Nathan Mc Vay is a financial advisor at Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Axa Advisors, IMG College, Washington State University, and Mcvay Brothers Siding and Windows. Outside of financial advising, he has involvement in dental insurance and health-related business activities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions.

Michael Ferrera is a Series 66-licensed financial advisor with Edward Jones in Bothell, WA, where he has worked since 2012, totaling 15 years of industry experience. Outside of his advisory role, he is a partner in a real estate business based in Kirkland, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kim Jasper is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Kim partners with Wealth Management Advisors to build trusted relationships with clients and their families, focusing on delivering personalized service to support holistic financial planning needs. Kim has been with Fidelity Investments since 2022, previously serving as a Financial Representative from 2022 to 2024 and as a Relationship Manager from 2024 to 2026. This progression reflects experience in client relationship management and financial planning within the wealth management sector. Outside of work, Kim's interests include attending concerts, cooking and baking, fitness, and movies.

Sam Hibbert is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, Thrivent Financial, and Cetera Investors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Paul Elder is a financial advisor at Merrill with 36 years of industry experience. He has held his current position at Merrill since 2009. He holds Series 63 and Series 65 credentials and is based in Bellevue, WA. 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.

Liam Settle is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Keith Pareti is a financial advisor at Morgan Stanley with 17 years of industry experience. He has previously worked at Janus Henderson and WisdomTree Asset Management. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

Miles Spahr is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked briefly at Ladenburg Thalmann and participated in the University of Oregon’s Business Accelerator Program. He also has experience as a student-athlete with the University of Oregon Football team. Equitable Advisors serves individuals across wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm’s advisory services utilize a range of third-party managers and emphasize matching clients to suitable investment models and discretionary management solutions.

Karen Witt is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Prior to that, she was with Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jared Vanwagoner is a Vice President and Financial Consultant at Fidelity Investments. He has held this position since 2013, following several roles within the company including Branch Service Manager, Private Client Specialist, Investor Center Financial Representative, Stock Plan Services Representative, and Financial Representative Phones, reflecting over a decade of experience at Fidelity. Jared focuses on serving high net-worth clients, working closely with families to educate and plan according to their individual financial goals. He emphasizes a personalized planning process that aligns with each client's unique needs and preferences. He holds insurance licenses in Arkansas and California. Outside of his professional role, Jared has interests in fitness, golf, and parenthood.

Brenda Campbell is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Bank of America, Merrill, and Morgan Stanley Smith Barney. 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 individuals, high-net-worth clients, and institutional investors.

Kevin Corder is a financial advisor with Ameriprise in Bellevue, WA. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining Ameriprise, his background includes roles in education and hospitality. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gary Peterson is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 operates on a large scale, offering brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Tyler Mc Cullough is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Wedbush Securities for nine years before joining Raymond James in 2023. Outside of his advisory role, he has engaged in rental real estate by managing a former personal residence as a rental property. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting through various advisory programs.

David Mar is a financial advisor with Fidelity in Lynnwood, WA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Fidelity, he worked at JPMorgan Chase and has experience in the hospitality and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction for discretionary and non-discretionary mandates.

Harrison White is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Mid Oregon Federal Credit Union and held roles at several other firms including United Parcel Service Inc and Hoopsource Basketball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Alexander Assaf is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kirkland, WA, holding a Series 66 designation and 15 years of industry experience. He has worked with several firms, including Curian Capital, LLC and Waddell & Reed, before joining Raymond James in 2016. He also works with Addison Avenue Investment Services, providing sales support to financial advisors. 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 employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports specialized offerings such as municipal advising and SIMPLE IRA employer consulting.

Vipul Shah is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 12 years at Ondine Biomedical Inc and Ondine Research Laboratories, Inc. Outside of his advisory role, Shah is involved in various private equity and real estate investment entities, including interests in professional sports funds and restaurant businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains an extensive network of financial advisors and branch offices across the United States.

Todd Crawford is a financial advisor with LPL Financial in Everett, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Linsco Private Ledger since 2002 and BECU Financial Services since 2001. Outside of financial services, he has been involved with Dorian Studio since 1995. 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 access, and institutional platforms.

Mikhail Gaburak is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity Investments in 2023, he worked at Consumer Direct Care Network Washington and Public Partnerships LLC. Outside of his advisory role, he has provided home health care services as an independent contractor. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its involvement with registered investment companies and its use of systematic methodologies and model portfolios.