Tyler Schroeder is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His background includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and FareStart. Outside of finance, he has experience working in the restaurant and delivery industries. 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 a client relationship model that combines primarily non-discretionary advisory services with access to discretionary separately managed accounts and provides integrated brokerage, custody, and alternative investment services.

John Call is a financial advisor at Edward Jones in Lynnwood, WA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Daniel Sullivan is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wedbush Morgan Securities Inc., JPMorgan Chase Bank NA, J.P. Morgan Securities, and AllianceBernstein L.P. Daniel is based in Clydehill, WA. 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 portfolio programs, third-party asset management, retirement advice, and institutional platforms.

Adam Datko is a financial advisor at Edward Jones with six years of industry experience. He has held his current role since 2019 and previously worked for nine years at A & A Health Systems. He holds a Series 66 designation. 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 provides both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a trust company.

Alexander Gray is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Alliance Wealth Management and Hornor, Townsend and Kent, Inc. Gray is also involved in the insurance sector, acting as an agent in life and disability insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm provides a range of advisory and brokerage services with a model-based investment approach and a platform that supports multiple strategies, third-party managers, and proprietary investment models.

Adam Johnson is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked with multiple affiliated entities since 2017. Johnson also serves in a support role at Addison Avenue Investment Services, providing operations and sales assistance to financial advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a range of analytical tools for tailored, non-discretionary planning and supports both individual and institutional clients through its extensive advisor network.

James Hoy is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Russell Investments from 2010 to 2024. He is also a member of Professional Networking Association Northwest, a networking group based in Shoreline, WA. Edward Jones is a wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. 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.

Andrea Moran is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her career includes prior roles at UBS Financial Services and several insurance agencies. She operates under multiple business names related to her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of advisors utilizing a range of investment strategies, supported by proprietary research and technology tools.

Daniel Carroll is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Salesforce, Seattle Mariners, and Capital One. He also has a background in teaching at the University of Washington and Seattle Pacific University. 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, operating under a fiduciary standard.

Ross Snyer is a CFP® professional with 23 years of industry experience, currently serving at LPL Financial since 2002. He is based in Seattle, WA. His outside activities include involvement with One Oak Wealth Management, an entity related to his work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives.

Jonathan Bever is a financial professional at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2017, including prior roles at Oppenheimer. He is also an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Rachel Sjavik is a CFP® certificant and Series 66 license holder with three years of industry experience. She is currently with Edward Jones in Woodinville, WA, having also worked there previously from 2011 to 2023. Her prior work includes roles at Rachel Armstrong Notary, Amazon, and HBG Tax Services. Outside of her advisory role, she is a distributor for DoTerra oils, primarily for personal use discounts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices.

Stephanie Larsen is a financial advisor with Primerica Advisors in Lynnwood, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include work with PFS Investments Inc. and Primerica Financial Services since 2007. She is also involved in supporting women business owners in Seattle, serving as President Elect and President of a related nonprofit organization. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies managed by third parties and supported by custodial and execution platforms.

Andrea Singleton is a CFP®-certified financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is a director of STM Enterprises Inc., a business she manages in Seattle. Ameriprise specializes in retirement-income planning for clients with substantial investable assets, offering tailored, algorithm-supported recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Rodney Seifert is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Edward Jones for multiple periods totaling six years, including his current tenure since 2021 in Edmonds, WA. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Smith is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Addison Avenue Investment Services, First Tech Federal Credit Union, and Capital One. 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, pension plans, 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 affiliation with a municipal advisor.

Patrick Elliott is a financial advisor with RBC Capital Markets in Bainbridge Island, WA, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with RBC Capital Markets since 2008 and concurrently with City National Bank since 2016. Outside of advising, Elliott has involvement in building development and property management related to family real estate holdings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, employing a tailored investment approach using both in-house and third-party managers.

Zackary Ahyat is a financial advisor at OSAIC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Outside of his advisory role, he is also an insurance agent affiliated with Pacific Capital Resource Group and F-Squared, focusing on life, disability, and long-term care insurance. OSAIC Wealth serves a wide range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting strategies such as Unified Managed Accounts and third-party money manager programs.

Nikhila Vakulabaranam is a financial advisor at Cambridge Investment Research Advisors with a Series 66 credential and one year of industry experience. Her previous roles include positions at Newrizons Federal Credit Union, Seattle University, Arcesium India Private Limited, Goldman Sachs Services Private Limited, and Amazon Development Centre India. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals. The firm provides both discretionary and non-discretionary management with access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

James Patton is a financial advisor with Edward Jones in Kingston, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at O'Reilly Auto Parts from 2015 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and 15,100 branch offices nationwide. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.