Matthew Charbonneau is a financial advisor at Edward Jones in Seattle, WA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Robert Morgan is a financial advisor at Edward Jones in Poulsbo, Washington, holding a Series 66 designation with 11 years of industry experience. 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 with a range of advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Kenneth Smith is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he owns Aymen Publications, a publishing business, and Aymen Leadership Coaching, a consulting practice. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm provides tailored, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support clients’ income planning needs.

Kevin Smith is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as president of PSWS Operations, LLC, overseeing financial planning practice operations, and is president of the nonprofit board Life Spring. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Crystal Beineke is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial in Edmonds, WA. She has worked at LPL Financial since 2014 and has prior experience with Financial Advocates Investment Management and Householder Group Estate & Retirement Specialists. Beineke also provides administrative support to Financial Advocates Investment Management, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Andrew Juntilla is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Raymond James, he worked at the University of Washington and Sequim High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Taylor May is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Guy Carpenter, Symetra, Armancas Financial - Equitable Advisors, Liberty Mutual, and the University of Washington. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Prince is a financial advisor with Ameriprise in Poulsbo, WA, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliated financial services firms since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and employs algorithmic automation alongside oversight committees to generate tailored retirement income recommendations.

Remi Calozza is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked with several firms including LPL Enterprise and Mainspring Wealth Advisors. Outside of advisory roles, he has experience in the food and service industry and has engaged in financial planning support activities at Mainspring Wealth Advisors. 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 plans, corporations, and institutions. The firm employs non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Allen Ernst is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2013. His prior work includes operating Guide Financial Group, LLC, an investment-related business affiliated with his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Jonathan Minner is a financial advisor with Merrill based in Bainbridge Island, WA. He holds Series 63 and Series 66 licenses and has 25 years of industry experience, including 17 years with Merrill. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Carmen Pinto is a financial advisor with Morgan Stanley in Silverdale, Washington, holding Series 63 and Series 65 licenses and having 25 years of industry experience. Pinto has been with Morgan Stanley and its affiliates since 2009, including time at Morgan Stanley Private Bank, N.A. Outside of advisory work, Pinto is involved with Escape Gallery, a recreational venture in Poulsbo, Washington. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing firm‑approved planning tools and strategies to support client goals.

Christopher Gwynn is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He previously worked at Commonwealth Financial Network and Northstar Realty Securities. Gwynn is registered with the Series 63 and Series 65 credentials. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, using a range of portfolio management approaches and platform arrangements tailored to client objectives.

Raechel Hicks is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has held her current position since 2016. Hicks holds the Series 63 and Series 66 designations and is based in Seattle, WA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Mitchell Brewe is a financial advisor with RBC Capital Markets in Edmonds, WA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at City National Bank, BlackRock, and AMZ Management Consulting. Outside of his advisory work, he manages personal rental properties. RBC Wealth Management serves a diverse client base, including individual and institutional investors, offering tailored advisory programs and portfolio management services that incorporate both in-house and third-party investment managers.

Maeve Murdoch is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Hays, Core Power Yoga, and the Spanish Ministry of Education, Culture, and Sport. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Mark Vastine is a CFP® and Series 66-licensed financial advisor with Edward Jones in Bainbridge Island, WA, where he has worked since 2011. He has 14 years of industry experience. Outside of advising, Vastine owns and teaches at Two Oceans Taiji Society, a taiji studio in Bainbridge Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay services.

Steven Olson is a CFP® certificant with 31 years of experience in the financial advisory industry. He is currently with OSAIC and has prior experience at Securities America Advisors, Inc. and KMS Financial Services, Inc. Olson also owns and operates Olympic Financial Strategies, an advisory and insurance business in Bainbridge Island, WA. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and nonprofits through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple portfolio management platforms.

Justin Krukar is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within J.P. Morgan entities since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Tyler Mooney is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in Corporate Executive Services, Family Wealth Management Strategies, and Sports & Entertainment. His professional approach centers on clear communication and a client-centric philosophy, aiming to help clients understand their finances and implement comprehensive plans beyond investments. With expertise in evaluating strategic decisions and building relationships aligned with client values, Tyler focuses on creating personalized financial plans that adapt to clients' long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of San Diego. Outside of his professional role, Tyler enjoys biking, fishing, reading, skiing, and playing soccer.