Berhanu Mekonnen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Amazon.com, Bank of America, Merrill, and Wyndham Destinations. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Lazar Vukcevic is a financial advisor with Fidelity Investments based in Redmond, WA. He holds a Series 66 designation and has four years of industry experience. His prior roles include two years at Edward Jones and a year at DoorDash, along with earlier experience in economic tutoring. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, managing a range of funds and model portfolios using systematic, long-term asset allocation strategies.

Cesar Ruiz Calvillo is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Amazon, Bank of America/Merrill Lynch, and Northwestern Mutual. 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 a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Mark Sterley is a CFP® professional with 20 years of experience in the financial services industry. He has worked at OSAIC since 2020 and previously held roles with Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Ameritas Investment Company, LLC, and Securian Financial Services, Inc. Sterley serves on the Northwest University Alumni Board and holds leadership roles in professional and nonprofit organizations, including youth soccer coaching and board membership with the Fellowship of Christian Athletes. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a network of affiliated advisors. The firm utilizes a variety of asset-allocation tools and third-party platforms to provide customized portfolio management, accommodating both discretionary and non-discretionary accounts.

Eileen Stenhoff is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Bradley Jackson is a CFP® professional affiliated with Cetera, based in Bothell, WA, with 20 years of industry experience. His prior roles include positions at Avantax Investment Services, Pacific Crest Financial Services, and 1st Global Advisors. He owns Pacific Crest Financial Services LLC, where he provides financial planning and advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and consulting across various program structures and investment strategies.

Mary Van Moppes is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Ameriprise Financial and Oppenheimer. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Logan Smith is a Series 66-licensed financial advisor with Edward Jones, based in Woodinville, WA, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Alaska USA FCU for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Leeann Huggins is a financial advisor with Raymond James & Associates in Kirkland, WA, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including prior roles at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates 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 customized financial planning and advisory services through various portfolio management styles and affiliated research resources.

Lorilee Wells is a financial advisor with LPL Financial in Bothell, WA, holding a Series 66 designation and 24 years of industry experience. She has worked with both LPL Financial and the Boeing Employee Credit Union since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Loretta Carton is a financial advisor at Edward Jones with over 22 years at the firm and six years of industry experience. She holds the Series 66 designation and is based in Lake Stevens, Washington. 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 strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Brian Estocapio is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been affiliated with Wm Financial Services, Inc. since 2001. 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, distribution, and investment management capabilities.

Ionut Gusu is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Bank of America, Merrill, Compound Interest Investing LLC, and Apple American LLC. Outside of his advisory role, he is a partner in Avia Pervia SRL, where he is involved in bookkeeping and budgeting. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering tailored financial planning and consulting with a range of portfolio management styles.

Irina Bolotin is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with LPL Financial and Washington State Employees Credit Union since 2010. Outside of her advisory work, Bolotin serves as a substitute and regular yoga instructor at several local yoga studios. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including 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, advisory programs, retirement consulting, and brokerage services featuring discretionary and non-discretionary management supported by research, third-party subadvisors, and advanced technologies.

Christina Becker is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Raymond James since 2017 and previously spent five years with TIAA/TIAA-CREF. Raymond James & Associates 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 and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Jasen Biro Suvanapraphai is a financial advisor with Edward Jones in Seattle, WA, holding a CFP® designation along with Series 63 and 66 licenses. He has 26 years of industry experience and has been with Edward Jones since 1999. He serves as a board member of WE Trust Company, participating in quarterly meetings to review business development and financials. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branches, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Lydia Barker is a financial advisor at UBS Financial Services with Series 66 credentials. She has three years of industry experience, including prior roles at Lakeview Dental Clinic, Nordstrom, and Espresso Avenue. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances.

Peter Oh is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2010. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jason Hensrude is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he owned and operated J.R. Hensrude Tax & Accounting for ten years. He also retains ownership of that tax and accounting business, primarily collecting payments from the sale of its client book. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by an extensive nationwide network of advisors and branch offices.

Scott Kelly is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including prior roles at Wells Fargo Clearing and Waddell & Reed. Outside of his advisory work, he serves as president of a local Business Network International chapter and co-presents on faith and finances through Generosity University at Compass City Church. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and has a municipal advisor affiliation that supports its public finance services.