clients make decisions aimed at growing and maintaining their wealth. He works to identify strategies that align with clients' short and long term goals and provides guidance through their financial needs. Ethan holds a California Insurance License. Outside of his professional work, he enjoys biking, boating, family activities, movies, and traveling.

Caryn Johnson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She 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 various wrap fee advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Deborah Gregory is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. She previously worked at Edward Jones for 15 years before joining Raymond James in 2025. Outside of her advisory role, she is the CEO and President of DG Financial LLC, a support company based in Puyallup, WA. 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 provides tailored, non-discretionary planning using analytical tools and supports various advisory programs, including municipal and public finance consulting.

Noah Douglas is a Series 66 licensed financial advisor with three years of industry experience, currently with LPL Financial. He has previously worked at Capital Analysts, Lincoln Investment, Encompass Financial Life Planning, and MS International. Outside of his advisory role, he serves as a Client Service Manager at Encompass Financial Life Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Jadon Sand is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with various Fidelity entities since 2015. Outside of his advisory work, he engages in small photography projects under Grains of Sand Photography. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Sean Donahue is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. He previously worked at Edward Jones for seven years before joining Raymond James in 2023. Outside of his advisory role, he assists with an Amazon Influencer account in collaboration with his wife. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary investment consulting and supports institutional portfolio management across a large advisor network.

Rickey Simpson is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Fidelity Investments since 2025 and Fidelity Brokerage Services LLC since 2019. Prior to joining Fidelity, he held multiple roles at First Command Financial Planning, Inc. from 2016 to 2019. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic methods to construct model portfolios across mutual funds, ETFs, and ETPs.

Gregory Dobbs is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He hosts team trivia fundraising events for nonprofits and works as a mountain host at Crystal Mountain Resort during the ski season. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving individual and institutional clients with a wide range of advisory programs and affiliated investment capabilities.

Taylor Upton is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work experience at companies including Mod Pizza, Instacart, and Under Armour. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mitch Hamilton is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 credential and has worked at CUSO Financial Services and Cetera Wealth Services. Outside of his advisory role, he coaches middle school basketball for the Dieringer School District. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Keeton Heggerness is a Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2023, starting as a Financial Representative, then serving as an Investments Consultant, and currently holding his role as Financial Consultant since 2026. In his professional approach, Keeton focuses on engaging with clients through education and transparent communication. He collaborates with clients to co-create personalized financial plans that reflect individual goals and unique needs, aiming to ensure each client feels empowered and informed about their financial future. Outside of his professional commitments, Keeton enjoys fishing, attending social events with friends, hiking, outdoor adventures, and playing soccer.

Mark Greynerovich is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Pruco Securities LLC, and self-employment, as well as a 14-year career in public education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a variety of discretionary and non-discretionary strategies alongside affiliated mutual funds and other services.

Amber Tyler is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 10 years of industry experience. She has been associated with Cetera and its affiliated entities since 2019 and was previously with Foresters Advisory Services LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that services a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services.

Edward Bang is a financial advisor at LPL Financial in Tukwila, WA, with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill, Bank of America, and Boeing Employee Credit Union. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.