Brody Kunz is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1994. 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 advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Alexander Amerson is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his industry experience in 2022. Prior to joining Edward Jones, he worked in education at Central Washington University, Green River College, and the Auburn School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Marvel Rotness is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked at J.P. Morgan Securities for 11 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven, incorporates modern portfolio theory, and includes both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

Charity Atkinson is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, she worked at US Bank, Nordstrom, and Starbucks. She is also an owner and partner of Hammer and Saw Local Carpentry, LLC, a carpentry business serving homeowners in the greater Seattle area, where she handles administrative and marketing duties. 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’s advisory program uses centralized due diligence with a combination of quantitative and qualitative research and incorporates ESG criteria and derivatives capabilities.

Andrew Heimdahl is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at Key Investment Services, KeyBank, and Washington State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides solutions supported by research and analytics, offering both brokerage and advisory options.

Andrew Sargent is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. He has been with Fidelity Investments since 2022 and holds prior work experience outside the financial sector, including roles at the YMCA and as a student. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Cassidy Dove is a financial advisor at Charles Schwab with four years of industry experience and holds the Series 66 designation. Prior to joining Schwab, Dove worked at TD Ameritrade and has held various roles outside the financial sector, including positions in behavioral services and daycare. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jasmine Barker is a financial advisor with J.P. Morgan Securities in Issaquah, WA, holding Series 63 and Series 66 licenses and offering 17 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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 within a non-discretionary advisory framework.

JR Fells is a Financial Consultant currently working at Fidelity Investments since 2020. He collaborates with a team of consultants to help clients develop and adhere to comprehensive financial plans. JR emphasizes integrity, trustworthiness, and transparency in his client relationships, focusing on understanding clients' personal values, vision, and goals to assist them in working towards their financial objectives. Prior to his current role, JR served as a Senior Financial Consultant at TD Ameritrade from 2018 to 2020 and as a Financial Planner at Esoteric Wealth Advisors from 2016 to 2018. His professional experience spans various aspects of financial consulting and planning. Outside of his professional life, JR has personal interests in food, football, golf, and traveling.

Jingwei Zang is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, HSBC, New York Life, and American National. 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 strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Andrew Cooper is a financial advisor with Edward Jones in Federal Way, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked with Young Life from 2009 to 2023. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Randall Linde is a CFP® professional with over 40 years of experience at Ameriprise Financial Services, where he has worked since 1986. He is based in Renton, Washington, and holds a Series 63 license. Outside of advising, he owns and operates ProSync Insurance Services, LLC, which sells individual and group health and Medicare coverage. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through tailored recommendations and ongoing advice.

Frederick Gibbs is a financial advisor with Ameriprise in Federal Way, WA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he has interests in real estate ownership unrelated to his investment work. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily for clients with Ameriprise-managed accounts.

Drake Stampfli is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 designation. He joined Merrill in 2026 and has prior experience at NYLife Securities LLC and New York Life Insurance Company in the same year. Outside of finance, he is involved with Flatstick Pub. 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, pension plans, corporations, and charitable organizations.

Inn Hsuan Foo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Dylan Villegas is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 license with approximately one year of industry experience. Prior to joining Morgan Stanley, he worked at WaFd Bank and operated a small business, Dylan's Innovations LLC, for two years. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and processes.

Leann Price is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has six years of industry experience and has been with MassMutual and its affiliated groups since 2016. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-focused recommendations.

Daniel Jones is a financial advisor with Wells Fargo Clearing in Seattle, WA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Jones has been with Wells Fargo Clearing Services LLC since 2016 and has worked with Wells Fargo Bank NA since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Lanette Cottnair is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

James Richards is a financial advisor with Mass Mutual Investors Services in Mercer Island, WA, holding Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Mass Mutual and its affiliated firms since 1992. Outside of his advisory role, he manages a family farm LLC and serves as an insurance agent specializing in health and group life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements supported by firm-approved analysis tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.