Bradley Wheeler is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience with Linsco/Private Ledger and Philip F Wheeler Limited Partnership. 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.

Thomas Barrett is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2018 and previously at Edward Jones from 2014 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering non-discretionary wealth advisory services supported by an in-house manager solutions team and a centralized due diligence framework.

Kelly Tannhauser is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Kelly worked at the Snohomish Valley Golf Center and the Arena, as well as coaching at the Bellevue Club Swim Team. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Cooney is a financial advisor with Raymond James Financial Services Advisors Inc. in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Raymond James and related firms since 2012 and also maintains roles at First Tech Federal Credit Union and Addison Avenue Investments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports advisory programs and institutional consulting with a focus on technology and municipal finance services.

Kristine Nelson is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation with one year of industry experience. She was self-employed for 15 years prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Ha Tran is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and several real estate and mortgage firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Connor Girard is a Financial Consultant at Fidelity Investments, where he works closely with local clients to assist them in reaching their financial goals through education and planning. His approach focuses on helping clients understand their portfolios and the steps necessary to plan for both short- and long-term objectives. Connor utilizes the tools and resources offered by Fidelity to support his clients effectively. He joined Fidelity Investments in 2023 and has held multiple roles within the company, including Customer Relationship Advocate, Relationship Manager, and Investment Consultant, before assuming his current position. This progression reflects his growing experience and expertise in financial consulting. Outside of his professional responsibilities, Connor enjoys activities such as visiting the beach, camping, attending concerts, hiking, exploring different foods as a foodie, and spending time with pets.

Robert Schultz is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and in real estate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and analytical tools, supports municipal and public-finance work, and has expanded its advisory programs to include SIMPLE IRA Employer Advisory & Consulting Services.

Kyler Kedroske is a financial advisor at OSAIC with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor, Townsend, & Kent, LLC, Penn Mutual Life Insurance Company, and Concordia University Portland. In addition to his advisory role, he is involved as an insurance producer with Pacific Capital Resource Group. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes while supporting multiple advisory platforms and third-party managed-account solutions.

Julian McMahon is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance, Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and evo. Outside of his advisory work, he serves as president of a local networking organization and participates in a financial advisor team specializing in divorce-related financial planning. OSAIC serves a broad client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to manage diversified portfolios across a range of investment vehicles.

Gyuwan Kim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Kim worked at Fisher Investments and has held various roles including involvement with the Washington Student Association and Washington State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its process. The firm serves multiple registered investment companies and offers model portfolios through systematic methodologies and oversight controls.

Sheehan Trippel is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, Trippel worked as a freelance writer starting in 2023 and held positions at the University of Washington and ASTEX Business Services. Outside of advising, Trippel is active as a freelance writer and serves as Co-Executor of a family estate, as well as participating in the Eastside Action Rotary Club. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth, retirement plans, and institutional clients, offering a combination of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and third-party managers, providing both discretionary and non-discretionary investment solutions.

Christy Gatien is a CFP® professional with 28 years of industry experience, currently with Robert W. Baird & Co. since 2026. Prior to joining Baird, she spent 21 years at D.A. Davidson & Co. She is also a sole proprietor of a rental property business in Chelan, WA. She works within The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with ongoing manager selection and research, including the use of artificial intelligence, and manages approximately $394 billion in assets.

Stacy Thornton is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is co-trustee of her father’s family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Larson is a Series 66 licensed financial advisor with Thrivent Investment Management. He joined Thrivent in 2026 and has prior experience working with Pine Creek Group LLC and various roles in retail and agricultural services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option, with a focus on planning rather than portfolio management for institutional clients.

Jason Fay is a financial advisor at Charles Schwab with 21 years of experience in the industry and holds a Series 66 designation. He has worked at Charles Schwab and Charles Schwab Bank since 2007. Outside of his advisory role, he is involved in real estate and property management activities in Washington. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by a centralized operational structure.

Bryant Griffiths is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from the Wells Fargo Investment Institute and third parties with diversification principles and modern portfolio theory in its investment approach.

Jennifer Rogers is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones, she worked at Insight FS, a division of Growmark Inc., and Deere and Company. She holds Series 66 and Series 63 licenses. Edward Jones is a full-service wealth management firm serving 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 and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Brent Schwartz is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior roles include positions in mortgage lending and education. Outside of his advisory work, he coaches junior varsity tennis for both boys and girls teams at Everett High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Kenneth Wang is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. In addition to his advisory role, he is president of KCW Accountancy Corporation, a CPA firm providing accounting and tax services. Cetera is an SEC-registered adviser serving a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a multi-manager platform with diverse program structures.