Timothy Swanson is a CERTIFIED FINANCIAL PLANNER™ practitioner with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Campbell Soup Company from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary wrap fee strategies along with tax-efficient services.

Steven Leigh is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America and a brief period at the Seattle Music Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Susan Youngsman is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been associated with Linsco Private Ledger since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Chun Lee is a financial advisor with LPL Financial in Edmonds, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial (formerly LINSCO/Private Ledger) since 2001. Outside of his advisory role, he is a notary providing free signature notarizations for clients and prospect and also sells long-term care insurance through GE. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Kelvin Herbruger is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining RBC Capital Markets, he worked at D.A. Davidson & Co. and Boston Consulting Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a range of advisory programs with tailored investment strategies and integrates both in-house and third-party investment managers.

Ashley Kelly is a Financial Consultant at Fidelity Investments. In this role, Ashley collaborates with clients to develop customized financial plans aimed at helping them achieve their financial goals. Ashley emphasizes transparency and focuses on assisting clients in making informed decisions regarding their financial futures. Ashley has been with Fidelity Investments since 2020, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. This experience has provided Ashley with a comprehensive understanding of financial planning and client relationship management within the firm. Ashley is passionate about building relationships with local families and utilizes Fidelity's expertise and resources nationwide to enhance the support provided to clients.

Kevin Campbell is a Series 65 licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Poulsbo, WA, bringing 10 years of industry experience. He previously worked at USA Financial Securities, Change Path LLC, LifePro Asset Management, and has been associated with Peaks Financial since 2009. Campbell is also an insurance agent with CP Autority, LLC, providing fixed insurance and annuity solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical modeling and supports a wide advisor network with specialized programs, including municipal advisory and SIMPLE IRA Employer Advisory services.

Amadeus Frega is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory services focusing on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Kyle Montano is a financial advisor with J.P. Morgan Securities in Lynnwood, WA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Travis Credit Union and Bank of America. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Adrian John is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Seattle, WA. He previously worked at Edward Jones for 12 years and has operated his own financial services firm since 2022. Outside of his advisory work, he owns a rental property for which he hires management and handles mortgage payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting and supports a large network of advisors with specialized programs, including municipal advisory and SIMPLE IRA employer consulting services.

Brittany Terlaje is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Merrill prior to her current roles. She was also involved with Simply Urban from 2018 to 2022. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kathryn Pagh is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Knight Wealth Management, Cetera Advisors LLC, Investors Capital Corporation, and Newaukum Wealth Management. Kathryn is also involved with Knight Wealth Management, LLC as a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

Robert Morgan is a financial advisor at Edward Jones in Poulsbo, Washington, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Kenneth Smith is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he owns Aymen Publications, a publishing business, and Aymen Leadership Coaching, a consulting practice. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm provides tailored, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support clients’ income planning needs.

Kevin Smith is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as president of PSWS Operations, LLC, overseeing financial planning practice operations, and is president of the nonprofit board Life Spring. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Crystal Beineke is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial in Edmonds, WA. She has worked at LPL Financial since 2014 and has prior experience with Financial Advocates Investment Management and Householder Group Estate & Retirement Specialists. Beineke also provides administrative support to Financial Advocates Investment Management, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Tuyen Nguyen is a financial advisor at Fidelity with 24 years of industry experience. He previously worked at American Century Investments for 21 years and was self-employed from 2011 to 2019. Nguyen holds Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm also serves multiple registered investment companies and employs oversight controls to manage potential conflicts of interest.

Andrew Juntilla is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Raymond James, he worked at the University of Washington and Sequim High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Desiree Hajek is a financial advisor at Edward Jones with 8 years of industry experience. She holds a Series 66 designation and previously worked at H&R Block from 2011 to 2017. Outside of her advisory role, Hajek is connected to a residential painting business owned by a family member. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Alex Masaki is a Planning Consultant at Fidelity Investments, a role held since 2025. Prior to this, Alex worked as a Relationship Manager at Fidelity Investments during 2025 and served as a Marketing Specialist focused on Prospect Management and Operations at Heritage Wealth Advisors from 2023 to 2025. Alex's professional approach centers on developing personalized financial plans that consider clients' priorities and long-term visions, adapting these plans as circumstances change to provide clarity and confidence throughout the financial planning process. Outside of work, Alex is engaged in family activities, fitness, golf, outdoor adventures, parenthood, and traveling.