Heidi Hargarten is a Series 66-licensed financial advisor with Edward Jones in Kirkland, WA, where she has worked for 11 years. She has 17 years of industry experience. Outside of her advisory role, she manages a room rental business in Sammamish, WA. 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 offers a wide range of advisory services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Lisa Kerwin is a financial advisor with Edward Jones in Poulsbo, WA, holding CFP® and Series 66 designations and bringing seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for eight years at the Department of Defense. She is listed as an inactive consultant for a home care product company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Ching Koh is a financial advisor with Ameriprise in Kirkland, WA, holding a Series 66 designation and 20 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he manages an advisory business as a practice manager for another advisor. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ulrika Claesson is a Series 66–registered financial advisor with Edward Jones in Redmond, WA. She has been with Edward Jones since 2008 and has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Rodney Humphreys is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo in various roles from 2015 to 2021. Outside of his advisory work, he is the owner of a residential cleaning business based in Lynnwood, Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Hailey Van Avery is a Series 66 licensed financial advisor at UBS Financial Services with six years of industry experience. Prior to joining UBS, she worked at Boeing and Grounds Coffee Co. She has also spent time in education. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Stacie Farrell is a CFP®-designated financial advisor with Edward Jones, based in Seattle, WA, and has 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory work, she manages a rental property as a landlord and property manager. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options. The firm has a large national footprint with over 23,000 advisors and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Eatinger is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Olympic Sports & Spine for six years and spent time at Bellarmine University. 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 backed by a large nationwide network of financial advisors and branch offices.

Grant Stewart is a financial advisor with J.P. Morgan Securities in Edmonds, WA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley and Equitable Advisors/AXA Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Jonah Stevens is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Amazon Flex and U.S. Bank. He has also held positions at Apple and Levi Strauss. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Dillon Stuart is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and having four years of industry experience. Prior to joining Schwab, he worked at UBS Financial Services, Inc. and The Vanguard Group, Inc. He has also held various roles outside the financial sector, including positions at Red Bull North America and involvement in political campaign work. Charles Schwab & Co., Inc. 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. The firm offers a combination of non-discretionary advisory guidance alongside access to discretionary separately managed accounts, supported by a multi-asset portfolio approach and extensive operational integration.

Garrett Esperum is a Series 66-licensed financial advisor with 23 years of industry experience, currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. He previously worked at Sonadei, LLC from 2006 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Alexander Martin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Merrill Lynch, Charles Schwab, and JPMorgan Chase. 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 manage portfolios and supports model delivery through systematic methodologies.

Richard Dominguez is a financial advisor with Charles Schwab in Seattle, WA, holding a Series 66 designation and four years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab & Co., Frost Bank, and various positions outside finance, including at Domino's Pizza and The University of Texas at San Antonio. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines a large client base with an integrated model offering both non-discretionary and discretionary investment management, centralized custody, and alternative investment options.

Clinton Campbell is a CFP® with 12 years of industry experience, currently serving at Ameriprise since 2014. He holds leadership roles in several business activities, including managing team operations, strategic relationships, and succession planning for his Ameriprise practice. Additionally, he oversees business administration tasks for Soundview Financial Group and leads Super Ensemble Partners LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Robert Lo Bosco is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and operated his own consulting firm, LoBosco Consulting, LLC. Outside of his advisory work, he serves as secretary for the Landing Town Homes Owners Association, where he is responsible for communications and records. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment services supported by a multi-asset model portfolio approach and centralized client service infrastructure.

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 at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework where applicable.

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.