Nicholas Maderis is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2015. Outside of his advisory role, he is a partial owner of Nibero, LLC, where he is involved in property upkeep and rent collection. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative and qualitative research with forward-looking market assumptions and includes ESG criteria within its investment recommendations.

Emil Anderson is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 designations and has held various roles within JPMorgan Chase and its affiliates since 2011. Outside of his advisory work, he serves as an officer and treasurer for a youth STEM robotics organization and volunteers as a personal finance instructor for high school students. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary, written asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and may include ESG considerations.

Sarah Burdick is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for twelve years and is also associated with Sound Harbor Financial, where she manages client service and office operations. Outside of her advisory role, she and her husband own a small rental property in Bremerton, WA. 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 offers tailored non-discretionary planning and consulting, employing analytical tools to illustrate potential outcomes and supports its recommendations through various advisory programs.

Beth Percival is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Quickfit Bookkeeping Solutions LLC for seven years. Based in Seattle, WA, she provides financial advisory services through 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Jonie Martinka is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her work history includes roles at Polaris Injury Law, Moos Tax & Accounting, Weiss & Associates, and SQI, Inc. Outside of advising, she is involved in consulting activities and referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets.

Jack Qu is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch and multiple J.P. Morgan affiliated entities. He is based in Seattle, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative investment research.

Janet Lee is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James since 2018, following two years at Wells Fargo Clearing in a similar capacity. Raymond James & Associates, Inc. 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 investors, pension plans, and charitable organizations, offering financial planning and consulting services that are generally non-discretionary and supported by a variety of portfolio management strategies and affiliated research.

Denette Chu is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Johnson is a financial advisor with Edward Jones in Seattle, WA, holding the Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025. Prior to this, Johnson worked at Amazon for seven years and served 14 years in the United States Marine Corps. Outside of his advisory role, he coaches CrossFit and fitness classes at local gyms. 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 operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products.

Derrik Sankey is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nathan Wolanski is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. Before joining Ameriprise in 2026, he held roles at Grand Canyon University and the Montane Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement-income planning through written reports and annual advice based on proprietary research and third-party data.

Allison Odenthal is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Janney Montgomery Scott and Merrill. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Cori Karas is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and is based in Seattle, WA. Karas has been with Edward Jones since 2000. 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 and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Tiffany Timar is a financial advisor with Morgan Stanley in Silverdale, WA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets beginning in 1991. Outside of finance, she works as a cashier at a retail franchise on weekends. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad array of investment and planning services.

Scot Sageser is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Avantax Advisory Services and World Equity Group, Inc. He is actively involved in several community and nonprofit organizations, serving in leadership roles with groups such as the Valley of Bremerton Scottish Rite, the Scottish Rite Scholarship Foundation of Washington, and the Franklin Lodge No 5, all of which focus on scholarships, education, and charitable activities. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management, financial planning, and access to third-party managers, operating a multi-manager platform with a broad range of program options and custodial relationships.

Jason Demarre is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Equitable Advisors. He also operates a business entity for tax and investment purposes named Time Advisor Group, LLC. 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.

Sarah Cecil is a CFP® and holds a Series 66 license with 15 years of industry experience, all at Edward Jones since 2011. She is based in Seattle, WA. Outside of her financial advisory role, she owns several rental properties in the Seattle and Issaquah areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Michael Fettig is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at TD Ameritrade, Inc., TD Ameritrade Investment Management, LLC, and Scottrade, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Kevin Campbell is a Series 65 licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Poulsbo, WA, bringing 10 years of industry experience. He previously worked at USA Financial Securities, Change Path LLC, LifePro Asset Management, and has been associated with Peaks Financial since 2009. Campbell is also an insurance agent with CP Autority, LLC, providing fixed insurance and annuity solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical modeling and supports a wide advisor network with specialized programs, including municipal advisory and SIMPLE IRA Employer Advisory services.

Sarah Fitch is a Series 66-licensed financial advisor at UBS Financial Services with 21 years of industry experience. She has been with UBS since 1999. Outside of her advisory role, she serves as treasurer for the Tudor Manor Home Owners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm emphasizes tailored financial planning and portfolio management supported by proprietary research and a broad range of capital markets services.