Dustin Meade is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, Robinhood, and TD Ameritrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Heather Hughey is a financial advisor at Edward Jones in Lake Stevens, WA, with three years of industry experience. She holds the Series 66 designation and previously worked at SanMar Corp for seven years. 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 through a network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Keith Haller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He previously worked for Edward D. Jones & Co., L.P. for 25 years prior to joining Raymond James. Outside of advising, he is involved with private investment activities through Amason Corporation and has a partnership interest in Calmont Properties LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, supporting implementation through advisory programs and maintaining specialized municipal and SIMPLE IRA consulting services.

Priscilla Braden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked in retail and education roles, including positions at Home Depot and Dunlap School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ryan Fleming is a CFP®, ChFC®, and Series 66-registered advisor with 25 years of industry experience. He has worked at OSAIC since 2020 and previously spent 19 years at Hornor Townsend & Kent Inc. Outside of his advisory work, he serves as a play clock operator for NFL games. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale and complex affiliate network.

Robin Lin is a financial advisor with Lin & Company, LLC in Kirkland, WA, holding a Series 66 designation and with 21 years of industry experience. He has operated under Tanji Group, LLC doing business as Lin & Co since 2012. Lin & Company, LLC is an independent firm serving clients with personalized financial advisory services.

Irene Dabanian is the sole advisor at IJD Evergreen Financial Services LLC, an independent firm based in Shoreline, WA. She holds a Series 65 credential and has 19 years of industry experience, having led her firm since 2003. IJD Evergreen Financial Services serves a small client base of 17 clients, providing advisory and consulting services without offering portfolio management. The firm operates through non-discretionary engagements, delivering client-specific advice rather than managing portfolios or using an assets-under-management fee model.

Joel Hussey is a financial advisor at Truvista Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truvista Advisors since 2023. Prior to his current role, he was employed at Tempered Networks for eight years and has owned Tailwind Capital Partners, Inc., a company that sources and remarkets commercial aircraft, since 2007. Truvista Advisors LLC is a small, supported firm with two advisors.

David Giannini is a financial advisor at Truvista Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Private Asset Management, Inc. for 10 years before joining his current firm. Truvista Advisors LLC is a small advisory firm based in Redmond, WA, focused on providing personalized financial services.

Lance Best is a financial advisor with XYPN Sapphire in Monroe, WA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Co. for ten years before joining Best Investment Group, LLC and XYPN Sapphire. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach grounded in Modern Portfolio Theory, offering tailored advisor plans, third-party subadvisors, and a pilot digital-asset management program.