Adam Pickrell is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for seven years at the U.S. Department of Veterans Affairs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and strategies. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices.

Jon Garberg is a financial advisor with Raymond James & Associates in Kirkland, WA. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Raymond James in 2026, he worked at Stifel Nicolaus & Co Inc for nine years and Robert Baird & Co. for three years. Outside of finance, he is a drummer in the classic rock band Red Herring and serves as a high school football referee with the Pacific Northwest Football Officials Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting, with a focus on tailored advice supported by firm research and a range of portfolio management styles.

David Bustamante is a Planning Consultant specializing in personalized financial planning. He partners with clients to provide tailored financial discussions, utilizing advanced financial planning software and tools to help clients achieve their financial goals with clarity and confidence. David has experience as an Associate Planner at The Retirement Solution, Inc from 2023 to 2024, a Registered Client Service Representative at Morgan Stanley from 2021 to 2023, and a Licensed Service Representative at Key Investment Services (KEYBANK CORP) from 2019 to 2021. Outside of his professional work, David enjoys cooking and baking, participating in family activities, hiking, listening to music, and engaging in parenthood.

Aleisha Lucas is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years with Wells Fargo Advisors LLC. 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 advisory process is driven by investment policy statements and modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Tiffany Gough is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in antique sales and is an author with books available through Amazon and Lulu. She also serves as a Chapter Success Coach for a networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Trayon Mc Nairy is a financial advisor at Edward Jones in Kirkland, WA, with two years of industry experience. Prior to joining Edward Jones, he worked at U.S. Bank for four years and Comcast for another four years. Outside of his advisory role, he owns a residential real estate investment property. 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, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a large nationwide network of advisors and branch offices.

Patrick Swesey is a financial advisor with RBC Capital Markets in Edmonds, WA, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with RBC Capital Markets and its predecessor since 2008. Outside of his advisory role, he serves as a committee member at Marysville Foursquare Church, assisting with budgeting and cash flow management. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party investment managers.

Meghan Antonucci is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets services through its platform.

Bryan Hendrickson is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His previous roles include operating his own firm, Bryan L. Hendrickson, Inc., and working at Waddell & Reed. He also served nearly a decade with the Everett Public Schools Foundation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm provides a range of advisory programs and financial planning services supported by extensive research and technological resources.

Brent Anderson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He began his career with Fidelity in 2008, serving as an Investment Consultant and later as a Financial Consultant until his current role. Throughout his career, Brent has focused on working with clients to develop financial plans aimed at achieving success and freedom. He holds a California Insurance License, supporting his work in financial consulting. Outside of his professional responsibilities, Brent enjoys baseball, comedy, family activities, fitness, and spending time with his pets.

Jim Flinn is a financial advisor at Osaic Wealth, Inc. with 37 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. Flinn manages a small family LLC and a trust intended to assist relatives in need. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer customized portfolio management.

Katherine Hohimer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in various roles within public school districts from 2011 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Robb Meyer is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Gregg Quinn is a financial advisor with Ameriprise in Sammamish, WA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

James Gilbert is a CFP® professional with 24 years of experience in the financial industry, currently serving at Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary services under a fiduciary standard.

Justine Purvis is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has a background in wealth management and financial consulting, having worked at TIAA Financial Services from 2013 to 2023 in various roles including Wealth Management Advisor, Financial Consultant, and Client Relationship Manager. Prior to that, she gained experience as a Financial Operations Assistant at Wills Eckfeldt Asset Management and as a Branch Office Administrator at Edward Jones. Justine focuses on understanding each client's unique financial goals and life circumstances to collaboratively develop financial plans that promote overall financial well-being. She emphasizes clear communication and works closely with clients to create actionable roadmaps tailored to their needs. A Seattle native, Justine enjoys spending time with her 5-year-old daughter exploring the Pacific Northwest. Her personal interests include art, beach activities, boating, family activities, parenthood, and pets.

Kandace Sylvester is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Investment Services, Umpqua Bank, Columbia Bank, and Wells Fargo. Outside of her advisory roles, Sylvester owns Kan Do Yoga LLC, where she teaches public yoga classes and retreats. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Jens Halle is a financial advisor with Charles Schwab in Lynnwood, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2006. He is a member of the East King County Estate Planning Council, which promotes continuing education and networking among estate planning professionals. 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.

Vernon Applegate is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Kirkland, WA, and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory strategies, supported by a large nationwide network of financial advisors and branch offices. The firm offers discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Yuli Lee is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Lee worked for Samsung Futures Inc. from 2017 to 2024 and has a background that includes studying at EWHA Womans University. Merrill, together 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 various institutional investors.