Sterling Gurney is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Snohomish, WA. He has 16 years of industry experience, including 17 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maria Colon is a financial advisor at Edward Jones with 13 years of industry experience. She holds the PFS™ and Series 63 designations and has worked at UBS Financial Services and Edward Jones since 2014 and 2018, respectively. 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, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Emma Fritton is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in various positions within the restaurant industry. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and investment strategies.

Ryan Maxwell is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has previously worked at United Capital Financial Advisers LLC, Paycor, Avalara, and Trutina Financial. Maxwell is based in Seattle, 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Myla Causing is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 24 years of industry experience. Her prior experience includes roles at Waddell & Reed Inc. and various insurance carriers from 2001 to 2021. She also operates The Causing Group LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Kevin Riggs is a financial advisor with LPL Financial in Snohomish, WA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, and Bellevue Healthcare. He also operated Riggs Wealth Management, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by internal and third-party research.

Krystal Schultz is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and New Day Community Counseling, LLC. Outside of her advisory role, she is the owner of Schultz Financial Partners, LLC, where she manages business licenses and excise tax responsibilities. 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 entities. The firm employs analytical tools and risk profiling to tailor planning and investment recommendations and supports specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Steven Becher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a wrestling coach for the Lake Washington School District. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jordan Klein is a financial advisor with Fidelity who holds a Series 66 designation and has seven years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC beginning in 2018 and at Fifth Avenue Law Group PLLC from 2010 to 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic investment solutions, including model portfolios and fund advisory services.

Stephen Scharosch III is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016, with prior experience at Walmart and Mr. Delivery. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

Rollin Ellis is a financial advisor with Raymond James Financial in Kirkland, WA, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2017, following a brief period at Raymond James Financial in 2016. 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, pension plans, corporations, and institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and supports its services with specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Kirkpatrick is a financial advisor with UBS Financial Services in Everett, WA, holding a Series 66 license and bringing 22 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partial owner of a coffee business and owns multiple storage-related businesses and associated holding companies. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad suite of capital markets offerings.

Jessica Simmons is a financial advisor with LPL Financial in Everett, WA, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Goldman Sachs, and Cyprus Federal Credit Union. She is also an author in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies supported by LPL Research.

Armaan Natt is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked at Bank of America and completed his education at the University of Washington. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Aaron Kummerfeldt is a financial advisor with Charles Schwab who holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Edward Jones, Cross Country Mortgage, and Bank of America. Charles Schwab & Co., Inc. serves a large client base, 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 a mix of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by a centralized operational structure and multi-asset model portfolios.

Molly Apparis is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 credential and one year of industry experience. Her prior work history includes roles at Leverage Planners Wealth Management and various positions outside the financial sector. She is currently also engaged in outside employment with LAZ Parking. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by research, model portfolios, and technology-driven investment strategies.

Kari Groot is a financial advisor with Morgan Stanley in Kirkland, Washington, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Benjamin Hicks is a CFP® with five years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2024. He previously worked at Soundmark Wealth Management, LLC, and The Commerce Bank of Washington, Division of Zions Bancorporatio. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Chiaki Hirate is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012 in Redmond, WA. Her credentials include the Series 66 designation. Outside of her advisory role, she maintains a rental property in Bellevue, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Samuel Stanton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at State Farm Insurance and has held various roles including at Camaloch Golf Course and Ace Hardware. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.