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 designations and bringing seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for eight years at the Department of Defense. She is listed as an inactive consultant for a home care product company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Stacie Farrell is a CFP®-designated financial advisor with Edward Jones, based in Seattle, WA, and has 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory work, she manages a rental property as a landlord and property manager. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options. The firm has a large national footprint with over 23,000 advisors and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Eatinger is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Olympic Sports & Spine for six years and spent time at Bellarmine University. 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 backed by a large nationwide network of financial advisors and branch offices.

Garrett Esperum is a Series 66-licensed financial advisor with 23 years of industry experience, currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. He previously worked at Sonadei, LLC from 2006 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Philip Mc Ewen is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He has held positions at J.P. Morgan Securities since 2012, with prior experience at Wamu Investments, Inc. and Edward Jones. He holds the Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its due diligence process and offers specialized derivatives and commodities capabilities.

Terry Fuerst is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been advising clients since 1998 and joined Merrill Lynch in 2003. His approach to wealth management emphasizes a disciplined process tailored to each client's needs, goals, and investment attitudes. This process includes developing a customized financial strategy and portfolio, followed by periodic reviews and adjustments to align with evolving objectives. Terry leverages the investment resources of Merrill Lynch along with the banking capabilities of Bank of America to address various aspects of clients' financial lives. He collaborates with a Wealth Management Lending Officer to provide guidance on home financing solutions that complement overall financial strategies. Terry holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Oakland University. Since 1994, Terry has lived on Bainbridge Island, Washington, where he enjoys golfing, tennis, and spending time with friends and family.

Jeffrey Olson is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at American Funds for 28 years before joining Edward Jones in 2023. Outside of advisory work, he is involved with Centipede Tool, LLC, a tool manufacturing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and services, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Berhanu Mekonnen is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Amazon.com, Bank of America, Merrill, and Wyndham Destinations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations.

Cesar Ruiz Calvillo is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America/Merrill Lynch, Amazon, Northwestern Mutual, and Town Park Ltd. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking market assumptions and incorporates broad derivatives and commodities capabilities.

Shannon Corder is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Matthew Turner is a financial advisor with Morgan Stanley with seven years of industry experience. He previously worked at RBC Capital Markets, Cetera Investment Services, and Homestreet Bank. Outside of his advisory role, he serves as an officer on the board of his homeowners association and owns Bainbridge Learning Resources LLC, a consulting business focused on education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.

Cassandra Johnson is a financial advisor with Edward Jones, holding a Series 66 designation and totaling seven years of industry experience. Her previous roles include a three-year tenure at AMSEC and multiple periods with Edward Jones. Outside of her advisory work, she has engaged in food delivery services as a supplemental activity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a widespread network of financial advisors and branch offices.

Kyrsten Wooster is a financial advisor at Edward Jones in Poulsbo, WA, holding a Series 66 designation with one year of industry experience. She previously worked in regional library services and workforce development. Outside of her advisory role, she is a personal consumer of health and wellness supplements through Advocare International, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor network and additional affiliated financial services.

Daniel Reber is a CFP® professional with 10 years of industry experience, currently advising clients at Edward Jones since 2016. He holds a Series 66 license and is based in Poulsbo, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions supported by a nationwide network of financial advisors and branch offices.

Brian Estocapio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at Wm Financial Services, Inc. since 2001. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Colleen Bonafilia is a financial advisor at Morgan Stanley with six years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and previously worked for the YMCA of Pierce and Kitsap Counties from 2011 to 2017. She holds a Series 66 credential. 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 and tailored financial planning, managing approximately $2.74 trillion in client assets.

Megan Doman Howard is a financial advisor at OSAIC with four years of industry experience. She holds the Series 66 designation and has worked at several firms including Securities America, Inc. and KMS Financial Services. OSAIC is a large wealth management firm serving a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and multiple program options.