Troy Turner is a financial advisor at Edward Jones in Seattle, WA, holding the Series 66 designation. He has one year of industry experience and previously held leadership roles at Rainier Arms LLC and Tatoosh Distillery LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cameron Smith is a financial advisor with Edward Jones in Port Orchard, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in the mortgage industry with firms including Hometown Lenders Inc., CrossCountry Mortgage, RPM Mortgage, and Penrith Home Loans. Outside of his advisory role, he manages a rental property in Gig Harbor, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a fiduciary standard in its advisory services.

Benjamin Willey is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 designations. He has 12 years of industry experience, with prior roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Catherine Simmons is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 66 credentials and four years of industry experience. She has worked at Boeing Employees Credit Union since 2016 and is also a notary public in the state of Washington. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a combination of strategic, tactical, and customized investment approaches.

William Cooney is a ChFC® credentialed financial advisor with 21 years of industry experience, currently working at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc. and Investacorp, as well as serving in an insurance sales and vice president position at Highland Capital. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm uses a model-based investment process focused on asset allocation and portfolio optimization, offering brokerage and advisory services across various programs and third-party platforms.

Joseph Valdivia III is a financial advisor at Raymond James Financial with 22 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, AIG Capital Services, Ameriprise, and UBS Financial Services. 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 analytical tools to illustrate potential outcomes and supports clients through various advisory programs.

Jimmy Fox is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013, also working with JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process that incorporates both quantitative and qualitative research.

Camille Nourie is a financial advisor with J.P. Morgan Securities based in Seattle, WA. She holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, Camille worked at Uhlmann Price Securities and Nordstrom, and she studied at the USC Marshall School of Business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting.

Gregory Steiger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and totaling 27 years of industry experience. He previously worked at RBC Capital Markets Corporation for 13 years before joining Raymond James in 2021. Outside of his advisory role, he serves as a paraplanner at Dunning Wealth Management. 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 investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Joel Tepp is a financial advisor with Wells Fargo Clearing based in Seattle, WA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Tepp is an independent musician and actor, managing a recording studio and engaging in music production and teaching, as well as an author of both fiction and non-fiction with a writing history dating back to 1986. 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 emphasizes research-driven investment evaluations and offers a broad range of brokerage and advisory solutions.

Matthew White is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities, LLC and Bank of America, N.A. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategy types and emphasizes tax-efficient capabilities, supported by integration with Bank of America affiliates.

Joseph Hodgins is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates multiple management platforms and provides access to third-party advisers and proprietary model strategies.

Aidan Atkins is a financial advisor at J.P. Morgan Securities based in Seattle, WA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His background includes roles at JPMorgan Chase Bank, Pacific Capital Resource Group, and Washington Trust Bank. Outside of finance, Atkins is involved with the Professional Referee Organization, NCAA, and the U.S. Soccer Federation. 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 process is supported by centralized due diligence combining quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jennifer Dewater is a financial advisor at OSAIC with six years of industry experience and holds a Series 66 designation. She has previously worked at Woodbury Financial Services, Securities America Advisors, LPL Financial, and KMS Financial Services. Dewater serves as trustee for an irrevocable trust benefiting her sister and is a 25% shareholder and secretary of RDI Financial Services Inc., a partnership involved in financial services. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment approach with portfolio optimization, discretionary strategies, and third-party manager options, supported by a broad network of affiliated broker-dealer and RIA relationships.

Nathaniel Engstrom is a financial advisor with LPL Financial in Tukwila, WA, holding Series 65 and Series 63 credentials and 9 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and U.S. Bank. 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, third-party asset management, and institutional platforms.

Scott Purrelli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent six years with UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary and offering discretionary investment management options that include insurance-related vehicles and bank deposit sweep programs.

Chris Lalande is a financial advisor at Edward Jones with 37 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1998. Based in Seattle, WA, he has spent 28 years with the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Ranhee Lee is a financial advisor at LPL Financial with three years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial, Lee worked at Wells Fargo Bank and TIAA. Lee is also the owner of Project Me on Me, LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management.

Nicolas Boulton is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he held roles at DoorDash and Central Casting and spent five years at Pot Shop Seattle. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Peter Sechler is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He has been with MML Investors Services, Inc. since 1996 and also maintains a role in insurance sales as an insurance broker focusing on life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as ongoing collaborative relationships that emphasize tailored investment strategies without discretionary authority.