John Fry is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, Raymond James and Associates, Polytech Fibers, and Joynus. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering discretionary options tailored to plan objectives and risk tolerances.

David Eskenazi is a financial advisor with OSAIC in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at Securities America Advisors, Inc., KMS Financial Services, Inc., and Allied Asset Management, Inc. Eskenazi is a board member of the Rainier Valley Historical Society and HistoryLink, both nonprofit organizations, and is involved in sports memorabilia consignment and historical consulting. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios incorporating a range of asset types and provides access to third-party money managers and managed-account solutions.

Wendy Connors is a Series 66-licensed financial advisor with LPL Financial in Seattle, WA, where she has worked since 2009. She has 16 years of industry experience, including three years at Financial Advocates Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by a variety of model portfolios and research.

Todd Bonime is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009. Outside of advising, he is a partner in Bonime Properties LLC, a family investment business based in Portland, Oregon. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and market simulations.

George Shaw is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2018. In addition to his advisory role, Shaw is involved in non-investment business activities including ownership of real estate management entities in Lexington, KY, and Las Vegas, NV. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers a wrap-fee solution with a tiered percentage-based fee structure.

Alana Frederick is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Brokerage Services LLC since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies, use of systematic methodologies and AI in research, and comprehensive proxy-voting and governance procedures.

Christopher Owens is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and seven years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent eight years with Wells Fargo Home Mortgage. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Joseph Kochera is a CFP® with eight years of experience in financial advising at Edward Jones, where he has worked since 2017. Prior to his current role, he served 30 years in the United States Navy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory strategies under a fiduciary standard.

Stephanie Cumming is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, Stephanie is an author of the book *Go Fund You* and participates as an assistant instructor in avalanche safety. 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 approximately 23,701 advisors and 15,121 branch offices.

Justin Schuessler is a CFP®-designated financial advisor with Edward Jones, based in Seattle, WA. He has 18 years of industry experience and has been with Edward Jones since 2007. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stacey Sturgess is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2016. 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 plans, corporations, and charitable organizations.

Kirk Balin is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 66 licenses, and has 23 years of industry experience. He previously worked at Householder Group for 20 years and joined LPL Financial in 2013. Since 2025, he has also been involved with Gateway Wealth Partners, an independent registered investment advisor firm. LPL Financial serves individuals, retirement plans, and institutional clients through a national network of advisor representatives, offering a range of advisory programs, financial planning, and brokerage services supported by proprietary research and third-party subadvisors.

Julia Bordeaux is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Shore Capital Partners and Slalom Consulting. Bordeaux completed her studies at the University of Notre Dame in 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors and has distinctive registrations as a security-based swap dealer and futures commission merchant.

Harald Kohl is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Julie Evans is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA from 2012 to 2018 before joining her current firm in 2018. 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 diverse client base including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Laura Shifflette is a financial professional with 18 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 designations and has worked with firms including First Allied Advisory Services and Passage Wealth Advisors, LLC. In addition to her advisory role, Shifflette serves as board secretary for the Seattle Yacht Club and is president (Bailli) of the nonprofit Chaine des Rotisseurs. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and planning services through a multi-manager platform with access to affiliated and third-party managers.

Amanda O'rourke is a financial advisor with LPL Financial in Seattle, WA, holding a Series 65 designation and four years of industry experience. She has been with LPL Financial since 2022 and has prior experience at Greenwood Ohlund, PS dating back to 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Juliana Van Buskirk is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Scott Merriman is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank. Merriman is also involved in managing several rental properties as a passive owner. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Blake Willey is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans tailored to their specific goals and investment needs. He leverages the resources and support available at Fidelity to implement strategies that align with the interests of his clients. Blake has experience as a financial consultant with previous roles at E*TRADE from Morgan Stanley (2020-2022), Charles Schwab (2018-2020), and as a financial advisor at Merrill Lynch (2017-2018). Throughout his career, he has focused on understanding client objectives to pursue appropriate financial solutions. Outside of his professional role, Blake engages in family activities and enjoys sports such as golf, running, and soccer.