Grace Cambra is a financial advisor with Edward Jones, holding Series 65 and Series 66 credentials and six years of industry experience. She previously worked at Brooks, Hughes & Jones and Russell Investments. Outside of her advisory role, she is involved in managing industrial scale consulting and owns several rental properties in Washington state. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Eranious Murray II is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds the Series 65 and Series 63 designations. His prior work experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and LSG Sky Chefs. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified model portfolios and long-term investment approaches.

Patrick Muldary is a financial advisor with Primerica Advisors in Lake Tapps, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he owns PFM Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Patrick Pardon is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009. He is a partial owner of Cedar Creek Wealth Management LLC and NPPT Ventures LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with banking, lending, and other financial product offerings.

Eric Black is a Planning Consultant currently working at Fidelity Investments. He assists clients in identifying suitable investment options to help them achieve their financial goals and manage their financial resources effectively. He has experience as a Planning Consultant at Fidelity Investments since 2023. Prior to this role, he worked as an Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Before joining Fidelity, Eric was a Financial Advisor at Thrivent Financial from 2018 to 2021. Outside of his professional work, Eric has interests in cooking and baking, exploring food as a foodie, participating in social events with friends, hiking, singing, and traveling.

Kristi Yankacy is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Microsoft for 18 years and in the Riverview School District for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Valerie Paganelli is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and previously operated Paganelli Consulting, Inc., an actuarial consulting business. She is also co-owner of a car restoration venture, Pags Speed Shop, based in Maple Valley, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment advisory programs and maintaining one of the largest advisor networks in the industry.

Tucker Mjelde is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His work history includes roles at Ameriprise since 2018 and prior experience with AGP Wealth Advisors and in education with the Tahoma School District and Washington State University. He is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice. The firm’s approach includes asset allocation and tax-aware withdrawal strategies supported by proprietary research and third-party data.

Ian Meagher is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at T. Hasegawa. Meagher is also associated with Meagher Financial Group, LLC, which operates as a dba for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Todd Norton is a financial advisor with Charles Schwab & Co., Inc., holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab since 2011 and previously at TD Ameritrade from 2021 to 2024. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios and offers integrated brokerage, custody, and advisory services.

Brianne Roberts is a financial advisor at Edward Jones in Maple Valley, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Michael's Toyota from 2017 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Marta Cappa is a CFP® professional with 33 years of industry experience. She is currently with Wells Fargo Advisors and has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Robin Cheng is a Series 66-registered advisor with J.P. Morgan Securities, based in Renton, WA, with six years of experience at J.P. Morgan, including roles at JPMorgan Chase Bank, N.A. Prior to joining J.P. Morgan, Cheng worked at Four Points by Sheraton. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Jonathan Lefferts is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company for ten years. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Jason Keser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities LLC 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 recommendations.

Paul Yu is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2017, following a year at KeyBanc Capital Markets. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, offering a broad range of services including retirement, education, risk, and niche planning for clients who meet specific net-worth thresholds.

Kelly Mckay is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. Prior to joining Cetera in 2023, she worked at Voya Financial Advisors from 2015 to 2021. Outside of her advisory role, she coaches youth gymnastics at Gymnastics Connection. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with flexible program structures and access to multiple third-party money managers.

Ryan Guiberson is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the healthcare sector at Summit Surgical Inc. and Swedish Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Vaughn Sherman is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he manages a rental property in Long Beach, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services across a nationwide network of advisors and branches.

Michael Lawless is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and having 29 years of industry experience. He previously worked at Commonwealth Financial Network for 17 years across two periods and has owned Lawless Financial Group since 2019. Outside of advisory services, he is the sole owner of Lawless Financial Group LLC, a private entity facilitating securities, advisory, and insurance business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes.