Shawn Whatley is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and Financial Advocates Investment Management. Outside of his advisory role, he owns Tallus Financial Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Michael Dunn is a financial advisor at Charles Schwab with 14 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and previously worked at Kaplan, Inc. from 2015 to 2016. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody, supervisory services, and due diligence on alternative investments.

Peter Harvey is a CFP® professional with 23 years of experience in financial advising. He has worked at Raymond James Financial Services Advisors, Inc. since 2020, following seven years at Wells Fargo Clearing. Outside of his advisory role, he is involved in local business ventures including food and cooking classes and serves on the advisory board of the Lynnwood Chamber of Commerce. He is also a member of the US Coast Guard Auxiliary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm emphasizes non-discretionary, tailored advice supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Harry Smith III is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at RBC Capital Markets since 2016 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.

Hailey Smyth is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeanine Gaston is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc and Robert Baird & Co. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by extensive research and model manager options.

Rong Lu is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at several major financial institutions, including Bank of America, Merrill, HSBC, and JPMorgan Chase. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jennifer Foronda is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She previously worked at Morgan Stanley and D.A. Davidson & Co. She has ownership in rental property outside of her advisory role. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles using both in-house and third-party managers.

Eric Kwan is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he held roles at T-Mobile, Assembly Media Inc, and Edelman. 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 options, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Marcia Hensley Vigil is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. She has been with Fidelity Investments in various capacities since 2015. Fidelity's Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Christopher Cahoon is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 13 years. Outside of his advisory role, he is involved with Nevis Financial, an LLC focused on insurance-related work. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Jaime Johnson is a financial advisor at Charles Schwab with five years of industry experience. Johnson holds Series 63 and Series 65 licenses and has worked at firms including Brighton Jones, Coldstream Wealth Management, and Edelman Financial Engines. Outside of advising, Johnson owns an online women’s clothing boutique called Lavishly Me Boutique. Charles Schwab serves 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 and discretionary separate managed accounts with a multi-asset investment approach supported by centralized custody and operational infrastructure.

Justin Lukas 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 firms including Equitable Advisors, LLC and held roles in golf and construction-related businesses. He also served on the Washington State Referee Committee for eight years. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

David Rice is a financial advisor at Edward Jones in Seattle, WA with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he serves as a Board Member At Large for the Greater Queen Anne Chamber of Commerce and as President of the Queen Anne Scouting Youth Association. 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 programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

John Call is a financial advisor with Edward Jones in Lynnwood, WA, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and was previously employed by Frontier Communications for six years. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Sullivan is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 credential and has worked at Wedbush Morgan Securities Inc. and JPMorgan Chase prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by in-house research and third-party subadvisors.

Adam Datko is a financial advisor at Edward Jones with six years of industry experience. He has held his current role since 2019 and previously worked for nine years at A & A Health Systems. He holds a Series 66 designation. 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 provides both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a trust company.

Alexander Gray is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Alliance Wealth Management, Hornor, Townsend and Kent, Inc., and Penn Mutual Life Insurance Company. Outside of advisory roles, he is involved in insurance sales through Pacific Capital Resource Group, Inc. and Alliance Wealth Management. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services, employing advanced asset-allocation tools and third-party platforms to offer diversified investment solutions across multiple asset classes.

Adam Johnson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Redmond, WA, holding a Series 66 designation and nine years of industry experience. He has worked with multiple financial institutions since 2015, including First Tech Federal Credit Union and Addison Avenue Investment Services, where he also serves in a support role. 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, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

James Hoy is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Russell Investments from 2010 to 2024. He is also a member of Professional Networking Association Northwest, a networking group based in Shoreline, WA. Edward Jones is a wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. 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.