Jonas Means is a financial advisor at Mariposa Wealth Solutions LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Cutler Investment Counsel, LLC and Laird Norton Wealth Management before joining Mariposa Wealth Solutions in 2019. Mariposa Wealth Solutions provides discretionary asset management and comprehensive financial planning services to individuals and high-net-worth clients. The firm emphasizes philanthropy-related planning and public education, offering charitable gift planning and no-fee seminars, while tailoring investment strategies to client objectives and risk tolerance.

Anita Gray is a CFP® professional with 16 years of industry experience. She is the sole advisor at Promenade Wealth, an independent firm she has led since 2020. Prior to founding Promenade Wealth, she worked at Northwest Asset Management and Vestory LLC, with a year spent traveling between those roles. Promenade Wealth serves individuals, trusts, estates, charitable organizations, and corporate clients, providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm employs a fiduciary, customized approach combining fundamental analysis, modern portfolio theory, and cyclical analysis, with a distinctive focus on non-individual institutional clients and business-planning services.

Nathan Ricks is a CFP® professional with 24 years of industry experience. He has served as an advisor at Financial Freedom for Dentists LLC since 2019 and previously worked at Dental Wealth Advisors, LLC from 2013 to 2019. Financial Freedom for Dentists LLC advises dentists, other individual and high-net-worth clients, as well as corporations and employer-sponsored retirement plans. The firm offers discretionary portfolio management, retirement-plan support, and tailored financial planning, employing Modern Portfolio Theory with regular monitoring, rebalancing, and tax-loss harvesting. Additionally, the firm provides public educational seminars and retirement-plan education for plan participants.

Vogt Wilkison is the sole advisor at Wilkison Investment Services, LLC, an independent firm based in Snoqualmie, WA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, having worked at the firm since 1988. Wilkison Investment Services provides personalized, fee-only investment management and financial planning services to individual and high-net-worth clients. The firm uses an asset-allocation approach, constructing diversified portfolios with passive index and exchange-traded funds, actively managed mutual funds, and individual securities, and emphasizes a combination of fundamental and technical analysis.

Loyd Burleson III is a CFP® professional with five years of industry experience, currently serving at Financial Freedom for Dentists LLC. His work history includes roles at Advanced Planning Educational Group, Inc. and BANDER Investments. Financial Freedom for Dentists LLC advises dentists and other high-net-worth individuals, as well as corporations and employer-sponsored retirement plans. The firm employs Modern Portfolio Theory in portfolio construction and offers discretionary management, comprehensive financial planning, public educational seminars, and retirement-plan support services.

Christian Sessions is a financial advisor at Financial Freedom for Dentists LLC in Snoqualmie, WA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Beehive Federal Credit Union and a missionary from 2016 to 2018. Financial Freedom for Dentists LLC serves dentists, high-net-worth individuals, corporations, and employer-sponsored retirement plans, offering discretionary portfolio management and tailored financial planning. The firm uses Modern Portfolio Theory in portfolio construction and provides educational seminars on investments and retirement topics.

Daniel Wilkison is the sole advisor at Wilkison Investment Services, LLC in Snoqualmie, WA, with 24 years of industry experience. He holds Series 63 and Series 66 designations and has operated his independent firm since 2001. Wilkison Investment Services provides personalized, fee-only investment management and financial planning services to individual and high-net-worth clients. The firm emphasizes asset allocation and constructs diversified portfolios using a combination of passive index funds, actively managed mutual funds, and individual securities, employing a mix of fundamental and technical analysis.

Jamieson enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter. Jamieson works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans in coordination with Levi. Professional Designations & Certifications: Jamieson is a CERTIFIED FINANCIAL PLANNER® professional and EQUITY COMPENSATION ASSOCIATE. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. An ECA is qualified in the fundamentals of equity compensation taxation, plan design, law, and very basic accounting, and can address these topics intelligently with equity plan participants.

Levi’s a member of the Confederated Tribes of Grand Ronde and proud of his Native American heritage. In his free time, he enjoys playing golf, basketball, video games, and watching the latest binge-able Netflix shows with his wife. Levi founded Millennial Wealth in 2018. He works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans. Professional Designations & Certifications: Levi is a CERTIFIED FINANCIAL PLANNER®, CERTIFIED PRIVATE WEALTH ADVISOR®, CERTIFIED EXIT PLANNING ADVISOR® and BEHAVIORAL FINANCIAL ADVISOR™ professional. He’s also earned his Certificate in Blockchain and Digital Assets® from the Digital Assets Council of Financial Professionals. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. The CPWA® certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA® certification. The CEPA® is a unique designation for financial professionals who advise business owners on how to prepare to sell or transition their business successfully, a strategy referred to as “exit planning”. The BFA™ (Behavioral Financial Advice program) integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan. The Certificate in Blockchain and Digital Assets course is the only certificate program designed for financial professionals. Graduates of the program gain the essential knowledge and understanding of blockchain and digital assets.

Reagan Smith is a CFP® professional with two years of experience at Millennial Wealth. Prior to joining the firm, he spent four years at Taylor University and thirteen years at Bridgman Public Schools. Millennial Wealth is a team of five advisors that provides comprehensive financial planning and discretionary investment management for individual and high-net-worth clients. The firm uses a primarily passive investment approach supplemented by strategies such as direct indexing and tax-sensitive techniques, and offers flexible engagement and pricing models tailored to client needs.

We provide comprehensive financial planning & wealth management services for busy families and retirees. Our areas of expertise include building long-term investment portfolios, goal planning, tax reduction strategies, retirement income planning, employee stock options, and homebuying guidance. Our financial planning mission is to empower you and change your life for the better. Planned or not, your finances will play a significant role in your life. We believe with the right guidance, your financial resources can be tools to help you reach your life's goals. I am a Certified Financial Planner™, Retirement Income Certified Professional®, Behavioral Financial Advisor™, and Certified Tax Specialist™. I received my degree in Finance from the University of Washington and my financial planning education from Northwestern University. I am very active in the financial planning community. I am a member of the East King County Estate Planning Council, serve as a CFP Board Mentor, and participate on the Seattle Children’s Financial Advisory Committee. In my free time, I enjoy following the Washington Huskies and playing tennis with friends and family.

Kelli Young is a financial advisor with Ascentis Independent Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. She has worked at Golden State Equity Partners d/b/a Longevity Wealth since 2016 and at Miller Advisors, Inc. prior to that. Young is also the owner of Longevity Navigator, LLC, a startup focused on developing long-term planning solutions. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a mix of public and private securities and featuring a Private Direct Investments program for select clients.

Shannon Loughery is a financial advisor at Blackridge Asset Management, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Blackridge since 2021, with prior experience at PEAK Brokerage Services, LLC and FSIC. Outside of advising, she is also involved in insurance sales and hosts online events for Pampered Chef. Blackridge Asset Management provides financial planning, investment management, and related consulting services to a diverse client base including individuals, high-net-worth clients, trusts, and corporations. The firm utilizes a network of advisors and a model-based investment approach delivered through an online platform, with many client accounts managed on an affiliated turnkey asset management platform.

Steve Weaver is a financial advisor with Eagle Strategies (New York Life) in North Bend, WA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked with Eagle Strategies since 2007 and operates Weaver Financial, LLC, an independent insurance brokerage. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored, non-discretionary advisory solutions delivered through a network of affiliated representatives.

Brandon Roberts is a financial advisor with Mass Mutual Investors Services in Snoqualmie, WA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2001. Outside of his advisory role, he is also a licensed agent involved in life, health, disability income, and long-term care insurance sales. 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 ongoing financial planning, asset management, and educational services, utilizing firm-approved analytical tools to develop collaborative, written financial recommendations.

Adam Bishop is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Equitable Advisors since 2012, including its predecessor, Axa Advisors. Outside of finance, he is involved in music as a band member, manager, promoter, and songwriter. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.

Karri Bruntz is a financial advisor with Edward Jones in North Bend, WA, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she serves as an agent for several LLCs related to Edward Jones joint ventures and other business entities. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Kevin Hansen is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2011 and holds Series 63 and Series 65 credentials. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets services through its platform.

Kristi Yankacy is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Microsoft for 18 years and in the Riverview School District for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Jason Keser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Vaughn Sherman is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Outside of his advisory role, he manages a rental property in Long Beach, California. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services across a nationwide network of advisors and branches.

Christopher Bruntz is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is involved with Soul Free, LLC, an LLC based in Snoqualmie, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branches.

Forrest Fielder Jr. is a financial advisor with UBS Financial Services in Fall City, WA, holding a Series 66 designation and bringing 25 years of industry experience. He has been with UBS Financial Services since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and capital market assumptions.

Jason Glazier is a financial advisor with Edward Jones, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at Ameriprise Financial Services, Wells Fargo Clearing, and Merrill. Glazier has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Jeremy Rainwater is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He worked at Metlife Securities from 2015 to 2017 before joining Mass Mutual Investors Services and MassMutual Life Insurance Co, where he has been since 2016 and 2017 respectively. He serves on the finance committee of a nonprofit focused on empowering young girls. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and provides a range of programs including investment management and educational seminars.

Nicole Felix is a Series 66-registered financial advisor at UBS Financial Services with 22 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she has involvement with Ocean Enterprised Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Taylor Upton is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior work experience at companies including Mod Pizza, Instacart, and Under Armour. Edward Jones is a full-service wealth management firm that serves individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Barber is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience, including 12 years at Edward Jones prior to joining Raymond James in 2023. Barber is the owner of Snoqualmie Valley Financial, a DBA under his parent company CCB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through affiliations uncommon among large institutional advisors.

Erik Alexander is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include seven years at Voya Financial Advisors and multi-year tenure at Cetera Wealth Services, LLC. Alexander is also involved in other business activities, including serving as an insurance agent selling life, health, disability, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to a broad client base, including individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a variety of discretionary and non-discretionary investment programs and maintains a network of over 10,000 advisors managing more than $256 billion in assets.

Carey Tremaine is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and offering 45 years of industry experience. He has been with LPL Financial since 2000 and is also involved with the Tolt Townsite Company, L.L.C. since 2010. Outside of his advisory work, he provides consulting services for the Sno-Valley Senior Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by research and model portfolios.

Doan Trang Bell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of advising, she provides notary public services on a part-time basis. 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, institutional and pension plans, and municipal entities, offering financial planning and advisory services supported by a range of portfolio management styles and extensive research resources.

Keahn White is a financial advisor at Edward Jones in North Bend, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, White worked at Under Armour and spent several years as a full-time student. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. 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 23,000 financial advisors.

Bryan Pitman is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 credential and previously worked for the City of Fife for ten years. Outside of his advisory role, he owns and oversees Cle Elum Coffee Company LLC, a specialty grade coffee roasting business that donates its proceeds to local nonprofits focused on nature and conservation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor network and affiliated financial capabilities.