James Lee is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative at the same company from 2023 to 2024. His professional journey reflects a focus on financial consultancy within Fidelity Investments. Originally intending to pursue a career in medicine, James shifted his focus to financial wellness after recognizing the significant impact thoughtful financial planning can have on individuals and their families. He is dedicated to empowering clients to make informed financial decisions and to build confidence in their financial futures. Outside of his professional work, James has interests in fitness, football, golf, snowboarding, and volunteering.

Esther Shin is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. She has previously worked at Bank of America for 25 years. Outside of her advisory role, she is a co-owner of a family rental property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Thomas Conway is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at D.A. Davidson & Co. and Commonwealth Financial Network. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a wide range of portfolio management styles and affiliated research.

Hari Gonzalez is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding the Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Bank. J.P. Morgan Securities LLC 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.

Patricia Perez is a Series 66-registered financial advisor with Edward Jones in Bainbridge Island, Washington, and has 12 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

David Johnson is a CFP® and ChFC® with 25 years of industry experience. He has been with Edward Jones in Bellevue, WA since 2000. Outside of his advisory role, he co-owns a commercial rental property in Bellevue. 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, managing approximately $1.01 trillion in assets through a national network of more than 23,000 advisors.

Dawn Williams is a financial advisor at Ameriprise with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2009. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Allison Merritt is a financial advisor with Wells Fargo Clearing in Edmonds, WA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo, she worked at ClickBank and FiGPiN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by extensive research and analytics.

John Coeuille is a financial advisor with Edward Jones in Bellevue, WA, holding Series 63, Series 65, and Series 66 licenses and 22 years of industry experience. He has worked at Edward Jones since 2017, with prior roles at CUSO Financial Services and Prudential Investment Management Services. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Shawn Contento is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 23 years. Outside of his advisory role, he participates in fundraising activities as a member of ESA/Omicron, a club supporting St. Jude’s Hospital, multiple sclerosis causes, and military families during the holiday season. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools like asset-allocation models and automated rebalancing to manage portfolios across a range of investment types.

Cherise Briggs Hand is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Before joining Equitable Advisors in 2025, she held various roles primarily outside the financial sector, including positions in hospitality and as a yoga instructor. She continues to work as a yoga instructor at multiple locations, including YogaSix Mercer Island and YogaSix West Seattle. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a delivery model that emphasizes LPL-sponsored solutions and endorsed third-party managers.

Rachel Knight is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with the Evergreenhealth Foundation and Residence XII Foundation. She serves as Secretary on the board of the Sundance Glen HOA, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, including financial planning and retirement plan consulting, with discretionary and non-discretionary management supported by various research and investment strategies.

Aileen Krohn is a financial advisor with LPL Financial based in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She previously worked at Kms Financial Services, Inc. for 29 years and has been affiliated with Macaulay & Associates LLC for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Valerie Rivas is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked in multiple roles within J.P. Morgan entities since 2017. Prior to her financial services career, she was involved with Cactus Catering Company LLC for four years. 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 its Wealth Advisors. The firm operates on a non-discretionary basis, combining institutional advisory expertise with brokerage and investment management capabilities.

Karin Blakley is a financial advisor at LPL Financial with 21 years of industry experience. She holds the Series 66 designation and has worked with firms including Waddell & Reed and various insurance carriers. Blakley serves as a Newcastle City Council member and is involved with Calliope Holdings LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Chad Garr is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he holds a 50% ownership in KIOKE LLC, a company involved with farmland leased for grazing and farming. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Klippert is a financial advisor with Thrivent Investment Management in Mill Creek, WA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His work history includes positions at Thrivent Financial and Fidelity Investments, as well as involvement with nonprofit and educational organizations such as Trevecca Nazarene University and Anthem Coffee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers services both as one-time and ongoing engagements and integrates planning with managed-account programs under a consolidated billing system called WealthPlan.

Beau Voutour is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at QBSI-Xerox for eleven years. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Shuzhen Xu is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation. Xu has over eight years of experience in banking and financial services, with prior roles at Cathay Bank, ICBC USA, N.A., and East West Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Brien Houston is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at PitchBook Data for three years and has held roles in various other companies. Outside of finance, he volunteers as an assistant coach for youth soccer and wrestling programs and serves as CEO of the MBA Student Association at the University of Washington Bothell. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.