Valerie Jasper is a financial advisor with Edward Jones in Enumclaw, WA. She holds the Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. 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 a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Douglas Esterly is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones for nine years. 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 financial planning and asset management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Michele Montoya is a Series 66-licensed financial advisor with Edward Jones in Bonney Lake, WA, and has 10 years of experience at the firm. She has worked exclusively with Edward Jones since 2016. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Deborah Gregory is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. She previously worked at Edward Jones for 15 years before joining Raymond James in 2025. Outside of her advisory role, she is the CEO and President of DG Financial LLC, a support company based in Puyallup, WA. 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, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports various advisory programs, including municipal and public finance consulting.

Sean Donahue is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. He previously worked at Edward Jones for seven years before joining Raymond James in 2023. Outside of his advisory role, he assists with an Amazon Influencer account in collaboration with his wife. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary investment consulting and supports institutional portfolio management across a large advisor network.

Rickey Simpson is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Fidelity Investments since 2025 and Fidelity Brokerage Services LLC since 2019. Prior to joining Fidelity, he held multiple roles at First Command Financial Planning, Inc. from 2016 to 2019. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic methods to construct model portfolios across mutual funds, ETFs, and ETPs.

Brent Wells is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2020 and previously from 2008 to 2014. His prior experience includes roles at KMS Financial, Independent Financial Group LLC, and TD Ameritrade, Inc. 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, and access to third-party asset managers, supporting a broad spectrum of investment strategies.

Taylor Rodarte is a financial advisor at Edward Jones in Orting, WA, holding a Series 66 license with four years of experience at the firm. His prior work experience includes roles at Club Wealth LLC and Kent Licensing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jayson Grauman is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, Bank of America N.A., and Merrill. 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 and includes an ESG eligibility framework.

Andrew Brown is a financial advisor at Edward Jones in Puyallup, WA, holding Series 63 and Series 66 licenses with 20 years of industry experience. Prior to joining Edward Jones in 2018, he worked at UAT Resources, LLC from 2016 to 2018. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Hardy is a Certified Financial Planner (CFP®) with 29 years of experience at Edward D. Jones & Co., L.P., where he has worked since 1997. He holds Series 63 and Series 66 licenses and is based in Sumner, Washington. 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 options through a nationwide network of financial advisors and branch offices.

Aghil Masoun is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Bank of America since 2025. Prior to that, he was with Merrill from 2016. 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. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Mark Delyea is a financial advisor at Edward Jones in Bonney Lake, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at several companies across various sectors, including Frontier Door & Cabinet and Woodgrain. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,700 financial advisors nationwide. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carl Hessel IV is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America, Merrill, Allstate Insurance, and Nampa Insurance Inc. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Artell Whitaker III is a financial advisor at Edward Jones with 8 years of industry experience. He holds the ChFC® designation and the Series 66 license. Before joining Edward Jones in 2017, he worked at Family Christian Stores for three 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 nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Bruce is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he owns and operates Fuimus21 LLC, a property management business based in Puyallup, WA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Scott Hurst is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Securities America Advisors, Securities America Inc, and National Planning Corporation. Outside of advisory services, he is involved in tax preparation and accounting through his own firm, Scott P. Hurst & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and extensive operational resources.

Diane La Marr is a financial advisor at Edward Jones with 38 years of industry experience. She holds the CFP® and Series 63 designations and has been with Edward Jones since 1996. Outside of her advisory role, she is involved as a partner and member in several rental property LLCs in different states. 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 nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Renee Harris Christian is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. The firm is a full-service wealth management company serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the United States.

Wesley Pond is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential. He began his advisory career in 2026 after serving ten years in the United States Marine Corps. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers a range of account platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.