Jayson Grauman is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, Bank of America N.A., and Merrill. 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. Their advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

Amber Helms is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2009, including its affiliated entities. Outside of Ameriprise, she is involved with Heritage Wealth Advisors LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Karley Schluter is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones in Tacoma, WA. She has 12 years of industry experience, all with Edward Jones since 2014. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Karanvir Dhillon is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant and Financial Representative at Fidelity Investments during 2023 and 2024. Karanvir is focused on assisting clients in working towards their financial goals through comprehensive planning, addressing each client's unique needs. His professional experience is centered on providing financial advice and investment consulting within Fidelity Investments. Outside of his professional work, Karanvir has interests in cars, social events with friends, movies, music, traveling, and volunteering.

Griffin Meyers is a financial advisor with Ameriprise Financial Services, holding Series 63, 65, and 66 credentials and 24 years of industry experience. He has worked at Ameriprise since 2014 and previously at VOLT Wealth Management, Churchill Management Group, and TD Ameritrade. Meyers is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on retirement-income planning, utilizing a combination of proprietary research, third-party data, and algorithmic tools to develop customized recommendations.

Hanh Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Fidelity, Nguyen worked at JPMorgan Chase Bank and held roles at various companies including the City of Seattle and Amazon. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies.

Shannon Van Dyken is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Castle Insurance and Frohreich Insurance Inc. Outside of work, she occasionally serves as a notary public for personal contacts without charging a fee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

James Mckay is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 43 years of industry experience. His prior roles include positions at VOYA Financial Advisors and American Benefits Financial Services. He is a charter member of the Estate Planning Council of South King County. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Jacob Linde is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked in real estate and various other roles including at Windermere Real Estate and DoorDash. Outside of his advisory role, he manages an advisory business at Heritage Wealth Advisors LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations as part of a centralized consulting approach.

Stephen Rouner is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior experience includes nearly a decade at Bank of America and Merrill. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jonathan Vert is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Cetera since 2025 and has a background that includes extensive work in tax preparation and accounting, serving as president of ATS Maple Valley Inc and Maple Valley Tax Service. Vert also operates his own accounting and tax services business, where he works as an enrolled agent and tax preparer. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with options for model portfolios, third-party managers, and customized strategies.

Jennifer Miller is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Brian Frederick is a CFP®-credentialed financial advisor with 22 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at multiple firms, including Arbon Financial Group LLC and Mainspring Wealth Advisors, where he serves as a partner and branch manager. Outside of advising, he is a 25% owner of Langley Village Property LLC, a rental property business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, with a variety of advisory programs and tools designed to address client goals.

Douglas Smith is a financial advisor at Edelman Financial Engines with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Financial Engines Advisors L.L.C. and E*TRADE Capital Management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes diversified model portfolios, periodic rebalancing, and a combination of planner delivery with online tools to serve a large client base across various account types.

Andrew Brown is a financial advisor at Edward Jones in Puyallup, WA, holding Series 63 and Series 66 licenses with 20 years of industry experience. Prior to joining Edward Jones in 2018, he worked at UAT Resources, LLC from 2016 to 2018. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shawn Fowler is a financial advisor with Edward Jones in Auburn, WA, holding Series 63 and Series 65 designations and possessing 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Brazier is a financial advisor at Edward Jones in Tacoma, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in roles including at Parachute Video Ads LLC and PSB Research. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and strategies. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Aminadab Lopez is a Series 66 licensed financial advisor at Thrivent Investment Management with three years of industry experience. He has worked with Thrivent and its affiliates since 2022. Outside of his advisory role, Lopez is involved with EPMS, a company that enhances customer service for property management firms through secret shopper evaluations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers combined planning and managed-account services through its WealthPlan program while maintaining separation between these offerings.

Theresa Trinidad is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 license and eight years of industry experience. Her prior experience includes roles at Bank of America and Merrill Lynch. She serves as a board member for The IF Project and is also involved as an author, educator, and speaker. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Jeffrey Hardy is a Certified Financial Planner (CFP®) with 29 years of experience at Edward D. Jones & Co., L.P., where he has worked since 1997. He holds Series 63 and Series 66 licenses and is based in Sumner, Washington. 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 programs and investment options through a nationwide network of financial advisors and branch offices.