David Piscitelli is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Washington Energy Services for eleven years in sales. Outside of finance, he is a co-owner of Kinsey Meredith Photography, a photography business based in Woodinville, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, including managed accounts and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Matthew Arnold is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A., as well as extended experience outside the financial sector at Metrohm USA, Inc. and GERSTEL, Inc. He spent 15 years affiliated with the University of Southern California. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ionut Cosmin Gubavu is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, Allianz Group, and NN Investment Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Thomas Mclaurin is a financial advisor with Cambridge Investment Research Advisors in Woodinville, WA, holding Series 63 and Series 66 designations and 27 years of industry experience. He previously worked at Cetera Advisors LLC for eight years and has operated Evergreen Financial Management since 1999 as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various custody platforms and proprietary as well as third-party model strategies.

Richard Carton is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Logan Smith is a Series 66-licensed financial advisor with Edward Jones, based in Woodinville, WA, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Alaska USA FCU for one year. 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 manages approximately $1.01 trillion in assets and offers a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Loretta Carton is a financial advisor at Edward Jones with over 22 years at the firm and six years of industry experience. She holds the Series 66 designation and is based in Lake Stevens, Washington. 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 and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Irina Burova is a financial advisor at Charles Schwab in Redmond, WA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Deutsche Bank AG and Equitable Advisors. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by strategic asset allocation models and due diligence on alternative investments.

Grace Cronin is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior experience includes roles at Stevens, Sloan & Shah and Baird. She also worked in education at California State University Monterey Bay for three years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and financial planning services. The firm’s client model includes both non-discretionary advice and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Tzeyan Chan is a CFP® and Series 66 credentialed financial advisor with four years of industry experience. Currently affiliated with Charles Schwab in Redmond, WA, Chan has worked with Charles Schwab and Charles Schwab Bank since 2021. Prior to that, Chan was employed at SALAL Credit Union and GCL New Energy Holdings Ltd. Chan also manages a rental property as a landlord. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Brian Carlin is a CFP® professional with 18 years of industry experience, currently affiliated with Fidelity. His previous roles include positions at Morgan Stanley, E*TRADE Capital Management, TD Ameritrade, and Waddell & Reed. Outside of finance, he is a co-founder of Cascadia Dread, where he contributes to film production, social media, and writing, and he also works part-time as an actor. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Gregory Knott is a financial advisor at Edward Jones in Snohomish, WA, with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Thrivent Financial and COUNTRY FINANCIAL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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.

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.

Forrest Vicars is a Series 66-licensed financial advisor with Merrill, based in Woodinville, WA, and has two years of industry experience. His prior work includes roles at Edward Jones and Bank of America. He has worked in diverse sectors, including manufacturing and technology, with eight years at Mount Baker Mining and Metals and three years at Glowforge. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Sydney Henny is a financial advisor with Charles Schwab in Redmond, WA, holding the Series 63 and Series 65 designations and having eight years of industry experience. Prior to joining Schwab, Henny worked at TD Ameritrade Inc. for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by centralized custody and operational infrastructure.

Douglas Shaw is a financial advisor with Merrill in Snohomish, Washington, holding a Series 66 credential and nine years of industry experience. He has worked at Merrill since 2017 and concurrently at Bank of America, N.A. since 2018. Outside of his advisory role, Shaw serves as a board member for Housing Hope, a charitable organization focused on supporting motivated homeless families, and works part-time as a delivery driver for Uber Eats. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charities.

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.