Carl Hessel IV is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America, Merrill, Allstate Insurance, and Nampa Insurance Inc. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jose Veliz III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at LPL Financial since 2004 and was previously with Morgan Stanley DW Inc. from 2001 to 2004. Veliz also served as an investment adviser representative at Financial Advocates Investment Management from 2014 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

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 CFP®-certified financial advisor with 34 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Securities America Advisors, Securities America Inc, and National Planning Corporation. Outside of advisory services, he is involved in tax preparation and accounting through his own firm, Scott P. Hurst & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and extensive operational resources.

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 63 and Series 65 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 uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios with long-term orientation and both discretionary and non-discretionary advisory options.

Christopher Jackson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and serves in the United States Marine Corps Reserves, a position he has held for over 30 years. Outside of his advisory work, he holds a minority ownership in a non-investment-related business, Link Systems, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages substantial assets and employs a research-driven investment approach, providing both brokerage and advisory solutions across a broad client base.

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 who holds a Series 66 designation and has 14 years of industry experience. His prior work includes roles at Edward Jones, LPL Financial, and Summit Financial Group. Outside of his advisory role, he serves as a church elder at Sunset Bible Church and is chair of the board at Sound Christian Academy. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving a range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through multiple program structures and investment options.

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, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Equitable, Securities America, and KMS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

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 32 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2003 to 2011. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

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.