Dustin Vance is a financial advisor with Edward Jones in Maple Valley, WA, holding a Series 66 designation and seven years of industry experience. He worked at USI Insurance Services, Inc. for three years before joining Edward Jones in 2018. Outside of his advisory role, he is involved in landlord activities, handling tenant selection and coordinating repairs. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Danxia Zhen is a Senior Financial Advisor at Merrill Lynch Wealth Management in Boston. She provides personalized wealth management strategies, drawing on the investment insights of Merrill and the banking and lending solutions of Bank of America, to help clients pursue their long-term financial goals. Her client focus areas include college education planning, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and tax minimization, among others. Danxia holds a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. She carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English, Mandarin, and Yue (Cantonese), she follows the Merrill tradition of community involvement through volunteer work. Outside of her professional activities, Danxia enjoys boating, cooking, hiking, traveling, and practicing yoga.

Ionut Cosmin Gubavu is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, Allianz Group, and NN Investment Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Trushar Joshi is a CFP®-credentialed financial advisor with 23 years of industry experience. He is currently with Fidelity and has previously worked at USAA financial planning services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, advisor to multiple registered investment companies, and for integrating AI-based research in its investment process.

Carey Tremaine is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with LPL Financial since 2000 and is also involved with the Tolt Townsite Company, L.L.C. since 2010. Tremaine provides consulting services at the Sno-Valley Senior Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ulrika Claesson is a Series 66–registered financial advisor with Edward Jones in Redmond, WA. She has been with Edward Jones since 2008 and has 18 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Jonah Stevens is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Amazon Flex and U.S. Bank. He has also held positions at Apple and Levi Strauss. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Tracy Crowley is a CFP® professional with 12 years of experience in the financial advisory industry, all with Edward Jones since 2014. She is based in Redmond, WA. Outside of her advisory role, she hosts a podcast featuring interviews with friends about their life stories and sells books related to workforce re-entry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Renee Degner is a financial advisor at Raymond James & Associates with 24 years of industry experience. She has held roles at American Funds Distributors, Inc. and Morgan Stanley prior to joining Raymond James in 2022. Outside of her advisory work, she holds a real estate license for personal and family use and manages rental property maintenance. Raymond James & Associates is a large broker-dealer and registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a focus on tailored, non-discretionary advice supported by various portfolio management styles and proprietary research.

Duncan Mcallister is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in an LLC that owns a vacation home with his wife. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Doan Trang Bell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of advising, she provides notary public services on a part-time basis. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and advisory services supported by a range of portfolio management styles and extensive research resources.

Cedric Simmons is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining J.P. Morgan, he worked at AT&T Mobility and Nike Inc. He is based in Renton, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Lazar Vukcevic is a financial advisor with Fidelity Investments based in Redmond, WA. He holds a Series 66 designation and has four years of industry experience. His prior roles include two years at Edward Jones and a year at DoorDash, along with earlier experience in economic tutoring. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, managing a range of funds and model portfolios using systematic, long-term asset allocation strategies.

Nick Akhbari is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized investment committee to construct globally diversified portfolios and employs tax-aware strategies and risk management tools.

Marilyn Milne is a financial advisor with Edward Jones in Renton, WA, holding a Series 66 designation and 16 years of industry experience. She has worked at Edward Jones since 2019, following prior roles at Milne Financial Group and HD Vest-related firms. Milne serves as a finance committee member and board member of the Renton Regional Community Foundation. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Ryan Crumpacker is a CFP® professional with 22 years of experience, all with Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he owns a vacation rental property in Shelton, Washington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large nationwide network of advisors and branch offices.

Jill Murphy is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2005. Outside of her advisory role, she is a co-owner of Smurfco LLC, a company managing commercial real estate operations in Issaquah, WA. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Irina Burova is a financial advisor at Charles Schwab in Redmond, WA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Deutsche Bank AG and Equitable Advisors. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by strategic asset allocation models and due diligence on alternative investments.

Keahn White is a financial advisor at Edward Jones in North Bend, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, White worked at Under Armour and spent several years as a full-time student. 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 and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Tyler Kerby is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he operates a sole proprietorship focused on photography and videography. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of investment vehicles.