Troy Allison is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has worked at both Merrill and Bank of America N.A. since 2005. Outside of his financial career, he is active as a contract musician and music director, providing music support for military church services and writing, recording, and producing music for public release. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

John Chitaley is a CFP® professional with 17 years of experience currently affiliated with Cetera. He has a background spanning various roles since 2010, including ownership of Commencement Bay CPA PLLC, where he provides CPA services, business valuation, consulting, and tax planning. Chitaley also teaches courses in accounting, federal taxation, and finance at community colleges and professional societies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary programs and approximately $256 billion in assets under management.

Jacob Savary is a financial advisor at Edward Jones in Gig Harbor, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2025, he worked at Ameriprise Financial Services LLC and has a varied background including roles in education, retail, and gym management. 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Natasha Bugarin is a financial advisor with Edward Jones in Gig Harbor, WA, holding her Series 66 credential and having one year of industry experience. Prior to joining Edward Jones, she worked in pharmacy roles at Olympic Pharmacy and Pacific Pharmacy Group. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Diana Sanchez is a Series 66 licensed financial advisor with Edward Jones, based in Lacey, WA. She has one year of experience with the firm, having recently transitioned to her current role after ten years of prior work within Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors nationwide.

Jessica Rueber is a financial advisor with Edward Jones in Gig Harbor, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked in family counseling and child welfare roles, including positions at Harbor Counseling Family Preservation Services and the Department of Children Youth and Families. Outside of her advisory work, she is involved in family counseling and distributes hair and skin products for personal and family use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Kathleen North is a Series 66-licensed financial advisor with Thrivent Investment Management in Gig Harbor, WA, where she has worked since 2007. She has 18 years of industry experience. Outside of her advisory role, she co-owns a rental property with her spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial planning topics. The firm separates planning from portfolio management and does not accept discretionary trading authority for its planning services.

Michael Grosso is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was involved with Harmony Farms LLC and Saint Martin's University. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jordan Walter is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has a diverse background that includes several years in education within the University Place and North Clackamas School Districts. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Susan Leong is a financial advisor with LPL Financial based in Gig Harbor, WA, holding Series 63, 65, and 66 licenses. She has 13 years of industry experience and previously worked at Wedbush Securities Inc. and as a self-employed advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by investment adviser representatives who implement various discretionary and non-discretionary strategies.

Nancy Anne Harris is a financial advisor with LPL Financial in Gig Harbor, Washington, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Equity Services Inc, National Life Group, RBC Capital Markets, Mass Mutual Investors Services, PRUCO Securities, and Citigroup Global Markets. Outside of her advisory work, she is employed with the Science and Math Institute of Tacoma, a non-investment related role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on integrating various investment strategies through a large network of advisors.

Lisa Raimondi is a Series 66-licensed financial advisor with Edward Jones in Gig Harbor, WA, and has four years of industry experience. She has been with Edward Jones since 2022 and is also the owner of Harbor Gymnastics, a recreation services business. Additionally, she serves as an emergency substitute teacher for the Peninsula School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Tristan Coudriet is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Daniel Gibbon is a CFP® and Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously served in the US Marine Corps for twelve years. Outside of advising, he owns commercial real estate with minimal active 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 programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Richard Gray is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is based in Tacoma, WA, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Gray participates as an advisory board member for QActual LLC, a technology firm focused on mental health assistance apps, and serves as trustee for multiple family and special needs trusts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Tanner Stepp is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to this, he held positions at JD Merit & Co, Wells Fargo NA, and Keller Williams West Sound. Outside of his advisory role, Stepp is the owner of Stepp Enterprises LLC, a non-operating family company, and serves as controller for Boss, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Lars Urvina Jr. is a financial advisor with Edward Jones in Gig Harbor, WA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he serves as a Fire Commissioner for Gig Harbor Fire and Medic One, providing general oversight and policy review for the local fire department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Monte Robinson is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation from 2002 to 2009. In addition to his advisory work, he is licensed to sell fixed annuities and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with tools including machine learning, while managing over $819 billion in discretionary assets through a large network of investment representatives.

Kevin Jones is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2020. He has six years of industry experience and previously held roles with the Oregon Golf Association and the Washington State Golf Association. Outside of his advisory work, Jones serves as an administrator and power of attorney for his parents' estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory models and third-party asset managers to tailor investment solutions based on clients’ risk tolerance and personal information.

Nathan Ciolek is a Series 66-licensed financial advisor at OSAIC with two years of industry experience. Prior to joining OSAIC Wealth Inc, he worked at The Boeing Company for 17 years. Outside of his advisory role, he is a managing partner in an LLC with his spouse that holds residential rental properties. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment approach featuring portfolio optimization and risk assessment tools, offering both advisory and brokerage services through a multi-advisor platform.