Jennifer Rogers is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones, she worked at Insight FS, a division of Growmark Inc., and Deere and Company. She holds Series 66 and Series 63 licenses. Edward Jones is a full-service wealth management firm serving 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 and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Brent Schwartz is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior roles include positions in mortgage lending and education. Outside of his advisory work, he coaches junior varsity tennis for both boys and girls teams at Everett High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Kenneth Wang is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. In addition to his advisory role, he is president of KCW Accountancy Corporation, a CPA firm providing accounting and tax services. Cetera is an SEC-registered adviser serving a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a multi-manager platform with diverse program structures.

Blair Pehanich is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and 17 years of industry experience. He previously worked for Merrill Lynch from 2007 to 2021 before joining Morgan Stanley in 2021. Outside of his advisory role, he is involved in property management as the sole owner of real estate businesses in Kirkland. Morgan Stanley Wealth Management provides advisory services to individuals and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Anabelle Jimeno is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for 22 years before joining WAFD Wealth and subsequently J.P. Morgan. Outside of her advisory role, she is a general partner at Designtheory LLC, a landscape and design business, where she assists with business formation and tax filing. J.P. Morgan Securities LLC provides 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.

Evan Harlan is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and proprietary research to support its advisory services, managing approximately $2.74 trillion in client assets.

Jessica Vets is a CFP® with five years of industry experience and currently serves as a financial advisor at Edward Jones. Her prior work includes roles at AXA Advisors, The GS Haly Company, and the Seattle Police Department. Outside of financial advising, she has been involved in small business consulting and operated a family farm business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network as well as affiliated financial services beyond advisory offerings.

Hilary Doherty is a CFP®-designated financial advisor with RBC Capital Markets in Kirkland, WA, bringing 15 years of industry experience. She has worked at RBC Capital Markets since 2010 and City National Bank since 2017. Outside of her advisory role, Doherty serves on the board of directors for Seafair and is a committee member for the Issaquah Schools Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations with tailored portfolio management, financial planning, and brokerage services. The firm offers a variety of advisory programs that utilize both in-house and third-party investment managers to meet diverse client needs.

Aaron Bonck is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Concourse Financial Group Securities Inc for over eight years. Outside his advisory role, he serves as a committee member for the Washington Finance Officers Association, helping to plan educational sessions for the group’s annual conference. 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 range of portfolio management, financial planning, and consulting services through a multi-manager platform, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Darin Elkins is a financial advisor with Edward Jones in Lynnwood, WA, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Carson Nyman is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at several golf courses and a nursery business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Mark Garkavi is a financial advisor with Cetera based in Edmonds, WA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Cetera and its affiliated entities since 2010, including First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including 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 that allows advisors to utilize affiliated and third-party managers or create customized strategies.

Steven Miller is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Fidelity Investments since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios.

Daryn Debelak is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Pfizer, Silverback Therapeutics, and AGC Biologics. 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 with a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds, a trust company, and securities-based lending options.

James Hafner is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Everett Housing Authority, Robert Half, Private Client Fiduciary, Nike, Amazon, and Dick's Sporting Goods, where he also performed cashier duties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

Yu Hong Hu is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. Prior to joining Merrill, Hu worked at Bank of America, Edward Jones, and Increase Family Office. Hu also operated a private visa and business consultation service for one year. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Anthony Tarantola is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on helping clients develop strong financial frameworks that can be effectively implemented and trusted. Prior to his current position, Anthony worked at Wells Fargo & Co. as a Senior Premier Banker from 2021 to 2022, and before that, he was a Relationship Banker at JPMorgan Chase & Co. from 2019 to 2021. His professional experience spans various aspects of banking and financial consulting. Outside of his professional work, Anthony has personal interests in board games and football.

Andrew Um is a Financial Consultant who works with clients to develop and manage their wealth through comprehensive financial planning. He partners with clients to create customized plans aimed at building long-term relationships and trust, aligning goals and investment strategies to provide confidence in their financial future. Andrew has experience as a Financial Representative at Fidelity Investments from 2023 to 2024. Outside of his professional work, Andrew has interests in board games, music, puzzles, skiing, tennis, and traveling.

John Babauta is a financial advisor with Raymond James Financial Services, Inc. in Redmond, WA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining Raymond James in 2020, he worked at HomeStreet Bank for 13 years. He is also associated with Addison Avenue Investment Services as an associate. 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, institutional clients, and organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through its advisory programs and specialized consulting services.

Ken Kilmer is a financial advisor with RBC Capital Markets in Edmonds, WA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients’ risk profiles using both in-house and third-party managers, supported by RBC’s broad capital markets capabilities.