Zhi Wen Su is a financial advisor with J.P. Morgan Securities in Kirkland, WA, holding Series 63 and Series 66 designations and seven years of industry experience. He has been affiliated with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017. Outside of his advisory role, Su is a partial owner involved in managing several real estate investment entities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm’s services focus on non-discretionary advice, incorporating an ESG eligibility framework and access to a broad range of investment products through its affiliations.

Collin Bennett is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Pitchbook Data and Highspot, as well as earlier experience with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Avery Haug is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he held various positions including roles at Texas Tech University and Lowe’s Home Improvement Store. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of advanced technologies such as AI in portfolio management.

Ericka Marini is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Edward Jones since 2019. She operates EK Marini Consulting, a pro bono service offering workforce transition assistance to U.S. Veterans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide, managing over $1 trillion in assets through a large network of financial advisors and branch offices. The firm provides diverse advisory services including discretionary and non-discretionary strategies, overlay and tax-efficient solutions, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Nicholas Champagne is a financial advisor with LPL Financial in Issaquah, WA, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, Edward Jones Investment, and AT&T Mobility. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Adair Hawkins is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for 14 years at Redmond Signature Dentistry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offers a range of advisory programs, investment strategies, and affiliated financial services.

Brad Moore is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2012, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His professional experience spans over a decade within the firm. Brad focuses on developing meaningful relationships with his clients, emphasizing trust and confidence in the financial planning process. He aims to make financial decisions straightforward and comfortable for those he works with. Outside of his professional role, Brad enjoys attending concerts, participating in family activities, watching football, playing golf, engaging in outdoor adventures, and traveling.

David Aramaki is a financial advisor with Ameriprise in Newcastle, WA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he engages in photography for a local public school district. Ameriprise offers a retirement-income planning service focused on clients with substantial investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools and advisory oversight to tailor plans primarily for assets held in Ameriprise-managed accounts.

Jennifer Talbot is a CFP® and holds a Series 66 license with 11 years of experience in the financial advisory industry. She has been with Edward Jones since 2015, working out of the Redmond, WA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Barrett is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2018 and previously at Edward Jones from 2014 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering non-discretionary wealth advisory services supported by an in-house manager solutions team and a centralized due diligence framework.

Kristine Nelson is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation with one year of industry experience. She was self-employed for 15 years prior to joining Edward Jones in 2025. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Connor Girard is a Financial Consultant at Fidelity Investments, where he works closely with local clients to assist them in reaching their financial goals through education and planning. His approach focuses on helping clients understand their portfolios and the steps necessary to plan for both short- and long-term objectives. Connor utilizes the tools and resources offered by Fidelity to support his clients effectively. He joined Fidelity Investments in 2023 and has held multiple roles within the company, including Customer Relationship Advocate, Relationship Manager, and Investment Consultant, before assuming his current position. This progression reflects his growing experience and expertise in financial consulting. Outside of his professional responsibilities, Connor enjoys activities such as visiting the beach, camping, attending concerts, hiking, exploring different foods as a foodie, and spending time with pets.

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.

Robert Hamilton is a financial advisor with LPL Financial in Sammamish, WA, holding Series 63 and Series 65 credentials and over 43 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Voya Financial Advisors, Voya Financial Partners, and Cetera Wealth Services. He serves as a trustee and co-trustee for several family trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

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.

Daryn Debelak is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Pfizer, Silverback Therapeutics, and AGC Biologics. 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 with a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds, a trust company, and securities-based lending options.

Yu Hong Hu is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. Prior to joining Merrill, Hu worked at Bank of America, Edward Jones, and Increase Family Office. Hu also operated a private visa and business consultation service for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Anthony Tarantola is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on helping clients develop strong financial frameworks that can be effectively implemented and trusted. Prior to his current position, Anthony worked at Wells Fargo & Co. as a Senior Premier Banker from 2021 to 2022, and before that, he was a Relationship Banker at JPMorgan Chase & Co. from 2019 to 2021. His professional experience spans various aspects of banking and financial consulting. Outside of his professional work, Anthony has personal interests in board games and football.

Andrew Um is a Financial Consultant who works with clients to develop and manage their wealth through comprehensive financial planning. He partners with clients to create customized plans aimed at building long-term relationships and trust, aligning goals and investment strategies to provide confidence in their financial future. Andrew has experience as a Financial Representative at Fidelity Investments from 2023 to 2024. Outside of his professional work, Andrew has interests in board games, music, puzzles, skiing, tennis, and traveling.

John Babauta is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James and affiliated firms since 2020. Prior to this, he worked at Homestreet Bank for 13 years. Babauta is also an associate at Addison Avenue Investment Services, where he provides financial advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary planning and risk analysis tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.