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.

Tari Sheffer is a financial advisor at Raymond James Financial with 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is also an associate with Hall & Dornan Capital Partners, where she provides client service support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations in municipal advisory and customized retirement plan consulting.

Robert Hamilton is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services and VOYA Financial Advisors. He also serves as a trustee for multiple family trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisers, offering a range of financial planning and advisory programs with both discretionary and non-discretionary management.

Yvonne Hall is a CFP® credentialed financial advisor with 33 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc., having joined in 2023, and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 14 years. Outside the financial industry, she is the proprietor of Yondi's Yoga, where she holds a 500-hour yoga teacher certification and teaches yoga sessions periodically via Zoom. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using various analytical tools and supports its clients through advisory programs and external providers.

Anthony Tarantola is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He focuses on helping clients develop strong financial frameworks that can be effectively implemented and trusted. Prior to his current position, Anthony worked at Wells Fargo & Co. as a Senior Premier Banker from 2021 to 2022, and before that, he was a Relationship Banker at JPMorgan Chase & Co. from 2019 to 2021. His professional experience spans various aspects of banking and financial consulting. Outside of his professional work, Anthony has personal interests in board games and football.

George Robertson is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and KMS Financial Services, Inc. Robertson serves as a trustee and investment advisor for the Reuben B. Robertson Foundation, a private family foundation, and is involved with Three Reubens Publishing Co. LLC, which promotes the historical value of his family through various media. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports legacy platform programs alongside multiple third-party managed-account solutions.

Paul Ketchum is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2024. In addition to his advisory role, he is a managing partner at Cedar Creek Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Christina Day is the Vice President and Branch Leader at Fidelity Investments, overseeing the operations of the Redmond Investor Center. In her role, she manages day-to-day responsibilities and supports branch associates through accountability and coaching to enhance client experiences. Christina's focus is on building strong relationships with clients and associates, aiming to maintain trust and loyalty while positioning the firm as a leading provider of financial planning guidance. Christina has been with Fidelity Investments since 2007, progressing through roles including Financial Representative, Investments Representative, Financial Consultant, and currently, Vice President Branch Leader. Her extensive experience within the firm reflects a deep understanding of financial advisory services and client relationship management. Outside of her professional responsibilities, Christina's personal interests include art, boating, hiking, running, and skiing.

Amber Trader is a financial advisor at Edward Jones with seven years of industry experience and holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Vashon Natural Medicine PLLC for eleven years. She is involved in managing a family land business in Texas related to oil. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors.

Patrick Pardon is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009. He is a partial owner of Cedar Creek Wealth Management LLC and NPPT Ventures LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with banking, lending, and other financial product offerings.

Veena Rao is a financial advisor at Merrill in Sammamish, WA, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Bank of America, N.A. and H & R Block. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Black is a Planning Consultant currently working at Fidelity Investments. He assists clients in identifying suitable investment options to help them achieve their financial goals and manage their financial resources effectively. He has experience as a Planning Consultant at Fidelity Investments since 2023. Prior to this role, he worked as an Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Before joining Fidelity, Eric was a Financial Advisor at Thrivent Financial from 2018 to 2021. Outside of his professional work, Eric has interests in cooking and baking, exploring food as a foodie, participating in social events with friends, hiking, singing, and traveling.

Steven Northey is a financial advisor with UBS Financial Services in Sammamish, WA, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is a partner in a family real estate partnership that owns and maintains a vacation property. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Marta Cappa is a CFP® professional with 33 years of industry experience. She is currently with Wells Fargo Advisors and has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Jason Keser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Ryan Guiberson is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the healthcare sector at Summit Surgical Inc. and Swedish Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Vaughn Sherman is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he manages a rental property in Long Beach, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services across a nationwide network of advisors and branches.

Connor Loveall is a financial advisor at Edward Jones in Sammamish, WA, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked in the fitness industry with companies including The Bay Club Company and 425 Fitness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets. The firm is noted for its large network of advisors and branches and offers both discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.