Barney Cohen is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Piper Sandler & Co. and JPMorgan Chase Bank, N.A. Outside of his advisory role, he serves as an advisory board member for a condominium association and owns an ocean vessel through a personal LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Jie La Plante is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining J.P. Morgan, Jie was involved with Pacific Education Consulting and currently participates in the Play it Forward Foundation, which supports access to sports for underprivileged children through community outreach. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative due diligence and may incorporate an ESG framework, with implementation support from affiliated investment entities.

Heather Faverman Aquino is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joel Soltero is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Securities since 2015 and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager selection, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria, with implementation services offered through affiliated entities.

Nicholas Munch is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Stirrett Johnsen, General Mechanical, Inc., and Quanex Building Products. Outside of advising, he operates a hobby farm where he raises and sells day-old chicks and eggs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of over 23,700 financial advisors.

John Crull is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2018 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is involved in the sale of home security and automation products through a co-located affiliate and participates in home-related service referrals. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Ryan Harrigan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley through various roles since 2009, including positions at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by a structured discovery process and firm-approved tools, managing approximately $2.74 trillion in client assets.

Lynn Syler is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel since 2019. Her prior experience includes roles at City National Bank and RBC Capital Markets LLC. Outside of her advisory work, she serves as a council member for the City of Ruston and participates in fundraising efforts for the local humane society. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Joseph Dinelt is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Citigroup Global Markets before joining Morgan Stanley in 2009, where he has worked within both Morgan Stanley Smith Barney and the Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individuals and institutions with a broad range of advisory programs, including personalized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Ryann Chappell is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. She has been with Fisher Investments since 2016. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Nikko Gronhovd is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. Prior to joining LPL, he worked for 16 years at D.A. Davidson & Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by advanced research tools and a broad network of over 22,800 advisors.

Ibrahim Bah is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and two years of industry experience. His work history includes roles at JPMORGAN Chase Bank, N.A. and employment with Seattle Choice Transport. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kellen Dalrymple is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. He has been with Wells Fargo Bank, N.A. since 2010 and transitioned to Wells Fargo Clearing in 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, using research and analytics grounded in diversification principles and modern portfolio theory.

David Fryer is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked with Boeing Employee Credit Union and LPL Financial since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Anthony Raugust is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2009. He is also involved with The Commerce Co. in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors, using analytical tools and tailored advisory programs.

Christopher Shinn is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1998. Outside of his advisory role, Shinn is also an insurance agent focusing on health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a planning process that uses firm-approved software tools and generally recommends investment categories rather than specific products.

Tyler Tonaki is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Seattle, WA, and has eight years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2019. Prior to that, he worked at KMS Financial Services, Expeditors International of Washington, and Compass Group USA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks where applicable.

Helen Peterson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2024. Outside the financial industry, her background includes roles at Amazon, Starbucks, and involvement in the restaurant sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Beverly Cox is a CFP® with 40 years of industry experience. She is currently affiliated with LPL Financial and previously worked with SCF Investment Advisors, SCF Securities, B. Cox Planning, and Walnut Street Securities. Outside of her advisory role, she operates B Cox Planning as an insurance broker. 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, model portfolios, third-party asset management, and institutional platforms.

Jennifer Geisler is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with five years of industry experience. Her prior work includes roles at Bank of America, Merrill, and Light Brigade. Outside of her advisory work, she owns and operates a sole proprietorship focused on art and culture. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers both direct and corporate financial planning arrangements.