Andrew Kim is a financial advisor with Edward Jones in Kent, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Century 21 Aspire Group, Sprint Corporation, Northeast Wisconsin Technical College, and Securitas. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Drake Hogan is a financial advisor with Edelman Financial Engines in Federal Way, WA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at The Vanguard Group, Merrill, Bank of America, and several wealth management firms. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven investment process with diversified model portfolios and provides both discretionary and non-discretionary management through a range of service channels.

Paul Sharp is a financial advisor with Thrivent Investment Management in Auburn, WA, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Acorns, J.P. Morgan Securities, and Fidelity Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations on a broad range of planning topics without including implementation. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping these services separate.

John Dolan is a CFP®-certified financial advisor with Edward Jones in Federal Way, WA, where he has worked since 2013. He has 18 years of industry experience and holds the Series 66 designation. Outside of his advisory role, he is a minority owner in a real estate business involved in liquidating commercial properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

Beau Nguyen is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he worked at Financial Insights Wealth Management and Pacific Lutheran University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Kingsy Devadass is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has held roles at JPMorgan Chase Bank, N.A., US Bank, M&T Bank, and has experience in tutoring. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Robert Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior firms include Cetera Advisors LLC and First Allied Advisory Services, among others. He is also involved in Wright Capital Management LLC, a business entity established for tax and investment purposes. 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 delivered through a broad network of advisors utilizing diverse strategies and technology tools.

Khafayat Mabayoje is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Mabayoje also has experience with United Ways of King County and H&R Block. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Andrea Gist is a financial advisor at Edward Jones in Auburn, WA, holding a Series 66 designation with two years of industry experience. She previously worked at Hunter Benefits and Westwood Shipping. Outside of her advisory role, she plays baritone and tenor saxophone in a local jazz group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm has a large national network of advisors and branches and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Justin Weinstein is a Series 66-licensed financial advisor with LPL Financial, based in Federal Way, WA, with seven years of industry experience. He previously worked at Edward Jones for six years and has background experience with Intenza Fitness. 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 and model portfolio programs, supported by a broad platform and extensive advisor network.

Kevin Chang is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously at Voya Financial Advisors from 2016 to 2021. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and bespoke investment strategies.

Miranda Berg is a financial advisor with Edward Jones in Maple Valley, WA, holding a Series 66 designation and over one year of industry experience. She has been with Edward Jones since 2014, including her current role starting in 2026. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separate managed accounts, and affiliated mutual funds.

Binh Huynh is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. for 12 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Aaron Moulton is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked with various Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he has ownership interests in two investment-related businesses based in Issaquah. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and tailors recommendations using proprietary research and planning tools.

Brandon Matthews is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has been in the industry since 2019. His prior roles include work at USI Kibble & Prentice and Evergreen Home Loans. Matthews also serves as an associate at Mainspring Wealth Advisors, where he manages client relationships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm employs a non-discretionary, goal-oriented approach using analytical tools to tailor recommendations and supports both advisory programs and institutional consulting.

Darren Horejsi is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes 11 years at U.S. Bancorp Advisors, LLC, followed by 12 years with both LPL Financial and Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology tools and a large network of over 22,800 advisors.

Dave Wilson is a Series 66 licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Classic Products Corp from 2015 to 2017. 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 under management and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Lauren Brown is a financial advisor at Edward Jones with three years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Edward Jones, she worked with Primerica Financial Services and ran Eleven 11 Solutions, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and operates under a fiduciary standard with over $1 trillion in assets under management.

Matthew Ryan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at LPL Financial, LLC for 12 years before joining Raymond James in 2023. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and institutional consulting services.

Christopher Bruntz is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is involved with Soul Free, LLC, an LLC based in Snoqualmie, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branches.