Trevor Honsberger is a Financial Consultant at Fidelity Investments, holding this position since 2025. He and his team focus on delivering personalized and strategic financial consulting services. Trevor aims to empower clients by providing clarity and confidence, tailoring financial strategies to align with their individual aspirations. By integrating industry experience with an understanding of clients' unique needs, he seeks to develop customized plans that support lasting financial security and success. Outside of his professional work, Trevor is engaged in various personal interests including family activities, social events with friends, golf, skiing, traveling, and caring for pets.

Jennifer Foronda is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She previously worked at Morgan Stanley and D.A. Davidson & Co. She has ownership in rental property outside of her advisory role. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles using both in-house and third-party managers.

Marcia Hensley Vigil is a financial advisor at Fidelity with eight years of industry experience and holds the Series 66 designation. She has been with Fidelity Investments in various capacities since 2015. Fidelity's Strategic Advisers LLC, where she works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Mary Black is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Kelly Mckay is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. Prior to joining Cetera in 2023, she worked at Voya Financial Advisors from 2015 to 2021. Outside of her advisory role, she coaches youth gymnastics at Gymnastics Connection. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with flexible program structures and access to multiple third-party money managers.

Christopher Cahoon is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 13 years. Outside of his advisory role, he is involved with Nevis Financial, an LLC focused on insurance-related work. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

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.

Justin Lukas is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at firms including Equitable Advisors, LLC and held roles in golf and construction-related businesses. He also served on the Washington State Referee Committee for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Bradley Pietila is a financial advisor with Robert Baird & Co. in Mercer Island, WA, holding a Series 63 credential and bringing 38 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Kenyon Tadlock is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held roles at Equitable Advisors, Primerica, and JP Morgan Chase. Outside of finance, he has worked in hospitality as a front desk associate at Four Points Marriott Hotel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Jarrod Haynes is a financial advisor with Cetera in Bellevue, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at VOYA Financial Advisors from 2014 to 2021 before joining Cetera and its affiliated entities. Outside of advising, he is involved as an ambassador with the Emerald City Referral Association, a professional networking group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Peter Phung is a CFP®-credentialed financial advisor with five years of industry experience, currently with Edward Jones since 2021. His prior roles include positions at Back Office Connection Inc and Envestnet Tamarac. Based in Seattle, WA, he holds the Series 66 license. 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 offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of more than 23,700 financial advisors.

Jason Kane is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options, including insurance-related vehicles and bank deposit sweep programs.

Vincent Stanton is a financial advisor at Ameriprise with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He has been with Ameriprise since 2019. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Leonard Hill is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Private Bank since 2021. Prior to that, he held roles at Hartford Funds Distributors and Wells Fargo Funds Distributor. Hill serves on the Foundation Board of Central Washington University. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services directly and via corporate financial planning agreements.

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.

Robert Cittadini is a financial advisor at Wells Fargo Clearing in St. Louis, MO, holding Series 65 and Series 66 designations with 14 years of industry experience. He previously worked at Russell Investments and Russell Financial Services from 2012 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Sullivan is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Wedbush Morgan Securities Inc., JPMorgan Chase Bank NA, J.P. Morgan Securities, and AllianceBernstein L.P. Daniel is based in Clydehill, WA. 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, retirement advice, and institutional platforms.

Nicholas Houk is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Merrill, Equitable Advisors, and other firms prior to joining Fidelity. Outside of his advisory role, he participates in the Sunrise Toastmasters public speaking club in Seattle. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering diversified model portfolios and serving as an advisor to multiple registered investment companies.

Alexander Gray is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Alliance Wealth Management, Hornor, Townsend and Kent, Inc., and Penn Mutual Life Insurance Company. Outside of advisory roles, he is involved in insurance sales through Pacific Capital Resource Group, Inc. and Alliance Wealth Management. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charities. The firm provides integrated brokerage and advisory services, employing advanced asset-allocation tools and third-party platforms to offer diversified investment solutions across multiple asset classes.