Taylor Sporcic is a financial advisor at Edward Jones in Issaquah, WA, holding the ChFC® and Series 66 designations with seven years at Edward Jones and a total of four years of industry experience. Prior to joining Edward Jones, he worked at Auburn License Agency and Gosney Motor Parts Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network.

Brandon Roberts is a financial advisor with Mass Mutual Investors Services in Snoqualmie, WA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2001. Outside of his advisory role, he is also a licensed agent involved in life, health, disability income, and long-term care insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational services, utilizing firm-approved analytical tools to develop collaborative, written financial recommendations.

Jason Hewett is a financial advisor with Cetera and holds the Series 66 designation. He has seven years of industry experience, including prior roles at Voya Financial Advisors and Cetera Wealth Services. Hewett is also an independent insurance agent and owns an expense management business, PlanningPoint, LLC. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Adam Bishop is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor, Axa Advisors. Outside of finance, he is involved in music as a band member, manager, promoter, and songwriter. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Jason Collins is a Series 66 licensed financial advisor with 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012, and previously worked at Chase Investment Services, Morgan Stanley, and Merrill. Outside of his advisory role, he is associated with JNCM Properties LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative asset-allocation approach combined with centralized due diligence. The firm integrates an ESG eligibility framework and offers non-discretionary services with final decision-making authority retained by clients.

Karri Bruntz is a financial advisor with Edward Jones in North Bend, WA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she serves as an agent for several LLCs related to Edward Jones joint ventures and other business entities. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Yuchi Arnold is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. Prior to joining J.P. Morgan in 2025, Arnold worked at Merrill and Bank of America, among other firms. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Rodney Tameno is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding a Series 66 designation and six years of industry experience. His career includes roles at Wells Fargo Clearing and National Securities Corporation, with nearly a decade at VFinance Investments. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to deliver customized recommendations, integrating advisory services with other financial products and referral channels.

Stuart Ardissono is a CFP® and Series 66-licensed advisor with Raymond James Financial in Issaquah, Washington. He has three years of industry experience, including prior roles at Industrial Scientific and the University of Washington, and served in the U.S. Navy for five years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs for municipal and public finance clients.

Brody Kunz is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1994. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

Jasmine Barker is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for 10 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Jingwei Zang is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, HSBC, New York Life, and American National. 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 clients including individuals, high-net-worth investors, and charitable organizations.

Michael J. Hammar is a financial advisor with UBS Financial Services in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jeffrey Loomans is a financial advisor with Ameriprise in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He worked at Verde Capital Management, Inc. for seven years prior to joining Ameriprise, where he has been since 2020. Loomans is also co-owner of Steller Wealth Planning LLC, managing an advisory business outside of his Ameriprise role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning focused on dependable income sources and adaptive withdrawal strategies.

Autumn Zarkos is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior experience includes roles at Fidelity Investments and Seattle Pacific University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Hansen is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 credentials. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its platform.

Nicholas Champagne is a financial advisor with LPL Financial in Issaquah, WA, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, Edward Jones Investment, and AT&T Mobility. 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, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and diverse investment strategies.

Jon Roelofs is a CFP® professional with 20 years of experience in the financial industry, all with Edward Jones since 2006. He holds a Series 66 designation and is based in Maple Valley, WA. Outside of Edward Jones, he has a financial investing and planning activity registered in St. Louis, MO, though he holds no active responsibilities in that role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Thomas Barrett is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2018 and previously at Edward Jones from 2014 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering non-discretionary wealth advisory services supported by an in-house manager solutions team and a centralized due diligence framework.

Robert Hamilton is a financial advisor with LPL Financial in Sammamish, WA, holding Series 63 and Series 65 credentials and over 43 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Voya Financial Advisors, Voya Financial Partners, and Cetera Wealth Services. He serves as a trustee and co-trustee for several family trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.