Rodney Seifert is a financial advisor with Edward Jones in Edmonds, WA, holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Edward Jones in various capacities since 2005, with a one-year gap in employment prior to his current role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Nicholas Smith is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at First Tech Federal Credit Union, Salal Credit Union, and Capital One. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools, and maintains programs supporting municipal finance and SIMPLE IRA employer advisory services.

Patrick Elliott is a financial advisor with RBC Capital Markets in Bainbridge Island, WA, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with RBC Capital Markets since 2008 and concurrently with City National Bank since 2016. Outside of advising, Elliott has involvement in building development and property management related to family real estate holdings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, employing a tailored investment approach using both in-house and third-party managers.

Zackary Ahyat is a financial advisor with Osaic Wealth, Inc. in Kirkland, WA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Ahyat is also active as an insurance agent with Pacific Capital Resource Group and F-Squared, focusing on life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options, utilizing firm-provided tools and third-party services to support its clients.

Nathan Driggs is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Bellevue, WA. His prior roles include positions at Financial Engines Advisors L.L.C., AQUIRE ADVISORS dba DENTIST ADVISORS, Tanner Capital Management, and Waffle Love LLC. Edelman Financial Engines provides technology-enabled investment advisory services focusing on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Nikhila Vakulabaranam is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. Her background includes roles at Arcesium India Private Limited, Goldman Sachs Services Private Limited, and Amazon Development Centre India, as well as academic positions at Seattle University and Kakatiya University. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements.

James Patton is a financial advisor with Edward Jones in Kingston, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at O'Reilly Auto Parts from 2015 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and 15,100 branch offices nationwide. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Lynch is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Incapital LLC, 280 Securities LLC, and Brean Capital, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and delegated management, with proprietary oversight and conflict-of-interest controls.

Isaiah Hairston is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience spans roles at Absolute Security, Allied Universal, Compass, The Agency, Redfin, and State Farm, among others. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Larry Coplan is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial, he worked at B. Riley Wealth Management and B. Riley Wealth Advisors, and previously at National Securities Corporation. He is also involved with Insight Investment Services Inc. in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Alexandra Luther Gray is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2022. Prior to her finance career, she held various roles including positions in education and the hospitality industry. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory process.

Justin Lewis is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 credentials and 13 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2025 before joining Wells Fargo Clearing in 2025. Outside of his advisory role, he has ownership in a rental property in Kirkland, Washington. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Christine White is a financial advisor with Charles Schwab in Bellevue, WA, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Charles Schwab since 2019 and previously at TD Ameritrade for one year. Outside of her advisory role, she has experience managing personal real estate investments jointly with her spouse. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining non-discretionary advice with access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach supported by research and alternative investment offerings.

Nathan Mc Vay is a financial advisor at Equitable Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, he worked at IMG College and was involved in family business operations. Outside of advising, he has business interests in dental insurance and health services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Michael Ferrera is a Series 66-licensed financial advisor with Edward Jones in Bothell, WA, where he has worked since 2012, totaling 15 years of industry experience. Outside of his advisory role, he is a partner in a real estate business based in Kirkland, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kim Jasper is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Kim partners with Wealth Management Advisors to build trusted relationships with clients and their families, focusing on delivering personalized service to support holistic financial planning needs. Kim has been with Fidelity Investments since 2022, previously serving as a Financial Representative from 2022 to 2024 and as a Relationship Manager from 2024 to 2026. This progression reflects experience in client relationship management and financial planning within the wealth management sector. Outside of work, Kim's interests include attending concerts, cooking and baking, fitness, and movies.

Sam Hibbert is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley and Thrivent Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework when recommending investment strategies and offers services on a non-discretionary basis.

Liam Settle is a financial advisor with Raymond James & Associates in Kirkland, WA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Raymond James, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2024 to 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting primarily through non-discretionary advisory programs.

Keith Pareti is a financial advisor at Morgan Stanley with 17 years of industry experience. He has previously worked at Janus Henderson and WisdomTree Asset Management. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

Connor Loveall is a financial advisor at Edward Jones in Sammamish, WA, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked in the fitness industry with companies including The Bay Club Company and 425 Fitness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets. The firm is noted for its large network of advisors and branches and offers both discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.