Samuel Capps is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of advisory services, he holds a producer position at Mutual of Omaha related to insurance sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without direct implementation. The firm combines goal-based analyses with managed-account programs under a consolidated billing option but does not offer portfolio management for institutional clients.

Jennifer Bromberg is a Certified Financial Planner (CFP®) with eight years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2018, she held positions at US Bank from 2015 to 2018. She serves as Vice President and board member of the Sammamish Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Bruce Brundige is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial since 2000 and previously operated Financial Advocates Advisory Services, an independent registered investment advisory firm. Brundige also provides fixed insurance services through his role at Financial Advocates Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joseph Phillips is a CFP® with 21 years of experience in the financial industry. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has been employed since 2012 and 2018 respectively. His prior experience includes roles at Chase Investment Services Corp. and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach emphasizes written asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Kernan is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1992 and is also the owner of an agricultural business, BK Orchards, located in Woodinville, WA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and has specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nick Negi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity in 2020, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, Nick worked as a Relationship Manager at First Tech Credit Union and Addison Avenue Investments from 2018 to 2020, and as a Financial Advisor at Edward Jones in 2018. Nick focuses on partnering with clients to understand their financial situations and priorities, creating and executing tailored financial plans. He emphasizes providing excellent customer service and fostering long-term relationships between clients and Fidelity. Outside of his professional work, Nick enjoys playing badminton and watching movies.

Adam Hutchison is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is a co-owner and landlord of rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Danny Edwards is a financial advisor with Edward Jones in Duvall, WA, holding the ChFC® designation along with Series 63 and 66 licenses. He has 29 years of industry experience, all with Edward Jones since 1997. Outside of his advisory role, Edwards serves on the Riverview School District Board of Directors and has held leadership positions with the Washington State School Directors Association, including President and Past President. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Taylor Sporcic is a financial advisor at Edward Jones in Issaquah, WA, holding the ChFC® and Series 66 designations with seven years at Edward Jones and a total of four years of industry experience. Prior to joining Edward Jones, he worked at Auburn License Agency and Gosney Motor Parts Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network.

Brandon Roberts is a financial advisor with Mass Mutual Investors Services in Snoqualmie, WA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2001. Outside of his advisory role, he is also a licensed agent involved in life, health, disability income, and long-term care insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational services, utilizing firm-approved analytical tools to develop collaborative, written financial recommendations.

Adrian Hedwig is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and 14 years of industry experience. His career includes roles at SALAL Credit Union, LPL Financial, and Cuso Financial Services, LP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, supporting a large network of advisors with model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Dwayne Dilley is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior work includes roles at Raymond James Financial Services, Cetera Wealth Services, and Senior Financial Advisors. He also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers account implementation across multiple platforms and custodians.

Brady Redington is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His career includes positions at LPL Financial, Wells Fargo Clearing Services, and Mainspring Wealth Advisors before joining Raymond James in 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charities, and institutional investors. The firm employs tailored, non-discretionary planning supported by analytical tools to illustrate potential outcomes and maintains unique affiliations and advisory programs in municipal finance and SIMPLE IRA employer services.

Steven Bennett is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Anagha Mhatre is a financial advisor with Charles Schwab in Redmond, WA, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones for seven years and has founded and partnered in staffing and recruiting businesses. At Charles Schwab, she is associated with Premier Bank, Schwab Bank, and Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and a centralized operational structure.

Jason Hewett is a financial advisor with Cetera and holds the Series 66 designation. He has seven years of industry experience, including prior roles at Voya Financial Advisors and Cetera Wealth Services. Hewett is also an independent insurance agent and owns an expense management business, PlanningPoint, LLC. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Adam Bishop is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor, Axa Advisors. Outside of finance, he is involved in music as a band member, manager, promoter, and songwriter. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Franklin Newton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for the Federal Emergency Management Agency for one year. 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 services, including discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jordan Karlous is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America NA, Merrill Lynch, and Fisher Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

John Leick is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and 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 provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.