Grant Stewart is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley and Equitable Advisors/AXA Advisors. 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 through a non-discretionary advisory program supported by an in-house manager solutions team and centralized due diligence.

Garrett Esperum is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, and was previously involved with Sonadei, LLC for 12 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment processes.

Alexander Martin is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work history includes roles at JP Morgan Chase, Charles Schwab, Merrill Lynch, and Empower Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction.

Clinton Campbell is a CFP®-credentialed financial advisor with Ameriprise, based in Shoreline, WA, and has 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of advising, he manages team operations, strategic relationships, and succession planning for his Ameriprise team practice. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm provides comprehensive, research-based recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Philip Mc Ewen is a financial advisor with J.P. Morgan Securities in Silverdale, WA, holding Series 63 and Series 66 licenses and accumulating 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at Wamu Investments, Inc. since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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 with J.P. Morgan Securities in Edmonds, WA. He holds a Series 66 designation and has 15 years of industry experience, including 14 years with J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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, holding a Series 66 designation and five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Amazon.com, Bank of America, Merrill, and Wyndham Destinations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

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 in Seattle, WA, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been affiliated with Wm Financial Services, Inc. since 2001. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management 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 in Lynnwood, WA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She worked at KMS Financial Services, Inc. for 16 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and corporations. The firm offers diverse financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from LPL Research and third-party subadvisors.

Ryan Hinz is a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists clients in exploring how Fidelity can support them in achieving their financial goals. He applies his industry experience to simplify complex financial topics and unique client situations, enabling individuals and families to make informed decisions about their financial future. Ryan began his career at Fidelity Investments in 2016 and has held multiple positions, including Financial Representative, High Net Worth Associate, Investment Solutions Representative, Relationship Manager, Investment Consultant, and Financial Consultant, before assuming his current role in 2023. This progression reflects his extensive experience within the financial services industry. Outside of his professional work, Ryan has interests in boating, hiking, parenthood, skiing, tennis, and traveling.

Peter Becker is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 14 years. Becker also serves on an education committee that organizes investment conferences. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.