Chiaki Hirate is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012 in Redmond, WA. Her credentials include the Series 66 designation. Outside of her advisory role, she maintains a rental property in Bellevue, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Samuel Stanton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at State Farm Insurance and has held various roles including at Camaloch Golf Course and Ace Hardware. 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 strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Shawn Whatley is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and Financial Advocates Investment Management. Outside of his advisory role, he owns Tallus Financial Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Michael Dunn is a financial advisor at Charles Schwab with 14 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and previously worked at Kaplan, Inc. from 2015 to 2016. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody, supervisory services, and due diligence on alternative investments.

Peter Harvey is a CFP® professional with 23 years of experience in financial advising. He has worked at Raymond James Financial Services Advisors, Inc. since 2020, following seven years at Wells Fargo Clearing. Outside of his advisory role, he is involved in local business ventures including food and cooking classes and serves on the advisory board of the Lynnwood Chamber of Commerce. He is also a member of the US Coast Guard Auxiliary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm emphasizes non-discretionary, tailored advice supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Hailey Smyth is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. 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, and institutional investors.

Jeanine Gaston is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc and Robert Baird & Co. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by extensive research and model manager options.

Rong Lu is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at several major financial institutions, including Bank of America, Merrill, HSBC, and JPMorgan Chase. 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.

Eric Kwan is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he held roles at T-Mobile, Assembly Media Inc, and Edelman. 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 options, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Christopher Cahoon is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 13 years. Outside of his advisory role, he is involved with Nevis Financial, an LLC focused on insurance-related work. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Jaime Johnson is a financial advisor at Charles Schwab with five years of industry experience. Johnson holds Series 63 and Series 65 licenses and has worked at firms including Brighton Jones, Coldstream Wealth Management, and Edelman Financial Engines. Outside of advising, Johnson owns an online women’s clothing boutique called Lavishly Me Boutique. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary advisory relationships and discretionary separate managed accounts with a multi-asset investment approach supported by centralized custody and operational infrastructure.

Justin Lukas is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at firms including Equitable Advisors, LLC and held roles in golf and construction-related businesses. He also served on the Washington State Referee Committee for eight years. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

John Call is a financial advisor with Edward Jones in Lynnwood, WA, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and was previously employed by Frontier Communications for six years. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Datko is a financial advisor at Edward Jones with six years of industry experience. He has held his current role since 2019 and previously worked for nine years at A & A Health Systems. He holds a Series 66 designation. 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 provides both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a trust company.

Adam Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Redmond, WA, holding a Series 66 designation and nine years of industry experience. He has worked with multiple financial institutions since 2015, including First Tech Federal Credit Union and Addison Avenue Investment Services, where he also serves in a support role. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

James Hoy is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Russell Investments from 2010 to 2024. He is also a member of Professional Networking Association Northwest, a networking group based in Shoreline, WA. Edward Jones is a 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrea Moran is a financial advisor at LPL Financial in Lynnwood, WA, with 13 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2021. Her prior experience includes roles with various insurance carriers and several firms such as Waddell & Reed, Inc. and Greater Puget Sound Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Daniel Carroll is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Salesforce, Seattle Mariners, and Capital One. He also has a background in teaching at the University of Washington and Seattle Pacific University. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rachel Sjavik is a CFP® certificant and Series 66 license holder with three years of industry experience. She is currently with Edward Jones in Woodinville, WA, having also worked there previously from 2011 to 2023. Her prior work includes roles at Rachel Armstrong Notary, Amazon, and HBG Tax Services. Outside of her advisory role, she is a distributor for DoTerra oils, primarily for personal use discounts. 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 both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices.

Stephanie Larsen is a financial advisor with Primerica Advisors in Lynnwood, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has been with Primerica Advisors since 2007 and has held leadership roles outside of finance, including serving as President Elect and President of Women Business Owners in Seattle. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts under a tiered wrap-fee structure.