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.

Brandon Trout is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Canteen OCS/Compass Group for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, 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, operating under a fiduciary standard.

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 with RBC Capital Markets in Edmonds, WA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at City National Bank, BlackRock, and AMZ Management Consulting. Outside of his advisory work, he manages personal rental properties. RBC Wealth Management serves a diverse client base, including individual and institutional investors, offering tailored advisory programs and portfolio management services that incorporate 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.

Holly Liu is a financial advisor with Cetera Wealth Services LLC, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes long-term roles at Avantax Insurance Services and 1st Global Advisors, with additional involvement as a referring advisor at Pacific Crest Financial Services. She is also associated with Paulsen, Megaard & Co. PS, where she has served since 1999. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers, accommodating a range of investment strategies and program structures.

Peter Mckenna is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 10 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2015 and is currently associated with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Kevin Harada is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and five years of industry experience. He has worked with J.P. Morgan Securities since 2021 and has been employed by JPMorgan Chase Bank, N.A. since 2019. Prior to his finance career, he worked at Champs Sports for four years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary approach that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers access to a broad range of investment products, including security-based swaps and futures.

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.

Caroline De Stefano is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation. She began her career at Edward Jones in 2026 and has previous experience in leadership and organizational roles at the Port of San Diego, the Center for Creative Leadership, Chapman University, Leadership Inspirations, and The Leadership Side. Caroline has been involved with leadership-focused organizations for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jaycob Dye Kuhman is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles with the Philadelphia Eagles and Elevate Sports Ventures, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, insurance distribution, broker-dealer services, and access to third-party asset management programs. The firm operates through dual registration as an SEC-registered investment adviser and broker-dealer and utilizes a range of third-party managers and LPL-sponsored programs.

Solomon Karmel is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked at Cetera and its affiliated entities since 2003 and is also CEO of Greenlight Investors LLC, a holding company. Outside of advising, he is involved as a partner and co-creator of Triviavore, a retail sales venture. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with discretionary and non-discretionary options.

Charles Cotterill is a Series 66–licensed financial advisor with Raymond James Financial in Mill Creek, Washington, with 19 years of industry experience. He worked at Edward Jones for 12 years before joining Raymond James in 2019. Outside of his advisory role, he was the owner of Cotterill RV Rental from 2018 to 2022 and serves as president of Cotterill Wealth Services LLC, a support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Lars Henrik Rohdin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including TD Ameritrade and Scottrade prior to joining J.P. Morgan in 2020. Outside of his advisory role, he writes and sells books online as a leisure activity. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for corporations, foundations, and defined contribution plan sponsors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

William Hunt is a financial advisor with Equitable Advisors in Redmond, WA, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage/insurance channels, tailoring services through a documented client intake process and offering both discretionary and non-discretionary advisory arrangements.

Nariman Nadirli is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Bank of America, Edward Jones, and JPMorgan Chase. Outside of his advisory work, he owns Accord Group LLC, a small business focused on procurement and logistics solutions. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Brian Kim is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation. He has entered the industry recently, beginning his career in 2026. Prior to joining J.P. Morgan Securities, his work experience includes positions at JPMorgan Chase Bank, Equitable Advisors, and entrepreneurial activities such as involvement with Dough Zone and Three Tomatoes Catering. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Eric Radcliffe is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. His work history includes roles at Merrill, Bank of America, and JPMorgan Chase Bank. Outside of finance, he has experience working at Recycled Sports. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Robert Finke is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Finke serves as a board member of Slow Food Whidbey Island, an organization that promotes local food and farms. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning and access to third-party money managers. The firm utilizes asset-allocation tools and efficient-frontier analysis to construct diversified portfolios managed on discretionary or non-discretionary bases.