Curt Pederson is a financial advisor with LPL Financial in Issaquah, WA, holding Series 63 and Series 66 credentials and 33 years of industry experience. His prior experience includes six years at Ameriprise and 26 years with MML Investors Services, Inc. He is associated with Sound Wealth, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research to support diverse investment strategies.

Curtis Baker is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior work includes roles at Keyston Bros Seattle and Charles Schwab Bank SSB. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts.

Cynthia Davis is a financial advisor with Edward Jones in Redmond, WA, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones from 2008 to 2024 and also has experience with H&R Block and Uber Eats delivery. Outside of her advisory role, she continues to work as a meal delivery driver for Uber Eats. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Jamie Rosen is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, Rosen worked at Blue Origin for one year and has experience at Central Washington University. 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.

Jack Harmeyer is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2022, his work history includes roles at MBI Seattle and Washington State University. Outside of his advisory role, he is co-owner of Rinky Dink LLC, a company established to manage a vacation property shared with his sister. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Anthony Gressick is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. In this capacity, he partners with clients to address their financial planning needs and helps them access Fidelity's extensive resources. He engages with clients to understand their unique situations and goals, providing tailored financial advice. Anthony's approach involves working closely with clients to navigate complex financial scenarios. Outside of his professional role, Anthony has interests in baseball, pets, and running.

Nicole Felix is a financial advisor with UBS Financial Services in North Bend, WA, holding a Series 66 designation and 21 years of industry experience. She has been with UBS Financial Services since 2010. Outside of her advisory role, she is associated with Ocean Enterprised Inc., a privately held company. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a broad range of capital markets services.

Anna Pridey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at USI Insurance Services and had several self-employed roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees affiliated or unaffiliated sub-advisers.

Spencer Hill is a financial advisor with Cetera, holding a Series 66 license and nine years of industry experience. He has worked at Cetera since 2021 and previously at Voya Financial Advisors from 2017 to 2021. In addition to his advisory role, he operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Yumi Summers is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at various JPMorgan entities since 2011. Outside of her advisory role, she has experience as an owner and landlord of rental property. J.P. Morgan Securities 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Adam Hargrave is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding a Series 66 designation and 18 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2012. Outside of his advisory work, he is a partial owner of a temporary staffing company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet certain net-worth criteria.

Tonya Hayward Demme is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 43 years of industry experience. She has worked with Cetera since 2013 and has a concurrent affiliation with Farmer's Insurance Group since 1982. Additionally, she is commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and advisory services through a large national network of independent advisors.

Michael De Stefano is a CFP® with over 32 years of industry experience, currently serving at Edward Jones since 1993. He holds Series 63 and Series 66 licenses and is based in Redmond, WA. 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 through a nationwide network of over 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies alongside affiliated mutual funds and a proprietary money market fund.

Taylor Upton is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work experience at companies including Mod Pizza, Instacart, and Under Armour. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Monika Gupta is a financial advisor at Wells Fargo Advisors in Issaquah, WA, holding a Series 66 designation with three years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options tailored to clients meeting a net-worth threshold.

Charles Barber is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience, including 12 years at Edward Jones prior to joining Raymond James in 2023. Barber is the owner of Snoqualmie Valley Financial, a DBA under his parent company CCB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through affiliations uncommon among large institutional advisors.

Riley Williams is a financial advisor with Cambridge Investment Research Advisors in Bellevue, WA, holding a Series 66 credential and 1 year of industry experience. Prior to joining Cambridge, Williams worked for PorchLight for five years. Outside of advisory work, Williams is involved with PorchLight as support staff and acts as a referral source for AP Tax LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a range of portfolio management approaches and provides access to both proprietary and third-party investment strategies.

Erik Alexander is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His prior experience includes roles at Voya Financial Advisors and Cetera Wealth Services, LLC. He is also the owner of Erik Alexander, LLC and is involved in the sale of life, health, disability, and fixed annuities as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 independent advisors.

Samuel Gullette is a CFP® professional with 25 years of industry experience, currently at Cetera since 2023. He has held roles at WestStar Prosperity Group and Voya Financial Advisors, among others. Outside of advisory work, he is the boys vice president of Eastlake Lacrosse, where he supports coaching staff and community engagement. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment programs and portfolio management options through a large network of independent advisors.

Caroline De Stefano is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation. She began her career at Edward Jones in 2026 and has previous experience in leadership and organizational roles at the Port of San Diego, the Center for Creative Leadership, Chapman University, Leadership Inspirations, and The Leadership Side. Caroline has been involved with leadership-focused organizations for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.