Divya Devi is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Wealth Management and JP Morgan Chase Bank. Divya is based in Federal Way, WA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Timothy Mayorov is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Fidelity. His career includes various roles within Fidelity and its subsidiaries since 2018, along with prior work at Becu and the University of Washington Tacoma. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model portfolios to intermediary platforms.

Matthew Weber is a CFP® with 19 years of industry experience and has been with Thrivent Investment Management and Thrivent Financial since 2016. He serves as the treasurer for Celebration Lutheran Church in Puyallup, WA, overseeing the church’s financial operations and budget. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses across diverse planning areas without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option while maintaining separate service structures.

Daniel Ortiz Rivas is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Robinhood Financial and several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies and model portfolio provider for Fidelity Institutional Wealth Adviser.

Phillip Ussery is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He previously worked at Symetra Securities, Inc. and Symetra Investment Services, Inc. from 2010 to 2017. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices.

Jack Ly is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2013. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Nhat Bui is a financial advisor at Raymond James Financial Services Advisors, Inc. with nine years of industry experience. He holds the Series 66 and Series 63 credentials and has worked at multiple firms including Mainspring Wealth Advisors LLC and First Tech Federal Credit Union. Outside of financial advising, he is the CEO of Julia Bui LLC, a business involved in selling shampoo, clothes, and fruits. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting services supported by advanced analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Erik Johnson is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He previously worked at Merrill for 23 years before joining Morgan Stanley in 2017. Outside of his advisory role, he serves as a board member for Team253 Racing, a sports organization based in Federal Way, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and research.

John Carty Jr. is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Edelman Financial Engines since 2025 and previously held roles at Financial Engines Advisors L.L.C. and TMFS Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

Matthew Parrish is a CFP® professional with over 32 years of experience in the financial industry. He has been with Edward Jones since 1993. 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 advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.

Hunter Winter is a Series 66 credentialed advisor with Raymond James Financial based in Tacoma, WA. He joined the firm in 2026 and has prior experience at Columbia Bank from 2023 to 2026. His earlier work history includes various roles outside the financial industry. 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 planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ronald Gubelman is a financial advisor with LPL Financial in Burien, WA. He holds the Series 66 designation and has 23 years of industry experience. His prior work includes seven years at Key Investment Services and ongoing roles with Boeing Employee Credit Union and LPL Financial since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios.

John Robertson Jr. is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds a Series 66 registration and is based in Maple Valley, WA. Outside of his advisory role, he is involved with vacation club and timeshare businesses including Diamond Resorts and Hilton Grand Vacations. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services and investment options, supported by a large national network of advisors and branches. The firm offers discretionary and non-discretionary strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.

Matthew Philichi is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, he served five years in the United States Air Force. He is also involved as a committee member in a real estate investing LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work tailored to clients’ goals using proprietary research and model-based asset allocations.

Robert Andrews is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has prior work experience at Dow Jones, Tally Technologies, and Carvana, LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Jorge Gordillo Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work experience includes roles at Bank of America and Mutual of Omaha. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Don Holt is a financial advisor at Cetera with Series 63 and Series 65 licenses and 42 years of industry experience. He has held roles at Principal Securities and Principal Life Insurance Company, and has been involved with AIM Tax Group, LLC and AIM Investment & Tax Services LLC for several decades. Holt also serves as an enrolled agent providing tax consulting services and represents clients before the IRS. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Adam Epperson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank for 20 years. Outside of his advisory role, he owns and manages short-term and long-term rental properties jointly with family members. 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 solutions, supported by a large nationwide network of financial advisors and branches.

Arnie Bergman is a financial advisor with Mass Mutual Investors Services in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes 15 years at Metlife Securities, Inc. and Metropolitan Life Insurance Co. before joining Mass Mutual Investors Services in 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to deliver written recommendations in collaborative annual planning engagements.

Brian Riehs is a financial advisor at Thrivent Investment Management with a Series 66 designation. He has over 21 years of experience with Gallagher Benefit Services and joined Thrivent in 2026. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial planning covering a wide range of topics, with the option to combine planning with managed-account services under a consolidated billing arrangement.