Kyle Igarashi is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Navicet, PK (Concentrix Catalyst), and Hitachi Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient investing and securities-based lending.

Tyler Atkinson is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2015. He holds the Series 66 designation and operates a separate investment-related business entity for tax and investment purposes. 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, offering a range of advisory programs, financial planning, and retirement consulting services.

Perry Smith is a ChFC® credentialed financial advisor with 41 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2007. He has a long-standing career that includes nearly five decades with Travelers Insurance Company and has operated Perry L. Smith Consulting since 1989, providing business consulting and tax planning services. In addition to his advisory work, he is an independent insurance agent specializing in life and term universal life insurance products. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm utilizes a range of investment platforms and provides both proprietary and third-party model strategies tailored to client objectives.

Rommel Ver is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with sales of various financial products and utilizes research, model portfolios, and third-party strategists for investment advice.

John Robertson Jr. is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds a Series 66 registration and is based in Maple Valley, WA. Outside of his advisory role, he is involved with vacation club and timeshare businesses including Diamond Resorts and Hilton Grand Vacations. Edward Jones is a wealth management firm serving more than four million individual and institutional clients with a broad range of advisory services and investment options, supported by a large national network of advisors and branches. The firm offers discretionary and non-discretionary strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.

David Lenvin is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation and with 19 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors LLC through 2020. Equitable Advisors serves a broad range of clients including individuals, high-net-worth families, retirement plans, corporations, charitable organizations, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, relying significantly on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Kyoungho Kim is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he worked at Tata Consultancy Services and has experience with SYGK, LLC and the University of Washington. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines financial planning, model portfolios, and access to third-party asset management.

Landon Bennett 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, he worked at Arba International LLC and Rad Power Bikes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Kathryn Kelleher is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and has prior experience at Boston Consulting Group and the Allen Institute. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Samuel Eichhorn is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of experience. His prior work includes roles at U.S. Bank, UPS, FocusPoint Solutions, CED Greentech, and Valic. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Chaoran Yu is a financial advisor at J.P. Morgan Securities in Bellevue, WA, holding a Series 66 license with three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, Yu was employed at Bank of America and Merrill from 2022 to 2025 and at First Financial NW Bank from 2020 to 2022. Outside of advisory work, Yu personally invests in rental property. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jeffrey Mitchell is a financial advisor with Ameriprise in North Bend, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at D.A. Davidson & Co. before joining Ameriprise and has co-authored a book on college football recruiting with his son titled "Before the Pads Come On." Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis.

Davonta Martin is a CFP®-certified financial advisor with Raymond James Financial in Bellevue, WA, and has two years of industry experience. Prior to his current role, he worked at Alterra Advisors and Long Street Advisors for three years and has held positions at Lowe's, Walmart, and Western Carolina University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.

Sunil Sanghvi is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds the Series 66 designation and is based in Bellevue, WA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual investors, institutional accounts, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.

Gregory Wasick is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and is co-owner of Jeffers 13 LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jason Roberts is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with four years of industry experience. He has been with Morgan Stanley since 2013. Outside of his advisory role, he is involved in property management of a rental property in Snohomish, Washington. Morgan Stanley Wealth Management is an SEC-registered investment advisor and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Daniel Purcell is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Charles Schwab (formerly TD Ameritrade) for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Benjamin Seran is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. He previously worked at Momentum Wealth Advisors and has a background that includes commercial fishing in Southeast Alaska. Outside of finance, he teaches a chess after-school program for middle school students. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services across multiple platforms. The firm uses firm-provided tools and automated processes to construct diversified portfolios and supports legacy platform transitions and third-party managed-account solutions.

Mandy Sheau Huei Ho is a CFA® charterholder and holds a Series 63 license, with two years of industry experience. She has worked at UBS Financial Services since 2023 and previously held roles at BNY Mellon and Key Private Bank. She serves as a volunteer board member for the Herbert Jones Foundation, which supports educational programs in entrepreneurism and small business, and co-owns a health and fitness business managed by her husband. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Trevor Marston is a CFP® and Series 66-registered financial advisor with three years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He also works with Mainspring Wealth Advisors, LLC, where he supports client planning and investment activities. Prior to his financial advisory roles, he was involved in several arts organizations, including the Island Shakespeare Festival and Seattle Public Theater. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and analytical modeling, supported by specialized programs in municipal finance and SIMPLE IRA employer advisory services.