Jere Meyer is a financial advisor with Cetera based in Redmond, WA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior experience includes roles at Parker, Smith & Feek, FSIC, and Professional Benefit Services. He serves on the board of a nonprofit organization, Bridge Ministries. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment options.

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.

Timothy Schell is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Peoples Bank, LPL Financial LLC, and D.A. Davidson & Co. since beginning his career in 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Randy Busch is a Series 66-licensed financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a board member for the Northshore Senior Center in Bothell, WA. 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 large nationwide network of financial advisors and branch offices.

Jeremy Barrette is a Series 66-licensed financial advisor with LPL Financial, based in Snohomish, WA. He has one year of industry experience and has held prior roles at Wells Fargo and BECU. His background includes service in the United States Army and involvement with the Skagit YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

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.

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.

Paula Fedirchuk is a financial advisor at Edward Jones with 17 years of industry experience. She holds the CFP® and Series 66 credentials and has been with Edward Jones since 2008. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Daniel Cicu is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. His prior experience includes roles at NYLIFE Securities, J.P. Morgan Securities, and Keybank, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

William Schultheis is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Soundmark Wealth Management for 16 years. Outside of advising, he is the author of The Coffee House Investor, a book for which he receives royalties. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Ryan Smolko is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Legacy Equity Valuations and Lorraine Barrick LLC, and has experience in both valuation and advisory roles. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary options, separately managed accounts, and affiliated funds.

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.

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.

Steven Judd is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL in 2025, he was with Grove Point Advisors and Grove Point Investments from 2021 to 2025 and worked at H. Beck, Inc. for nine years. He is also the owner of TrainingConnections LLC, a business related to investment services. 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 financial planning and investment management services supported by extensive technology platforms and a large network of investment adviser representatives.

Cassidy Richmond is a financial advisor at Ameriprise Financial Services with 9 years of industry experience. Richmond holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2014. Outside of Ameriprise, Richmond manages an advisory business at Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with written recommendations and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and relies on proprietary research and algorithmic tools within a product ecosystem that includes affiliated fund options.

Junzhao Liu is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, Liu held positions at Tianfu Seattle, Timeless Tea Dessert Cafe, and the City of Seattle / Seattle City Light, and has been affiliated with the University of Washington in various roles. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment products and model portfolios.

Nicole Vankirk is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Merrill and Bank of America since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Steven Landau is a CFP®-credentialed financial advisor at Cetera with 20 years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Insurance Agency. He is also the owner and sole proprietor of two tax preparation and accounting businesses in Seattle. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of advisors.

Xin Dean is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2019, Xin worked at PNC and attended Penn State University. Outside of advisory work, Xin is a co-owner of a rental property in Katy, Texas, along with family members. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Higgins is a financial advisor with Edward Jones in Everett, WA, holding the Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Higgins is involved in a small-scale real estate rental business. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.