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.

Christopher Anderson is a financial advisor with Thrivent Investment Management in Federal Way, WA, holding a Series 66 designation and one year of industry experience. His prior work includes involvement in a small entrepreneurial venture, co-owning an LLC aimed at opening a bar for board game enthusiasts, though the entity is currently being dissolved. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority and offering ongoing plan reviews through its network of advisors.

Lynette Ackman is a financial advisor with Primerica Advisors based in Burien, WA. She holds Series 65 and Series 63 designations and has one year of industry experience. Prior to her current role, she worked at Symetra for ten years and has experience with tax services at H&R Block and Jackson Hewitt. In addition to advisory services, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors along with corporate and charitable clients through a wrap-fee asset management program. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Jon Roelofs is a CFP®-designated financial advisor with Edward Jones in Maple Valley, WA, holding 19 years of industry experience. He has been with Edward Jones since 2006. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors.

Aaron Easter is a financial advisor at Edward Jones with 21 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2014. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shane Feist is a financial advisor at Edward Jones in Auburn, WA, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he serves as an assistant track coach and volleyball line judge for the Sumner School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management and a network of over 23,000 advisors nationwide. The firm provides a range of investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Dylan Whitcraft is a financial advisor at LPL Financial with nine years of industry experience and a Series 66 designation. His work history includes roles at Boeing Employee Credit Union, Edward Jones, Capstone Financial, and First Command. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Katherine Irwin is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has experience working at Edward Jones from 2021 to 2025 before joining Raymond James Financial Services, Inc. in 2025. Irwin is based in Puyallup, WA, and has one year of industry experience. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting services, utilizing risk profiling and modeling tools to support client goals.

Bryan La Belle is a financial advisor at Edward Jones in Covington, WA, with six years of industry experience. He holds the Series 66 designation and previously worked for United Parcel Service for 13 years. Outside of his advisory role, he volunteers as an assistant football coach at Kentwood High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Caleb Angel is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His career includes roles in the financial technology and mortgage sectors, as well as internships involving private company valuation. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide.

Chung Wei Yang is a financial advisor with J.P. Morgan Securities in Renton, WA, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Bank of America and Merrill from 2020 to 2026. His earlier work experience includes a role at Darden Restaurant from 2013 to 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Cody Fair is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 65 and Series 63 credentials and 17 years of industry experience. He previously worked at Better Properties from 2017 to 2021. Outside of his advisory role, Cody owns a YouTube channel called Channel CF Tesla focused on non-investment content. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts supported by third-party asset managers and custodians. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Trenton Hansen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Equitable Advisors and has held various roles outside finance, including at Lowe’s Home Improvement and Synology Incorporated. Hansen is also president of Celestial Prints, a 3D printing and retail business. 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 serves a diverse client base, including registered investment companies and charitable funds, and utilizes sub-advisers and proxy-voting practices in its management approach.

David Blynov is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, his background includes roles outside the financial industry such as working with Cool Cat Fence and Doordash. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.

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.

Michael Wilcox is a financial advisor at Edward Jones with 19 years of industry experience, all spent at the firm since 2007. He holds Series 63 and Series 65 licenses and is based in Des Moines, Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Jennifer Richards is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previous work history at McCurley Integrity Dealerships and Mercedes-Benz of Tri-Cities. 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, operating under a fiduciary standard.

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.