James Schacht is a CFP® professional with 10 years of experience at Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2015 and holds the Series 66 designation. Outside of his primary role, he is also involved as an associate with Mainspring Wealth Advisors, LLC, where he supports client servicing and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, and maintains specialized programs such as municipal advisory services and plan-level SIMPLE IRA consulting.

Yanling Dai is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America and was self-employed for six years prior to joining Merrill. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeanine Gaston is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc and Robert Baird & Co. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning and consulting services with a primarily non-discretionary approach.

Wyatt Clark is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and five years of industry experience. His work history includes multiple roles at Merrill and Bank of America as well as positions at Pando Capital LLC and Cambridge Science Corporation. Clark serves as a board member for The Gunnery, a high school in Washington, CT, where he volunteers providing career advice and resume support to young professionals and college students. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Clarke Straus is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has been affiliated with Wells Fargo Bank NA since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, employing research and diversification principles to evaluate investment options.

Trevor Honsberger is a Financial Consultant at Fidelity Investments, holding this position since 2025. He and his team focus on delivering personalized and strategic financial consulting services. Trevor aims to empower clients by providing clarity and confidence, tailoring financial strategies to align with their individual aspirations. By integrating industry experience with an understanding of clients' unique needs, he seeks to develop customized plans that support lasting financial security and success. Outside of his professional work, Trevor is engaged in various personal interests including family activities, social events with friends, golf, skiing, traveling, and caring for pets.

Jennifer Foronda is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She previously worked at Morgan Stanley and D.A. Davidson & Co. She has ownership in rental property outside of her advisory role. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles using both in-house and third-party managers.

Marcia Hensley Vigil is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. She has been with Fidelity Investments in various capacities since 2015. Fidelity's Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Mary Black is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2014, including a role at 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. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Christopher Cahoon is a financial advisor with Osaic, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Woodbury Financial Services and PRUCO Securities. He is also involved with Nevis Financial, operating an LLC for insurance-related work. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through multiple programs and a model-based investment process supported by portfolio optimization and risk management tools.

John Trouy is a financial advisor with Mass Mutual Investors Services in Monroe, WA. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at MSI Financial Services, Inc. and MassMutual Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements using firm-approved analytical tools.

Bradley Pietila is a financial advisor with Robert Baird & Co. in Mercer Island, WA, holding a Series 63 credential and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Kenyon Tadlock is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held roles at Equitable Advisors, Primerica, and JP Morgan Chase. Outside of finance, he has worked in hospitality as a front desk associate at Four Points Marriott Hotel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Jarrod Haynes is a financial advisor with Cetera in Bellevue, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at VOYA Financial Advisors from 2014 to 2021 before joining Cetera and its affiliated entities. Outside of advising, he is involved as an ambassador with the Emerald City Referral Association, a professional networking group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Jason Kane is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Citigroup Global Markets and PRUCO Securities, LLC. His practice is based in Bellevue, WA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions and manages approximately $671 billion in assets through its network of over 14,000 advisors.

Vincent Stanton is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Wells Fargo Clearing before joining Ameriprise in 2019. He is based in Bellevue, Washington. Ameriprise Financial Services is a large advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Leonard Hill is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Hartford Funds Distributors, LLC and Wells Fargo Funds Distributor, LLC. Hill also serves as a board member of the Central Washington University Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment models.

Robert Cittadini is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 66 designations with 14 years of industry experience. He previously worked at Russell Investments and Russell Financial Services from 2012 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

Nicholas Houk is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Merrill, Equitable Advisors, and other firms prior to joining Fidelity. Outside of his advisory role, he participates in the Sunrise Toastmasters public speaking club in Seattle. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering diversified model portfolios and serving as an advisor to multiple registered investment companies.

Adam Datko is a financial advisor at Edward Jones with six years of industry experience. He has held his current role since 2019 and previously worked for nine years at A & A Health Systems. He holds a Series 66 designation. 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 both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a trust company.