Brian Herc is a financial advisor with Edward Jones in Bothell, WA, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he owns a single residence townhome rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Shawna Karch is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her career in financial advising, she worked at JCPenney from 2012 to 2017. 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 through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniela Swesey is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation. Prior to joining RBC Capital Markets, her work history includes roles at ByteDance, Zulily, Car Toys, Eddie Bauer, and Dell. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Todd Baek is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Boeing Employee Credit Union, HSBC Securities (USA) Inc., Chase Investment Services Corp., and Wamu Investments, Inc. Baek offers investment products through LPL Financial under the trade name BECU Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Steven Aichinger is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 11 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he owns Meadowbrook Oil Corp, which holds mineral right oil royalties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Ezra Altaras is a CFP® with 20 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. since 2020 and previously spent 12 years at Wells Fargo Advisors. He is the owner and managing director of Altaras Financial Group LLC, an independent financial services firm affiliated with Raymond James Financial Services. 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, pension plans, corporations, and institutional entities. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Matthew Zylstra is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory work, he serves on the finance and investment committee of Monroe Christian School, assisting with financial recommendations for the school’s operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Jill Ruth is a Series 66 licensed financial advisor with Edward Jones in Monroe, WA, where she has worked since 2013. She has 12 years of industry experience. 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 offers a range of advisory strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Mc Clure is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors for 10 years. He is also a co-owner and advisor at Legacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized programs in municipal finance and retirement plan consulting.

Trevor Williams is a financial advisor with J.P. Morgan Securities in Mill Creek, WA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Forney Financial/LPL Financial and Prudential. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Patrick Burns is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Burns is involved in managing Burns Investment Group, LLC, a business related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Christian Clausen is a financial advisor at UBS Financial Services in Everett, WA, with five years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021. His prior experience includes a position at Parcion Private Wealth and roles at the University of Washington, Aloha Car Wash Company, and the Mukilteo School District. 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 provides financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Christopher Weber is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Jennifer Talbot is a CFP® and holds a Series 66 license with 11 years of experience in the financial advisory industry. She has been with Edward Jones since 2015, working out of the Redmond, WA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Wheeler is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Linsco/Private Ledger and Philip F Wheeler Limited Partnership. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and delivers services on a non-discretionary basis.

Kelly Tannhauser is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Kelly worked at Snohomish Valley Golf Center and Arena, and was involved with the Bellevue Club Swim Team for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Robert Schultz is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Granite Falls Premier Real Estate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports a wide network of advisors through various investment programs and specialized municipal and retirement plan services.

Gyuwan Kim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kim worked at Fisher Investments and has held various roles including involvement with the Washington Student Association and Washington State University. 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 in its process. The firm serves multiple registered investment companies and offers model portfolios through systematic methodologies and oversight controls.

Stacy Thornton is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is co-trustee of her father’s family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Larson is a Series 66 licensed financial advisor with Thrivent Investment Management. He joined Thrivent in 2026 and has prior experience working with Pine Creek Group LLC and various roles in retail and agricultural services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, with a focus on planning rather than portfolio management for institutional clients.