Robin Kagan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining LPL Financial in 2020, Kagan worked at firms including Berkshire Hathaway/Baside Realty, HomeSmart One Realty, and Bankers Life Advisory Services. Outside of advisory work, Kagan is involved with Northwest Home Solutions, Inc. as a real estate broker and has business interests with Dynama Pursuits LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management backed by resources from LPL Research and third-party subadvisors.

Alexander Ward is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Addison Avenue Investment Services and First Tech Federal Credit Union. Outside of his advisory role, he is also an associate at Addison Avenue Investment Services, providing investment advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions, using tailored, non-discretionary approaches supported by analytical and risk-profiling tools.

Anthony Quail is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. before entering the financial services industry. 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 uses multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

Randy Ng is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic automation to support its advisory approach.

Bryan Pitman is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 credential and previously worked for the City of Fife for ten years. Outside of his advisory role, he owns and oversees Cle Elum Coffee Company LLC, a specialty grade coffee roasting business that donates its proceeds to local nonprofits focused on nature and conservation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated financial capabilities.

Robert Ahrendt is a financial advisor with LPL Financial in Redmond, WA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massmutual Life Insurance Co, and METLIFE Securities Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven strategies.

David Bleiweiss is a financial advisor with Edward Jones in Issaquah, WA, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he coordinates a short-term rental property business in Nashville, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies and affiliated financial services.

David Seligman is a financial advisor at Edward Jones in Issaquah, WA, with 21 years of industry experience. He has held his current position at Edward Jones since 2004. Outside of his advisory role, Seligman serves as an assistant coach for the distance track team at Issaquah High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory and investment services under a fiduciary standard.

Sydney Henny is a financial advisor with Charles Schwab in Redmond, WA, holding the Series 63 and Series 65 designations and having eight years of industry experience. Prior to joining Schwab, Henny worked at TD Ameritrade Inc. for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by centralized custody and operational infrastructure.

Anjali Singh is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including roles at Banner Bank and Yes Bank Limited. Singh is currently based in Redmond, WA. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and systematic portfolio construction, employing algorithmic methods and serving multiple registered investment companies.

Dajana Djuranovic is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Lamb Weston. Outside of advising, she owns rental property in Kissimmee, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large national network and offers a variety of advisory programs with discretionary and non-discretionary strategies.

Joseph Bilsborough is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2014. 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 large network of financial advisors and branch offices nationwide.

Corynne Wiediger is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

James Battistoni is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2017 and worked at Invest Financial Corporation from 2011 to 2017. Outside of his advisory work, he volunteers with the O'Dea High School Father's Club, assisting at football games and fundraising events. Cetera is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party managers across various program structures.

Alexander Fitch is a financial advisor with Cetera in Bellevue, WA, holding a Series 66 designation and nine years of industry experience. His career includes roles at Voya Financial Advisors and Swedish Hospital, where he assisted in coordinating community events. Fitch is also a co-author contributing to an upcoming book chapter on retirement savings. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management options and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Lance Wieland is a financial advisor with Edward Jones in Issaquah, WA, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves as an advocate for Selkirk Sports, a pickleball business based in Hayden, ID. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Dino Guzzetti is a financial advisor with Edward Jones in Issaquah, WA, holding Series 63 and Series 65 designations and 36 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds, managing approximately $1.01 trillion in assets.

Michael Kappes is a financial advisor with Next Steps Advisors, Inc. in Bellevue, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Next Steps Advisors since 2015 and previously at Kms Financial Services, Inc. from 2014 to 2019. Next Steps Advisors, Inc. is an independent firm with a single advisor focus.

Joel Hussey is a financial advisor at Truvista Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truvista Advisors since 2023. Prior to his current role, he was employed at Tempered Networks for eight years and has owned Tailwind Capital Partners, Inc., a company that sources and remarkets commercial aircraft, since 2007. Truvista Advisors LLC is a small, supported firm with two advisors.

David Giannini is a financial advisor at Truvista Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Private Asset Management, Inc. for 10 years before joining his current firm. Truvista Advisors LLC is a small advisory firm based in Redmond, WA, focused on providing personalized financial services.