Wesley Lew is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated firms since 2000, including First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Taylor Erickson is a financial advisor with Edward Jones in Monroe, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Erickson worked at Charles Schwab and held various other roles including at Pro Unlimited and Costco Wholesale. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Saranya Turner is a Series 66-licensed financial advisor with UBS Financial Services in Everett, WA, with nine years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-based, tailored financial advice.

Ivo Andreas Schilbach is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has been affiliated with Raymond James and related entities since 2010 and is a partner in The Way Group Hospitality, LLC, where he participates in business decisions and financial oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning and uses risk profiling and modeling tools to support client decision-making.

Brady Mistler is a financial advisor with LPL Financial and holds a Series 66 designation. He joined LPL Financial and Bailey Wealth Services in 2024 and has professional experience supporting the development of financial plans. His background includes roles at Neumann University and Mountain Pacific Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and various portfolio management options.

Kristian Olsen is a financial advisor with RBC Capital Markets based in Edmonds, WA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Heidi Hargarten is a Series 66-licensed financial advisor with Edward Jones in Kirkland, WA, where she has worked for 11 years. She has 17 years of industry experience. Outside of her advisory role, she manages a room rental business in Sammamish, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a wide range of advisory services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Ulrika Claesson is a Series 66–registered financial advisor with Edward Jones in Redmond, WA. She has been with Edward Jones since 2008 and has 18 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Rodney Humphreys is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo in various roles from 2015 to 2021. Outside of his advisory work, he is the owner of a residential cleaning business based in Lynnwood, Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Hailey Van Avery is a Series 66 licensed financial advisor at UBS Financial Services with six years of industry experience. Prior to joining UBS, she worked at Boeing and Grounds Coffee Co. She has also spent time in education. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Stacie Farrell is a CFP®-designated financial advisor with Edward Jones, based in Seattle, WA, and has 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory work, she manages a rental property as a landlord and property manager. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options. The firm has a large national footprint with over 23,000 advisors and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grant Stewart is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Morgan Stanley and Equitable Advisors/AXA Advisors. J.P. Morgan Securities 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 non-discretionary advisory program supported by an in-house manager solutions team and centralized due diligence.

Jonah Stevens is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Amazon Flex and U.S. Bank. He has also held positions at Apple and Levi Strauss. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Tracy Crowley is a CFP® professional with 12 years of experience in the financial advisory industry, all with Edward Jones since 2014. She is based in Redmond, WA. Outside of her advisory role, she hosts a podcast featuring interviews with friends about their life stories and sells books related to workforce re-entry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Garrett Esperum is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, and was previously involved with Sonadei, LLC for 12 years. J.P. Morgan Securities 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 in its investment processes.

Alexander Martin is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work history includes roles at JP Morgan Chase, Charles Schwab, Merrill Lynch, and Empower Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and uses systematic methodologies and algorithmic portfolio construction.

Clinton Campbell is a CFP®-credentialed financial advisor with Ameriprise, based in Shoreline, WA, and has 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of advising, he manages team operations, strategic relationships, and succession planning for his Ameriprise team practice. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets. The firm provides comprehensive, research-based recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Brett Von Hoffmann is a financial advisor with J.P. Morgan Securities in Edmonds, WA. He holds a Series 66 designation and has 15 years of industry experience, including 14 years with J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Berhanu Mekonnen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Amazon.com, Bank of America, Merrill, and Wyndham Destinations. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Lazar Vukcevic is a financial advisor with Fidelity Investments based in Redmond, WA. He holds a Series 66 designation and has four years of industry experience. His prior roles include two years at Edward Jones and a year at DoorDash, along with earlier experience in economic tutoring. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, managing a range of funds and model portfolios using systematic, long-term asset allocation strategies.