Zachary Gil is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing two years of industry experience. Before joining Equitable Advisors in 2023, his work history includes roles at Lowe's Home Improvement, 1 Block Bros, and the University of Washington. He is a beneficiary on his parents' insurance policies. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Hae Ji Chong is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMC BANK NA since 2018, following earlier roles at Wells Fargo Clearing and Wells Fargo Bank NA. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating ESG considerations and broader derivatives and commodities capabilities.

Kyle Max is a financial advisor with LPL Financial based in Lynnwood, WA. He holds a Series 66 designation and has 14 years of industry experience. He has worked with Boeing Employee Credit Union since 2012 alongside his role at LPL Financial, which he joined in 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cameron Fyhrie is a financial advisor at Edelman Financial Engines with five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Juniper Capital Ventures and Financial Engines Advisors L.L.C. Prior to his advisory career, he was employed at FRITO LAY for six years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Sterling Gurney is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Snohomish, WA. He has 16 years of industry experience, including 17 years with Edward Jones. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Riggs is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, and Bellevue Healthcare. He has also operated Riggs Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of investment adviser representatives.

Krystal Schultz is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and New Day Community Counseling, LLC. Outside of her advisory role, she is the owner of Schultz Financial Partners, LLC, where she manages business licenses and excise tax responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs analytical tools and risk profiling to tailor planning and investment recommendations and supports specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jordan Klein is a Series 66 licensed advisor with Fidelity, based in Lynnwood, WA, and has eight years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC since 2018 and spent eight years at Fifth Avenue Law Group PLLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios, including registered investment companies and model portfolios for intermediary platforms.

Scott Kirkpatrick is a financial advisor with UBS Financial Services in Everett, WA, holding a Series 66 license and bringing 22 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partial owner of a coffee business and owns multiple storage-related businesses and associated holding companies. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad suite of capital markets offerings.

Jessica Simmons is a financial advisor with LPL Financial in Everett, WA, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL Financial in 2025, she worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2023 to 2025, and has experience with Goldman Sachs and other financial institutions. Simmons is also an author, dedicating part of her time to writing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a broad platform of services.

Armaan Natt is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked at Bank of America and completed his education at the University of Washington. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Michael Dunn is a financial advisor at Charles Schwab with 14 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and previously worked at Kaplan, Inc. from 2015 to 2016. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody, supervisory services, and due diligence on alternative investments.

Peter Harvey is a CFP® professional with 23 years of experience in financial advising. He has worked at Raymond James Financial Services Advisors, Inc. since 2020, following seven years at Wells Fargo Clearing. Outside of his advisory role, he is involved in local business ventures including food and cooking classes and serves on the advisory board of the Lynnwood Chamber of Commerce. He is also a member of the US Coast Guard Auxiliary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm emphasizes non-discretionary, tailored advice supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jaime Johnson is a financial advisor at Charles Schwab with five years of industry experience. Johnson holds Series 63 and Series 65 licenses and has worked at firms including Brighton Jones, Coldstream Wealth Management, and Edelman Financial Engines. Outside of advising, Johnson owns an online women’s clothing boutique called Lavishly Me Boutique. Charles Schwab serves primarily 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 a mix of non-discretionary advisory relationships and discretionary separate managed accounts with a multi-asset investment approach supported by centralized custody and operational infrastructure.

Justin Lukas is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at firms including Equitable Advisors, LLC and held roles in golf and construction-related businesses. He also served on the Washington State Referee Committee for eight years. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

John Call is a financial advisor at Edward Jones in Lynnwood, WA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment 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 nationwide.

Adam Datko is a financial advisor at Edward Jones with six years of industry experience. He has held his current role since 2019 and previously worked for nine years at A & A Health Systems. He holds a Series 66 designation. 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 both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a trust company.

Andrea Moran is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her career includes prior roles at UBS Financial Services and several insurance agencies. She operates under multiple business names related to her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of advisors utilizing a range of investment strategies, supported by proprietary research and technology tools.

Rachel Sjavik is a CFP® certificant and Series 66 license holder with three years of industry experience. She is currently with Edward Jones in Woodinville, WA, having also worked there previously from 2011 to 2023. Her prior work includes roles at Rachel Armstrong Notary, Amazon, and HBG Tax Services. Outside of her advisory role, she is a distributor for DoTerra oils, primarily for personal use discounts. 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 both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices.

Stephanie Larsen is a financial advisor with Primerica Advisors in Lynnwood, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include work with PFS Investments Inc. and Primerica Financial Services since 2007. She is also involved in supporting women business owners in Seattle, serving as President Elect and President of a related nonprofit organization. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies managed by third parties and supported by custodial and execution platforms.