Deanne Bilsborough is a financial advisor with Edward Jones in Edmonds, WA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Edward Jones since 2008. 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 range of advisory programs including managed solutions, separately managed accounts, and tax-efficient services under a fiduciary standard.

Kimberly Printz is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2006, having previously worked at Piper Jaffray Inc. since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Breese Pritchard is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Investments in various capacities since 2003. Pritchard volunteers with Junior Achievement, presenting financial awareness material to students in the classroom. Fidelity, through its Strategic Advisers LLC subsidiary, offers investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Maureen Kelly is a financial advisor with LPL Financial in Lynnwood, WA, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Coastal Community Bank, and Washington State University. She is also a commissioned Notary Public in the state of Washington. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of over 22,800 advisors and advanced operational tools.

Paul Johnson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company and was involved in education as an assistant boys basketball coach at Providence Classical Christian School. He also owns Fourth Dimension, LLC, a business focused on buying and selling watches and consumer technology. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices.

Zachary Smith is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on investment consulting, aiming to empower clients' financial futures by developing personalized strategies aligned with their aspirations and evolving life circumstances. Prior to his current position, Zachary served as an Investment Advisor Representative at MWA Financial Services Inc from 2023 to 2024 and as a Financial Representative at Modern Woodmen of America during the same period. His professional experience centers on financial planning and investment advising. Outside of his professional work, Zachary has interests in camping, fitness, motorcycles, outdoor adventures, puzzles, and reading.

James Kellett is a financial advisor at Edward Jones in Everett, WA, with 32 years of experience at the firm since 1994. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Kellett serves as a precinct committee officer and participates in a military honor guard, providing funeral honors for veterans and supporting emergency response efforts. 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 branch offices.

Meryl Inman is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments, Meryl worked briefly at Highlands Aerial Park. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and incorporates algorithmic methodologies and AI in its investment process.

Andrew Brandt is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Thrivent since 2010. Outside of his advisory role, he owns a short-term rental property in Boise, Idaho, which is professionally managed and used personally during visits to family. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning but does not provide portfolio management for institutional clients.

Tyler Hogan is a financial advisor with Ameriprise in Mill Creek, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Hogan is also involved in a business venture, Brick Top Ventures, LLC, which focuses on real estate investment and income-producing assets. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports delivered through a centralized consulting team.

Marcus Dusenbury is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds a Series 66 designation and previously worked at Viridian Ria, LLC from 2014 to 2021. He has been with Edelman Financial Engines since 2021. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large participant base through advisor-led and online offerings, and operates a mix of discretionary and non-discretionary programs.

Paul Swesey is a financial advisor with RBC Capital Markets in Edmonds, WA. He holds a Series 66 designation and has 10 years of industry experience, including 12 years with RBC Capital Markets. He serves on the boards of several nonprofit organizations, including The Pursuit NW, Washington Policy Center, and Russell Johnson Ministries. RBC Wealth Management serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Peter Smart is a CFP® and holds a Series 66 license with Edward Jones in Everett, WA. He has eight years of industry experience, having been with Edward Jones since 2018 and previously working at Azusa Pacific University for six years. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Matthew Arnold is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A., as well as positions outside the financial sector at Metrohm USA, Inc. and GERSTEL, Inc. He also has a long-term academic affiliation with the University of Southern California. 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 searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory affiliations.

Manus Duffy is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he focuses on helping clients achieve financial well-being by understanding their values and priorities, and providing guidance that adapts to life changes. His approach supports clients in making informed decisions with clarity and confidence as they plan for retirement, education, or other life events. Prior to his current role, Manus worked as a Financial Solutions Advisor at Merrill Lynch from 2020 to 2024. His professional experience encompasses a range of financial planning and advisory services aimed at supporting clients' evolving needs. Outside of his professional work, Manus has interests in art, football, social events with friends, gardening, traveling, and volunteering.

Carla Forney is a financial advisor with LPL Financial in Lynnwood, WA, holding a Series 66 designation and 27 years of industry experience. Her prior roles include operating Forney Financial LLC for 20 years and working at Waddell & Reed, Inc. for over two decades. She has also held positions related to notary services and community college instruction. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Kim is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Raymond James, Mainspring Wealth Advisors, and KMS Financial Services, among others. Outside of his advisory work, he assists with documentation and translation for TYK Enterprises, a business owned by his spouse. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program delivers non-discretionary, written asset allocation advice supported by centralized due diligence and incorporates a combination of quantitative and qualitative research.

Ionut Cosmin Gubavu is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, Allianz Group, and NN Investment Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Barry Spomer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Cetera Wealth Services since 2013 and joined Cetera in 2023. Outside of his advisory role, he serves as an advisor on the board of the Rise Therapeutic Equestrian Center and owns a family farm. 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 multi-manager platform that enables advisors to implement diverse portfolio strategies through affiliated and third-party managers, supported by extensive national scale and a wide range of investment and program options.

Marx Nuval is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Merrill Lynch. 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 written asset allocation advice, investment manager searches, and customized performance reporting.