Aaron Wolfe is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010, based in Mukilteo, WA. 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 offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

Tracie Paige serves as the Vice President and Branch Leader at Fidelity Investments, overseeing the Lynnwood Investor Center. In this role, she leads a team of investment professionals committed to prioritizing client needs and enhancing their professional skills. She has held several positions within Fidelity Investments, advancing from Financial Representative in 2014 to her current role as Vice President and Branch Leader since 2026. Her experience spans wealth management planning, relationship management, and branch leadership. Throughout her career, Paige has focused on client service and team development within the investment industry.

Stacy Gilbert is a CFP® and Series 66 licensed financial advisor with Edward Jones in Seattle, WA, where she has worked since 2016. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christopher Gwynn is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Commonwealth Financial Network and Northstar Realty Securities. Additionally, he is an owner of a business entity named SWITCO Acquisitions Limited. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

Brandon Trout is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Canteen OCS/Compass Group for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, 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, operating under a fiduciary standard.

Stanley Tse is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages expenses for another Ameriprise practice through his business, STM Enterprises Inc. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and oversight to provide tailored, algorithm-assisted advice, with a focus on assets held in Ameriprise Managed Accounts.

Raechel Hicks is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative screens and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Jessy Harb is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Harb spent six years at 1ST Security Ban. Outside of advisory work, Harb manages a single-family rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchell Brewe is a financial advisor at RBC Capital Markets with six years of industry experience and a Series 66 designation. His prior roles include positions at City National Bank, BlackRock, AMZ Management Consulting, and a basketball club. Outside of his advisory work, he manages personal rental properties. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Maeve Murdoch is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Hays, Core Power Yoga, and the Spanish Ministry of Education, Culture, and Sport. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Peter Mckenna is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2015, including roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of AI-driven research and formal governance procedures.

Adnan Haq is a financial advisor with Ameriprise in Bellevue, WA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice through a centralized consulting team.

Zhi Yang James Chao is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, with prior experience at JPMorgan Chase Bank and JCpenney. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary advisory programs focused on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kevin Harada is a financial advisor with J.P. Morgan Securities in Lake Forest Park, WA, holding Series 66 and Series 63 licenses. He has five years of industry experience, including roles at J.P. Morgan Securities since 2021 and JPMorgan Chase Bank starting in 2019. Prior to his financial career, he worked at Champs Sports from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Mark Vastine is a CFP® and Series 66-licensed financial advisor with Edward Jones in Bainbridge Island, WA, where he has worked since 2011. He has 14 years of industry experience. Outside of advising, Vastine owns and teaches at Two Oceans Taiji Society, a taiji studio in Bainbridge Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay services.

Harrison Stenberg is a financial advisor with Cetera in Seattle, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining Cetera in 2025, he worked at Concourse Financial Group Securities Inc for eight years. Outside of his advisory work, he was involved with the North Seattle Baseball Association for four years. Cetera Investment Advisers LLC operates a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and provides access to multiple program structures through affiliated and third-party managers.

Caroline De Stefano is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation. She began her career at Edward Jones in 2026 and has previous experience in leadership and organizational roles at the Port of San Diego, the Center for Creative Leadership, Chapman University, Leadership Inspirations, and The Leadership Side. Caroline has been involved with leadership-focused organizations for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jaycob Dye Kuhman is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Equitable Advisors, Kuhman worked with organizations including Elevate Sports Ventures, the Philadelphia Eagles, and Washington State University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a variety of advisory models primarily implemented through third-party managers and focuses on matching client needs with appropriate investment solutions.

Solomon Karmel is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked at Cetera and its affiliated entities since 2003 and is also CEO of Greenlight Investors LLC, a holding company. Outside of advising, he is involved as a partner and co-creator of Triviavore, a retail sales venture. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with discretionary and non-discretionary options.

Steven Olson is a CFP® professional with over 31 years of industry experience, currently serving as an advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc. and KMS Financial Services, Inc. Olson also owns and operates Olympic Financial Strategies, which provides advisory and insurance services. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporations. The firm utilizes a model-based investment approach and offers a wide range of brokerage and advisory services through a multi-advisor platform.