Brian Kim is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation. He has one year of industry experience with prior roles at Equitable Advisors and rGen Consulting. Outside of finance, he has experience in consulting and the catering industry. 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 an ESG eligibility framework.

Eric Radcliffe is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. His work history includes roles at Merrill, Bank of America, and JPMorgan Chase Bank. Outside of finance, he has experience working at Recycled Sports. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Robert Finke is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Finke serves as a board member of Slow Food Whidbey Island, an organization that promotes local food and farms. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning and access to third-party money managers. The firm utilizes asset-allocation tools and efficient-frontier analysis to construct diversified portfolios managed on discretionary or non-discretionary bases.

Kaitlyn Meiss is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and six years of industry experience. Her prior roles include positions at Bridgeway Church, Maestro Music Institute, and Peaksware LLC. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Jeffrey Anderson is a Series 66-credentialed financial advisor with 26 years of industry experience. He is currently affiliated with Raymond James Financial and has held roles at Legacy Wealth Partners and Wells Fargo Advisors. He is the owner and manager of Legacy Wealth Partners, a support business based in Bothell, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports its recommendations through multiple advisory programs.

Logan Ingle is a Financial Consultant with experience at Fidelity Investments, where he served as a Relationship Manager starting in 2024 and previously worked as a Financial Representative from 2023 to 2024. In his role, he focuses on empowering individuals and families to achieve financial success and confidence through thoughtful and personalized financial planning. Logan's professional background includes client relationship management and financial advisory services. Outside of his professional duties, Logan enjoys attending concerts, socializing with friends, watching movies, spending time with pets, playing soccer, and traveling.

Suzan Shayler is a financial advisor at Edward Jones in Edmonds, WA, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience, all with Edward Jones. Outside of her advisory role, she is president of PANDA Services, Inc., a mobile child care business based in Seattle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

David Piscitelli is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Washington Energy Services for eleven years in sales. Outside of finance, he is a co-owner of Kinsey Meredith Photography, a photography business based in Woodinville, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, including managed accounts and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Christopher Stein is a CFP® with 27 years of experience in financial services. He is currently with Cetera and has previously worked at VOYA Financial Advisors and operated Stein Financial Services since 1998. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides various portfolio management and financial planning services through a multi-manager platform that offers both discretionary and non-discretionary options.

Sandra Newell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has held roles at several firms, including VOYA Financial Advisors and Robert B Joki, CLU & Associates. Outside of advisory work, she is a notary public and is involved in insurance sales covering life, disability, fixed annuities, and long-term care, as well as life settlements through approved vendors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, and retirement plan clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies across various account types and program structures.

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.

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.