David Bleiweiss is a financial advisor with Edward Jones in Issaquah, WA, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he coordinates a short-term rental property business in Nashville, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies and affiliated financial services.

Baxter Anderson is a financial advisor at Raymond James Financial in Bellevue, WA, holding the Series 66 designation with one year of industry experience. His background includes roles at Raymond James Financial Services, En2Grate, Marana Flight School, and George Fox University. He is involved with Haven Financial Partners, a support company based in Anacortes, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

David Seligman is a financial advisor at Edward Jones in Issaquah, WA, with 21 years of industry experience. He has held his current position at Edward Jones since 2004. Outside of his advisory role, Seligman serves as an assistant coach for the distance track team at Issaquah High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory and investment services under a fiduciary standard.

Charles Salerno is a financial advisor with Ameriprise in Mercer Island, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including nearly four decades at Signator Investors, followed by roles at Royal Alliance Associates and Ameriprise. Outside of his advisory work, Salerno is co-president of the Parkwest Architectural Control Committee. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to generate written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional financial services companies.

Sydney Henny is a financial advisor with Charles Schwab in Redmond, WA, holding the Series 63 and Series 65 designations and having eight years of industry experience. Prior to joining Schwab, Henny worked at TD Ameritrade Inc. for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by centralized custody and operational infrastructure.

Anjali Singh is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including roles at Banner Bank and Yes Bank Limited. Singh is currently based in Redmond, WA. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and systematic portfolio construction, employing algorithmic methods and serving multiple registered investment companies.

Dajana Djuranovic is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Lamb Weston. Outside of advising, she owns rental property in Kissimmee, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large national network and offers a variety of advisory programs with discretionary and non-discretionary strategies.

Joseph Bilsborough is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2014. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Corynne Wiediger is a financial advisor at Edward Jones in Issaquah, WA, holding the ChFC® and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2011. 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, supported by a large national network of financial advisors and branch offices.

James Battistoni is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2017 and worked at Invest Financial Corporation from 2011 to 2017. Outside of his advisory work, he volunteers with the O'Dea High School Father's Club, assisting at football games and fundraising events. Cetera is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party managers across various program structures.

Alexander Fitch is a financial advisor with Cetera in Bellevue, WA, holding a Series 66 designation and nine years of industry experience. His career includes roles at Voya Financial Advisors and Swedish Hospital, where he assisted in coordinating community events. Fitch is also a co-author contributing to an upcoming book chapter on retirement savings. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management options and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Josephine Yang is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 25 years of industry experience. She has worked with Cetera and related entities since 2007 and had a brief tenure at LPL Financial in 2017. Outside of her advisory role, she is involved in selling homemade food online. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Stephen Wormeli is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He also leads Investment Associates, Inc. DBA The Wormeli Group, a support company he owns and operates. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supporting municipal and public finance work through a unique municipal advisor affiliation.

Lance Wieland is a financial advisor at Edward Jones in Issaquah, WA, holding Series 63 and Series 66 credentials with 17 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved as an advocate for Selkirk Sports, a pickleball business in Hayden, ID. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Dino Guzzetti is a financial advisor with Edward Jones in Issaquah, WA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Robert Davis III is a financial advisor at LPL Financial with eight years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for six years and spent sixteen years at Liberty Mutual Technology Group. 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, third-party asset management, and institutional platforms.

Lisa Siemering is a financial advisor at Raymond James Financial Services Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at firms including Cetera Wealth Services, Bank of America, Merrill, and LPL Financial. Outside of her advisory work, she and her husband manage a rental property in Kenmore, Washington. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, corporations, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting and supports municipal and public finance work through unique affiliations within the industry.

Erik Carlson is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001 and holds a Series 66 designation. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Randy Howard is the principal of RH2 Wealth Advisors, LLC, an independent advisory firm based in Bellevue, WA. He holds a Series 65 credential and has 12 years of industry experience. In addition to his advisory role, he is a shareholder and full-time CPA at Rekdal Hopkins Howard, PS, a CPA firm. He also manages Enatai SV, LLC, which owns several non-investment businesses in Skagit Valley, and serves as manager of other holding companies. RH2 Wealth Advisors serves a limited client base consisting of individuals, trusts, pension plans, and retirement plan trustees by identifying and recommending third-party investment managers rather than managing portfolios directly. The firm operates through solicitor and referral arrangements with third-party managers and maintains affiliations with a CPA firm and insurance services.

Michael Kappes is a financial advisor with Next Steps Advisors, Inc. in Bellevue, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Next Steps Advisors since 2015 and previously at Kms Financial Services, Inc. from 2014 to 2019. Next Steps Advisors, Inc. is an independent firm with a single advisor focus.