Jeremy Barrette is a Series 66-licensed financial advisor with LPL Financial, based in Snohomish, WA. He has one year of industry experience and has held prior roles at Wells Fargo and BECU. His background includes service in the United States Army and involvement with the Skagit YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

John Stoeser is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Amani Rahman is a Series 66-licensed financial advisor with Edward Jones in Redmond, WA, bringing six years of industry experience. Prior to joining Edward Jones in 2020, Rahman worked at the Kelley School of Business, Indiana University, and at the World Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jeff Jones is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He has held various roles within Fidelity Investments since 2016, including Investment Consultant, Relationship Manager, Workplace Planning Consultant II, Investment Solutions Representative, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Financial Associate at Thrivent Financial from 2015 to 2016. In his role, Jeff focuses on understanding his clients' goals and concerns to collaboratively design, execute, and monitor financial plans that help them work toward their objectives. His experience spans multiple aspects of financial consulting and investment solutions. Outside of his professional responsibilities, Jeff enjoys camping, hiking, traveling, exploring food, parenthood, and spending time with his pets.

Eric Kinyon is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2019. In this role, he leads and coaches a team of advisors in the Greater Seattle area, focusing on creating an environment that fosters excellent client experiences. Eric's career at Fidelity spans 19 years, during which he has worked with thousands of clients and their families across all stages of their financial lives. Prior to his current role, Eric served in various positions at Fidelity Investments, including VP Branch Office Manager, VP Regional Planning Consultant, VP Senior Account Executive, Financial Planning Consultant, and Financial Representative. In 2019, he also held the position of Lead Financial Advisor at Empirical Wealth Management. Eric's extensive experience encompasses leadership, financial planning, and client relationship management. Outside of his professional work, Eric enjoys boating, family activities, golf, skiing, and traveling.

Lorraine Brown is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked at the University of Nevada, Las Vegas, and spent 17 years at Caesars Entertainment. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Paula Fedirchuk is a financial advisor at Edward Jones with 17 years of industry experience. She holds the CFP® and Series 66 credentials and has been with Edward Jones since 2008. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kameon Thompson is a financial advisor at Stifel with 35 years of industry experience. He holds the Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Christopher Thiel is the Vice President and Branch Leader at Fidelity Investments. In this role, he supports Financial Advisors and their clients in pursuing their financial goals through thoughtful planning interactions. He leads a team committed to providing a high standard of care. Before becoming Branch Leader in 2020, Christopher served as a Regional Planning Consultant at Fidelity Investments from 2016 to 2020. His professional experience centers on supporting financial planning and advisory services. Outside of his professional responsibilities, Christopher enjoys outdoor activities such as biking, camping, canoeing, fishing, hiking, and snowboarding.

Alahna Miranda is a financial advisor with Ameriprise in Mountlake Terrace, WA, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise since 2017, with prior experience at Mountain America Federal Credit Union and Designer Shoe Warehouse. Outside of her advisory role, she serves as Vice President of the University of Utah Alumni Association’s Seattle Chapter and is a member of the Bridgehaven HOA Board. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Patrice Rue is a financial advisor at Robert Baird & Co. with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert Baird since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Samantha Lutz is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. She has held various roles within Raymond James and has experience in client service and associate financial advising. Prior to her advisory career, she worked in diverse positions across the hospitality and service industries. 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services with a non-discretionary approach to client relationships.

Nickolas Richendifer is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2022, he worked at 1st Security Bank and spent several years in full-time education. Outside of his advisory role, he is a partner in a retail and online merchandising business based in Medina, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and broad retail and institutional offerings.

Christopher Rotberg is a CFP®-certified financial advisor with six years of industry experience. He is currently with LPL Financial, having joined in 2023 after previously working at Morgan Stanley and NPV Advisors. Rotberg operates out of Bellevue, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, leveraging both proprietary and third-party portfolios, supported by advanced operational and research tools.

Daniel Cicu is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. His prior experience includes roles at NYLIFE Securities, J.P. Morgan Securities, and Keybank, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Cade Navilio is a Series 66-licensed financial advisor with Equitable Advisors in Bellevue, WA. He began his advisory career in 2026 and has prior work experience in the food service and entertainment industries. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary tools and third-party asset managers.

William Schultheis is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Soundmark Wealth Management for 16 years. Outside of advising, he is the author of The Coffee House Investor, a book for which he receives royalties. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

George Andrade is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Farnham is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on areas including Divorce Transition Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Personal Retirement Planning, Individual and Corporate Investment Strategy, and Retirement Income. As a member of the Farnham, Dols & Radziwanowicz advisory team, Michael brings a collaborative approach to delivering investment advice and customized wealth management strategies that align with clients’ financial and family legacy goals. Michael holds a Bachelor's Degree from Stephen F. Austin State University and holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He and his team work closely with clients’ tax and legal advisors to assist in tax minimization and estate planning strategies, serving high net-worth individuals, families, and retirees. Outside of his professional work, Michael is active in the USA Triathlon community and participates in triathlons, hiking, climbing, swimming, running (including marathons), biking, skiing, and other outdoor activities. He is married with two sons and enjoys spending time with his family and traveling.

Ryan Smolko is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Legacy Equity Valuations and Lorraine Barrick LLC, and has experience in both valuation and advisory roles. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary options, separately managed accounts, and affiliated funds.