Mark Kafentzis is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm also offers tax-efficient services and operates under a fiduciary standard.

Sherif Awad is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Awad has been with Raymond James since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals.

Patricia Bautista is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Her prior work experience includes roles in several school districts and education organizations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kristin Jordan is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Cetera, Columbia State Bank, and Umpqua Bank. She also serves as an associate and registered assistant at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, and institutional clients, using tailored, non-discretionary strategies supported by advanced analytical tools.

Martin Wairimu is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and having seven years of industry experience. His work history includes roles at Amazon, GrubHub, and Primerica Financial Services. Outside of advising, he owns a hauling business transporting Amazon products across several states. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Chelsey Tabion is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services directly as well as through Corporate Financial Planning agreements with employers.

Jennifer Hamlyn is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill from 1986 to 2023. Jennifer is also a commissioned notary. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Kraft is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2019, he worked at John Bailey and Waddell & Reed Inc. He also serves as an assistant coach for the Puyallup School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions through a large network of representatives.

Troy Haueter is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013 and previously had roles with Axa Advisors, LLC and Edward Jones. Outside of investment advisory, he is certified to offer Medicare supplemental and advantage plans for clients who are retiring or age 65 and older. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Dennis Zocco is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at UBS since 2006 and has been associated with Piper Jaffray Inc. since 1994. Outside of his advisory work, he assists the YMCA of Pierce and Kitsap County with the overview of endowment investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Brian Kampbell is a financial advisor at Cetera with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cetera since 2021, with prior roles at VOYA Financial Advisors and other financial services firms. Kampbell also serves as a board member at Bellarmine Preparatory School. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various portfolio management approaches, including model portfolios, third-party managers, and custom strategies.

Alexander Amerson is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his industry experience in 2022. Prior to joining Edward Jones, he worked in education at Central Washington University, Green River College, and the Auburn School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Andrew Cooper is a financial advisor with Edward Jones in Federal Way, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked with Young Life from 2009 to 2023. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Kwon is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012. His prior experience includes roles at Chase Investment Services, Morgan Stanley, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Hao Taff is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. He has been with Edward Jones since 2008, including his current role starting in 2025. Outside of his advisory work, he teaches tai chi classes at Highline College and the Federal Way Community Center as a form of community involvement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a large nationwide network of financial advisors and branch offices.

Deidre Bowman is a financial advisor at Raymond James Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and was previously with Commonwealth Financial Network for 20 years. Outside of her advisory work, she is the owner and president of BnGRanchllc, where she cares for and trains rescue horses for adoption. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supporting municipal and public-finance work through its unique affiliations.

Victoria Heft is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with 10 years of industry experience. She has been with Primerica Advisors since 2016 and has held roles in various sectors including counseling and the food and beverage industry. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Corey Sacken is a financial advisor with RBC Capital Markets in Tacoma, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at D.A. Davidson & Co., Morgan Stanley, First Command Financial Planning, and Fidelity Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Melissa Blattler is a financial advisor with Edward Jones in Puyallup, WA. She holds a Series 66 designation and has experience in real estate, having worked for Keller Williams Realty and Skyline Properties prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Earl Hartley is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2012, as well as Sound Reliance Inc from 1991 to 2025. Outside of his advisory work, he is a Taekwondo instructor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment strategies, discretionary and non-discretionary portfolio management, and access to third-party money managers.