Jason Clark is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he collaborates closely with clients to develop personalized financial plans tailored to their specific goals. He emphasizes building trust and dependability as the foundation of his client relationships. Jason holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, he has interests in concerts, cooking and baking, golf, parenthood, snowboarding, and traveling.

James Oneil is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with RBC Capital Markets since 2008. In addition to his advisory work, he writes a biweekly investment article for The Hearld, a small private daily newspaper, a role he has held since 1996. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Christopher Johnson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Equitable Advisors in Bellevue, WA. His work history includes positions at Seattle Public Schools, Oregon State University, and FirePro LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment programs and managers.

Laura Jones is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 66 licenses and 39 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2010 and has been with Key Investment Services since 2009. Outside of her advisory role, she is involved in managing a private beach property rental jointly owned with her husband. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicole Hansen is a financial advisor at Stifel with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2013. Outside of her advisory role, she serves as a board member of the Falcon Athletic Booster Club, supporting fundraising efforts for the Boys Golf Program at Woodinville High School. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Adam Bishop is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor, Axa Advisors. Outside of finance, he is involved in music as a band member, manager, promoter, and songwriter. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Eveline Tien is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she serves as a primary point of contact for Private Wealth Management clients and their families. She focuses on delivering personalized service and support, facilitating conversations around wealth planning, and building strong client relationships to ensure a seamless experience. Eveline has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, she held positions such as Portfolio Administrator at Pacific Portfolio Consulting and Customer Service Coordinator at Capital One Investing and ING Direct Investing. Outside of her professional work, Eveline has interests in art, board games, camping, family activities, parenthood, and puzzles.

Clement Chiang is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes long tenures at MetLife Securities and Metropolitan Life Insurance Company before joining Ameriprise in 2017. Outside of his advisory role, he manages family-related real estate investment entities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide written, non-discretionary recommendations typically for individuals with significant investable assets. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Aidan Smith is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he has worked since 2019 at Quality Food Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach involves matching clients to program models or discretionary managers, offering a range of investment options through third-party asset managers and its network of Investment Adviser Representatives.

Shea Sullivan is a financial advisor at Morgan Stanley in Kirkland, WA, with three years of industry experience. He holds a Series 66 designation and has previously worked at Eaton Vance Distributors, Inc. and Parametric Portfolio Associates. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

Bradley Knuffke is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and having 25 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm typically uses model-driven investment implementation and offers financial planning, third-party asset manager access, and participation in wrap programs.

Kyle Theodorescu is a financial advisor at Morgan Stanley in Kirkland, WA, with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at J.P. Morgan Securities, Pacific Capital Resource Group, and Penn Mutual Life Insurance Company. His background also includes positions outside finance, such as at Uber and Lyft. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm’s planning process uses structured tools and modeling techniques, with an emphasis on advisory rather than fiduciary responsibility unless separately agreed.

Jordan Karlous is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America NA, Merrill Lynch, and Fisher Investments. 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 large network of financial advisors and branch offices across the United States.

Brett Ferguson is a financial advisor with Ameriprise Financial Services in Renton, WA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Ameriprise since 2013 and is also involved in managing an advisory business through Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and annual retirement-income planning advice. The firm’s approach includes asset allocation guidance, tax-aware withdrawal strategies, and Social Security claiming options, supported by internal research and third-party data.

Parker Gordon is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2024. In this role, he works with clients and their families to prioritize objectives, identify potential unintended consequences, and implement ongoing financial plans that adapt to an ever-changing financial landscape. Parker has been with Fidelity Investments since 2013, holding various roles including Vice President Regional Planning Consultant, Vice President Wealth Planner, Financial Consultant, and Investment Consultant. Prior to joining Fidelity, he gained experience as a Sales Manager at Capital One and held several positions at E*TRADE Financial, including Branch Manager and Assistant Branch Manager. He began his career as a Customer Service Representative at Banc of America Investment Services in 2005. Throughout his career, Parker has focused on comprehensive financial planning that extends beyond investment strategy to encompass broader client goals and planning considerations.

John Leick is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. 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 provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tokiko Uchiyama is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Equitable Advisors since 2009, including time with its predecessor, Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Caleb Hasslinger is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he worked at Country Financial and has held various roles in education and retail. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and a centralized operational structure.

Edward Bradley is a CFP® and ChFC® with 18 years of experience in the financial industry. He is affiliated with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2013. Outside of his advisory role, he is owner and manager of Mainspring Wealth Advisors, LLC, where he oversees employee management, business development, and growth initiatives. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting employing risk profiling and modeling tools, and maintains specialized services in municipal advising and SIMPLE IRA plan consulting.

Hsin Yi Kao is a financial advisor with Merrill, holding a Series 66 designation and based in Renton, WA. Kao has experience with CSOP Asset Management Limited from 2019 to 2024 and has been with Merrill and Bank of America since 2026. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.