Kenneth Wang is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. In addition to his advisory role, he is president of KCW Accountancy Corporation, a CPA firm providing accounting and tax services. Cetera is an SEC-registered adviser serving a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a multi-manager platform with diverse program structures.

Anabelle Jimeno is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for 22 years before joining WAFD Wealth and subsequently J.P. Morgan. Outside of her advisory role, she is a general partner at Designtheory LLC, a landscape and design business, where she assists with business formation and tax filing. J.P. Morgan Securities LLC 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 recommendations.

Aaron Bonck is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Concourse Financial Group Securities Inc for over eight years. Outside his advisory role, he serves as a committee member for the Washington Finance Officers Association, helping to plan educational sessions for the group’s annual conference. 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 range of portfolio management, financial planning, and consulting services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

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.

Carson Nyman is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at several golf courses and a nursery business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

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.

Steven Miller is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Fidelity Investments since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios.

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.

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.

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.

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.

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.

Toryalai Kakar is a financial advisor at J.P. Morgan Securities with nine 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 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.

Gina Hilton Vanosdall is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2019 to 2021. 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 deliver model portfolios and discretionary management services.

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.

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.

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.

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.

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.

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.