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 financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked in the automotive sector, including roles at Auto Destination and Sunset Ford. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Vern Barg is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2000. 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 retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Mathew Dailey is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with LPL Financial and Boeing Employee Credit Union investment services since 2016. 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 a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Amber Helms is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2009, including its affiliated entities. Outside of Ameriprise, she is involved with Heritage Wealth Advisors LLC, where she manages an advisory business. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a wide range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Karanvir Dhillon is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant and Financial Representative at Fidelity Investments during 2023 and 2024. Karanvir is focused on assisting clients in working towards their financial goals through comprehensive planning, addressing each client's unique needs. His professional experience is centered on providing financial advice and investment consulting within Fidelity Investments. Outside of his professional work, Karanvir has interests in cars, social events with friends, movies, music, traveling, and volunteering.

Griffin Meyers is a financial advisor with Ameriprise in Renton, WA, holding Series 63, 65, and 66 licenses and has 24 years of industry experience. He has been with Ameriprise since 2014. In addition to his advisory role, he is involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Hanh Nguyen is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, Nguyen worked at JPMorgan Chase Bank and held roles in both the public and private sectors, including positions with the City of Seattle and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Edgar Engelhardt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with J.P. Morgan in various roles since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Nancy Tran is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2015 and has been associated with BECU (formerly Boeing Employee Credit Union) since 2012. 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 a range of advisory programs, financial planning, and consulting services, utilizing model portfolios, research, and advanced technologies across discretionary and non-discretionary management.

Shannon Van Dyken is a financial advisor at Edward Jones with four years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Castle Insurance and Frohreich Insurance Inc. Outside of work, she occasionally serves as a notary public for personal contacts without charging a fee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and operates under a fiduciary standard.

James Mckay is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 42 years of industry experience. His career includes roles at VOYA Financial Advisors and multiple firms he owns or co-owns, such as Pacific Rim Financial Group, Inc. and J&S Pension Services d/b/a Pacific Pensions Services NW. He is a charter member of the Estate Planning Council of South King County. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Jacob Linde is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise, he worked in real estate and various other roles including at Windermere Real Estate and DoorDash. Outside of his advisory role, he manages an advisory business at Heritage Wealth Advisors LLC. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendations as part of a centralized consulting approach.

Stephen Rouner is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior experience includes nearly a decade at Bank of America and Merrill. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.