Jeff Jones is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He has held various roles within Fidelity Investments since 2016, including Investment Consultant, Relationship Manager, Workplace Planning Consultant II, Investment Solutions Representative, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Financial Associate at Thrivent Financial from 2015 to 2016. In his role, Jeff focuses on understanding his clients' goals and concerns to collaboratively design, execute, and monitor financial plans that help them work toward their objectives. His experience spans multiple aspects of financial consulting and investment solutions. Outside of his professional responsibilities, Jeff enjoys camping, hiking, traveling, exploring food, parenthood, and spending time with his pets.

Amit Trivedi is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including 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 plans to clients’ goals and risk tolerances.

Eric Kinyon is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2019. In this role, he leads and coaches a team of advisors in the Greater Seattle area, focusing on creating an environment that fosters excellent client experiences. Eric's career at Fidelity spans 19 years, during which he has worked with thousands of clients and their families across all stages of their financial lives. Prior to his current role, Eric served in various positions at Fidelity Investments, including VP Branch Office Manager, VP Regional Planning Consultant, VP Senior Account Executive, Financial Planning Consultant, and Financial Representative. In 2019, he also held the position of Lead Financial Advisor at Empirical Wealth Management. Eric's extensive experience encompasses leadership, financial planning, and client relationship management. Outside of his professional work, Eric enjoys boating, family activities, golf, skiing, and traveling.

Stuart Ardissono is a CFP® and Series 66-licensed advisor with Raymond James Financial in Issaquah, Washington. He has three years of industry experience, including prior roles at Industrial Scientific and the University of Washington, and served in the U.S. Navy for five years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs for municipal and public finance clients.

Jeffrey Miller is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves on the investment sub-committee for the Hamlin Robinson School in Seattle. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Kameon Thompson is a financial advisor at Stifel with 35 years of industry experience. He holds the Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance.

Christopher Thiel is the Vice President and Branch Leader at Fidelity Investments. In this role, he supports Financial Advisors and their clients in pursuing their financial goals through thoughtful planning interactions. He leads a team committed to providing a high standard of care. Before becoming Branch Leader in 2020, Christopher served as a Regional Planning Consultant at Fidelity Investments from 2016 to 2020. His professional experience centers on supporting financial planning and advisory services. Outside of his professional responsibilities, Christopher enjoys outdoor activities such as biking, camping, canoeing, fishing, hiking, and snowboarding.

Alahna Miranda is a financial advisor with Ameriprise in Mountlake Terrace, WA, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise since 2017, with prior experience at Mountain America Federal Credit Union and Designer Shoe Warehouse. Outside of her advisory role, she serves as Vice President of the University of Utah Alumni Association’s Seattle Chapter and is a member of the Bridgehaven HOA Board. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christian Zwicky is a financial advisor at UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Robinhood Financial, Bank of America, Merrill, and Wells Fargo. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management solutions. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Patrice Rue is a financial advisor at Robert Baird & Co. with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Robert Baird since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

Lisa Johnson is a financial advisor with Edward Jones in Renton, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at FedEx, Jedidiah Legacy Group LLC, Valet Living LLC, and T-Mobile. She has also been involved as the owner and consultant of Jedidiah Legacy Group LLC, which previously included freelance project management and insurance services. 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 strategies, supported by a large network of advisors and branch offices across the United States.

Samantha Lutz is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. She has held various roles within Raymond James and has experience in client service and associate financial advising. Prior to her advisory career, she worked in diverse positions across the hospitality and service industries. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services with a non-discretionary approach to client relationships.

Nickolas Richendifer is a financial advisor at Morgan Stanley in Bellevue, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC, he worked at 1st Security Bank and spent several years in full-time education. Outside of his advisory role, he is a partner in FUS Merchandising, a retail and online store based in Medina, Washington. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Christopher Rotberg is a CFP® certificant and Series 66 license holder with five years of industry experience. He is currently with LPL Financial in Bellevue, WA, having previously worked at Morgan Stanley and NPV Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management through a large network of investment adviser representatives.

Cade Navilio is a Series 66-licensed financial advisor with Equitable Advisors in Bellevue, WA. He began his advisory career in 2026 and has prior work experience in the food service and entertainment industries. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary tools and third-party asset managers.

Tammy Lester is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 17 years before joining UBS in 2022. Outside of her advisory role, she serves as a trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor client plans based on their goals and risk tolerances.

William Schultheis is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Soundmark Wealth Management for 16 years. Outside of advising, he is the author of The Coffee House Investor, a book for which he receives royalties. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Bolun Ma is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Merrill, Bank of America, MassMutual Financial Group, and service in the US Army Reserve. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Kroner is a financial advisor with Edward Jones in Duvall, WA, holding a Series 66 designation and two years of industry experience. His background includes roles at JP Morgan and various positions in the food and service industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Sara Houpis is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at State Farm Insurance from 2017 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and planning tools to help clients develop tailored financial plans.