Harald Kohl is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

John Ochsner is a financial advisor with LPL Financial in Everett, WA, holding Series 63 and Series 65 licenses and over 36 years of industry experience. His prior roles include positions at Cetera Advisors LLC and various insurance companies. He is also involved with Sound Reliance Inc, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Amanda O'rourke is a financial advisor with LPL Financial in Seattle, WA, holding a Series 65 designation and four years of industry experience. She has been with LPL Financial since 2022 and has prior experience at Greenwood Ohlund, PS dating back to 2009. 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 wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Eric Wilson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior work includes roles at MUFG Union Bank and UnionBanc Investment Service, where he worked for six years. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Juliana Van Buskirk is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. 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 strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Scott Settle is a financial advisor with Raymond James & Associates in Kirkland, WA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Raymond James & Associates 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Olivia Ragusa is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, N.A., Dicks Sporting Goods, North Shore Community College, and PartyCity. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Necia Fuller is a financial advisor at UBS Financial Services with 22 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets resources.

Jack Winter is a CFP®, ChFC®, and Series 63 credentialed advisor with 38 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Woodinville, WA office. Outside of his advisory work, Winter owns and operates a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and tax-aware withdrawal strategies designed for clients approaching or in retirement.

Zachary Sweeny is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked for Waddell & Reed, Inc. and various insurance carriers affiliated with W & R Insurance Agencies from 2011 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Rebich Crowley is a financial advisor at Merrill with a Series 66 credential and 11 years at the firm, including 3 years of industry experience. He is listed as executor of a family estate, though he is not currently serving in that capacity. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Johnette Fulton is a financial advisor at Ameriprise in Kirkland, WA, holding a Series 66 designation with three years of industry experience. Her prior work includes roles in the hospitality and interior staging sectors. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient withdrawal strategies to provide written recommendations in partnership with financial advisors.

Colby Mayberry is a financial advisor at Edward Jones in Kenmore, WA, holding the CFP® and Series 66 designations with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Terex Utilities Inc for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Daniel Kozuck is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and began his career at Wells Fargo in 2024. Prior to this, his background includes a brief role at Olfactory NYC and full-time education through 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Micah Blair is a CFP® and ChFC® with 27 years of experience at Edward Jones. He has been with the firm since 1999 and is based in Edmonds, WA. Outside of his advisory role, he serves on the Woodway Town Council, participating in local governance and planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Cherri Zhou is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She collaborates with clients and their families to understand their personal investing priorities and builds personalized financial plans tailored to their full financial picture. Cherri works with a diverse client base, including individuals from various cultural backgrounds, industries, and experience levels, helping them make informed financial decisions throughout their life journey. Cherri's experience in the financial industry includes roles at Fidelity Investments such as Financial Consultant from 2022 to 2025 and Planning Consultant from 2021 to 2022. Prior to that, she worked at Charles Schwab as an Associate Financial Consultant and Client Relationship Specialist between 2019 and 2021. She holds a California Insurance License. Outside of her professional work, Cherri engages in activities such as gardening, hiking, outdoor adventures, reading, and traveling.

Laura Thramer is a financial advisor at Edward Jones in Edmonds, Washington, with five years of industry experience. She has worked at Edward Jones since 2020 and previously spent ten years at All Star Directories. Laura holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets, supported by a nationwide network of over 23,700 financial advisors.

Lance Jacobsen is a Series 66-licensed financial advisor with Edward Jones in Lake Forest Park, WA, where he has worked since 2012. He has 13 years of industry experience. Outside of advising, he manages a rental property in Puyallup, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm oversees approximately $1.01 trillion in assets under management and maintains a large national network of financial advisors and branch offices.

Yaroslav Dunlap is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at companies including T-Mobile and Angi Home Services Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Hayley Newman is a CFP® and Series 66-registered financial advisor with Raymond James Financial in Bothell, WA, bringing three years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc., as well as Ross Financial, where she held an associate position. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary approaches supported by analytical modeling and risk profiling.