Espen Platou is a financial advisor at Osaic with nine years of industry experience. He holds the Series 66 designation and previously worked at Hornor, Townsend & Kent, Inc., Penn Mutual Life Insurance Company, and the University of Washington. Outside of his advisory role, he is involved in insurance sales and service through roles as an agent at Pacific Capital Resource Group Inc. and Ascent Wealth Solutions. Osaic Wealth serves a diverse range of retail and institutional clients with a multi-advisor platform offering brokerage and advisory services, including financial planning and portfolio management. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk assessments and rebalancing tools.

John Kakarigi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with J.P. Morgan Securities and its related entities since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

Michael Burke is a financial advisor at Edward Jones in Everett, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience in construction, utilities, aerospace, telecommunications, and employment services. 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 strategies, supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Dustin Meade is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, Robinhood, and TD Ameritrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Keith Haller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He previously worked for Edward D. Jones & Co., L.P. for 25 years prior to joining Raymond James. Outside of advising, he is involved with private investment activities through Amason Corporation and has a partnership interest in Calmont Properties LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, supporting implementation through advisory programs and maintaining specialized municipal and SIMPLE IRA consulting services.

Priscilla Braden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked in retail and education roles, including positions at Home Depot and Dunlap School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Ryan Fleming is a CFP®, ChFC®, and Series 66-registered advisor with 25 years of industry experience. He has worked at OSAIC since 2020 and previously spent 19 years at Hornor Townsend & Kent Inc. Outside of his advisory work, he serves as a play clock operator for NFL games. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale and complex affiliate network.

Randy Howard is the principal of RH2 Wealth Advisors, LLC, an independent advisory firm based in Bellevue, WA. He holds a Series 65 credential and has 12 years of industry experience. In addition to his advisory role, he is a shareholder and full-time CPA at Rekdal Hopkins Howard, PS, a CPA firm. He also manages Enatai SV, LLC, which owns several non-investment businesses in Skagit Valley, and serves as manager of other holding companies. RH2 Wealth Advisors serves a limited client base consisting of individuals, trusts, pension plans, and retirement plan trustees by identifying and recommending third-party investment managers rather than managing portfolios directly. The firm operates through solicitor and referral arrangements with third-party managers and maintains affiliations with a CPA firm and insurance services.

Robin Lin is a financial advisor with Lin & Company, LLC in Kirkland, WA, holding a Series 66 designation and with 21 years of industry experience. He has operated under Tanji Group, LLC doing business as Lin & Co since 2012. Lin & Company, LLC is an independent firm serving clients with personalized financial advisory services.

Douglas Saksa is a CFA® charterholder with 26 years of industry experience. He is the sole advisor at Pegasus Investment Management LLC, where he has been associated since 1991. The firm primarily serves high-net-worth clients and offers portfolio management and advisory services under a percentage-of-assets fee model. Pegasus Investment Management operates with a consultative approach, typically managing assets on a non-discretionary basis and allowing clients to retain final trading authority.

Irene Dabanian is the sole advisor at IJD Evergreen Financial Services LLC, an independent firm based in Shoreline, WA. She holds a Series 65 credential and has 19 years of industry experience, having led her firm since 2003. IJD Evergreen Financial Services serves a small client base of 17 clients, providing advisory and consulting services without offering portfolio management. The firm operates through non-discretionary engagements, delivering client-specific advice rather than managing portfolios or using an assets-under-management fee model.

Joel Hussey is a financial advisor at Truvista Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truvista Advisors since 2023. Prior to his current role, he was employed at Tempered Networks for eight years and has owned Tailwind Capital Partners, Inc., a company that sources and remarkets commercial aircraft, since 2007. Truvista Advisors LLC is a small, supported firm with two advisors.

David Giannini is a financial advisor at Truvista Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Private Asset Management, Inc. for 10 years before joining his current firm. Truvista Advisors LLC is a small advisory firm based in Redmond, WA, focused on providing personalized financial services.

Richard Russell is a financial advisor at Ariston Capital Management Corp with 17 years of industry experience. He has been with Ariston Capital Management Corp since 1977. Ariston Capital Management Corporation provides discretionary portfolio management services to individuals, IRAs, and trusts, managing client accounts under a Special Limited Power of Attorney. The firm operates with a small client base and focuses on a single Growth Program that invests in a diversified mix of stocks, convertible securities, and exchange-traded funds based on fundamental research and daily portfolio reviews.