Jacob Watkins is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and concurrently with J.P. Morgan Chase Bank since 2010. Outside of his advisory work, he is involved in the hospitality industry as a security and bartender at Fremont Dock Sports Bar and Grill. 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 select group of Wealth Advisors. The firm operates on a non-discretionary basis, combining institutional advisory capabilities with brokerage, distribution, and investment management functions.

Eoghan Shields is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2021. 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 select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Jason Emerson is a financial advisor at Edward Jones in Manchester, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he served with the City of Tacoma Fire Department and the Shoreline Fire Department and was involved with First In Training and Education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael Cina is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Zevenbergen Capital Investments and KPMG. 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 an ESG eligibility framework in their investment approach.

Klaudia Olkowski is a financial advisor at UBS Financial Services with 24 years of industry experience. She has been with UBS since 2005 and holds the Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.

Keroles Azer is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Wells Fargo, JPMorgan Chase, and Bank of America, and maintains an independent video production and content creation business. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Konrad Carter is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and University of Phoenix. 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 strategies for a range of client types including individuals and charitable organizations.

Isaac Lleras is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at JP Morgan Securities and Ameriprise Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dylan Whitcraft is a financial advisor with LPL Financial in Tukwila, WA, holding a Series 66 designation and nine years of industry experience. His career includes roles at Edward Jones, Capstone Financial, First Command, and Boeing Employee Credit Union. 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, diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Gregory Olson is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2012 and holds a Series 66 designation. Based in Seattle, WA, Olson has spent over a decade serving clients through a leading global financial institution. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to customize client strategies.

Elizabeth Mcdaniel is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill since 2011 and is also affiliated with Bank of America, N.A. since 2018. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Doughty is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. He is based in Kirkland, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Rebekah Williamson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has a diverse background including roles at Robedeau Plumbing, Amazon, Gateway Christian Schools, and South Kitsap School District. Outside of her advisory work, she is involved in sales of loan products and home security referrals through affiliates of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm distinguishes itself with a tiered wrap fee structure and a curated selection of third-party asset managers.

Lisa Moore is a financial advisor with Edward Jones in Port Orchard, WA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked for the Renton School District from 2016 to 2018. 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 strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors.

James Piper is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2023 and previously was with Securities America Advisors and KMS Financial Services. 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 provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management alongside research-supported model portfolios.

Michael Wilcox is a financial advisor at Edward Jones with 19 years of industry experience, all spent at the firm since 2007. He holds Series 63 and Series 65 licenses and is based in Des Moines, Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Miller is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of finance, he is involved in video production through his business, Pipers Creek Films, and serves as treasurer on the board of Cascade Treasure Club. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria. The firm combines research-driven recommendations with tax-smart strategies and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Joshua Taylor is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes four years at the Federal Reserve Bank of Kansas City and various roles in education and retail. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that incorporates investment research and tax-aware withdrawal strategies. The firm’s retirement income service features restrictive enrollment criteria and a proprietary recommendation process supported by an internal committee.

Peter Smith is a financial advisor with Ameriprise in Lacey, WA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Ameriprise since 2009, including its affiliated entities. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Francis Edoria is a financial advisor with Fidelity Investments in Seattle, WA, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior roles include positions at Oppenheimer and Co., Morgan Stanley, and Charles Schwab. Outside of his advisory work, he is an independent contractor providing online streaming and food delivery services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.