David Aramaki is a financial advisor with Ameriprise in Newcastle, WA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he engages in photography for a local public school district. Ameriprise offers a retirement-income planning service focused on clients with substantial investable assets, delivering non-discretionary, research-driven recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines algorithmic tools and advisory oversight to tailor plans primarily for assets held in Ameriprise-managed accounts.

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.

Thomas Barrett is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMORGAN Chase Bank, N.A. and Edward Jones. Barrett is based in Sammamish, Washington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Kristine Nelson is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation with one year of industry experience. She was self-employed for 15 years prior to joining Edward Jones in 2025. 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, supported by a large network of financial advisors and branch offices nationwide.

Connor Girard is a Financial Consultant at Fidelity Investments, where he works closely with local clients to assist them in reaching their financial goals through education and planning. His approach focuses on helping clients understand their portfolios and the steps necessary to plan for both short- and long-term objectives. Connor utilizes the tools and resources offered by Fidelity to support his clients effectively. He joined Fidelity Investments in 2023 and has held multiple roles within the company, including Customer Relationship Advocate, Relationship Manager, and Investment Consultant, before assuming his current position. This progression reflects his growing experience and expertise in financial consulting. Outside of his professional responsibilities, Connor enjoys activities such as visiting the beach, camping, attending concerts, hiking, exploring different foods as a foodie, and spending time with pets.

Lorenzo De Simone is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to his advisory role, he worked in various positions including at Cascade Premier Soccer Club and Newcastle Golf Course. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory and investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Joshua Post is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding a Series 66 license and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member of Railroad Creek Renewable Energy, a nonprofit project developing hydroelectric clean energy, and participates on the board of Immanuel Community Services, which provides services to homeless and poor individuals in Seattle. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning across various financial topics without providing portfolio management or discretionary trading authority.

Mark Peterson is a financial advisor with Thrivent Investment Management in Bellevue, WA. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he is a partner in a fishing guide company, Kenai Kingpin Outfitters LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of advisors. The firm focuses on holistic, goal-based planning covering areas such as retirement, income tax, and estate planning, with planning services offered separately from managed-account programs.

Austin Glenn is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at the University of Utah David Eccles School of Business and Village Life. Outside of advising, he operates Austin Glenn Photography. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a written Recommendation Report and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Travis Rus is a financial advisor at Raymond James Financial in Bellevue, WA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Inc. since 2000. Rus is also the owner of Eastside Advisors, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and it supports municipal and public finance work through a unique municipal advisor affiliation.

Tari Sheffer is a financial advisor with Raymond James Financial in Issaquah, WA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Raymond James in 2023, Sheffer worked at Wells Fargo Clearing for seven years. Outside of advisory work, Sheffer is employed as a client service associate at Hall & Dornan Capital Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining unique offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Michael Keever is a financial advisor at Raymond James Financial Services Advisors, Inc. with 44 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Raymond James in 2023. Keever is also the owner and CEO of Keever Capital LLC and a partner at Small Haven LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Robert Hamilton is a financial advisor with LPL Financial in Sammamish, WA, holding Series 63 and Series 65 credentials and over 43 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Voya Financial Advisors, Voya Financial Partners, and Cetera Wealth Services. He serves as a trustee and co-trustee for several family trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Yvonne Hall is a CFP®-certified financial advisor with 33 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory role, she owns Yondi's Yoga, through which she occasionally teaches yoga via Zoom. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, and institutional clients. The firm uses customized planning and analytical tools to support client goals and offers both advisory programs and institutional consulting.

Daryn Debelak is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Pfizer, Silverback Therapeutics, and AGC Biologics. 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 with a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds, a trust company, and securities-based lending options.

Yu Hong Hu is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. Prior to joining Merrill, Hu worked at Bank of America, Edward Jones, and Increase Family Office. Hu also operated a private visa and business consultation service for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Anthony Tarantola is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on helping clients develop strong financial frameworks that can be effectively implemented and trusted. Prior to his current position, Anthony worked at Wells Fargo & Co. as a Senior Premier Banker from 2021 to 2022, and before that, he was a Relationship Banker at JPMorgan Chase & Co. from 2019 to 2021. His professional experience spans various aspects of banking and financial consulting. Outside of his professional work, Anthony has personal interests in board games and football.

Andrew Um is a Financial Consultant who works with clients to develop and manage their wealth through comprehensive financial planning. He partners with clients to create customized plans aimed at building long-term relationships and trust, aligning goals and investment strategies to provide confidence in their financial future. Andrew has experience as a Financial Representative at Fidelity Investments from 2023 to 2024. Outside of his professional work, Andrew has interests in board games, music, puzzles, skiing, tennis, and traveling.

John Babauta is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James and affiliated firms since 2020. Prior to this, he worked at Homestreet Bank for 13 years. Babauta is also an associate at Addison Avenue Investment Services, where he provides financial advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary planning and risk analysis tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

George Robertson is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., and Kms Financial Services, Inc. He serves as a trustee and investment advisor for the Reuben B. Robertson Foundation, a private family foundation, and is a member of Three Reubens Publishing Co. LLC, which promotes the historical value of three generations of his family through various media. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and portfolio management. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers both discretionary and advisor-managed strategies.