Miles Spahr is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. His background includes experience at Ladenburg Thalmann and involvement with the University of Oregon's Business Accelerator and football programs. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning and brokerage services, utilizing a delivery model that emphasizes LPL-sponsored programs and third-party asset management solutions.

Karen Witt is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she owns and manages rental property in Seattle. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and estimates from its Global Investment Committee.

Jared Vanwagoner is a Vice President and Financial Consultant at Fidelity Investments. He has held this position since 2013, following several roles within the company including Branch Service Manager, Private Client Specialist, Investor Center Financial Representative, Stock Plan Services Representative, and Financial Representative Phones, reflecting over a decade of experience at Fidelity. Jared focuses on serving high net-worth clients, working closely with families to educate and plan according to their individual financial goals. He emphasizes a personalized planning process that aligns with each client's unique needs and preferences. He holds insurance licenses in Arkansas and California. Outside of his professional role, Jared has interests in fitness, golf, and parenthood.

Mitchell Icard is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Mann Mortgage, First Fed, and Bank of the West. Outside of finance, he was involved with Community Sailing of Colorado for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Gary Peterson is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 11 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Colton Fleming is a financial advisor with Fidelity, holding a Series 66 designation and beginning his advisory career in 2024. His prior work experience includes roles at Real Property Associates and All Weather Rooftop Solutions, as well as involvement in the food service industry with Five Bistro. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Tyler Mc Cullough is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Wedbush Securities for nine years before joining Raymond James in 2023. Outside of his advisory role, he has engaged in rental real estate by managing a former personal residence as a rental property. 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 broad client base, including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting through various advisory programs.

David Mar is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at JPMorgan Chase and has experience in both academic and hospitality settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Harrison White is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Mid Oregon Federal Credit Union and held roles at several other firms including United Parcel Service Inc and Hoopsource Basketball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Alexander Assaf is a financial advisor with Raymond James Financial in Bellevue, WA. He holds the Series 66 designation and has 15 years of industry experience. Since 2016, he has been associated with multiple entities under Raymond James and provides sales support through Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers tailored, non-discretionary advice using risk profiling and modeling tools and supports specialized services such as municipal advising and SIMPLE IRA employer consulting.

Vipul Shah is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 12 years at Ondine Biomedical Inc and Ondine Research Laboratories, Inc. Outside of his advisory role, Shah is involved in various private equity and real estate investment entities, including interests in professional sports funds and restaurant businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains an extensive network of financial advisors and branch offices across the United States.

Todd Crawford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Linsco Private Ledger since 2002 and BECU Financial Services, Inc. since 2001. Outside of advising, he has been involved with Dorian Studio since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various investment strategies.

Mikhail Gaburak is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments in 2023, he worked at Consumer Direct Care Network Washington and Public Partnerships LLC. Outside of his advisory role, he has provided home health care services as an independent contractor. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies and its use of systematic methodologies and model portfolios.

Donald Travis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has held his current role since 2015 and has been with JPMORGAN Chase Bank since 2014. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Alexander Lund is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Moss Adams for three years before joining Thrivent in 2019. Lund serves as a board member of the Everett Rowing Association, a nonprofit rowing club for youth and adults. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm’s approach includes periodic plan reviews and allows clients to combine planning with managed-account programs under a consolidated billing option.

Aaron Olson is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Charles Schwab since 2002. Outside of his advisory role, he has worked as a server at a restaurant since 2023. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with alternative investment due diligence and integrated brokerage and custody services.

James Clarke is a financial advisor with LPL Financial in Edmonds, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2013 and concurrently served at Financial Advocates Investment Management for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Thomas Cox is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked in the Managerial Economics Department at the University of California from 2020 to 2021 and was affiliated with the university from 2017 to 2021. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals and risk tolerance.

Ka Leung Alfred Tong is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 credential with one year of industry experience. His prior career includes positions at Bank of America and KeyBank. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Ryan Johnson is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. Prior to joining Equitable Advisors, he worked in property management and has experience in education at the high school and middle school levels. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model that emphasizes collaboration with LPL-sponsored programs and endorsed third-party managers.