Raechel Hicks is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has held her current position since 2016. Hicks holds the Series 63 and Series 66 designations and is based in Seattle, WA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jessy Harb is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Harb spent six years at 1ST Security Ban. Outside of advisory work, Harb manages a single-family rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchell Brewe is a financial advisor with RBC Capital Markets in Edmonds, WA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at City National Bank, BlackRock, and AMZ Management Consulting. Outside of his advisory work, he manages personal rental properties. RBC Wealth Management serves a diverse client base, including individual and institutional investors, offering tailored advisory programs and portfolio management services that incorporate both in-house and third-party investment managers.

Jason Rosser is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Ernst & Young, KPMG, and the University of Nevada Las Vegas Department of Accounting. Outside of his advisory role, he serves as an assistant coach for the University of Washington lacrosse team. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary and discretionary investment management supported by multi-asset model portfolios and due diligence on alternative investments.

Maeve Murdoch is a financial advisor at RBC Capital Markets with one year of industry experience. She holds the Series 66 designation and has previously worked at Hays, Core Power Yoga, and the Spanish Ministry of Education, Culture, and Sport. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Holly Liu is a financial advisor with Cetera Wealth Services LLC, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes long-term roles at Avantax Insurance Services and 1st Global Advisors, with additional involvement as a referring advisor at Pacific Crest Financial Services. She is also associated with Paulsen, Megaard & Co. PS, where she has served since 1999. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers, accommodating a range of investment strategies and program structures.

Peter Mckenna is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 10 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2015 and is currently associated with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Adnan Haq is a financial advisor with Ameriprise in Bellevue, WA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that cover income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice through a centralized consulting team.

Kevin Harada is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and five years of industry experience. He has worked with J.P. Morgan Securities since 2021 and has been employed by JPMorgan Chase Bank, N.A. since 2019. Prior to his finance career, he worked at Champs Sports for four years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary approach that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers access to a broad range of investment products, including security-based swaps and futures.

Mark Vastine is a CFP® and Series 66-licensed financial advisor with Edward Jones in Bainbridge Island, WA, where he has worked since 2011. He has 14 years of industry experience. Outside of advising, Vastine owns and teaches at Two Oceans Taiji Society, a taiji studio in Bainbridge Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay services.

Harrison Stenberg is a financial advisor with Cetera in Seattle, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining Cetera in 2025, he worked at Concourse Financial Group Securities Inc for eight years. Outside of his advisory work, he was involved with the North Seattle Baseball Association for four years. Cetera Investment Advisers LLC operates a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and provides access to multiple program structures through affiliated and third-party managers.

Caroline De Stefano is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation. She began her career at Edward Jones in 2026 and has previous experience in leadership and organizational roles at the Port of San Diego, the Center for Creative Leadership, Chapman University, Leadership Inspirations, and The Leadership Side. Caroline has been involved with leadership-focused organizations for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jonathan Worner is a financial advisor with Equitable Advisors and holds the Series 66 designation. He has one year of industry experience and previously served in the Army National Guard. His work history includes roles across multiple sectors such as security services, materials, and nonprofit organizations. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through various program sponsors and endorsed advisory platforms.

Jaycob Dye Kuhman is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles with the Philadelphia Eagles and Elevate Sports Ventures, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, insurance distribution, broker-dealer services, and access to third-party asset management programs. The firm operates through dual registration as an SEC-registered investment adviser and broker-dealer and utilizes a range of third-party managers and LPL-sponsored programs.

Solomon Karmel is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked at Cetera and its affiliated entities since 2003 and is also CEO of Greenlight Investors LLC, a holding company. Outside of advising, he is involved as a partner and co-creator of Triviavore, a retail sales venture. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with discretionary and non-discretionary options.

Steven Olson is a CFP® certificant with 31 years of experience in the financial advisory industry. He is currently with OSAIC and has prior experience at Securities America Advisors, Inc. and KMS Financial Services, Inc. Olson also owns and operates Olympic Financial Strategies, an advisory and insurance business in Bainbridge Island, WA. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and nonprofits through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple portfolio management platforms.

Charles Cotterill is a Series 66–licensed financial advisor with Raymond James Financial in Mill Creek, Washington, with 19 years of industry experience. He worked at Edward Jones for 12 years before joining Raymond James in 2019. Outside of his advisory role, he was the owner of Cotterill RV Rental from 2018 to 2022 and serves as president of Cotterill Wealth Services LLC, a support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Huang is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise since 2015, including both its Financial Services, Inc. and Financial Services, LLC divisions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Lars Henrik Rohdin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including TD Ameritrade and Scottrade prior to joining J.P. Morgan in 2020. Outside of his advisory role, he writes and sells books online as a leisure activity. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for corporations, foundations, and defined contribution plan sponsors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

William Hunt is a financial advisor with Equitable Advisors in Redmond, WA, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage/insurance channels, tailoring services through a documented client intake process and offering both discretionary and non-discretionary advisory arrangements.