Jill Ruth is a Series 66 licensed financial advisor with Edward Jones in Monroe, WA, where she has worked since 2013. She has 12 years of industry experience. 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 strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Mc Clure is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors for 10 years. He is also a co-owner and advisor at Legacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized programs in municipal finance and retirement plan consulting.

Trevor Williams is a financial advisor with J.P. Morgan Securities in Mill Creek, Washington, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Forney Financial/LPL Financial and Prudential. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by related J.P. Morgan affiliates.

Patrick Burns is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with various investment approaches and technology tools.

Christian Clausen is a financial advisor at UBS Financial Services in Everett, WA, with five years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021. His prior experience includes a position at Parcion Private Wealth and roles at the University of Washington, Aloha Car Wash Company, and the Mukilteo School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Christopher Weber is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence, employing forward-looking capital market assumptions and an ESG eligibility framework in its recommendations.

Bradley Wheeler is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012. His prior roles include positions at Linsco/Private Ledger and Philip F Wheeler Limited Partnership. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens with qualitative research and includes capabilities in derivatives and commodities through specialized regulatory registrations.

Kelly Tannhauser is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Kelly worked at Snohomish Valley Golf Center and Arena, and was involved with the Bellevue Club Swim Team for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Robert Schultz is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Granite Falls Premier Real Estate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports a wide network of advisors through various investment programs and specialized municipal and retirement plan services.

Gyuwan Kim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kim worked at Fisher Investments and has held various roles including involvement with the Washington Student Association and Washington State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its process. The firm serves multiple registered investment companies and offers model portfolios through systematic methodologies and oversight controls.

Stacy Jenkins is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo since 2016 and has operated a business called Cool Beans since 2003. Jenkins serves as co-trustee of her father’s family trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Ryan Larson is a Series 66 licensed financial advisor with Thrivent Investment Management. He joined Thrivent in 2026 and has prior experience working with Pine Creek Group LLC and various roles in retail and agricultural services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, with a focus on planning rather than portfolio management for institutional clients.

Brent Schwartz is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior roles include positions in mortgage lending and education. Outside of his advisory work, he coaches junior varsity tennis for both boys and girls teams at Everett High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Kenneth Wang is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. In addition to his advisory role, he is president of KCW Accountancy Corporation, a CPA firm providing accounting and tax services. Cetera is an SEC-registered adviser serving a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a multi-manager platform with diverse program structures.

Darin Elkins is a financial advisor with Edward Jones in Lynnwood, WA, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Mark Garkavi is a financial advisor with Cetera based in Edmonds, WA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Cetera and its affiliated entities since 2010, including First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that allows advisors to utilize affiliated and third-party managers or create customized strategies.

Steven Miller is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Fidelity since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and has a notable role in managing registered investment companies and utilizing AI-driven methodologies.

James Hafner is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Everett Housing Authority, Robert Half, Private Client Fiduciary, Nike, Amazon, and Dick's Sporting Goods, where he also performed cashier duties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

Ken Kilmer is a financial advisor with RBC Capital Markets in Edmonds, WA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients’ risk profiles using both in-house and third-party managers, supported by RBC’s broad capital markets capabilities.

Toryalai Kakar is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may include ESG criteria within model asset allocations.