Stephen Webb is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with 16 years of industry experience. He has worked at Equitable Advisors since 2009 and was previously associated with AXA Advisors, LLC. Outside of his advisory role, he is involved with Cascade Wealth Strategies, LLC. Equitable Advisors serves individuals across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes third-party managers and proprietary tools to deliver customized investment solutions.

Christopher Weber is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Jennifer Talbot is a CFP® and holds a Series 66 license with 11 years of experience in the financial advisory industry. She has been with Edward Jones since 2015, working out of the Redmond, WA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Barrett is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2018 and previously at Edward Jones from 2014 to 2018. 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. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations, delivering non-discretionary wealth advisory services supported by an in-house manager solutions team and a centralized due diligence framework.

Ashley Gardner is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Her career includes prior roles at Wells Fargo Clearing, Wells Fargo Advisors, Uber, and Lyft. Outside of her advisory work, she is involved in caregiving through the Washington State Department of Social and Health Services and manages several small business ventures including product merchandising and online sales. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutions by providing managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm offers a variety of investment strategies overseen by its Chief Investment Office and integrates closely with Bank of America affiliates for trading, lending, and capital markets support.

Caleb Angel is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His career includes roles in the financial technology and mortgage sectors, as well as internships involving private company valuation. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients with over $1 trillion in assets under management and a large network of financial advisors and branch offices nationwide.

Henry Kooy is a financial advisor with Ameriprise in Mercer Island, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at New Balance Athletics and spent several years in full-time education. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.

Chung Wei Yang is a financial advisor with J.P. Morgan Securities in Renton, WA, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Bank of America and Merrill from 2020 to 2026. His earlier work experience includes a role at Darden Restaurant from 2013 to 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Cooney is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including First Tech Federal Credit Union and CUSO Financial Services. Based in Kirkland, WA, he has been associated with Raymond James and Addison Avenue Investments since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools to align with client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Blynov is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, his background includes roles outside the financial industry such as working with Cool Cat Fence and Doordash. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.

Kristine Nelson is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation with one year of industry experience. She was self-employed for 15 years prior to joining Edward Jones in 2025. 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, supported by a large network of financial advisors and branch offices nationwide.

Jon Petersen is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes proprietary research while acting as a broker-dealer, investment adviser, and futures commission merchant.

John Hall is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 2003, initially working in institutional money management with Fidelity Investments. He later gained experience in the wholesale mortgage sector before focusing on private family wealth management starting in 2007 at Morgan Stanley. John works with business owners, retirees, non-profit organizations, and corporate executives, providing personalized financial strategies to support clients’ long-term goals. John holds a Bachelor’s degree in Communications from the University of Colorado at Boulder. He is a Personal Investment Advisor (PIA) and holds the title of Senior Vice President within Merrill Lynch Wealth Management. Beyond his professional work, John has served on the board of directors for the non-profit organization Cancer Research and Biostatistics and has participated in community-building efforts such as constructing homes in Haiti following the earthquakes. He also volunteers locally, reflecting his commitment to community involvement.

Ha Tran is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, and several real estate and mortgage firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Connor Girard is a Financial Consultant at Fidelity Investments, where he works closely with local clients to assist them in reaching their financial goals through education and planning. His approach focuses on helping clients understand their portfolios and the steps necessary to plan for both short- and long-term objectives. Connor utilizes the tools and resources offered by Fidelity to support his clients effectively. He joined Fidelity Investments in 2023 and has held multiple roles within the company, including Customer Relationship Advocate, Relationship Manager, and Investment Consultant, before assuming his current position. This progression reflects his growing experience and expertise in financial consulting. Outside of his professional responsibilities, Connor enjoys activities such as visiting the beach, camping, attending concerts, hiking, exploring different foods as a foodie, and spending time with pets.

Kristoffer Marshall is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill Lynch since 2011. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Lorenzo De Simone is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to his advisory role, he worked in various positions including at Cascade Premier Soccer Club and Newcastle Golf Course. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory and investment solutions, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Kyler Kedroske is a financial advisor at OSAIC with seven years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor, Townsend, & Kent, LLC, Penn Mutual Life Insurance Company, and Concordia University Portland. In addition to his advisory role, he is involved as an insurance producer with Pacific Capital Resource Group. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes while supporting multiple advisory platforms and third-party managed-account solutions.

Julian McMahon is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance, Hornor, Townsend & Kent, LLC, Penn Mutual Life Insurance Company, and evo. Outside of his advisory work, he serves as president of a local networking organization and participates in a financial advisor team specializing in divorce-related financial planning. OSAIC serves a broad client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to manage diversified portfolios across a range of investment vehicles.

Melissa Larson is a financial advisor with Osaic Wealth, Inc. based in Kirkland, WA. She holds the CFP® and ChFC® designations and has 28 years of industry experience. Prior to joining Osaic in 2020, she worked at Pacific Capital Resource Group, Inc. since 2001 and Penn Mutual Life Insurance Company along with Hornor, Townsend & Kent, Inc. from 1998 to 2020. She is also a member of Grass Wealth Management, LLC, a wealth management division affiliated with a CPA firm, where she meets with referred clients. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering comprehensive brokerage and advisory services through a large network of affiliated advisers. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types, supporting both discretionary and non-discretionary management approaches.