James Clarke is a financial advisor with LPL Financial in Edmonds, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2013 and concurrently served at Financial Advocates Investment Management for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Loren Mcewan is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has prior work history at RBC Capital Markets Corp and Sii. Loren operates a DBA entity, Seattle First Asset Management, related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

John Moroney is a financial advisor at Edward Jones in Silverdale, WA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Kevin O'Keefe is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is a co-owner of Maxmo Rentals LLC, a real estate business in Snoqualmie, WA. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically serving those with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Bradley Blind is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

Darren Horejsi is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been associated with LPL Financial and the Boeing Employee Credit Union since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

Laryn Vella is a financial advisor with Merrill based in Bainbridge Island, WA, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill Lynch since 2009 and continues with Merrill following its integration into Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs both model-based and discretionary investment strategies developed by internal and third-party managers, offering tactical asset allocation and tax-aware options.

Michael Faris is a Financial Consultant currently working at Fidelity Investments since 2025. He has over a decade of experience in finance, focusing on collaborating with high-net-worth clients to design, implement, and monitor financial strategies that balance retirement, legacy, and charitable goals. Michael is a CERTIFIED FINANCIAL PLANNER® practitioner. Prior to his current role, Michael worked as an Investment Consultant at Fidelity Investments from 2024 to 2025. He also held various positions at JPMorgan Chase Bank, National Association, including Private Client Banker (2020-2024), Branch Manager (2018-2020), Branch Manager Trainee (2017), Relationship Banker (2014-2017), and Personal Banker (2013-2014). Outside of his professional work, Michael has interests in baseball, cooking and baking, museums, music, pets, and traveling.

David Coulter is a financial advisor with LPL Financial based in Bremerton, WA, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation, First Federal Savings and Loan, and Infinex Investments, Inc. Outside of advisory services, he is involved in selling fixed annuities and various insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Andrew Brewer is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 21 years of industry experience. He previously worked at D.A. Davidson & Co. for nine years before joining LPL Financial in 2020. Brewer also provides investment advisory services through Financial Advocates Investment Management, an independent registered investment advisor, and manages a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Phillips is a financial advisor with Equitable Advisors in Seattle, WA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors. Phillips serves as a board member of the LeMay Americas Car Museum. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid advisory and brokerage model, leveraging third-party asset managers and offering tailored services based on client goals, risk tolerance, and time horizon.

Jerry Medved is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2001. Medved serves as an advisory board member for the University of Idaho College of Business & Economics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and model simulations.

Wendy Thomas is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Kiana Kashanian is a Planning Consultant currently working at Fidelity Investments, where she collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. She has been in this role since 2023. Kiana's experience centers on workplace planning, providing her with insights into financial strategies and client engagement within the investment sector. Outside of her professional work, Kiana has interests in art, cars, social events with friends, hiking, museums, and spending time with pets.

Dylan Mingo is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including Cornerstone Capital and Vermilion Rock Advisors, as well as in roles outside the financial sector. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in recommending investment strategies.

John Stinson is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and three years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Luke Konarski is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1998, progressing through roles including Financial Planning Consultant and positions focused on investments and proactive client service. With 27 years of experience working with Fidelity's high net worth clients and their families, Luke assists clients in developing, implementing, and maintaining financial plans across various market cycles. He provides one-on-one guidance utilizing Fidelity's resources to address clients' unique financial goals. Luke holds a California Insurance License. Outside of his professional work, he has personal interests in biking, cars, food, and skiing.

Alma Baker is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in West Des Moines, IA, and has 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Olivia Jones is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 66 designation and has worked at Merrill prior to joining RBC in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, complemented by its capital-markets capabilities and affiliated asset management services.

Mariel Glez is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with four years of industry experience. Her previous roles include positions at Raymond James & Associates, Miura Capital LLC, and City National Bank of Florida. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supports a range of investment and planning services without providing individual security recommendations in its standalone planning programs.