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.

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.

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.

Kevin Skogen is a financial advisor with Raymond James Financial in Bellevue, WA, holding the ChFC® and Series 66 designations and bringing 23 years of industry experience. He has worked with Mainspring Wealth Advisors and MSI Financial Services, Inc. Additionally, he serves as CEO and financial planner at Mainspring Wealth Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public-finance advisory services uncommon among large institutional advisors.

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 with Equitable Advisors, holding Series 66 and Series 63 credentials and five years of industry experience. His prior roles include work with Elevate Sports Ventures, the Philadelphia Eagles, and Washington State University. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Allison Liang is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Bank of America and Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Nancy Romero Ramirez is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Bank of America, Merrill, First Republic Investment Management, and J.P. Morgan Chase Bank. J.P. Morgan Securities 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 non-discretionary advisory program. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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 designations and has previously worked at TD Ameritrade and Scottrade. Outside of his advisory role, Rohdin writes and sells books online as a leisure activity. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

April Jones is the Vice President and Executive Planning Consultant at Fidelity Investments, a role she has held since 2021. In this capacity, she partners with clients to integrate their benefits into comprehensive financial plans, focusing on areas such as retirement planning, income protection, tax-efficient investment strategies, and facilitating family financial conversations. Her career at Fidelity Investments spans over a decade, beginning in 2011 as a College Planning Specialist. She has held various positions including Relationship Manager, Wealth Management Relationship Manager, and Financial Consultant, gaining extensive experience in wealth management and client relationship development. This progressive experience informs her current approach to executive financial planning.

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.

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.

Armando Vazquez is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and two years of industry experience. He has worked at Ameriprise since 2020, with prior roles including guest services representative at Climate Pledge Arena. Outside of advising, he assists guests at entertainment and sporting events. Ameriprise offers retirement-income planning services focused on clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations through a centralized consulting team.

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.