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Darin E

Series 63, Series 66

Lynnwood, WA

Edward Jones

Darin Elkins is a financial advisor with Edward Jones in Lynnwood, WA, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Mark G

Series 63, Series 65

Edmonds, WA

Cetera

Mark Garkavi is a financial advisor with Cetera based in Edmonds, WA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Cetera and its affiliated entities since 2010, including First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including 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 that allows advisors to utilize affiliated and third-party managers or create customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Steven M

Series 66, Series 63

Lynnwood, WA

Fidelity

Steven Miller is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Fidelity since 2007. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and has a notable role in managing registered investment companies and utilizing AI-driven methodologies.

Charitable giving & philanthropy Active portfolio management
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Daryn D

Series 66

Redmond, WA

Edward Jones

Daryn Debelak is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Pfizer, Silverback Therapeutics, and AGC Biologics. 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 with a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds, a trust company, and securities-based lending options.

College savings (529s, UTMA, etc.) General estate planning guidance Inheritance planning General retirement planning Retirement income strategy Retired Founder/Business Owner Executive
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James H

Series 66

Everett, WA

Edward Jones

James Hafner is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Everett Housing Authority, Robert Half, Private Client Fiduciary, Nike, Amazon, and Dick's Sporting Goods, where he also performed cashier duties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Government Employee
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Anthony T

Series 63, Series 66

Redmond, WA

Fidelity

Anthony Tarantola is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on helping clients develop strong financial frameworks that can be effectively implemented and trusted. Prior to his current position, Anthony worked at Wells Fargo & Co. as a Senior Premier Banker from 2021 to 2022, and before that, he was a Relationship Banker at JPMorgan Chase & Co. from 2019 to 2021. His professional experience spans various aspects of banking and financial consulting. Outside of his professional work, Anthony has personal interests in board games and football.

Wealth management Cash flow / budgeting
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Andrew U

Series 66

Redmond, WA

Fidelity

Andrew Um is a Financial Consultant who works with clients to develop and manage their wealth through comprehensive financial planning. He partners with clients to create customized plans aimed at building long-term relationships and trust, aligning goals and investment strategies to provide confidence in their financial future. Andrew has experience as a Financial Representative at Fidelity Investments from 2023 to 2024. Outside of his professional work, Andrew has interests in board games, music, puzzles, skiing, tennis, and traveling.

Wealth management General retirement planning Income planning Cash flow / budgeting
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Ken K

Series 63, Series 65

Edmonds, WA

RBC Capital Markets

Ken Kilmer is a financial advisor with RBC Capital Markets in Edmonds, WA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients’ risk profiles using both in-house and third-party managers, supported by RBC’s broad capital markets capabilities.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Toryalai K

Series 66

Bothell, WA

J.P. Morgan Securities

Toryalai Kakar is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc., Bank of America, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may include ESG criteria within model asset allocations.

Founder/Business Owner
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Dan Joshua G

Series 66

Lynnwood, WA

LPL Financial

Dan Joshua Gumabao is a financial advisor at LPL Financial with Series 66 credentials and no prior industry experience. Before joining LPL Financial, he worked at MassMutual and First Tech Credit Union, among other roles outside the financial industry, including positions in aesthetics and retail. 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 extensive technology and a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Amanda H

Series 66

Mill Creek, WA

Edward Jones

Amanda Hau is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at AT&T Inc. for 25 years. Outside of her advisory role, she is the owner of Hau Lin Properties, a small rental property business in Bothell, Washington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm is notable for its large network of advisors and branch offices, affiliated mutual funds, and a fiduciary standard of care.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Retirement income strategy General retirement planning Wealth management Executive
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Kyle N

Series 66

Mill Creek, WA

Thrivent Investment Management

Kyle Nowadnick is a financial advisor at Thrivent Investment Management with 18 years of industry experience. He holds the Series 66 credential and has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Nowadnick is involved in motorcycle racing activities, including serving as a sponsored rider, instructor, brand ambassador, and track marshal. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
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Andrew M

CFP®, Series 66

Seattle, WA

Edward Jones

Andrew Muller is a CFP®-certified financial advisor with Edward Jones, based in Seattle, WA. He has four years of industry experience, including nine years at Umpqua Bank prior to joining Edward Jones in 2021. 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 broad range of advisory strategies and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Retirement income strategy Liquidity event planning Startup equity planning Exec comp design Wealth management Founder/Business Owner Professional Athlete Executive
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Karl D

ChFC®, Series 63, Series 66

Mill Creek, WA

Raymond James Financial

Karl Duitsman is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. In addition to his advisory role, Duitsman has been involved with Duitsman Financial Inc., where he serves as an agent focused on non-variable insurance products, including long-term care sales, and also owns a support company. 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 investors. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Michael S

CFP®, Series 63, Series 66

Seattle, WA

Edward Jones

Michael Spino is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Seattle, WA. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christina D

Series 63, Series 66

Redmond, WA

Fidelity

Christina Day is the Vice President and Branch Leader at Fidelity Investments, overseeing the operations of the Redmond Investor Center. In her role, she manages day-to-day responsibilities and supports branch associates through accountability and coaching to enhance client experiences. Christina's focus is on building strong relationships with clients and associates, aiming to maintain trust and loyalty while positioning the firm as a leading provider of financial planning guidance. Christina has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Investments Representative, Financial Consultant, and currently, Vice President Branch Leader. Her extensive experience within the firm reflects a deep understanding of financial advisory services and client relationship management. Outside of her professional responsibilities, Christina's personal interests include art, boating, hiking, running, and skiing.

Charitable giving & philanthropy Active portfolio management Financial Professional
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Austin M

Series 66

Everett, WA

Merrill

Austin Mc Dermott is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Bailey Wealth Services/LPL Financial, and has experience with Liberty University and Western Seminary. Outside of his advisory role, he is an owner and officer of a boutique travel agency, Adventure is Out There, LLC, which books personal travel for friends and family. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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John A

Series 66

Mill Creek, WA

Fidelity

John Arrasmith is a Financial Consultant currently working at Fidelity Investments since 2022. He has developed his expertise through various roles in the financial services industry, including serving as an Investment Consultant at Fidelity Investments from 2019 to 2022, a Financial Solutions Advisor at Merrill Lynch from 2018 to 2019, and a Relationship Manager at Bank of America from 2016 to 2018. In his role, John prioritizes building strong relationships with his clients and their families, focusing on trust, reliability, and competency. He advocates for customized financial plans tailored to meet individual family needs, identifies strategies to improve these plans, and maintains open lines of communication throughout the process.

Wealth management
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Justin B

Series 66

Bothell, WA

Fidelity

Justin Ball is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. He has worked at Fidelity since 2022 and previously held roles at Magnolia Audio Video and Best Buy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its use of systematic methodologies, delegation of management to sub-advisers, and advisory roles to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Zachary G

Series 66

Bothell, WA

Equitable Advisors

Zachary Gil is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing two years of industry experience. Before joining Equitable Advisors in 2023, his work history includes roles at Lowe's Home Improvement, 1 Block Bros, and the University of Washington. He is a beneficiary on his parents' insurance policies. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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