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.

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.

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.

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.

Melissa Larson is a financial advisor with OSAIC based in New Castle, WA. She holds the CFP® and ChFC® designations and has 28 years of industry experience. Her prior work includes roles at Pacific Capital Resource Group, Inc. and Penn Mutual Life Insurance Company. Larson is also involved as an insurance agent with Pacific Capital Resource Group, providing planning support for various types of insurance, and is a member of Grass Wealth Management, LLC. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

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.

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.

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.

Daniel Tam is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. His prior roles include positions at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is the owner of TAMFAM LLC, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology-driven solutions.

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.

Lawrence Rude is a financial advisor with Edward Jones in Bellevue, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he teaches emergency management courses for the Department of Homeland Security and serves on the Board of Trustees for Valley Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, operating under a fiduciary standard with over $1 trillion in assets under management.

Richard Lawrence is a financial advisor with LPL Financial in Mercer Island, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously spent 15 years at EK Riley Investments, LLC before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.