Peter Harvey is a CFP® professional with 23 years of experience in financial advising. He has worked at Raymond James Financial Services Advisors, Inc. since 2020, following seven years at Wells Fargo Clearing. Outside of his advisory role, he is involved in local business ventures including food and cooking classes and serves on the advisory board of the Lynnwood Chamber of Commerce. He is also a member of the US Coast Guard Auxiliary. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm emphasizes non-discretionary, tailored advice supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Harry Smith III is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has worked at RBC Capital Markets since 2016 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital-markets capabilities.

Yanling Dai is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America and was self-employed for six years prior to joining Merrill. Merrill, together 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeanine Gaston is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc and Robert Baird & Co. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutions, and municipal entities, offering financial planning and consulting services with a primarily non-discretionary approach.

Wyatt Clark is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and five years of industry experience. His work history includes multiple roles at Merrill and Bank of America as well as positions at Pando Capital LLC and Cambridge Science Corporation. Clark serves as a board member for The Gunnery, a high school in Washington, CT, where he volunteers providing career advice and resume support to young professionals and college students. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Clarke Straus is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has been affiliated with Wells Fargo Bank NA since 2006. 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, employing research and diversification principles to evaluate investment options.

Rong Lu is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and six years of industry experience. Their work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, HSBC Bank USA, N.A., and Bank of America, N.A. among others. 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’s advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Trevor Honsberger is a Financial Consultant at Fidelity Investments, holding this position since 2025. He and his team focus on delivering personalized and strategic financial consulting services. Trevor aims to empower clients by providing clarity and confidence, tailoring financial strategies to align with their individual aspirations. By integrating industry experience with an understanding of clients' unique needs, he seeks to develop customized plans that support lasting financial security and success. Outside of his professional work, Trevor is engaged in various personal interests including family activities, social events with friends, golf, skiing, traveling, and caring for pets.

Jennifer Foronda is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She previously worked at Morgan Stanley and D.A. Davidson & Co. She has ownership in rental property outside of her advisory role. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles using both in-house and third-party managers.

Eric Kwan is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he held roles at T-Mobile, Assembly Media Inc, and Edelman. 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 options, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Marcia Hensley Vigil is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. She has been with Fidelity Investments in various capacities since 2015. Fidelity's Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Mary Black is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Christopher Cahoon is a financial advisor with Osaic, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Woodbury Financial Services and PRUCO Securities. He is also involved with Nevis Financial, operating an LLC for insurance-related work. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through multiple programs and a model-based investment process supported by portfolio optimization and risk management tools.

John Trouy is a financial advisor with Mass Mutual Investors Services in Monroe, WA. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior work includes roles at MSI Financial Services, Inc. and MassMutual Life Insurance Company. 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 provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements using firm-approved analytical tools.

Jaime Johnson is a financial advisor at Charles Schwab with five years of industry experience. Johnson holds Series 63 and Series 65 licenses and has worked at firms including Brighton Jones, Coldstream Wealth Management, and Edelman Financial Engines. Outside of advising, Johnson owns an online women’s clothing boutique called Lavishly Me Boutique. Charles Schwab 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 mix of non-discretionary advisory relationships and discretionary separate managed accounts with a multi-asset investment approach supported by centralized custody and operational infrastructure.

Justin Lukas 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 firms including Equitable Advisors, LLC and held roles in golf and construction-related businesses. He also served on the Washington State Referee Committee for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Bradley Pietila is a financial advisor with Robert Baird & Co. in Mercer Island, WA, holding a Series 63 credential and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.

David Rice is a financial advisor at Edward Jones in Seattle, WA with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he serves as a Board Member At Large for the Greater Queen Anne Chamber of Commerce and as President of the Queen Anne Scouting Youth Association. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Kenyon Tadlock is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held roles at Equitable Advisors, Primerica, and JP Morgan Chase. Outside of finance, he has worked in hospitality as a front desk associate at Four Points Marriott Hotel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Tyler Schroeder is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His background includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and FareStart. Outside of finance, he has experience working in the restaurant and delivery industries. 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 client relationship model that combines primarily non-discretionary advisory services with access to discretionary separately managed accounts and provides integrated brokerage, custody, and alternative investment services.