Mary Burton is a CFP® and holds a Series 66 license with 15 years of experience in the financial industry, all at Edward Jones since 2011. She is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 extended experience outside the financial sector at Metrohm USA, Inc. and GERSTEL, Inc. He spent 15 years affiliated with the University of Southern California. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 with J.P. Morgan Securities in Bothell, WA, holding Series 63, 65, and 66 licenses and having 20 years of industry experience. His prior roles include positions at Raymond James, Mainspring Wealth Advisors, and JPMorgan Chase Bank, N.A. Outside of his advisory work, he assists with documentation and translation for his wife's business, TYK Enterprises. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling combined with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 Series 66 licensed financial advisor with J.P. Morgan Securities, based in Lake Forest Park, WA, and has three years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and JPMC Bank NA. J.P. Morgan Securities LLC delivers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Natalie Bova is a financial advisor with RBC Capital Markets in Edmonds, WA, holding a Series 66 designation and six years of industry experience. She previously worked at D.A. Davidson & Co. and has a background that includes roles at the University of Washington and Desert Sun. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized portfolio management and financial planning solutions. The firm integrates in-house and third-party investment management with options for tax management and responsible investing.

Joshua Granberg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Ridgecrest Management, LLC and self-employment spanning several years. Outside of finance, Granberg is the owner and artist of Highlight Art Studios, where he provides periodic art lessons and commissioned portrait paintings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Donald Weller III is a financial advisor with Raymond James Financial, holding a Series 66 credential and 16 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Raymond James in 2024. Weller serves as a volunteer Finance Committee member for the United Way of Snohomish County. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and maintains unique municipal advisory affiliations and specialized retirement plan services.

Tran Truong is a financial advisor at Fidelity with Series 63 and Series 66 credentials and less than one year of industry experience. Prior to joining Fidelity, he worked at CostCo Wholesale and several banking institutions including Umpqua Bank and First Citizens Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Suzy Stuckey is a Financial Consultant currently working with Fidelity Investments since 2020. In her role, she partners with clients to develop personalized financial strategies aimed at achieving their financial goals. Suzy's career in financial services reflects her commitment to helping individuals take ownership of their financial well-being. Prior to her current position, Suzy held several roles including Associate Wealth Advisor at Aldrich Wealth LP from 2019 to 2020, and various positions at Charles Schwab between 2016 and 2019, such as Financial Consultant Partner, High Net Worth Specialist, and Financial Service Professional. This experience has provided her with a broad perspective on wealth management and client service. Originally from Atlanta, Georgia, Suzy enjoys an active lifestyle outside of work. Her personal interests include hiking, skiing, traveling, Pilates, yoga, and caring for pets. She also enjoys exploring the state of Washington.

April Forde is a Series 66-credentialed financial advisor at Ameriprise in Edmonds, WA, with 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Vickie Kozuck is a financial advisor at Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses with 35 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, Kozuck serves on the finance committee for St. Mary Magdalen and is involved with the Lynnwood Rotary Communication Foundation, where she has held leadership roles related to investment policy. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Thomas Mclaurin is a financial advisor with Cambridge Investment Research Advisors in Woodinville, WA, holding Series 63 and Series 66 designations and 27 years of industry experience. He previously worked at Cetera Advisors LLC for eight years and has operated Evergreen Financial Management since 1999 as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various custody platforms and proprietary as well as third-party model strategies.

Richard Carton is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wesley Lew is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated firms since 2000, including First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.