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Dustin M

Series 63, Series 66

Seattle, WA

Edward Jones

Dustin Meade is a financial advisor at Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Edward Jones, he worked at Bank of America, Merrill, Robinhood, and TD Ameritrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive LGBTQIA Young Professionals
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Heather H

Series 66

Lake Stevens, WA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Keith H

Series 63, Series 66

Kirkland, WA

Raymond James Financial

Keith Haller is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kirkland, WA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He previously spent 25 years with Edward D. Jones & Co., L.P. Outside of advising, he is involved with private land ownership through Amason Corporation. 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 various advisory programs while maintaining a notable affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Priscilla B

Series 66

Seattle, WA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryan F

CFP®, ChFC®, Series 66

Kirkland, WA

OSAIC

Ryan Fleming is a financial advisor with Osaic Wealth, Inc. based in Kirkland, WA. He holds the CFP® and ChFC® designations along with a Series 66 license and has 25 years of industry experience. Prior to joining Osaic in 2020, Fleming spent 19 years at Hornor Townsend & Kent Inc. and has been associated with Pacific Capital since 2001. Outside of advising, he serves as a play clock operator for NFL games and is a partner in an insurance sales and service firm. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of advisors and advisory platforms. The firm offers a wide range of integrated brokerage and advisory services, leveraging asset-allocation tools and third-party solutions to manage portfolios containing various asset types on discretionary or non-discretionary terms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Robin L

Series 66

Kirkland, WA

Lin & Company, LLC

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.

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Irene D

Series 65

Shoreline, WA

IJD Evergreen Financial Services LLC

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.

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Robert M

CFP®, Series 63, Series 65

Everett, WA

Rainier Wealth Management LLC

Robert Martin is a CFP® professional with 32 years of experience in financial advising. He has been with Rainier Wealth Management LLC since 2012 and also maintains an affiliation with LPL Financial, LLC. Martin serves as president and chief compliance officer at Rainier Wealth Management, where he dedicates full time to providing investment advisory services. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by offering portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis with various investment strategies, managing accounts on a discretionary basis and providing business-focused financial planning.

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Joel H

Series 63, Series 65

Redmond, WA

Truvista Advisors LLC

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.

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David G

Series 63, Series 65

Redmond, WA

Truvista Advisors LLC

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.

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Chad H

Series 63, Series 65

Everett, WA

Rainier Wealth Management LLC

Chad Hedzik is a financial advisor at Rainier Wealth Management LLC in Everett, WA, with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Rainier Wealth Management and LPL Financial since 2014. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by providing portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental analysis, technical/charting, and cyclical methods across various investment strategies, with a focus on both individual and business financial planning.

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