Ryan Guiberson is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the healthcare sector at Summit Surgical Inc. and Swedish Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Vincent Stanton is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Wells Fargo Clearing before joining Ameriprise in 2019. He is based in Bellevue, Washington. Ameriprise Financial Services is a large advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Vaughn Sherman is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he manages a rental property in Long Beach, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services across a nationwide network of advisors and branches.

Adam Johnson is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked with multiple affiliated entities since 2017. Johnson also serves in a support role at Addison Avenue Investment Services, providing operations and sales assistance to financial advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a range of analytical tools for tailored, non-discretionary planning and supports both individual and institutional clients through its extensive advisor network.

Rachel Sjavik is a CFP® certificant and Series 66 license holder with three years of industry experience. She is currently with Edward Jones in Woodinville, WA, having also worked there previously from 2011 to 2023. Her prior work includes roles at Rachel Armstrong Notary, Amazon, and HBG Tax Services. Outside of her advisory role, she is a distributor for DoTerra oils, primarily for personal use discounts. 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 and offers both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices.

Nikhila Vakulabaranam is a financial advisor at Cambridge Investment Research Advisors with a Series 66 credential and one year of industry experience. Her previous roles include positions at Newrizons Federal Credit Union, Seattle University, Arcesium India Private Limited, Goldman Sachs Services Private Limited, and Amazon Development Centre India. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm provides both discretionary and non-discretionary management with access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Matthew Lynch is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Incapital LLC, 280 Securities LLC, and Brean Capital, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and delegated management, with proprietary oversight and conflict-of-interest controls.

Michael Ferrera is a Series 66-licensed financial advisor with Edward Jones in Bothell, WA, where he has worked since 2012, totaling 15 years of industry experience. Outside of his advisory role, he is a partner in a real estate business based in Kirkland, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Sam Hibbert is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, Thrivent Financial, and Cetera Investors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Connor Loveall is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Before rejoining Edward Jones, he worked in the fitness industry with companies including The Bay Club Company and Sammamish Fitness LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Robert Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior firms include Cetera Advisors LLC and First Allied Advisory Services, among others. He is also involved in Wright Capital Management LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a broad network of advisors utilizing diverse strategies and technology tools.

Kevin Chang is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously at Voya Financial Advisors from 2016 to 2021. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and bespoke investment strategies.

Aaron Moulton is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and two years at Prudential Equity Group. Outside of his advisory role, he has ownership interests in KITA BRKA LLC and Cedar Creek Wealth Management LLC, both investment-related entities in Issaquah, WA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Ka Leung Alfred Tong is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 credential with one year of industry experience. His prior career includes positions at Bank of America and KeyBank. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 a range of model-based and discretionary investment strategies.

Dylan Cavanaugh is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to his current role, he worked at Fidelity Brokerage Services LLC and has a background that includes positions at Victory Briefs Institute and McCullar Realty. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managed portfolios built using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a variety of clients and maintains oversight of sub-advisers while employing systematic models that incorporate mutual funds, ETFs, and ETPs.

Fred Green is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and has been involved with Pacific West Securities Inc and The Lincoln National Life Insurance Company for over two decades. In addition to his advisory role, he is active in insurance sales, including fixed insurance, group benefits, individual health, and Medicare products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers diverse investment management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies alongside various program structures and custodial relationships.

Douglas Sullivan is a financial advisor at Edward Jones in Bothell, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Brightsone Retail Operations from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ava Jaksha is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation. Prior to joining Ameriprise, she worked at LPL Enterprise LLC and has a background that includes completing her education at the University of San Diego. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice.

Christopher Bruntz is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is involved with Soul Free, LLC, an LLC based in Snoqualmie, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branches.

John Kozol Jr. is a CFP® with 14 years of industry experience, currently affiliated with Cetera and serving as a financial professional at Headwater Wealth Advisors. His work history includes roles at First Allied Advisory Services and Cetera ADVISORS LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.