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, holding a Series 66 credential and one year of industry experience. He also operates Bailey Wealth Services in Everett, WA, where he supports financial planning through client file management, research, and report preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

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 with J.P. Morgan Securities in Edmonds, WA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley and Equitable Advisors/AXA Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

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 Series 66-licensed financial advisor with 23 years of industry experience, currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. He previously worked at Sonadei, LLC from 2006 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Alexander Martin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Merrill Lynch, Charles Schwab, and JPMorgan Chase. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and supports model delivery through systematic methodologies.

Kristi Price is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Clinton Campbell is a CFP® with 12 years of industry experience, currently serving at Ameriprise since 2014. He holds leadership roles in several business activities, including managing team operations, strategic relationships, and succession planning for his Ameriprise practice. Additionally, he oversees business administration tasks for Soundview Financial Group and leads Super Ensemble Partners LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Brett Von Hoffmann is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework where applicable.

Berhanu Mekonnen is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Amazon.com, Bank of America, Merrill, and Wyndham Destinations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations.

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.

Mark Sterley is a financial advisor with OSAIC in Kirkland, WA, holding the CFP® designation and Series 63 and 66 licenses. He has 21 years of industry experience and has worked at firms including Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of his advisory role, he serves on the Northwest University Alumni Board and is involved with the Fellowship of Christian Athletes Eastside Board, as well as volunteering as a youth soccer coach. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services across various programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk tolerance assessments and rebalancing tools, serving individual investors, retirement plans, charities, and corporate clients.