Rakesh Chopra is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and Merrill. Outside of his advisory role, he serves as an advisory board member for the Salvation Army Tacoma and works as a casual longshore worker at the Port of Tacoma. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services supported by research and technology, including both discretionary and non-discretionary portfolio management.

Bradey Day is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Hurley Engineering Company for two years and TRC Companies for seven years. 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 offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Steven Voiland is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 25 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2001. Outside of his advisory role, he has ownership in Voiterra LLC, a real estate and commercial property business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning without discretionary investment authority.

Caryn Johnson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

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 with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience, including seven years at Edward Jones prior to joining Raymond James in 2023. Outside of his advisory role, he is involved with an Amazon Influencer account managed alongside his wife. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and consulting, employing risk profiling and modeling tools to support client goals.

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.

Gregory Dobbs is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He hosts team trivia fundraising events for nonprofits and works as a mountain host at Crystal Mountain Resort during the ski season. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving individual and institutional clients with a wide range of advisory programs and affiliated investment capabilities.

Mitch Hamilton is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 credential and has worked at CUSO Financial Services and Cetera Wealth Services. Outside of his advisory role, he coaches middle school basketball for the Dieringer School District. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Mark Greynerovich is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Pruco Securities LLC, and self-employment, as well as a 14-year career in public education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a variety of discretionary and non-discretionary strategies alongside affiliated mutual funds and other services.

Lucas Ladd is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously held roles at Sunamerica Retirement Markets, Inc. and AIG Capital Services, Inc. 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 programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Cormac Carroll is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for six years at Auto Destination and two years at Sunset Ford. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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 with J.P. Morgan Securities in Enumclaw, WA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America N.A. and Merrill. 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. The firm delivers these advisory services alongside brokerage, distribution, and investment management capabilities.

Shawn Fowler is a financial advisor with Edward Jones in Auburn, WA, holding Series 63 and Series 65 designations and possessing 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies 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.

Scott Hurst is a financial advisor with LPL Financial in Sumner, WA, holding the CFP® designation and Series 63 license, with 34 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Securities America Advisors and Securities America Inc from 2013 to 2018. In addition to his advisory work, he is involved in tax preparation and accounting through Scott P. Hurst & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and integrating research from multiple sources.