Jennifer Brandt is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Columbia Bank and Cetera. Her other business activities include a support role at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jon Gerhardt is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is a partner and owner of a coin-operated laundry facility in Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, encompassing discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Noah Bershatsky is a financial advisor with Edward Jones in Milton, WA, holding Series 63, Series 65, and Series 66 designations and bringing 28 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he runs a photography blog and engages in software reviews related to photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm offers a range of managed strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard and maintaining a large retail advisor and branch presence.

Joseph Berkery Jr. is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Bank of America and Merrill, where he worked for over three decades. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor solutions based on proprietary research and model-based asset allocations.

Kevin Tefft is a financial advisor with Ameriprise in Federal Way, WA, holding a Series 66 designation and 23 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined total of 11 years before joining Ameriprise in 2021. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, with an emphasis on managed accounts and algorithmic support for retirement income recommendations.

Blake Rossman is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on understanding clients' unique financial situations and guiding them towards their financial goals. He emphasizes educating clients to ensure they feel comfortable and confident in their financial decisions. Blake has held several positions in the financial services industry, including Investment Consultant at Fidelity Investments from 2023 to 2024, Financial Solutions Advisor at Merrill Lynch from 2021 to 2023, Investment Solutions Representative at Fidelity Investments in 2021, and Paraplanner at TrueWealth Financial Partners from 2019 to 2021. Outside of his professional work, Blake has personal interests that include boating, camping, motorcycles, photography, and surfing.

Darrell Mc Manus is a CFP® professional with 20 years of experience in the financial industry. He is currently with J.P. Morgan Securities in Seattle, WA, and has previously worked at U.S. Bancorp Investments, U.S. Bank, Bank of America, and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of product types through its security-based swap dealer and futures commission merchant registrations.

Douglas Andrews is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC since 2014. Outside of his advisory role, he is an owner and part partner of Sterling Athletics, a company specializing in customized sporting goods, and serves on the boards of Multicare Good Samaritan Hospital and Asher 360, a nonprofit focused on police active shooter response. RBC Wealth Management, a division of RBC Capital Markets, provides services to individual, institutional, and charitable clients through a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies implemented via a mix of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Scott Cunningham is a financial advisor with Wells Fargo Clearing in University Place, WA, holding Series 63, 65, and 66 designations and 19 years of industry experience. He has worked with Wells Fargo Bank and Wells Fargo Clearing Services since 2020 and previously spent nine years at Key Private Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Shane Walker is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations. He has one year of industry experience, having joined Wells Fargo in 2026. His prior work includes roles at several companies across different sectors, including Excavators Northwest and Higher Self Fitness. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Yi Yu is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Wells Fargo in 2025, Yi Yu worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for nearly a decade. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory approach includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kellen Larsen is a financial advisor with Cetera in Seattle, WA, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include tenure at Northwestern Mutual and MassMutual, among others. He is also engaged in life, fixed annuities, disability, long-term care, and health insurance sales as an insurance broker. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Kevin Reed is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America since 2015. Merrill, along 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Melvin is a financial advisor with Fidelity in Seattle, WA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. His prior roles include positions within various Fidelity entities dating back to 2014 and a year at FIIS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Daniel Mingo is a financial advisor with Wells Fargo Clearing in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Outside of his advisory work, he serves as an executor for his mother’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisors.

Emmanuel Garcia is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Key Investment Services LLC and Global Credit Union, and over two decades at Wells Fargo Bank. Outside of his advisory work, he is involved as an adult representative for a monetized TikTok account related to his son’s soccer activities. 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 large institutional advisory operations with broker-dealer and investment adviser registrations.

Kurt Owen is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he is involved as an instructor with John Mohan Skiing, a ski school based in Redmond, WA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.

Zachary Rosenbloom is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He has spent his entire career with Raymond James Financial Services, Inc., beginning in 1997. Outside of his advisory role, Rosenbloom prepares tax returns and provides tax consulting through his accounting practice and is a partner in a local golf course ownership. Raymond James Financial Services Advisors, Inc. delivers financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm employs non-discretionary planning tailored to client goals and supports its advisory network with technology and specialized municipal advisory services.

James Harding is a CFA® charterholder with 17 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., joining in 2023 after roles at Citigroup and Wells Fargo Advisors. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products, including security-based swaps and futures commission merchant activities.

Trenton Mckendrick is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing since 2025 and has prior experience at Wells Fargo Bank, nA, as well as various roles outside the financial industry. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.