Taylor May is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Guy Carpenter, Symetra, Armancas Financial - Equitable Advisors, Liberty Mutual, and the University of Washington. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Prince is a financial advisor with Ameriprise in Poulsbo, WA, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliated financial services firms since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and employs algorithmic automation alongside oversight committees to generate tailored retirement income recommendations.

Judith Salas is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America since 2014. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, supported by account administration and custody services.

Robert Kovich is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Daniel Gregory is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. Prior to this role, he held positions as an Investment Consultant from 2022 to 2023 and as a Financial Representative from 2021 to 2022 at the same firm. In his current capacity, Daniel collaborates with clients to develop financial plans that align their wealth with their personal values and help them make informed financial decisions. Daniel's approach centers on understanding each client's unique story and working together to build tailored financial strategies. His experience spans various aspects of financial consulting, reflecting a commitment to client-focused service. Outside of his professional work, Daniel enjoys fitness, hiking, outdoor adventures, snowboarding, and spending time with his pets.

Evelin Pillaca is a financial advisor with J.P. Morgan Securities in Edmonds, WA. She holds Series 63 and Series 66 licenses and has two years of industry experience. Her prior roles include positions at Edward Jones and Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research and offers access to derivatives and commodities capabilities.

Allen Ernst is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2013, following four years at Edward Jones. 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, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Robert Tiegs is a financial advisor with Edward Jones in Mountlake Terrace, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Nicole Murray is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2026. She collaborates with clients and a team of specialists to assess situations, prioritize goals, and develop personalized investment and service strategies. Nicole is committed to exceeding client expectations through thoughtful relationships. She has been with Fidelity Investments since 2019, progressing through several roles including Financial Consultant, Wealth Management Planning Consultant, and various workplace planning consultant positions. Her experience spans comprehensive wealth planning and client relationship management. Outside of her professional role, Nicole enjoys camping, cooking and baking, gardening, hiking, outdoor adventures, and reading.

Carmen Pinto is a financial advisor with Morgan Stanley in Silverdale, Washington, holding Series 63 and Series 65 licenses and having 25 years of industry experience. Pinto has been with Morgan Stanley and its affiliates since 2009, including time at Morgan Stanley Private Bank, N.A. Outside of advisory work, Pinto is involved with Escape Gallery, a recreational venture in Poulsbo, Washington. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing firm‑approved planning tools and strategies to support client goals.

Aaron Wolfe is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010, based in Mukilteo, WA. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

Tracie Paige serves as the Vice President and Branch Leader at Fidelity Investments, overseeing the Lynnwood Investor Center. In this role, she leads a team of investment professionals committed to prioritizing client needs and enhancing their professional skills. She has held several positions within Fidelity Investments, advancing from Financial Representative in 2014 to her current role as Vice President and Branch Leader since 2026. Her experience spans wealth management planning, relationship management, and branch leadership. Throughout her career, Paige has focused on client service and team development within the investment industry.

Stacy Gilbert is a CFP® and Series 66 licensed financial advisor with Edward Jones in Seattle, WA, where she has worked since 2016. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christopher Gwynn is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Commonwealth Financial Network and Northstar Realty Securities. Additionally, he is an owner of a business entity named SWITCO Acquisitions Limited. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

Jessy Harb is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Harb spent six years at 1ST Security Ban. Outside of advisory work, Harb manages a single-family rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchell Brewe is a financial advisor at RBC Capital Markets with six years of industry experience and a Series 66 designation. His prior roles include positions at City National Bank, BlackRock, AMZ Management Consulting, and a basketball club. Outside of his advisory work, he manages personal rental properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Maeve Murdoch is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Hays, Core Power Yoga, and the Spanish Ministry of Education, Culture, and Sport. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Peter Mckenna is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2015, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of AI-driven research and formal governance procedures.

Kevin Harada is a financial advisor with J.P. Morgan Securities in Lake Forest Park, WA, holding Series 66 and Series 63 licenses. He has five years of industry experience, including roles at J.P. Morgan Securities since 2021 and JPMorgan Chase Bank starting in 2019. Prior to his financial career, he worked at Champs Sports from 2015 to 2019. 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 through a non-discretionary program. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Harrison Stenberg is a financial advisor with Cetera in Seattle, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining Cetera in 2025, he worked at Concourse Financial Group Securities Inc for eight years. Outside of his advisory work, he was involved with the North Seattle Baseball Association for four years. Cetera Investment Advisers LLC operates a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and provides access to multiple program structures through affiliated and third-party managers.