Terry Fuerst is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been advising clients since 1998 and joined Merrill Lynch in 2003. His approach to wealth management emphasizes a disciplined process tailored to each client's needs, goals, and investment attitudes. This process includes developing a customized financial strategy and portfolio, followed by periodic reviews and adjustments to align with evolving objectives. Terry leverages the investment resources of Merrill Lynch along with the banking capabilities of Bank of America to address various aspects of clients' financial lives. He collaborates with a Wealth Management Lending Officer to provide guidance on home financing solutions that complement overall financial strategies. Terry holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Oakland University. Since 1994, Terry has lived on Bainbridge Island, Washington, where he enjoys golfing, tennis, and spending time with friends and family.

Jeffrey Olson is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at American Funds for 28 years before joining Edward Jones in 2023. Outside of advisory work, he is involved with Centipede Tool, LLC, a tool manufacturing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and services, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Brett Von Hoffmann is a financial advisor with J.P. Morgan Securities in Edmonds, WA. He holds a Series 66 designation and has 15 years of industry experience, including 14 years with J.P. Morgan Securities. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Brian Torgerson is a CFP® professional with 26 years of industry experience. He has worked at Raymond James Financial since 2019, following a decade at Cetera Advisor Network LLC. In addition to his advisory role, he is involved in managing rental properties through his ownership of a holding company in Seattle. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Berhanu Mekonnen 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 JPMorgan Chase Bank, Amazon.com, Bank of America, Merrill, and Wyndham Destinations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Lazar Vukcevic is a financial advisor with Fidelity Investments based in Redmond, WA. He holds a Series 66 designation and has four years of industry experience. His prior roles include two years at Edward Jones and a year at DoorDash, along with earlier experience in economic tutoring. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, managing a range of funds and model portfolios using systematic, long-term asset allocation strategies.

Cesar Ruiz Calvillo is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Amazon, Bank of America/Merrill Lynch, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Eileen Stenhoff is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Bradley Jackson is a CFP® professional affiliated with Cetera, based in Bothell, WA, with 20 years of industry experience. His prior roles include positions at Avantax Investment Services, Pacific Crest Financial Services, and 1st Global Advisors. He owns Pacific Crest Financial Services LLC, where he provides financial planning and advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and consulting across various program structures and investment strategies.

Mary Van Moppes is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Ameriprise Financial and Oppenheimer. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Rumesh Senanayake is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has been associated with SC Financial Group since 2016 and joined LPL Financial in 2023. In addition to his advisory role, he is a commissioned notary in the state of Washington. 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 and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Logan Smith is a Series 66-licensed financial advisor with Edward Jones, based in Woodinville, WA, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Alaska USA FCU for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kyrsten Wooster is a financial advisor at Edward Jones in Poulsbo, WA, holding a Series 66 designation with one year of industry experience. She previously worked in regional library services and workforce development. Outside of her advisory role, she is a personal consumer of health and wellness supplements through Advocare International, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor network and additional affiliated financial services.

Leeann Huggins is a financial advisor with Raymond James & Associates in Kirkland, WA, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including prior roles at Morgan Stanley and Morgan Stanley Private Bank. 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 diverse client base, including individuals, institutions, and municipal entities, offering customized financial planning and advisory services through various portfolio management styles and affiliated research resources.

Daniel Reber is a CFP® professional with 10 years of industry experience, currently advising clients at Edward Jones since 2016. He holds a Series 66 license and is based in Poulsbo, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions supported by a nationwide network of financial advisors and branch offices.

Lorilee Wells is a financial advisor with LPL Financial in Bothell, WA, holding a Series 66 designation and 24 years of industry experience. She has worked with both LPL Financial and the Boeing Employee Credit Union since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Brian Estocapio is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been affiliated with Wm Financial Services, Inc. since 2001. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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.

Ionut Gusu is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Bank of America, Merrill, Compound Interest Investing LLC, and Apple American LLC. Outside of his advisory role, he is a partner in Avia Pervia SRL, where he is involved in bookkeeping and budgeting. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering tailored financial planning and consulting with a range of portfolio management styles.

Irina Bolotin is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with LPL Financial and Washington State Employees Credit Union since 2010. Outside of her advisory work, Bolotin serves as a substitute and regular yoga instructor at several local yoga studios. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services featuring discretionary and non-discretionary management supported by research, third-party subadvisors, and advanced technologies.

Christina Becker is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Raymond James since 2017 and previously spent five years with TIAA/TIAA-CREF. 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.