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 in Bellevue, WA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles in the Army National Guard and various positions in the private sector. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Jaycob Dye Kuhman is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining Equitable Advisors, Kuhman worked with organizations including Elevate Sports Ventures, the Philadelphia Eagles, and Washington State University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a variety of advisory models primarily implemented through third-party managers and focuses on matching client needs with appropriate investment solutions.

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® professional with over 31 years of industry experience, currently serving as an advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc. and KMS Financial Services, Inc. Olson also owns and operates Olympic Financial Strategies, which provides advisory and insurance services. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporations. The firm utilizes a model-based investment approach and offers a wide range of brokerage and advisory services through a multi-advisor platform.

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 with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His work history includes roles at J.P. Morgan Chase Bank, TD Ameritrade Investment Management, and Scottrade. Outside of his advisory work, he writes and sells books online. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a manager solutions team that employs both quantitative and qualitative research methods.

William Hunt is a financial advisor with Equitable Advisors in Redmond, WA, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2008. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm relies on third-party program sponsors and TAMPs for client portfolio management and provides fiduciary services to qualified plans.

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 within various J.P. Morgan and KeyBank entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence that combines quantitative and qualitative research and may incorporate ESG criteria.

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 with Merrill in Seattle, WA, holding Series 63 and Series 66 licenses and four years of industry experience. His previous roles include positions at Bank of America, JPMorgan Chase, Edward Jones, and Key Bank. Outside of advising, he owns and operates Accord Group LLC, a small business specializing in procurement and logistics solutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Kim is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation. He has one year of industry experience and prior work history including roles at Equitable Advisors and rGen Consulting. Outside of finance, he has experience working in the food service sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative due diligence to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Eric Radcliffe is a financial advisor with J.P. Morgan Securities in Shoreline, Washington. He holds the Series 66 designation and has four years of industry experience, including prior roles at Merrill and Bank of America. Outside of finance, he has worked with Recycled Sports. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver customized asset allocation advice and manager searches, with a focus on client decision-making and incorporating ESG considerations.

Kaitlyn Meiss is a financial advisor with Fidelity, holding Series 66 and Series 63 registrations and six years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2020 and has a background that includes roles outside finance, such as positions at Bridgeway Church, Maestro Music Institute, and Peaksware LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery across multiple platforms.

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.