John Lembo Jr. is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2022, following a prior role at Wells Fargo Advisors and a long tenure at The Boeing Company. Outside of his advisory work, he acts as a financial power of attorney for his mother and owns Lembo Wealth Advisors LLC, an entity he uses to manage payments from Raymond James. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses fact-finding, risk profiling, and analytical tools to tailor strategies and supports clients through advisory programs, with a notable presence in municipal and public finance advisory services.

Brian Kim is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation. He has entered the industry recently, beginning his career in 2026. Prior to joining J.P. Morgan Securities, his work experience includes positions at JPMorgan Chase Bank, Equitable Advisors, and entrepreneurial activities such as involvement with Dough Zone and Three Tomatoes Catering. J.P. Morgan Securities LLC 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 in its investment recommendations.

Jessica Nino is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. She holds the Series 66 designation and works out of Poulsbo, WA. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large nationwide advisor and branch network.

Deanne Bilsborough is a financial advisor with Edward Jones in Edmonds, WA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Edward Jones since 2008. 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 and offers a range of advisory programs including managed solutions, separately managed accounts, and tax-efficient services under a fiduciary standard.

Kimberly Printz is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2006, having previously worked at Piper Jaffray Inc. since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Angela Sell is a financial advisor with Edward Jones in Silverdale, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 2004. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mykael Glass is a financial advisor at Merrill with Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, before joining Merrill in 2022. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Swesey is a financial advisor with RBC Capital Markets in Edmonds, WA. He holds a Series 66 designation and has 10 years of industry experience, including 12 years with RBC Capital Markets. He serves on the boards of several nonprofit organizations, including The Pursuit NW, Washington Policy Center, and Russell Johnson Ministries. RBC Wealth Management serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Brian Pinto is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Erin Parker is a financial advisor with Edward Jones in Bainbridge Island, WA. She holds the Series 66 designation and has one year of experience at Edward Jones. Prior to joining the firm, Erin spent four years at Valley Nursery and sixteen years at Parfitt Way Management. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeffery Corder is a financial advisor with Morgan Stanley in Silverdale, WA, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2005, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using approved tools and models without providing individual security recommendations as part of standalone planning.

Yunlong Fu is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. 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.

Barry Spomer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Cetera Wealth Services since 2013 and joined Cetera in 2023. Outside of his advisory role, he serves as an advisor on the board of the Rise Therapeutic Equestrian Center and owns a family farm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to implement diverse portfolio strategies through affiliated and third-party managers, supported by extensive national scale and a wide range of investment and program options.

David Jordan is a financial advisor at Thrivent Investment Management in Silverdale, WA, holding a Series 66 designation with eight years of industry experience. Prior to joining Thrivent, he served on active duty in the military from 2013 to 2017. He has been with Thrivent Financial and Thrivent Investment Management since 2017. 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 combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Natalie Bova is a financial advisor with RBC Capital Markets in Edmonds, WA, holding a Series 66 designation and six years of industry experience. She previously worked at D.A. Davidson & Co. and has a background that includes roles at the University of Washington and Desert Sun. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized portfolio management and financial planning solutions. The firm integrates in-house and third-party investment management with options for tax management and responsible investing.

April Forde is a Series 66-credentialed financial advisor at Ameriprise in Edmonds, WA, with 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. 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 written recommendations and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Bryce Higgins is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial and its affiliated entities since 2021. Outside of advising, he is involved with 360 Capital Inc. in Silverdale, WA, where he assists with daily branch operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wesley Lew is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated firms since 2000, including First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes 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 with discretionary and non-discretionary options.

Kristian Olsen is a financial advisor with RBC Capital Markets based in Edmonds, WA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Lisa Kerwin is a financial advisor with Edward Jones in Poulsbo, WA, holding CFP® and Series 66 credentials and six years of industry experience. Prior to joining Edward Jones in 2019, she worked for eight years at the Department of Defense. She has an inactive role as a consultant for Norwex, a home care product company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering a variety of advisory programs and affiliated investment products under a fiduciary standard.