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 at RBC Capital Markets with six years of industry experience and a Series 66 designation. His prior roles include positions at City National Bank, BlackRock, AMZ Management Consulting, and a basketball club. Outside of his advisory work, he manages personal rental properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing 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.

Peter Mckenna is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2015, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of AI-driven research and formal governance procedures.

Kevin Harada is a financial advisor with J.P. Morgan Securities in Lake Forest Park, WA, holding Series 66 and Series 63 licenses. He has five years of industry experience, including roles at J.P. Morgan Securities since 2021 and JPMorgan Chase Bank starting in 2019. Prior to his financial career, he worked at Champs Sports from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and includes capabilities in derivatives and commodities.

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 66 and Series 63 credentials. Prior to joining Equitable Advisors, Kuhman worked with organizations including Elevate Sports Ventures, the Philadelphia Eagles, and Washington State University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a variety of advisory models primarily implemented through third-party managers and focuses on matching client needs with appropriate investment solutions.

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.

William Hunt is a financial advisor with Equitable Advisors in Redmond, WA, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2008. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and TAMPs for client portfolio management and provides fiduciary services to qualified plans.

Nariman Nadirli is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 licenses and four years of industry experience. His previous roles include positions at Bank of America, JPMorgan Chase, Edward Jones, and Key Bank. Outside of advising, he owns and operates Accord Group LLC, a small business specializing in procurement and logistics solutions. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Kim is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation. He has one year of industry experience and prior work history including roles at Equitable Advisors and rGen Consulting. Outside of finance, he has experience working in the food service sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative due diligence to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Eric Radcliffe is a financial advisor with J.P. Morgan Securities in Shoreline, Washington. He holds the Series 66 designation and has four years of industry experience, including prior roles at Merrill and Bank of America. Outside of finance, he has worked with Recycled Sports. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver customized asset allocation advice and manager searches, with a focus on client decision-making and incorporating ESG considerations.

Robert Finke is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. Outside of his advisory role, he serves on the board of Slow Food Whidbey Island, an organization that promotes local food and farms. OSAIC Wealth serves a diverse clientele including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment process focused on asset allocation and portfolio optimization, supported by various managed account strategies and third-party manager options.

Kaitlyn Meiss is a financial advisor with Fidelity, holding Series 66 and Series 63 registrations and six years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2020 and has a background that includes roles outside finance, such as positions at Bridgeway Church, Maestro Music Institute, and Peaksware LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery across multiple platforms.

Reagan Elzey is a financial advisor at Raymond James Financial in Kirkland, WA, holding a Series 66 designation with one year of industry experience. Prior to his current role, he has held positions at Raymond James Financial Services, Elzey Financial Group, and Zimmer Biomet Oregon. He is involved with Elzey Financial Group in a non-investment advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools, supporting clients through advisory programs and a broad advisor network.

Jeffrey Anderson is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Merrill. Anderson is also the owner and manager of Legacy Wealth Partners, a support company based in Bothell, WA. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Logan Ingle is a Financial Consultant with experience at Fidelity Investments, where he served as a Relationship Manager starting in 2024 and previously worked as a Financial Representative from 2023 to 2024. In his role, he focuses on empowering individuals and families to achieve financial success and confidence through thoughtful and personalized financial planning. Logan's professional background includes client relationship management and financial advisory services. Outside of his professional duties, Logan enjoys attending concerts, socializing with friends, watching movies, spending time with pets, playing soccer, and traveling.

Suzan Shayler is a financial advisor at Edward Jones in Edmonds, WA, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience, all with Edward Jones. Outside of her advisory role, she is president of PANDA Services, Inc., a mobile child care business based in Seattle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.