Gregory Knott is a financial advisor at Edward Jones in Snohomish, WA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and COUNTRY FINANCIAL. Edward Jones is a full-service wealth management firm serving over 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 large nationwide network of financial advisors and branch offices.

David Van Deusen is a financial advisor with Thrivent Investment Management in Kirkland, WA. He holds a Series 66 designation and has 11 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he is involved in buying and selling sports and music memorabilia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without portfolio management for institutional clients. The firm offers these planning services through a network of financial advisors and allows clients to combine planning with managed accounts under a consolidated billing option.

Alexander Ward is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Addison Avenue Investment Services and First Tech Federal Credit Union. Outside of his advisory role, he is also an associate at Addison Avenue Investment Services, providing investment advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions, using tailored, non-discretionary approaches supported by analytical and risk-profiling tools.

Lawrence Mcausland is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Advisors LLC and First Allied Advisory Services. He serves as a trustee for the Lawrence Calvert Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by advanced operational and research tools.

Russell Paris is a financial advisor with J.P. Morgan Securities in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with various JPMorgan entities 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 searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Benjamin Goodman is a financial advisor with LPL Financial based in Everett, WA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 25 years with Linsco/Private Ledger. He also serves as successor trustee for the Ben M. & Shirley G. Goodman Estate Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.

Anthony Quail is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. before entering the financial services industry. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

Steven Muckley is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2010. In addition to his advisory role, he operates a CPA practice as a sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions, using tailored non-discretionary planning and analytical tools.

David Fournier is a financial advisor with Equitable Advisors in Edmonds, WA, holding a Series 66 designation and 24 years of industry experience. He has worked at Equitable Advisors since 2003, previously affiliated with Axa Advisors and UBS Financial Services. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory models.

Raiatea Convery is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2022, Raiatea worked at Fern Expo / Triumph Expo and CORT Party Rental. She serves as the vice president and fundraising committee chairperson on the board of the Frank Wagner Elementary PTO in Monroe, WA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Kaimanu Chin Hidano is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at WSECU Investment Management from 2020 to 2024. He also has a decade of experience with Washington State Employees 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,900 investment adviser representatives.

Nanda Kishore is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Edward Jones in 2010. Kishore holds Series 63, Series 65, and Series 66 designations. 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 searches, and customized performance reporting through a non-discretionary advisory program.

Jessica Pavish is a financial advisor with Edward Jones in Everett, WA, holding Series 63 and Series 65 credentials and 40 years of industry experience. She has been with Edward Jones for 22 years since 2004. Outside of her advisory role, she serves on the boards of the Bainbridge Island Museum of Art and the Port Townsend Film Festival, contributing to the governance and programming of these organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

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.

Jonathan Edmonds is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Edmonds serves as a board member of the Good Samaritan Foundation, participating in meetings and fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.

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.

Robert Ahrendt is a financial advisor with LPL Financial based in Redmond, WA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at MassMutual, MetLife Securities, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Shannon III is a CFP® professional with 27 years of experience at Edward Jones. He holds Series 63 and 66 licenses and is based in Bothell, WA. In addition to his advisory role, he teaches continuing education classes part-time at Cascadia Community College and conducts budgeting classes at the University of Washington Bothell. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.