Mark Greynerovich is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Pruco Securities LLC, and self-employment, as well as a 14-year career in public education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a variety of discretionary and non-discretionary strategies alongside affiliated mutual funds and other services.

Amber Tyler is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 10 years of industry experience. She has been associated with Cetera and its affiliated entities since 2019 and was previously with Foresters Advisory Services LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that services a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services.

Justin Keeler is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2019. Prior to his advisory career, he operated Keeler Fine Finishing for five years. Keeler is involved in youth outreach as a Golf Tournament Committee Member for Federal Way Young Life. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers these services through a network of advisors and allows clients to integrate planning with managed-account programs under a single billing option.

Noah Bershatsky is a financial advisor with Edward Jones in Milton, WA, holding Series 63, Series 65, and Series 66 designations and bringing 28 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he runs a photography blog and engages in software reviews related to photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm offers a range of managed strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard and maintaining a large retail advisor and branch presence.

Lucas Ladd is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously held roles at Sunamerica Retirement Markets, Inc. and AIG Capital Services, Inc. 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 range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Brent Wells is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2020 and previously from 2008 to 2014. His prior experience includes roles at KMS Financial, Independent Financial Group LLC, and TD Ameritrade, Inc. 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, and access to third-party asset managers, supporting a broad spectrum of investment strategies.

Jordan Pomeroy is a financial advisor at Edward Jones in Burien, WA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as the School Commission President for Holy Rosary School in Seattle, advising on school and financial matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jayson Grauman is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, Bank of America N.A., and Merrill. 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. Their advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

Karanvir Dhillon is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant and Financial Representative at Fidelity Investments during 2023 and 2024. Karanvir is focused on assisting clients in working towards their financial goals through comprehensive planning, addressing each client's unique needs. His professional experience is centered on providing financial advice and investment consulting within Fidelity Investments. Outside of his professional work, Karanvir has interests in cars, social events with friends, movies, music, traveling, and volunteering.

Hanh Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, Nguyen worked at JPMorgan Chase Bank and held roles at various companies including the City of Seattle and Amazon. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Shannon Van Dyken is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Castle Insurance and Frohreich Insurance Inc. Outside of work, she occasionally serves as a notary public for personal contacts without charging a fee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

Jonathan Vert is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Cetera since 2025 and has a background that includes extensive work in tax preparation and accounting, serving as president of ATS Maple Valley Inc and Maple Valley Tax Service. Vert also operates his own accounting and tax services business, where he works as an enrolled agent and tax preparer. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with options for model portfolios, third-party managers, and customized strategies.

Brian Frederick is a CFP®-credentialed financial advisor with 22 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at multiple firms, including Arbon Financial Group LLC and Mainspring Wealth Advisors, where he serves as a partner and branch manager. Outside of advising, he is a 25% owner of Langley Village Property LLC, a rental property business. 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 supports municipal and public-finance work, with a variety of advisory programs and tools designed to address client goals.

Douglas Smith is a financial advisor at Edelman Financial Engines with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Financial Engines Advisors L.L.C. and E*TRADE Capital Management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes diversified model portfolios, periodic rebalancing, and a combination of planner delivery with online tools to serve a large client base across various account types.

Andrew Brown is a financial advisor at Edward Jones in Puyallup, WA, holding Series 63 and Series 66 licenses with 20 years of industry experience. Prior to joining Edward Jones in 2018, he worked at UAT Resources, LLC from 2016 to 2018. 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 range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shawn Fowler is a financial advisor with Edward Jones in Auburn, WA, holding Series 63 and Series 65 designations and possessing 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth 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 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Aminadab Lopez is a Series 66 licensed financial advisor at Thrivent Investment Management with three years of industry experience. He has worked with Thrivent and its affiliates since 2022. Outside of his advisory role, Lopez is involved with EPMS, a company that enhances customer service for property management firms through secret shopper evaluations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers combined planning and managed-account services through its WealthPlan program while maintaining separation between these offerings.

Theresa Trinidad is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 license and eight years of industry experience. Her prior experience includes roles at Bank of America and Merrill Lynch. She serves as a board member for The IF Project and is also involved as an author, educator, and speaker. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Jeffrey Hardy is a Certified Financial Planner (CFP®) with 29 years of experience at Edward D. Jones & Co., L.P., where he has worked since 1997. He holds Series 63 and Series 66 licenses and is based in Sumner, Washington. 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 programs and investment options through a nationwide network of financial advisors and branch offices.

Aghil Masoun is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Bank of America since 2025. Prior to that, he was with Merrill from 2016. 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. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.