Valerie Jasper is a financial advisor with Edward Jones in Enumclaw, WA. She holds the Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Marc De Fiori is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes positions at Financial Engines Advisors L.L.C., Fidelity Brokerage Services LLC, and Scottrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

Emily Pierre is a financial advisor with Edward Jones in Maple Valley, WA, holding the CFP®, ChFC®, and Series 66 designations. She has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicole Felix is a Series 66-registered financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she has involvement with Ocean Enterprised Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Carolyn Morrissey is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, she worked with the Riley Home Team and has a background that includes a role at Our Lady of Guadalupe School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Taylor Upton is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work experience at companies including Mod Pizza, Instacart, and Under Armour. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Erik Alexander is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include seven years at Voya Financial Advisors and multi-year tenure at Cetera Wealth Services, LLC. Alexander is also involved in other business activities, including serving as an insurance agent selling life, health, disability, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a variety of discretionary and non-discretionary investment programs and maintains a network of over 10,000 advisors managing more than $256 billion in assets.

Dennis Pierre is a CFP® professional with 26 years of industry experience and has been with Edward Jones since 1999. He holds Series 63 and Series 66 licenses and is based in Maple Valley, Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment options under a fiduciary standard.

Dustin Vance is a financial advisor with Edward Jones in Maple Valley, WA, holding a Series 66 designation and seven years of industry experience. He worked at USI Insurance Services, Inc. for three years before joining Edward Jones in 2018. Outside of his advisory role, he is involved in landlord activities, handling tenant selection and coordinating repairs. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Danxia Zhen is a Senior Financial Advisor at Merrill Lynch Wealth Management in Boston. She provides personalized wealth management strategies, drawing on the investment insights of Merrill and the banking and lending solutions of Bank of America, to help clients pursue their long-term financial goals. Her client focus areas include college education planning, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and tax minimization, among others. Danxia holds a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. She carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English, Mandarin, and Yue (Cantonese), she follows the Merrill tradition of community involvement through volunteer work. Outside of her professional activities, Danxia enjoys boating, cooking, hiking, traveling, and practicing yoga.

Abigail Damoiseaux is a financial advisor at Edward Jones in Kent, WA, holding a Series 66 credential with two years of industry experience. She has worked with Edward Jones since 2022 and previously held roles at Club Wealth, Victoria Secret, and Cardinal Financial Company. Outside of advising, she prepares taxes for clients originally served by her mother. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sandi Martin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. Outside of her advisory role, she is developing a small weekend business selling exotic plants under the name Leaf Culture. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Renee Harris Christian is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. The firm is a full-service wealth management company serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

Wesley Pond is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. Prior to joining the firm, he served ten years in the United States Marine Corps. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody arrangements and both proprietary and third-party investment strategies.

Cedric Simmons is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. Prior to his current role, he worked at AT&T Mobility and Nike Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Marilyn Milne is a financial advisor with Edward Jones in Renton, WA, holding a Series 66 designation and 16 years of industry experience. She has worked at Edward Jones since 2019, following prior roles at Milne Financial Group and HD Vest-related firms. Milne serves as a finance committee member and board member of the Renton Regional Community Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Keahn White is a financial advisor at Edward Jones in North Bend, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, White worked at Under Armour and spent several years as a full-time student. 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 and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.

Tyler Kerby is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Morgan Stanley from 2015 to 2023, including a position with Morgan Stanley Private Bank. Outside of advising, he operates a sole proprietorship focused on photography and videography. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Amanda Gross is a financial advisor with Edward Jones in Maple Valley, WA. She holds the ChFC® designation and Series 66 license and has 11 years of industry experience, including 12 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

Joseph Ravotti is a financial advisor with Edward Jones in Maple Valley, WA, holding the CFP® and Series 66 designations and having eight years of industry experience. He worked at Zones Inc from 2014 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.