Gregory Dobbs is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He hosts team trivia fundraising events for nonprofits and works as a mountain host at Crystal Mountain Resort during the ski season. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving individual and institutional clients with a wide range of advisory programs and affiliated investment capabilities.

Mitch Hamilton is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 credential and has worked at CUSO Financial Services and Cetera Wealth Services. Outside of his advisory role, he coaches middle school basketball for the Dieringer School District. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Keeton Heggerness is a Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2023, starting as a Financial Representative, then serving as an Investments Consultant, and currently holding his role as Financial Consultant since 2026. In his professional approach, Keeton focuses on engaging with clients through education and transparent communication. He collaborates with clients to co-create personalized financial plans that reflect individual goals and unique needs, aiming to ensure each client feels empowered and informed about their financial future. Outside of his professional commitments, Keeton enjoys fishing, attending social events with friends, hiking, outdoor adventures, and playing soccer.

Mark Greynerovich is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Pruco Securities LLC, and self-employment, as well as a 14-year career in public education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a variety of discretionary and non-discretionary strategies alongside affiliated mutual funds and other services.

Amber Tyler is a financial advisor with Cetera in Renton, WA, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked with Cetera and affiliated firms since 2016 in various advisory roles. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform with discretionary and non-discretionary account options.

Edward Bang is a financial advisor at LPL Financial in Tukwila, WA, with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill, Bank of America, and Boeing Employee Credit Union. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Justin Keeler is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2019. Prior to his advisory career, he operated Keeler Fine Finishing for five years. Keeler is involved in youth outreach as a Golf Tournament Committee Member for Federal Way Young Life. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers these services through a network of advisors and allows clients to integrate planning with managed-account programs under a single billing option.

Noah Bershatsky is a financial advisor with Edward Jones in Milton, WA, holding Series 63, Series 65, and Series 66 designations and bringing 28 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he runs a photography blog and engages in software reviews related to photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm offers a range of managed strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard and maintaining a large retail advisor and branch presence.

Charles Taylor Jr. is a financial advisor with LPL Financial in Renton, WA, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at JP Morgan Securities, Bank of America, Merrill, and MassMutual Life Insurance Company. He currently offers investment products and services through LPL Financial under the trade name Global Retirement & Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and advanced research tools.

Lucas Ladd is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously held roles at Sunamerica Retirement Markets, Inc. and AIG Capital Services, Inc. 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 range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Brent Wells is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2020 and previously from 2008 to 2014. His prior experience includes roles at KMS Financial, Independent Financial Group LLC, and TD Ameritrade, Inc. 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, model portfolio programs, and access to third-party asset managers, supporting a broad spectrum of investment strategies.

Lance Nekota is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Boeing Employee Credit Union, Chase Investment Services Corp., Wamu Investments, Key Investment Services, U.S. Bancorp Investments, and Banc of America Investment Services. He has been with LPL Financial and Boeing Employee Credit Union since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jordan Pomeroy is a financial advisor at Edward Jones in Burien, WA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as the School Commission President for Holy Rosary School in Seattle, advising on school and financial matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Cormac Carroll is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked in the automotive sector, including roles at Auto Destination and Sunset Ford. 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 a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Edward Harris is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entity since 2010. Outside of his advisory role, he owns and operates NorthWest Tax Specialists, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jayson Grauman is a financial advisor with J.P. Morgan Securities in Enumclaw, WA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America N.A. and Merrill. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside brokerage, distribution, and investment management capabilities.

Mathew Dailey is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include 11 years at Banc of America Investment Services, Inc. He also provides investment services through the Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies across various platforms.

Amber Helms is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2009, including its affiliated entities. Outside of Ameriprise, she is involved with Heritage Wealth Advisors LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Karanvir Dhillon is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant and Financial Representative at Fidelity Investments during 2023 and 2024. Karanvir is focused on assisting clients in working towards their financial goals through comprehensive planning, addressing each client's unique needs. His professional experience is centered on providing financial advice and investment consulting within Fidelity Investments. Outside of his professional work, Karanvir has interests in cars, social events with friends, movies, music, traveling, and volunteering.

Griffin Meyers is a financial advisor with Ameriprise in Renton, WA, holding Series 63, 65, and 66 licenses and has 24 years of industry experience. He has been with Ameriprise since 2014. In addition to his advisory role, he is involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.