Bradley Jackson is a CFP® professional affiliated with Cetera, based in Bothell, WA, with 20 years of industry experience. His prior roles include positions at Avantax Investment Services, Pacific Crest Financial Services, and 1st Global Advisors. He owns Pacific Crest Financial Services LLC, where he provides financial planning and advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and consulting across various program structures and investment strategies.

Robert Pinkney is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His career includes positions at J.P. Morgan Securities and JPMorgan Chase Bank, as well as prior service in the United States Navy. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mary Van Moppes is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Ameriprise Financial and Oppenheimer. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with various financial products and referral channels.

Rumesh Senanayake is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has been associated with SC Financial Group since 2016 and joined LPL Financial in 2023. In addition to his advisory role, he is a commissioned notary in the state of Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Logan Smith is a Series 66-licensed financial advisor with Edward Jones, based in Woodinville, WA, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Alaska USA FCU for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Suh is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Bank of America, N.A., including Merrill. Suh is based in Bellevue, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and incorporates a broader range of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Renee Chiang is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she worked at Shelf Engine and Deloitte Consulting. She is a co-owner of a biotech startup and has business ownership interests related to real estate. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations that incorporate research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through its affiliated companies and employs algorithmic processes alongside a consulting team to generate tailored retirement income plans.

Jennifer Borgen is a financial advisor at Robert Baird & Co. in Bothell, WA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Robert Baird & Co. since 2014. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, institutions, and charitable organizations. The firm offers a range of investment strategies and services, including discretionary management, separately managed accounts, and municipal advisory, alongside its investment banking and trust capabilities.

Leeann Huggins is a financial advisor with Raymond James & Associates in Kirkland, WA, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including prior roles at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering customized financial planning and advisory services through various portfolio management styles and affiliated research resources.

Lorilee Wells is a financial advisor with LPL Financial in Bothell, WA, holding a Series 66 designation and 24 years of industry experience. She has worked with both LPL Financial and the Boeing Employee Credit Union since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Brian Estocapio is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been affiliated with Wm Financial Services, Inc. since 2001. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Katie Han is a Wealth Management Planning Consultant who collaborates with clients to identify their financial goals and co-create tailored plans aimed at building confidence in their portfolios. She has experience working with clients to develop strategies that align with their individual objectives. Prior to her current role, Katie served as a Relationship Manager at Fidelity Investments from 2022 to 2023, and as a Financial Representative at the same firm from 2021 to 2022. These positions provided her with direct experience in client relationship management and financial advising. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Ionut Gusu is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Bank of America, Merrill, Compound Interest Investing LLC, and Apple American LLC. Outside of his advisory role, he is a partner in Avia Pervia SRL, where he is involved in bookkeeping and budgeting. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering tailored financial planning and consulting with a range of portfolio management styles.

Irina Bolotin is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with LPL Financial and Washington State Employees Credit Union since 2010. Outside of her advisory work, Bolotin serves as a substitute and regular yoga instructor at several local yoga studios. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services featuring discretionary and non-discretionary management supported by research, third-party subadvisors, and advanced technologies.

Christina Becker is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Raymond James since 2017 and previously spent five years with TIAA/TIAA-CREF. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Carlyn Earl is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. She previously worked at KMS Financial Services, Inc. and the Office of Malcolm Montague before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Robert Mc Allister is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with one year of industry experience. Prior to joining Cambridge, he worked at Federal Express and has been president of West Seattle Mortgage, Inc. since 2002. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management strategies and platforms.

Jasen Biro Suvanapraphai is a financial advisor with Edward Jones in Seattle, WA, holding a CFP® designation along with Series 63 and 66 licenses. He has 26 years of industry experience and has been with Edward Jones since 1999. He serves as a board member of WE Trust Company, participating in quarterly meetings to review business development and financials. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branches, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

Matthew Stanley is a financial advisor at Charles Schwab in Bellevue, WA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Equitable Advisors, MassMutual Life Insurance, and MML Investors Services. In addition to his advisory work, he has experience with the Bellevue School District. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment advice and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated custody and brokerage services, and structured approach to alternative investments and cash management.

Priyanka Joshi is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2026. In this role, she collaborates closely with advisors to assist clients in planning and implementing strategies tailored to their financial goals. She has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant. Her experience encompasses a range of client service and financial planning responsibilities, focusing on serving sophisticated and high-value clients. Further details about her education, credentials, personal interests, or community involvement have not been provided.