Nhat Bui is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tukwila, WA. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to his current role, he has worked at firms including Mainspring Wealth Advisors LLC and First Tech Federal Credit Union. Outside of his advisory work, he is the CEO of Julia Bui LLC, a business involved in the sale of shampoo, clothing, and fruits. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, and institutional investors. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Joel Johnson is a financial advisor at Thrivent Investment Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2009. Outside of his advisory role, he is co-owner of an LLC that manages a cabin property and co-owns a related jet ski operation at Priest Lake. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial topics without portfolio management for institutional clients. The firm emphasizes holistic, goal-based planning supported by modeling tools and offers integrated options for planning and managed accounts.

Jamie Chambers is a CFP® professional with 25 years of experience in the financial services industry. He has been with Ameriprise since 2000, including his current role at Ameriprise since 2020. He is the sole owner and manager of J. Chambers, LLC, a business entity established for future use. Ameriprise provides retirement-income planning services primarily aimed at individuals approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement income recommendations.

Bryant Pae is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016, based in Bellevue, WA. 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, as well as affiliated mutual funds and tax-efficient services under a fiduciary standard.

Keith Woodcox is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 1998, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Licensed Representative. Throughout his career, Keith has focused on understanding his clients' financial goals and helping them achieve clarity and focus in their financial plans. He holds a California Insurance License, supporting his work in financial consulting and planning. Keith emphasizes the importance of identifying what matters most to his clients, often exploring beyond their stated needs to provide tailored financial guidance.

Andrew Hergert is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial in Bellevue, WA. He has served as a financial advisor at Raymond James since 2013 and owns a support company, A.H. Financial, LLC. Additionally, he participates in the management of a family farm business, RH Farms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Yu Shan Jou is a financial advisor at Morgan Stanley in Bellevue, WA, with 26 years of industry experience. They have held their current position since 2014 and hold Series 63 and Series 65 licenses. Outside of their advisory role, Yu Shan Jou operates a sole proprietorship focused on digital currency and Bitcoin. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and utilizes firm-approved tools such as Monte Carlo simulations to model outcomes.

Mughees Khan is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Bank of America, Merrill, Key Bank, and Deloitte Touche Tohmatsu Ltd. Outside of finance, he is employed part-time with Men's Warehouse. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and may incorporate an ESG eligibility framework.

Brian Cohrt is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at E*TRADE Capital Management and TD Ameritrade. Outside of finance, he is a co-owner of a residential property in Hawaii managed by a third party. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers multi-asset model portfolios supported by research and centralized operational support.

Kevin Clouse is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers customized advisory programs with a range of portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

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®-credentialed financial advisor with 13 years of industry experience, currently affiliated with LPL Financial since 2015. Prior to that, he worked at VOYA Financial Advisors, Inc. from 2013 to 2015. He also operates Tyler Atkinson LLC, a home-based business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of advisors and various technology tools.

Perry Smith is a ChFC® credentialed financial advisor with 41 years of industry experience. He has been with Cambridge Investment Research Advisors since 2007 and operates his own consulting business focusing on tax planning and business consulting. In addition to his advisory work, he is an independent insurance agent and a real estate broker. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory through multiple platforms and proprietary model strategies.

Rommel Ver is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior work includes long tenures at MetLife Securities Inc. and Metropolitan Life Insurance Company, as well as roles with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base ranging from individual investors to corporate and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a large network of investment adviser representatives.

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 Series 66-credentialed financial advisor with 19 years of experience, currently practicing at Equitable Advisors since 2007. He previously worked with Axa Advisors, LLC from 2007 to 2020. Outside of his advisory role, he is involved in managing investment real estate through several LLCs. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement consulting, and asset management. The firm utilizes a variety of advisory models and third-party asset managers, offering services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Kyoungho Kim is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at TATA Consultancy Services and has a background that includes employment at the University of Washington and SYGK, LLC. Kim maintains outside employment with TATA Consultancy Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

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 Series 66 licensed financial advisor with Equitable Advisors in Bellevue, WA, and has two years of industry experience. Before joining Equitable Advisors, she worked at Boston Consulting Group and the Allen Institute, among other roles. She has a background that includes experience in consulting, research, and banking. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both firm-offered and third-party advisory solutions.

Samuel Eichhorn is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked at U.S. Bank, UPS, FocusPoint Solutions, CED Greentech, and Valic. Eichhorn is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of investment advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.