Justin Krukar is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within J.P. Morgan entities since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Tyler Mooney is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in Corporate Executive Services, Family Wealth Management Strategies, and Sports & Entertainment. His professional approach centers on clear communication and a client-centric philosophy, aiming to help clients understand their finances and implement comprehensive plans beyond investments. With expertise in evaluating strategic decisions and building relationships aligned with client values, Tyler focuses on creating personalized financial plans that adapt to clients' long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of San Diego. Outside of his professional role, Tyler enjoys biking, fishing, reading, skiing, and playing soccer.

Lorilee Elrod is a financial advisor at Morgan Stanley with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Joshua Wodka is an advisor with Raymond James & Associates in Kirkland, WA. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Raymond James & Associates, he worked at Pathstone Family Office and has experience with organizations including Interbay Golf Center and Olympia Country & Golf Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Zainab Khan is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She has been with Fidelity Investments since 2022, previously serving as a Planning Consultant and Financial Representative. Prior to joining Fidelity, she worked as a Financial Planner and Financial Advisor at Prudential Advisors from 2016 to 2022. In her work, Zainab focuses on assisting clients with saving and investing decisions, collaborating closely to develop customized financial plans aimed at growing, preserving, and transferring wealth. She holds a California Insurance License, supporting her expertise in financial planning and advising. Outside of her professional role, Zainab has interests in art, hiking, and traveling.

Nariman Nadirli is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Bank of America, Edward Jones, and JPMorgan Chase. Outside of his advisory work, he owns Accord Group LLC, a small business focused on procurement and logistics solutions. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Brian Kim is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation. He has entered the industry recently, beginning his career in 2026. Prior to joining J.P. Morgan Securities, his work experience includes positions at JPMorgan Chase Bank, Equitable Advisors, and entrepreneurial activities such as involvement with Dough Zone and Three Tomatoes Catering. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Eric Radcliffe is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. His work history includes roles at Merrill, Bank of America, and JPMorgan Chase Bank. Outside of finance, he has experience working at Recycled Sports. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Kaitlyn Meiss is a financial advisor at Fidelity with Series 66 and Series 63 credentials and six years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2020. Outside of financial advising, Meiss has experience in community and arts organizations, including roles at Bridgeway Church, Maestro Music Institute, and Phoenix Theatre. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registered commodity pool operator status, advisory role to multiple registered investment companies, and integration of AI-driven research methods.

Alexander Callahan is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Bank of America and Merrill Lynch before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Reagan Elzey is a financial advisor at Raymond James Financial in Kirkland, WA, holding a Series 66 designation with one year of industry experience. Prior to his current role, he has held positions at Raymond James Financial Services, Elzey Financial Group, and Zimmer Biomet Oregon. He is involved with Elzey Financial Group in a non-investment advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools, supporting clients through advisory programs and a broad advisor network.

Jeffrey Anderson is a Series 66-credentialed financial advisor with 26 years of industry experience. He is currently affiliated with Raymond James Financial and has held roles at Legacy Wealth Partners and Wells Fargo Advisors. He is the owner and manager of Legacy Wealth Partners, a support business based in Bothell, WA. 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, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports its recommendations through multiple advisory programs.

Logan Ingle is a Financial Consultant with experience at Fidelity Investments, where he served as a Relationship Manager starting in 2024 and previously worked as a Financial Representative from 2023 to 2024. In his role, he focuses on empowering individuals and families to achieve financial success and confidence through thoughtful and personalized financial planning. Logan's professional background includes client relationship management and financial advisory services. Outside of his professional duties, Logan enjoys attending concerts, socializing with friends, watching movies, spending time with pets, playing soccer, and traveling.

Dshane Tremblay is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in a business ownership venture managing a limited liability company that oversees maintenance and rental operations for a recreational property. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Thomas Specht is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2004, following prior service at Axa Advisors. Outside of his advisory role, he is involved with Expect Financial Services as a financial consultant. 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 a variety of third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance services.

Suzan Shayler is a CFP® and ChFC® professional at Edward Jones with 12 years of industry experience, all of which she has spent with Edward Jones since 2013. She is also the president of PANDA Services, Inc., a mobile child care business based in Seattle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

David Piscitelli is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Washington Energy Services for eleven years in sales. Outside of finance, he is a co-owner of Kinsey Meredith Photography, a photography business based in Woodinville, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, including managed accounts and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Christopher Stein is a CFP® with 27 years of experience in financial services. He is currently with Cetera and has previously worked at VOYA Financial Advisors and operated Stein Financial Services since 1998. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides various portfolio management and financial planning services through a multi-manager platform that offers both discretionary and non-discretionary options.

Daniel Nash is a financial advisor with Equitable Advisors in Mill Creek, WA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2014 and was also associated with Axa Advisors, LLC during that time. Outside of his advisory role, he is involved with Cascade Wealth Strategies, LLC. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning and retirement plan support, utilizing a hybrid referral and implementation model with access to multiple third-party asset managers and programs.

Deanne Bilsborough is a financial advisor with Edward Jones in Edmonds, WA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including managed solutions, separately managed accounts, and tax-efficient services under a fiduciary standard.