Georgia Daly is a financial advisor at Edelman Financial Engines in Kirkland, WA, holding a Series 65 designation. She joined Edelman Financial Engines in 2026 and has prior experience running Sunshine Coffee LLC. Daly also has a background in agriculture, having worked at Copper Ridge Farm and Wildwood Ranch. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios and long-term strategies.

Tina Sharick is a financial advisor at Edward Jones in Bothell, WA, with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to her career in financial advising, she was employed at Chick-fil-A and Wagly Pet Campus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Jonathon Johns is a CFP® professional with over 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. His outside activities include managing rental properties in Seattle through property managers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Gregory Lednicky is a financial advisor at Raymond James Financial in Seattle, WA, with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2019. Prior to this, he worked at CETERA Advisor Networks LLC and was involved with Waterways Cruises and the Rainier Club. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains distinctive services such as municipal advisory capabilities and a SIMPLE IRA Employer Advisory & Consulting Services program.

Maria Eickelmann is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and Capital Partners Group. Outside of finance, she is involved in a sole proprietorship related to arts and crafts, where she sells displayed butterflies at local farmers markets on weekends. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice and investment manager searches. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within a non-discretionary program where clients retain final decision-making authority.

Ashley Baerwaldt is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of industry experience. She has worked at City National Bank and RBC Capital Markets, and previously held roles in educational and nonprofit organizations. Ashley serves as a committee member of The Junior League of Seattle and is on the board of directors for the West Seattle Food Bank. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning, leveraging both in-house and third-party investment resources.

Michael McMurray is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Edmonds, WA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has operated McMurray Group Inc., an S corporation supporting his advisory business operations, since 2014. Raymond James Financial Services Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm provides tailored, non-discretionary financial planning and investment consulting using risk profiling and analytical modeling, supporting implementation through advisory programs or external providers.

David Steininger is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and provides a tiered wrap-fee structure rather than fixed fees.

Eric Madison is a Series 66-licensed financial advisor with Morgan Stanley in Kirkland, WA, with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment services, including financial planning and estate strategies.

Stephanie Cumming is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, Stephanie is an author of the book *Go Fund You* and participates as an assistant instructor in avalanche safety. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Kirk Balin is a ChFC®-credentialed financial advisor with 23 years of industry experience, currently serving clients through LPL Financial in Seattle, WA. His career includes roles at Gateway Wealth Partners, LLC, Householder Group, and Collier. Since 2025, he has also provided advisory services through Gateway Wealth Partners, an independent registered investment adviser. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and retirement services to individuals, institutions, and plan participants. The firm supports a broad network of advisors who use a mix of proprietary models, third-party subadvisors, and customized strategies.

Harald Kohl is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. 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, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Julie Evans is a financial advisor at Raymond James & Associates with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank NA, and RBC Capital Markets. She is based in Bainbridge Island, WA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and consulting services with a focus on non-discretionary implementation.

John Ochsner is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and various insurance companies prior to joining LPL Financial. Outside of his advisory role, he is involved with Platinum Advisory Group, LLC, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Eric Wilson is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MUFG UnionBank and Key Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, with offerings that may include ESG considerations.

Juliana Van Buskirk is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. 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 strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Scott Settle is a financial advisor with Raymond James & Associates in Kirkland, WA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Raymond James & Associates is a large 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Olivia Ragusa is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, N.A., Dicks Sporting Goods, North Shore Community College, and PartyCity. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Crabb is a CFP® professional with 36 years of industry experience and has been with Edward Jones in Seattle, WA since 2000. He holds Series 63, 65, and 66 licenses. Outside of his advisory role, he serves on the membership committee of a local business networking group, where he screens new members and helps resolve issues within the network. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Timothy Vediz is a CFA® charterholder and holds Series 65 and Series 63 licenses, with 15 years of industry experience. He is currently with Morgan Stanley in Kirkland, WA, where he has worked since 2017 across the Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. His prior experience includes roles at Bank of America, Merrill, and D.A. Davidson & Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm uses structured planning tools, including Monte Carlo simulations and Secular Return Estimates, while generally acting in an advisory capacity for client financial plans.