Vivian Mc Kechnie is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation. She joined Edward Jones in 2025 and has prior work experience in various roles predominantly outside the financial industry. 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 offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices nationwide.

Edward Bang is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at Merrill, Bank of America, and Boeing Employee Credit Union, as well as two decades at BMW Northwest. He offers investment products and services through LPL Financial using the trade name BECU Investment Services. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Justin Keeler is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2019. Prior to his advisory career, he operated Keeler Fine Finishing for five years. Keeler is involved in youth outreach as a Golf Tournament Committee Member for Federal Way Young Life. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers these services through a network of advisors and allows clients to integrate planning with managed-account programs under a single billing option.

Jennifer Brandt is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Columbia Bank and Cetera. Her other business activities include a support role at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jon Gerhardt is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is a partner and owner of a coin-operated laundry facility in Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, encompassing discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Noah Bershatsky is a financial advisor with Edward Jones in Milton, WA, holding Series 63, Series 65, and Series 66 designations and bringing 28 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he runs a photography blog and engages in software reviews related to photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm offers a range of managed strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard and maintaining a large retail advisor and branch presence.

Charles Taylor Jr. is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities, Merrill, and MassMutual Life Insurance Company. He is currently associated with LPL Financial and Global Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven portfolio management.

Kevin Tefft is a financial advisor with Ameriprise in Federal Way, WA, holding a Series 66 designation and 23 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined total of 11 years before joining Ameriprise in 2021. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, with an emphasis on managed accounts and algorithmic support for retirement income recommendations.

Blake Rossman is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on understanding clients' unique financial situations and guiding them towards their financial goals. He emphasizes educating clients to ensure they feel comfortable and confident in their financial decisions. Blake has held several positions in the financial services industry, including Investment Consultant at Fidelity Investments from 2023 to 2024, Financial Solutions Advisor at Merrill Lynch from 2021 to 2023, Investment Solutions Representative at Fidelity Investments in 2021, and Paraplanner at TrueWealth Financial Partners from 2019 to 2021. Outside of his professional work, Blake has personal interests that include boating, camping, motorcycles, photography, and surfing.

Lucas Ladd is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously held roles at Sunamerica Retirement Markets, Inc. and AIG Capital Services, Inc. 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 wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Douglas Andrews is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC since 2014. Outside of his advisory role, he is an owner and part partner of Sterling Athletics, a company specializing in customized sporting goods, and serves on the boards of Multicare Good Samaritan Hospital and Asher 360, a nonprofit focused on police active shooter response. RBC Wealth Management, a division of RBC Capital Markets, provides services to individual, institutional, and charitable clients through a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies implemented via a mix of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Kevin Reed is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zachary Rosenbloom is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He has spent his entire career with Raymond James Financial Services, Inc., beginning in 1997. Outside of his advisory role, Rosenbloom prepares tax returns and provides tax consulting through his accounting practice and is a partner in a local golf course ownership. Raymond James Financial Services Advisors, Inc. delivers financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm employs non-discretionary planning tailored to client goals and supports its advisory network with technology and specialized municipal advisory services.

Lance Nekota is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Boeing Employee Credit Union and LPL Financial for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research to support diversified investment strategies.

Derrik Hanusz is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019, following five years at Tenneco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Jordan Pomeroy is a financial advisor at Edward Jones in Burien, WA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as the School Commission President for Holy Rosary School in Seattle, advising on school and financial matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Cormac Carroll is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for six years at Auto Destination and two years at Sunset Ford. 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.

Edward Harris is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entity since 2010. Outside of his advisory role, he owns and operates NorthWest Tax Specialists, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jon Oling is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors before joining Charles Schwab in 2025. Charles Schwab serves a large client base of 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 primarily non-discretionary investment guidance combined with access to discretionary separately managed accounts, delivering multi-asset model portfolios and alternative investment options.

Kalia Mills is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with 13 years of industry experience. She has worked previously at UBS Financial Services and Wells Fargo Clearing, and has a background that includes a role at James Real Estate Group & JREG Construction. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.