Peter Smart is a CFP® and holds a Series 66 license with Edward Jones in Everett, WA. He has eight years of industry experience, having been with Edward Jones since 2018 and previously working at Azusa Pacific University for six years. 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 a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Manus Duffy is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he focuses on helping clients achieve financial well-being by understanding their values and priorities, and providing guidance that adapts to life changes. His approach supports clients in making informed decisions with clarity and confidence as they plan for retirement, education, or other life events. Prior to his current role, Manus worked as a Financial Solutions Advisor at Merrill Lynch from 2020 to 2024. His professional experience encompasses a range of financial planning and advisory services aimed at supporting clients' evolving needs. Outside of his professional work, Manus has interests in art, football, social events with friends, gardening, traveling, and volunteering.

Carla Forney is a financial advisor with LPL Financial in Lynnwood, WA, holding a Series 66 designation and 27 years of industry experience. Her prior roles include operating Forney Financial LLC for 20 years and working at Waddell & Reed, Inc. for over two decades. She has also held positions related to notary services and community college instruction. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Kim is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Raymond James, Mainspring Wealth Advisors, and KMS Financial Services, among others. Outside of his advisory work, he assists with documentation and translation for TYK Enterprises, a business owned by his spouse. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program delivers non-discretionary, written asset allocation advice supported by centralized due diligence and incorporates a combination of quantitative and qualitative research.

Gregory Jensen is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Based in Marysville, WA, he manages an Edward Jones branch office. Outside of his advisory role, he manages building tenants through Jensen Professional Building, LLC. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Barry Spomer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Cetera Wealth Services since 2013 and joined Cetera in 2023. Outside of his advisory role, he serves as an advisor on the board of the Rise Therapeutic Equestrian Center and owns a family farm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to implement diverse portfolio strategies through affiliated and third-party managers, supported by extensive national scale and a wide range of investment and program options.

Natalie Bova is a financial advisor with RBC Capital Markets in Edmonds, WA, holding a Series 66 designation and six years of industry experience. She previously worked at D.A. Davidson & Co. and has a background that includes roles at the University of Washington and Desert Sun. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized portfolio management and financial planning solutions. The firm integrates in-house and third-party investment management with options for tax management and responsible investing.

Joshua Granberg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Ridgecrest Management, LLC and self-employment spanning several years. Outside of finance, Granberg is the owner and artist of Highlight Art Studios, where he provides periodic art lessons and commissioned portrait paintings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Donald Weller III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. His career includes roles at Oppenheimer and Morgan Stanley prior to joining Raymond James. He volunteers on the Finance Committee of the United Way of Snohomish County, where he assists with budget and audit reviews. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Tran Truong is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Tran worked in various roles including positions at CostCo Wholesale, First Citizens Bank, and Umpqua Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight to manage conflicts of interest.

Suzy Stuckey is a Financial Consultant currently working with Fidelity Investments since 2020. In her role, she partners with clients to develop personalized financial strategies aimed at achieving their financial goals. Suzy's career in financial services reflects her commitment to helping individuals take ownership of their financial well-being. Prior to her current position, Suzy held several roles including Associate Wealth Advisor at Aldrich Wealth LP from 2019 to 2020, and various positions at Charles Schwab between 2016 and 2019, such as Financial Consultant Partner, High Net Worth Specialist, and Financial Service Professional. This experience has provided her with a broad perspective on wealth management and client service. Originally from Atlanta, Georgia, Suzy enjoys an active lifestyle outside of work. Her personal interests include hiking, skiing, traveling, Pilates, yoga, and caring for pets. She also enjoys exploring the state of Washington.

April Forde is a Series 66-credentialed financial advisor at Ameriprise in Edmonds, WA, with 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. 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 written recommendations and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Thomas Mclaurin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and 66 licenses and bringing 28 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cetera Advisors LLC, and he also operates Evergreen Financial Management as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and employs proprietary model strategies alongside third-party advisers.

Richard Carton is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wesley Lew is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated firms since 2000, including First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Taylor Erickson is a financial advisor with Edward Jones in Monroe, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Erickson worked at Charles Schwab and held various other roles including at Pro Unlimited and Costco Wholesale. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Saranya Turner is a Series 66-licensed financial advisor with UBS Financial Services in Everett, WA, with nine years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-based, tailored financial advice.

Ivo Andreas Schilbach is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has been affiliated with Raymond James and related entities since 2010 and is a partner in The Way Group Hospitality, LLC, where he participates in business decisions and financial oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning and uses risk profiling and modeling tools to support client decision-making.

Brady Mistler is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. He also operates Bailey Wealth Services in Everett, WA, where he supports financial planning through client file management, research, and report preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Kristian Olsen is a financial advisor with RBC Capital Markets based in Edmonds, WA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside integrated capital markets and lending capabilities.