Carmen Pinto is a financial advisor with Morgan Stanley in Silverdale, Washington, holding Series 63 and Series 65 licenses and having 25 years of industry experience. Pinto has been with Morgan Stanley and its affiliates since 2009, including time at Morgan Stanley Private Bank, N.A. Outside of advisory work, Pinto is involved with Escape Gallery, a recreational venture in Poulsbo, Washington. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing firm‑approved planning tools and strategies to support client goals.

Aaron Wolfe is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010, based in Mukilteo, WA. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

Tracie Paige serves as the Vice President and Branch Leader at Fidelity Investments, overseeing the Lynnwood Investor Center. In this role, she leads a team of investment professionals committed to prioritizing client needs and enhancing their professional skills. She has held several positions within Fidelity Investments, advancing from Financial Representative in 2014 to her current role as Vice President and Branch Leader since 2026. Her experience spans wealth management planning, relationship management, and branch leadership. Throughout her career, Paige has focused on client service and team development within the investment industry.

Stacy Gilbert is a CFP® and Series 66 licensed financial advisor with Edward Jones in Seattle, WA, where she has worked since 2016. She has 10 years of industry experience. 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 operates under a fiduciary standard.

Christopher Gwynn is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Commonwealth Financial Network and Northstar Realty Securities. Additionally, he is an owner of a business entity named SWITCO Acquisitions Limited. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

Stanley Tse is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages expenses for another Ameriprise practice through his business, STM Enterprises Inc. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight to provide tailored, algorithm-assisted advice, with a focus on assets held in Ameriprise Managed Accounts.

Raechel Hicks is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative screens and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Jessy Harb is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Harb spent six years at 1ST Security Ban. Outside of advisory work, Harb manages a single-family rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchell Brewe is a financial advisor at RBC Capital Markets with six years of industry experience and a Series 66 designation. His prior roles include positions at City National Bank, BlackRock, AMZ Management Consulting, and a basketball club. Outside of his advisory work, he manages personal rental properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Maeve Murdoch is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Hays, Core Power Yoga, and the Spanish Ministry of Education, Culture, and Sport. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Peter Mckenna is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2015, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of AI-driven research and formal governance procedures.

Zhi Yang James Chao is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, with prior experience at JPMorgan Chase Bank and JCpenney. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary advisory programs focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kevin Harada is a financial advisor with J.P. Morgan Securities in Lake Forest Park, WA, holding Series 66 and Series 63 licenses. He has five years of industry experience, including roles at J.P. Morgan Securities since 2021 and JPMorgan Chase Bank starting in 2019. Prior to his financial career, he worked at Champs Sports from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Mark Vastine is a CFP® and Series 66-licensed financial advisor with Edward Jones in Bainbridge Island, WA, where he has worked since 2011. He has 14 years of industry experience. Outside of advising, Vastine owns and teaches at Two Oceans Taiji Society, a taiji studio in Bainbridge Island. 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 nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay services.

Harrison Stenberg is a financial advisor with Cetera in Seattle, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining Cetera in 2025, he worked at Concourse Financial Group Securities Inc for eight years. Outside of his advisory work, he was involved with the North Seattle Baseball Association for four years. Cetera Investment Advisers LLC operates a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and provides access to multiple program structures through affiliated and third-party managers.

Steven Olson is a CFP® professional with over 31 years of industry experience, currently serving as an advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc. and KMS Financial Services, Inc. Olson also owns and operates Olympic Financial Strategies, which provides advisory and insurance services. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporations. The firm utilizes a model-based investment approach and offers a wide range of brokerage and advisory services through a multi-advisor platform.

Justin Krukar is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked within various J.P. Morgan and KeyBank entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence that combines quantitative and qualitative research and may incorporate ESG criteria.

Tyler Mooney is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in Corporate Executive Services, Family Wealth Management Strategies, and Sports & Entertainment. His professional approach centers on clear communication and a client-centric philosophy, aiming to help clients understand their finances and implement comprehensive plans beyond investments. With expertise in evaluating strategic decisions and building relationships aligned with client values, Tyler focuses on creating personalized financial plans that adapt to clients' long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of San Diego. Outside of his professional role, Tyler enjoys biking, fishing, reading, skiing, and playing soccer.

John Lembo Jr. is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2022, following a prior role at Wells Fargo Advisors and a long tenure at The Boeing Company. Outside of his advisory work, he acts as a financial power of attorney for his mother and owns Lembo Wealth Advisors LLC, an entity he uses to manage payments from Raymond James. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses fact-finding, risk profiling, and analytical tools to tailor strategies and supports clients through advisory programs, with a notable presence in municipal and public finance advisory services.

Nariman Nadirli is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 licenses and four years of industry experience. His previous roles include positions at Bank of America, JPMorgan Chase, Edward Jones, and Key Bank. Outside of advising, he owns and operates Accord Group LLC, a small business specializing in procurement and logistics solutions. 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, pension plans, corporations, and charitable organizations.