Calen Johnson is a CFP® and ChFC® affiliated with Raymond James Financial Services Advisors, Inc., with 12 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James in 2025. Johnson is the CEO of two support companies, Haven Financial LLC and Calen Johnson LLC, which are not investment-related. 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 clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Sonia Golchha is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Her work history includes roles at Merrill and Bank of America from 2022 to the present, as well as earlier positions at Parnia and A K Dugar and associates. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Wesley Nelson is a financial advisor with Charles Schwab, holding a Series 66 designation and 21 years of industry experience. He has worked at Charles Schwab in various roles since 2011 and previously was with Bank of America and Merrill from 2017 to 2021. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and supports centralized supervisory, custody, and order-routing functions.

Ronald Kukes is a Certified Financial Planner (CFP®) and holds a Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kyle Fethke is a Series 66-licensed financial advisor with Fisher Investments, where he has worked since 2005. He has 24 years of industry experience, including two years at Morgan Stanley DW Inc. prior to joining Fisher. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base along with extensive sub-advisory relationships.

Jaime Suarez is a financial advisor with LPL Financial in Everett, WA, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2005 and previously with Ameriprise from 2002 to 2005. Suarez is also affiliated with Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategies.

Jared Johnson is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Quest Factor and multiple positions at the University of Washington. He is also involved with River Run Wealth Advisors as a separate business activity. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of third-party and firm-offered advisory solutions, including mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Esrom Woldeghebriel is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. He specializes in transforming financial complexity into clear, actionable strategies to help clients build and preserve wealth and create legacies that reflect their values and aspirations. His mission is to provide guidance that empowers clients to make confident decisions and achieve lasting impact. Outside of his professional work, Esrom enjoys bowling, participating in family activities, and traveling.

Virginia Brannan is a financial advisor with Ameriprise in Edmonds, Washington, holding a Series 66 designation and 28 years of industry experience. She has been with Ameriprise and its predecessor firm since 1998. Brannan is also involved in managing Cascadia Operations LLC, which supports the financial planning operations of her team practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Samuel Manjarrez is a financial advisor with LPL Financial and holds the Series 66 designation. He has been with LPL Financial since 2026 and has prior experience in real estate and consulting roles. His background also includes positions in education and the hospitality industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services supported by advanced operational tools and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Nick Johnson is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2011, progressing through roles including Investment Consultant, Relationship Manager, and Financial Representative. His experience spans various aspects of financial advising and wealth management, working with individuals and families to manage their financial resources. Nick emphasizes partnering his experience and education with Fidelity's reputation, resources, and integrity to support his clients. Specific details about his education, credentials, personal interests, or community involvement have not been provided.

Philip Stark is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan in various roles since 2015. 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 and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence, combining quantitative and qualitative research, and includes a range of regulatory registrations that support its derivatives and commodities capabilities.

Juneil Lee is an advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at JPMorgan Securities, JPMorgan Chase Bank, Sprint, and participation in the University of Washington Psychology Department. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Charles Lewis is a financial advisor with LPL Financial in Seattle, WA, holding a Series 63 designation and 41 years of industry experience. He has worked at LPL Financial since 2008, following roles at Ameriprise Advisor Services and Raymond James Financial Services. Outside of advising, he is involved in selling fixed insurance products through various independent insurance agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cheryln Morrell is a financial advisor at Edward Jones in Silverdale, WA, with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she is involved in selling SEINT beauty products. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions managed under a fiduciary standard. The firm supports a large network of advisors and branch offices and provides services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Amanda Williams is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with Ameriprise and previously worked at Capital Analysts, LLC, Shelgren Financial Group, and Lincoln Investment. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide personalized retirement planning, leveraging algorithmic automation overseen by specialized committees.

Dale Carey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been affiliated with Cetera and its related entities since 2017 and also owns and serves as president of Pathfinder Financial, a financial services firm. Carey has additional experience selling fixed insurance products including life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party investment solutions.

Thomas Kelly is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing, D.A. Davidson & Co., and Piper Sandler & Co. since 2022, he has been with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

Margaret Ginder is a CFP®-certified financial advisor with 13 years of industry experience, currently advising clients at Morgan Stanley. Her prior experience includes roles at City National Bank and RBC Capital Markets. She is based in Bainbridge Island, WA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm utilizes structured planning tools and models, managing approximately $2.74 trillion in client assets.

John Kakarigi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with J.P. Morgan Securities and its related entities since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.