Aaron Tschumper is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Joey’s and Anthony’s and has experience from Western Washington University. Morgan Stanley Wealth Management serves individual and institutional clients, offering financial planning and advisory services supported by firm-approved tools and investment committee analyses.

Jason Mcgary is a Series 65-credentialed financial advisor with 17 years of industry experience. He has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process informed by quantitative screening, qualitative research, and employs tax-aware strategies alongside risk management techniques such as derivatives and tax-loss harvesting.

Dylan Cavanaugh is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to his current role, he worked at Fidelity Brokerage Services LLC and has a background that includes positions at Victory Briefs Institute and McCullar Realty. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including managed portfolios built using proprietary research, quantitative analysis, and algorithmic methods. The firm serves a variety of clients and maintains oversight of sub-advisers while employing systematic models that incorporate mutual funds, ETFs, and ETPs.

David Townliand is a financial advisor at Edward Jones in Edmonds, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he served in the US Army from 2015 to 2020 and held positions at Hiring Our Heroes and Ekso Bionics. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Bradley Dillon is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 65 and Series 63 licenses and 25 years of industry experience. His career includes 17 years at Goldman, Sachs & Co. and five years at AllianceBernstein L.P. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Lamar Neagle is a Series 66-licensed financial advisor with Morgan Stanley in Bellevue, WA, bringing six years of experience at the firm and a total of five years in the industry. Prior to his finance career, he spent nine years with Major League Soccer and remains involved in the soccer community through roles such as board member of the RAVE Foundation and partner in Ballard Football Club, LLC. He also serves on advisory and development boards for Seattle Sounders F.C., Mount Rainier Athletic Club, and the Local Organizing Committee for FIFA Seattle. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and utilizing firm-approved tools and models to assist in client planning.

Jacques Takou Tuh is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, PrimeAdvisors, Slalom Consulting, and PwC. He is involved in sales of non-investment home-related products through affiliated companies such as Primerica Mortgage and Primerica Client Services. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, offering a variety of strategic and tactical investment models.

Patrick Valle is a financial advisor with Charles Schwab in Seattle, WA, holding Series 65, Series 63, and Series 66 licenses and possessing 22 years of industry experience. His career includes roles at Allegiance Gold, Online Trading Academy, Valle Capital Management, LLC, Chase Investment Services Corp., and Wamu Investments, Inc. He also teaches a course on stock option strategies for UCLA Extension’s Accounting & Finance Department. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operational and custody services.

Aaron Schulz is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Alexa's Catering and Cafe, Cintas, Edgerock Wealth Management, and Troon: The Ridge at Castle Pines. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs various advisory models and programs, relying on third-party sponsors and discretionary managers to deliver solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Rosemary Manrao is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been associated with PFS Investments Inc. since 2005 and Primerica Financial Services since 2004. Outside of her advisory role, she is the owner of RK Management Group LLC, a non-operational business entity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees, focusing primarily on retail client portfolios rather than institutional or pension plan management.

Fred Green is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and has been involved with Pacific West Securities Inc and The Lincoln National Life Insurance Company for over two decades. In addition to his advisory role, he is active in insurance sales, including fixed insurance, group benefits, individual health, and Medicare products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers diverse investment management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies alongside various program structures and custodial relationships.

Joseph Gogal is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside the financial industry, he has served as president of Clear Image One Hour Photo, a photo business in Maryville, WA, which he transitioned to a new owner in 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of investment strategies and fiduciary advisory services.

John Roeller is a CFP® with 25 years of experience in the financial services industry. He is currently with LPL Financial in Seattle, where he has worked since 2010, and previously spent 11 years at Financial Advocates Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset managers, and institutional platforms.

Douglas Sullivan is a financial advisor at Edward Jones in Bothell, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Brightsone Retail Operations from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide 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 large nationwide network of financial advisors and branch offices.

Duane Covey is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 credentials with 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a limited partner and director of Covey Corporation, a family holdings entity based in Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jonathan Luke is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Daniel Gonzales is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at PeaceHealth St. Joseph Medical Center and held various other positions in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Emily Jackson is a financial professional with one year of industry experience, currently affiliated with Cetera. She holds the Series 66 designation and has previously worked at Cbiz and Boise State University. Jackson is also active with Pacific Crest Financial Services, LLC, where she provides financial services. Cetera Investment Advisers is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, operating a multi-manager platform that enables advisors to use affiliated and third-party model portfolios or create customized strategies.

David Levine is a financial advisor with Ameriprise in Mountlake Terrace, WA, holding a Series 66 designation and 16 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Levine serves as president of the Lake City Soccer Club Board. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Corey Cox is a CFP® professional with 28 years of industry experience, currently serving at Thrivent Investment Management in Seattle, WA. He has been with Thrivent Financial for Lutherans and its investment management division since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers holistic, goal-based planning covering a range of financial topics, with the option to combine planning and managed-account services under a consolidated billing arrangement.