Aaron Postema is a Series 66-licensed financial advisor with Edward Jones in Kirkland, WA, and has 11 years of industry experience. He has been with Edward Jones since 2014. 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, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Amani Rahman is a Series 66-licensed financial advisor with Edward Jones in Redmond, WA, bringing six years of industry experience. Prior to joining Edward Jones in 2020, Rahman worked at the Kelley School of Business, Indiana University, and at the World Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering 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 operates a nationwide network of financial advisors and branch offices.

Nicholas Jordan is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeff Jones is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He has held various roles within Fidelity Investments since 2016, including Investment Consultant, Relationship Manager, Workplace Planning Consultant II, Investment Solutions Representative, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Financial Associate at Thrivent Financial from 2015 to 2016. In his role, Jeff focuses on understanding his clients' goals and concerns to collaboratively design, execute, and monitor financial plans that help them work toward their objectives. His experience spans multiple aspects of financial consulting and investment solutions. Outside of his professional responsibilities, Jeff enjoys camping, hiking, traveling, exploring food, parenthood, and spending time with his pets.

Sheila Dempski is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and four years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc. and has experience assisting financial advisors at Addison Avenue Investment Services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering various financial topics and allows clients to integrate planning with managed-account services under a consolidated billing option called “WealthPlan.”

Stuart Ardissono is a CFP® and Series 66-licensed advisor with Raymond James Financial in Issaquah, Washington. He has three years of industry experience, including prior roles at Industrial Scientific and the University of Washington, and served in the U.S. Navy for five years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs for municipal and public finance clients.

Alahna Miranda is a financial advisor with Ameriprise in Mountlake Terrace, WA, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise since 2017, with prior experience at Mountain America Federal Credit Union and Designer Shoe Warehouse. Outside of her advisory role, she serves as Vice President of the University of Utah Alumni Association’s Seattle Chapter and is a member of the Bridgehaven HOA Board. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Bolun Ma is a financial advisor with J.P. Morgan Securities based in Bellevue, WA. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior roles include positions at Merrill, Bank of America, and MassMutual Financial Group, as well as service in the US Army Reserve. J.P. Morgan Securities serves institutional clients such as plan sponsors, corporations, and endowments, providing non-discretionary consulting focused on asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence with forward-looking capital market assumptions, incorporating ESG criteria and leveraging their derivatives and commodities capabilities.

Matthew Kroner is a financial advisor with Edward Jones in Duvall, WA, holding a Series 66 designation and two years of industry experience. His background includes roles at JP Morgan and various positions in the food and service industries. 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, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jasmine Barker is a financial advisor with J.P. Morgan Securities in Issaquah, WA, holding Series 63 and Series 66 licenses and offering 17 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Jingwei Zang is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, HSBC, New York Life, and American National. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

John Misner is a financial advisor with Edward Jones in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include 25 years at RBC Capital Markets and brief tenures at MML Investors Services and MassMutual Life Insurance Company before joining Edward Jones in 2019. 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 wide range of investment strategies and affiliated products through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Nina Boss is a financial advisor at Edward Jones in Renton, WA, with 16 years of industry experience. She has been with Edward Jones since 2012 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets under management and offers various advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael J. Hammar is a financial advisor with UBS Financial Services in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 1998. 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 employs proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jeffrey Loomans is a financial advisor with Ameriprise in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Before joining Ameriprise in 2020, he worked for seven years at Verde Capital Management, Inc. He is also a co-owner of Steller Wealth Planning LLC, an advisory business he manages alongside his role at Ameriprise. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides personalized retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Deana Hale is a Series 66-licensed financial advisor at Edward Jones in Redmond, WA, with 17 years of industry experience, all with Edward Jones since 2009. She holds interests in oil lease revenue in Stephens County, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Winnie To is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process supported by both quantitative and qualitative research, offering a broad range of advisory services including derivatives and commodities capabilities.

Autumn Zarkos is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior experience includes roles at Fidelity Investments and Seattle Pacific University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vick Agarwal is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on understanding the unique financial needs, goals, and challenges of his clients and their families. He collaborates with them to analyze their financial situations, develop customized plans, and assist in implementing these strategies. Vick is committed to building long-term relationships with his clients, aiming to serve as a trusted advisor over the years. Outside of his professional work, he engages in a variety of personal interests including baseball, board games, football, social events with friends, movies, and table tennis.

Michele Weiss is a Financial Consultant currently working with Fidelity Investments since 2023. She has accumulated extensive experience in financial consulting through her previous roles at Mass Mutual from 2020 to 2023 and Northwestern Mutual from 2018 to 2020. Michele has also held several positions as a Home Mortgage Consultant at various financial institutions between 2002 and 2013, and served as a Business Development Manager at Oak Leaf Funding from 2014 to 2017. Michele is licensed with the California Insurance License, enabling her to provide insurance-related financial services. Her approach to financial planning involves understanding clients' unique stories and aligning strategies with their goals, values, and vision for the future. She focuses on building lasting relationships where clients feel heard and confident in their financial decisions. Outside of her professional work, Michele has personal interests that include comedy, fitness, football, parenthood, and singing.