Mary Burton is a CFP® and holds a Series 66 license with 15 years of experience in the financial industry, all at Edward Jones since 2011. She is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Swesey is a financial advisor with RBC Capital Markets in Edmonds, WA. He holds a Series 66 designation and has 10 years of industry experience, including 12 years with RBC Capital Markets. He serves on the boards of several nonprofit organizations, including The Pursuit NW, Washington Policy Center, and Russell Johnson Ministries. RBC Wealth Management serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Richard Laxson is a financial advisor with Charles Schwab, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2021, following 15 years at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment advisory solutions, combining centralized custody and order-routing with access to alternative investments and multi-asset model portfolios.

Peter Smart is a CFP® and holds a Series 66 license with Edward Jones in Everett, WA. He has eight years of industry experience, having been with Edward Jones since 2018 and previously working at Azusa Pacific University for six years. 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 a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Junhong Li is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, Li worked at Bank of America from 2022 to 2025. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a mix of model-based and discretionary investment strategies.

Nirun Turner is a Series 66 licensed financial advisor at Morgan Stanley in Kirkland, WA, with one year of industry experience. Prior to joining Morgan Stanley, he was with Equitable Advisors, LLC for one year and has a background that includes roles in education and retail. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Matthew Arnold is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A., as well as positions outside the financial sector at Metrohm USA, Inc. and GERSTEL, Inc. He also has a long-term academic affiliation with the University of Southern California. 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. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory affiliations.

Erin Parker is a financial advisor with Edward Jones in Bainbridge Island, WA. She holds the Series 66 designation and has one year of experience at Edward Jones. Prior to joining the firm, Erin spent four years at Valley Nursery and sixteen years at Parfitt Way Management. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Nicklaus Judkins is a financial advisor with Raymond James Financial Services Advisors, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Pacific Life from 2016 to 2021 before joining Raymond James in 2021. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad advisor network, with notable capabilities in municipal and public finance advisory services.

Manus Duffy is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he focuses on helping clients achieve financial well-being by understanding their values and priorities, and providing guidance that adapts to life changes. His approach supports clients in making informed decisions with clarity and confidence as they plan for retirement, education, or other life events. Prior to his current role, Manus worked as a Financial Solutions Advisor at Merrill Lynch from 2020 to 2024. His professional experience encompasses a range of financial planning and advisory services aimed at supporting clients' evolving needs. Outside of his professional work, Manus has interests in art, football, social events with friends, gardening, traveling, and volunteering.

Jack Robel is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at Equitable Advisors since 2020 and has prior experience including roles at Adams Moving & Delivery Service and involvement with Bishop Blanchet High School. Outside of advisory work, Robel serves as an assistant wrestling coach for the junior varsity and varsity teams at Bishop Blanchet High School. Equitable Advisors serves individuals across a broad wealth spectrum as well as institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm offers various advisory programs and emphasizes risk assessment and matching clients to appropriate investment models, utilizing both proprietary and third-party asset management solutions.

Carla Forney is a financial advisor with LPL Financial in Lynnwood, WA, holding a Series 66 designation and 27 years of industry experience. Her prior roles include operating Forney Financial LLC for 20 years and working at Waddell & Reed, Inc. for over two decades. She has also held positions related to notary services and community college instruction. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Angela Pritchett is a financial advisor with Edward Jones in Kirkland, WA, holding the ChFC® designation and Series 66 license. She has 4 years of industry experience. Pritchett has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide advisor and branch network.

James Kim is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Raymond James, Mainspring Wealth Advisors, and KMS Financial Services, among others. Outside of his advisory work, he assists with documentation and translation for TYK Enterprises, a business owned by his spouse. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program delivers non-discretionary, written asset allocation advice supported by centralized due diligence and incorporates a combination of quantitative and qualitative research.

Thomas Guilfoyle is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial, Sierra Ridge Wealth Management, Bank of America, Merrill Lynch, and Holyrood Asset Management. Outside of his advisory role, Guilfoyle is involved in coaching and mentoring small businesses in the local maritime industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary portfolio management within an integrated operational framework.

Cole Foreman is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to help them achieve their financial goals by educating clients on various investment options and developing personalized financial strategies. His approach considers liquidity needs, risk tolerance, and time frame to create tailored plans. Cole focuses on making the financial process clear and accessible, emphasizing availability for his clients. Cole’s expertise includes divorce transition planning, education planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds Series 7 and 66 FINRA registrations and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Born and raised in Bellevue, Washington, Cole earned his Bachelor’s Degree from Washington State University in 2014. He is actively involved in the university’s alumni community. Outside of work, Cole enjoys playing chess, golf, and tennis. He also participates in community efforts with organizations such as the Inspire Youth Project and the Pullman Elderly Care Center.

Yunlong Fu is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

John Champion Jr. is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 credential and 22 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of advisory work, his family is involved in a photography business focused on sports and family events. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to develop tailored financial plans.

Hugo Varlamos is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Affirma Consulting, Carhartt Inc., and the University of Washington. Outside of finance, he is involved in the restaurant business as a proprietor of Varlamos Pizzeria. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage offerings.

Rahwa Desta is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has worked at various Charles Schwab entities since 2024. Prior to her advisory role, she held positions at WholeFoods Market and served as a teaching assistant and peer advocate at CU Denver. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary investment guidance with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.