Stacie Farrell is a CFP®-designated financial advisor with Edward Jones, based in Seattle, WA, and has 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory work, she manages a rental property as a landlord and property manager. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options. The firm has a large national footprint with over 23,000 advisors and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Eatinger is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Olympic Sports & Spine for six years and spent time at Bellarmine University. 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 backed by a large nationwide network of financial advisors and branch offices.

Grant Stewart is a financial advisor with J.P. Morgan Securities in Edmonds, WA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley and Equitable Advisors/AXA Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Garrett Esperum is a Series 66-licensed financial advisor with 23 years of industry experience, currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. He previously worked at Sonadei, LLC from 2006 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Alexander Martin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Merrill Lynch, Charles Schwab, and JPMorgan Chase. 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 manage portfolios and supports model delivery through systematic methodologies.

Clinton Campbell is a CFP® with 12 years of industry experience, currently serving at Ameriprise since 2014. He holds leadership roles in several business activities, including managing team operations, strategic relationships, and succession planning for his Ameriprise practice. Additionally, he oversees business administration tasks for Soundview Financial Group and leads Super Ensemble Partners LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Philip Mc Ewen is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He has held positions at J.P. Morgan Securities since 2012, with prior experience at Wamu Investments, Inc. and Edward Jones. He holds the Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its due diligence process and offers specialized derivatives and commodities capabilities.

Jeffrey Olson is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at American Funds for 28 years before joining Edward Jones in 2023. Outside of advisory work, he is involved with Centipede Tool, LLC, a tool manufacturing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and services, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Brett Von Hoffmann is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework where applicable.

Brian Torgerson is a CFP® professional with 26 years of industry experience. He has worked at Raymond James Financial since 2019, following a decade at Cetera Advisor Network LLC. In addition to his advisory role, he is involved in managing rental properties through his ownership of a holding company in Seattle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Berhanu Mekonnen is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Amazon.com, Bank of America, Merrill, and Wyndham Destinations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations.

Shannon Corder is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Matthew Turner is a financial advisor with Morgan Stanley with seven years of industry experience. He previously worked at RBC Capital Markets, Cetera Investment Services, and Homestreet Bank. Outside of his advisory role, he serves as an officer on the board of his homeowners association and owns Bainbridge Learning Resources LLC, a consulting business focused on education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.

Kyrsten Wooster is a financial advisor at Edward Jones in Poulsbo, WA, holding a Series 66 designation with one year of industry experience. She previously worked in regional library services and workforce development. Outside of her advisory role, she is a personal consumer of health and wellness supplements through Advocare International, LLC. Edward Jones is a full-service wealth management firm serving 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 operates under a fiduciary standard and is noted for its extensive retail advisor network and additional affiliated financial services.

Daniel Reber is a CFP® professional with 10 years of industry experience, currently advising clients at Edward Jones since 2016. He holds a Series 66 license and is based in Poulsbo, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions supported by a nationwide network of financial advisors and branch offices.

Brian Estocapio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at Wm Financial Services, Inc. since 2001. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Jasen Biro Suvanapraphai is a financial advisor with Edward Jones in Seattle, WA, holding a CFP® designation along with Series 63 and 66 licenses. He has 26 years of industry experience and has been with Edward Jones since 1999. He serves as a board member of WE Trust Company, participating in quarterly meetings to review business development and financials. 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 manages approximately $1.01 trillion in assets through a large network of advisors and branches, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Colleen Bonafilia is a financial advisor at Morgan Stanley with six years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and previously worked for the YMCA of Pierce and Kitsap Counties from 2011 to 2017. She holds a Series 66 credential. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Jason Hensrude is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he owned and operated J.R. Hensrude Tax & Accounting for ten years. He also retains ownership of that tax and accounting business, primarily collecting payments from the sale of its client book. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by an extensive nationwide network of advisors and branch offices.

Monica Callen is a financial advisor with LPL Financial based in Lynnwood, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Kms Financial Services, Inc. for 16 years before joining LPL Financial in 2020. 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 institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.