Doug Miller is a financial advisor at Edward Jones in Mukilteo, WA, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. 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 under management through a broad network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Spencer Kainz is a Financial Consultant at Fidelity Investments, a position he has held since 2021. His professional experience at Fidelity includes roles as a Planning Consultant from 2020 to 2021, Workplace Planning Consultant from 2018 to 2020, and Retirement Solutions Representative from 2017 to 2018. Spencer works with clients and their families to develop and maintain structured financial plans that incorporate their values, Fidelity's resources, and his expertise. He aims to partner with clients to empower them in working toward their financial success. He holds a California Insurance License.

Jonathon Johns is a CFP® professional with over 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. His outside activities include managing rental properties in Seattle through property managers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Gregory Lednicky is a financial advisor with Raymond James Financial in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James Financial since 2019 and previously was associated with CETERA Advisor Networks LLC for seven years. His outside activities include involvement with the Rainier Club and Waterways Cruises. 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, corporations, and institutional investors. The firm offers tailored non-discretionary planning and investment consulting, supported by analytical tools and technology, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Maria Eickelmann is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities, as well as Capital Partners Group. Outside of finance, she engages in arts and crafts as a sole proprietor, selling displayed butterflies at local farmers markets. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ashley Baerwaldt is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of industry experience. She has worked at City National Bank and RBC Capital Markets, and previously held roles in educational and nonprofit organizations. Ashley serves as a committee member of The Junior League of Seattle and is on the board of directors for the West Seattle Food Bank. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning, leveraging both in-house and third-party investment resources.

Kathy Anderson is a financial advisor with Morgan Stanley in Silverdale, WA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

Michael McMurray is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Edmonds, WA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has operated McMurray Group Inc., an S corporation supporting his advisory business operations, since 2014. Raymond James Financial Services Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm provides tailored, non-discretionary financial planning and investment consulting using risk profiling and analytical modeling, supporting implementation through advisory programs or external providers.

Stephanie Cumming is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, Stephanie is an author of the book *Go Fund You* and participates as an assistant instructor in avalanche safety. 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 nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Kirk Balin is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses, and has 23 years of industry experience. He previously worked at Householder Group for 20 years and joined LPL Financial in 2013. Since 2025, he has also been involved with Gateway Wealth Partners, an independent registered investment advisor firm. LPL Financial serves individuals, retirement plans, and institutional clients through a national network of advisor representatives, offering a range of advisory programs, financial planning, and brokerage services supported by proprietary research and third-party subadvisors.

Harald Kohl is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. 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, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Amanda O'rourke is a financial advisor with LPL Financial in Seattle, WA, holding a Series 65 designation and four years of industry experience. She has been with LPL Financial since 2022 and has prior experience at Greenwood Ohlund, PS dating back to 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Juliana Van Buskirk is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Zachary Sweeny is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked for Waddell & Reed, Inc. and various insurance carriers affiliated with W & R Insurance Agencies from 2011 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Daniel Kozuck is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and began his career at Wells Fargo in 2024. Prior to this, his background includes a brief role at Olfactory NYC and full-time education through 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Micah Blair is a CFP® and ChFC® with 27 years of experience at Edward Jones. He has been with the firm since 1999 and is based in Edmonds, WA. Outside of his advisory role, he serves on the Woodway Town Council, participating in local governance and planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Cherri Zhou is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She collaborates with clients and their families to understand their personal investing priorities and builds personalized financial plans tailored to their full financial picture. Cherri works with a diverse client base, including individuals from various cultural backgrounds, industries, and experience levels, helping them make informed financial decisions throughout their life journey. Cherri's experience in the financial industry includes roles at Fidelity Investments such as Financial Consultant from 2022 to 2025 and Planning Consultant from 2021 to 2022. Prior to that, she worked at Charles Schwab as an Associate Financial Consultant and Client Relationship Specialist between 2019 and 2021. She holds a California Insurance License. Outside of her professional work, Cherri engages in activities such as gardening, hiking, outdoor adventures, reading, and traveling.

Laura Thramer is a financial advisor at Edward Jones in Edmonds, Washington, with five years of industry experience. She has worked at Edward Jones since 2020 and previously spent ten years at All Star Directories. Laura holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets, supported by a nationwide network of over 23,700 financial advisors.

Lance Jacobsen is a Series 66-licensed financial advisor with Edward Jones in Lake Forest Park, WA, where he has worked since 2012. He has 13 years of industry experience. Outside of advising, he manages a rental property in Puyallup, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm oversees approximately $1.01 trillion in assets under management and maintains a large national network of financial advisors and branch offices.

Yaroslav Dunlap is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at companies including T-Mobile and Angi Home Services Inc. 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 to manage diversified portfolios and fund advisory services.