Thomas Barrett is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMORGAN Chase Bank, N.A. and Edward Jones. Barrett is based in Sammamish, Washington. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Tari Sheffer is a financial advisor with Raymond James Financial in Issaquah, WA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Raymond James in 2023, Sheffer worked at Wells Fargo Clearing for seven years. Outside of advisory work, Sheffer is employed as a client service associate at Hall & Dornan Capital Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining unique offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Robert Hamilton is a financial advisor with LPL Financial in Sammamish, WA, holding Series 63 and Series 65 credentials and over 43 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Voya Financial Advisors, Voya Financial Partners, and Cetera Wealth Services. He serves as a trustee and co-trustee for several family trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Yvonne Hall is a CFP®-certified financial advisor with 33 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory role, she owns Yondi's Yoga, through which she occasionally teaches yoga via Zoom. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, and institutional clients. The firm uses customized planning and analytical tools to support client goals and offers both advisory programs and institutional consulting.

George Robertson is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc., and Kms Financial Services, Inc. He serves as a trustee and investment advisor for the Reuben B. Robertson Foundation, a private family foundation, and is a member of Three Reubens Publishing Co. LLC, which promotes the historical value of three generations of his family through various media. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and portfolio management. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers both discretionary and advisor-managed strategies.

Paul Ketchum is a CFP® professional with 26 years of industry experience, currently with Wells Fargo Advisors since 2024. Prior to this, he spent eight years at Wells Fargo Clearing. He is a managing partner of Cedar Creek Wealth Management LLC. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing a range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Amber Trader is a financial advisor at Edward Jones with seven years of industry experience and holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Vashon Natural Medicine PLLC for eleven years. She is involved in managing a family land business in Texas related to oil. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors.

Grace Cambra is a financial advisor with Edward Jones, holding Series 65 and Series 66 credentials and six years of industry experience. She previously worked at Brooks, Hughes & Jones and Russell Investments. Outside of her advisory role, she is involved in managing industrial scale consulting and owns several rental properties in Washington state. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Patrick Pardon is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. He has ownership interests in Cedar Creek Wealth Management LLC and NPPT Ventures LLC, both investment-related entities based in Issaquah, WA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates investment advice with other financial products and referral services.

Veena Rao is a financial advisor at Merrill in Sammamish, WA, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Bank of America, N.A. and H & R Block. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Black is a Planning Consultant currently working at Fidelity Investments. He assists clients in identifying suitable investment options to help them achieve their financial goals and manage their financial resources effectively. He has experience as a Planning Consultant at Fidelity Investments since 2023. Prior to this role, he worked as an Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Before joining Fidelity, Eric was a Financial Advisor at Thrivent Financial from 2018 to 2021. Outside of his professional work, Eric has interests in cooking and baking, exploring food as a foodie, participating in social events with friends, hiking, singing, and traveling.

Kristi Yankacy is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Microsoft for 18 years and in the Riverview School District for one year. 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 operates a large national network of financial advisors and branch offices.

Valerie Paganelli is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and previously operated Paganelli Consulting, Inc., an actuarial consulting business. She is also co-owner of a car restoration venture, Pags Speed Shop, based in Maple Valley, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment advisory programs and maintaining one of the largest advisor networks in the industry.

Brianne Roberts is a financial advisor at Edward Jones in Maple Valley, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Michael's Toyota from 2017 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Steven Northey is a financial advisor with UBS Financial Services in Sammamish, WA, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a partner in a family real estate partnership that owns and maintains a vacation property. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Marta Cappa is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her prior experience includes 20 years at Merrill and eight years at Wells Fargo Clearing before joining Wells Fargo Advisors in 2024. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Jonathan Lefferts is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company for ten years. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Jason Keser is a financial advisor with J.P. Morgan Securities in Snoqualmie, WA, holding Series 63 and Series 66 designations and possessing 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012, with a brief gap from 2019 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program offering written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Ryan Guiberson is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the healthcare sector at Summit Surgical Inc. and Swedish Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Vaughn Sherman is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he manages a rental property in Long Beach, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services across a nationwide network of advisors and branches.