Jill Poppe Loveall is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2009. She holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Kelli La Belle is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2018, she worked at Mercer & Co. from 2016 to 2018. Outside of finance, she teaches dance classes to children through the Inspire Academy of Dance. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kyle Tait serves as Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2018. He is dedicated to helping investors develop, implement, and maintain financial plans that address their objectives, with a focus on guiding clients toward financial independence with confidence. Kyle has been with Fidelity Investments since 2001, progressing through various positions including Vice President, Financial Consultant (2012-2018), Account Executive (2011-2012), Investment Representative (2009-2011), Relationship Manager (2009), Financial Representative (2008-2009), and roles in Investments and Service Trading from 2001 to 2004. He holds a California Insurance License.

Haley Davis is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. Her prior work includes roles at Merrill, U.S. Bancorp Investments, Inc., and JPMorgan Securities LLC. Outside of her advisory work, she co-owns a rental property with her spouse. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options that include retirement, education, business-owner transition, and special-needs planning. The firm uses proprietary research and planning tools to create tailored recommendations, with clients deciding how to implement these through brokerage or advisory programs.

Jeremy Rainwater is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He worked at Metlife Securities from 2015 to 2017 before joining Mass Mutual Investors Services and MassMutual Life Insurance Co, where he has been since 2016 and 2017 respectively. He serves on the finance committee of a nonprofit focused on empowering young girls. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and provides a range of programs including investment management and educational seminars.

Alexander Kye is a financial advisor with Raymond James Financial in Issaquah, WA, holding a Series 66 designation and having two years of industry experience. Prior to joining Raymond James, he worked at Equitable Advisors and has experience in various roles including at Beacon Hill Staffing and in the hospitality sector. Outside of his advisory work, he is employed as an associate at Hall & Dornan Capital Partners, supporting financial advisors with client communications and trade processing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual, institutional, and nonprofit clients. The firm utilizes analytical tools and risk profiling to tailor non-discretionary investment consulting and supports a broad network of advisors with various specialized programs.

Emily Pierre is a financial advisor with Edward Jones in Maple Valley, WA, holding the CFP®, ChFC®, and Series 66 designations. She has 10 years of industry experience and has been with Edward Jones since 2015. 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 strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Curt Pederson is a financial advisor with LPL Financial in Issaquah, WA, holding Series 63 and Series 66 credentials and 33 years of industry experience. His prior experience includes six years at Ameriprise and 26 years with MML Investors Services, Inc. He is associated with Sound Wealth, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research to support diverse investment strategies.

Jamie Rosen is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, Rosen worked at Blue Origin for one year and has experience at Central Washington University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Nicole Felix is a financial advisor with UBS Financial Services in North Bend, WA, holding a Series 66 designation and 21 years of industry experience. She has been with UBS Financial Services since 2010. Outside of her advisory role, she is associated with Ocean Enterprised Inc., a privately held company. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and a broad range of capital markets services.

Spencer Hill is a financial advisor with Cetera, holding a Series 66 license and nine years of industry experience. He has worked at Cetera since 2021 and previously at Voya Financial Advisors from 2017 to 2021. In addition to his advisory role, he operates as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Carolyn Morrissey is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, she worked with the Riley Home Team and has a background that includes a role at Our Lady of Guadalupe School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Adam Hargrave is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding a Series 66 designation and 18 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2012. Outside of his advisory work, he is a partial owner of a temporary staffing company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet certain net-worth criteria.

Taylor Upton is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work experience at companies including Mod Pizza, Instacart, and Under Armour. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Monika Gupta is a financial advisor at Wells Fargo Advisors in Issaquah, WA, holding a Series 66 designation with three years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options tailored to clients meeting a net-worth threshold.

Charles Barber is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience, including 12 years at Edward Jones prior to joining Raymond James in 2023. Barber is the owner of Snoqualmie Valley Financial, a DBA under his parent company CCB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through affiliations uncommon among large institutional advisors.

Erik Alexander is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His prior experience includes roles at Voya Financial Advisors and Cetera Wealth Services, LLC. He is also the owner of Erik Alexander, LLC and is involved in the sale of life, health, disability, and fixed annuities as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a nationwide network of over 10,000 independent advisors.

Samuel Gullette is a CFP® professional with 25 years of industry experience, currently at Cetera since 2023. He has held roles at WestStar Prosperity Group and Voya Financial Advisors, among others. Outside of advisory work, he is the boys vice president of Eastlake Lacrosse, where he supports coaching staff and community engagement. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment programs and portfolio management options through a large network of independent advisors.

Marshall Smith is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2012. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, including specialized planning such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to implement them through various brokerage or advisory options.

Dennis Pierre is a CFP® professional with 26 years of industry experience and has been with Edward Jones since 1999. He holds Series 63 and Series 66 licenses and is based in Maple Valley, Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment options under a fiduciary standard.