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.

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.

Meghan Donahoe is a CFP® with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. She previously worked at Stifel Nicolaus & Co Inc from 2014 to 2019. Outside of her advisory role, Donahoe is involved in e-commerce, working as a contractor selling used clothes and home goods on an online consignment platform. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Judah Piano is a CFP®-designated financial advisor with 12 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at Metlife Securities from 2015 to 2017 and has been affiliated with MassMutual Life Insurance Co since 2016. Outside of his advisory role, he is an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, and various organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation services conducted through separate brokerage or insurance arrangements.

Jeffrey Crabb is a CFP® professional with 36 years of industry experience and has been with Edward Jones in Seattle, WA since 2000. He holds Series 63, 65, and 66 licenses. Outside of his advisory role, he serves on the membership committee of a local business networking group, where he screens new members and helps resolve issues within the network. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kristina Jensen is a financial advisor at Merrill with 39 years of industry experience. She holds a Series 63 designation and has been affiliated with Merrill since 1987 and Bank of America since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Zhu is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Wells Fargo Securities, LLC for nine years before joining Merrill in 2018. Outside of his advisory role, he serves on the investment committee of the Crowden Music Center and is an advisory board member of the East Bay Center for the Performing Arts, a performing arts school serving youth in underserved communities. Merrill, along with Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

John Ramseyer is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he is involved in ranching operations through Ellensburg Cattle Company, participating in general farm activities on weekends. Robert Baird & Co.’s DDK Group, where Ramseyer works, serves high net worth individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection and internal research support.

Athena Gatan is a financial advisor at Ameriprise with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Ameriprise and Ameriprise Financial Services, Inc. since 2001. In addition to her role at Ameriprise, she manages an advisory business at Wealthbridge Advisors Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Jackson Madden is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2023, progressing from Financial Representative to Relationship Manager before assuming his current role. Jackson's work focuses on partnering with clients and their advisors to help pursue financial goals. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Ericka Lamsek is a financial advisor with Wells Fargo Advisors in Seattle, WA, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a trustee for her mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations, which clients may implement through various brokerage and advisory programs.

Daniel Ortiz Rivas is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Robinhood Financial and several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies and model portfolio provider for Fidelity Institutional Wealth Adviser.

Phillip Ussery is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He previously worked at Symetra Securities, Inc. and Symetra Investment Services, Inc. from 2010 to 2017. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of roughly 23,701 financial advisors and 15,121 branch offices.

Spencer O'Brien is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. His background includes prior roles at Amazon Web Services and nearly a decade of service in the United States Army. Outside of his advisory work, he serves as a volunteer Admissions Liaison Officer for the United States Military Academy. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and modeling techniques to support client decision-making without providing individual security recommendations.

Jennifer Krikawa is a Planning Consultant at Fidelity Investments. In her role, she partners with clients to develop and implement personalized financial plans that align with their life goals. Prior to joining Fidelity Investments in 2023, Jennifer worked as a Private Client Banker at JPMorgan Chase Bank from 2018 to 2023. Outside of her professional work, Jennifer has interests in running and singing.

Mehrzad Yousefi is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work history includes roles at Bank of America, HomeGoods, Tiffany & Co., and Big Lots. Outside of advising, he works as a floor associate at HomeGoods. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.