Artell Whitaker III is a financial advisor at Edward Jones with 8 years of industry experience. He holds the ChFC® designation and the Series 66 license. Before joining Edward Jones in 2017, he worked at Family Christian Stores for three years. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Bruce is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he owns and operates Fuimus21 LLC, a property management business based in Puyallup, WA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Scott Hurst is a financial advisor with LPL Financial in Sumner, WA, holding the CFP® designation and Series 63 license, with 34 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Securities America Advisors and Securities America Inc from 2013 to 2018. In addition to his advisory work, he is involved in tax preparation and accounting through Scott P. Hurst & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and integrating research from multiple sources.

Maria Sanmartin is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2012. Outside of her advisory role, she serves as a trustee for The Aspen Trust, a for-profit organization. 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. The firm offers model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients, with portfolio implementation tailored to different investor needs.

Lon Ledvina is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1993. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a model-driven approach, supported by third-party asset managers and custodians, with approximately $15.5 billion in assets under management.

Diane La Marr is a financial advisor at Edward Jones with 38 years of industry experience. She holds the CFP® and Series 63 designations and has been with Edward Jones since 1996. Outside of her advisory role, she is involved as a partner and member in several rental property LLCs in different states. 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 through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Brian Hood is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fisher Investments, Personal Capital Advisors Corporation, Empower Advisory Group, and Empower Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools to offer diversified portfolios, discretionary management, and online advice.

Christopher Jackson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Jackson has served in the United States Marine Corps Reserves since 1996. Outside of advising, he has a minority ownership interest in a business called Link Systems DBA Link Lanyards. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Michael Batt is a financial advisor with Edward Jones in Lakewood, WA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member for the Tacoma Golf & Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm manages over $1 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Harriet Heyda is a financial advisor with Ameriprise in Steilacoom, WA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2006. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, using a combination of research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Seongbae Kim is a financial advisor with Cetera and holds a Series 66 designation. He has 14 years of industry experience and has worked at firms including Edward Jones, LPL Financial, and Summit Financial Group. Kim serves as a church elder at Sunset Bible Church and is the board chair of Sound Christian Academy. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and planning services through a multi-manager platform with access to affiliated and third-party managers.

Felix Peguero Reyes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Before joining Raymond James in 2023, he spent 18 years at Edward Jones. Outside of his advisory role, he serves on the finance and investment committee of The Remnant.US church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jennifer Bahr is a Series 66-credentialed financial advisor with 12 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2017, following prior roles at United Planners Financial Services and Investors Portfolio Services LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans across a wide range of topics without managing client portfolios directly.

Jacob Hardy is a financial advisor at Edward Jones in Sumner, WA, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in sales and customer service roles at Puyallup Mazda and Ben Bridge Jewelers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Ryan Nau is a financial advisor with LPL Financial in Bonney Lake, WA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Equitable Advisors, Securities America, and KMS Financial Services. Outside of advising, he is a co-owner of a real estate rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and research-supported investment management services.

Michael Smolko is a CFP® professional affiliated with Raymond James Financial, with 12 years of industry experience. He previously worked at USA Financial Securities and Edgecombe & Coplin Wealth Strategies. He is also the owner and operator of Tahoma Advisory Group, LLC, which provides insurance and annuities sales. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools to tailor non-discretionary planning to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Sienkiewich is a financial advisor at Merrill with seven years of industry experience and holds the Series 66 designation. His work history includes roles at Bank of America, Merrill, and Wells Fargo Bank. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Warren is a CFP® professional with 31 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds Series 63 and Series 65 licenses and is based in Puyallup, WA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement (IPS) driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Guy Ellison is a financial advisor with Thrivent Investment Management in Puyallup, WA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Ellison serves on the board of the Auburn Public Schools Foundation, a nonprofit supporting teachers and students in the Auburn School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account services while maintaining separation between the two.

Thomas Janicki is a financial advisor with Ameriprise in University Place, WA, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Janicki has a business ownership role in Tacoma Advisor Group, an LLC based in Tacoma, WA. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations combining modeling, asset bucketing, and tax-efficiency analysis.