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.

Charles Cox is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 65 designations and has 33 years of industry experience. Cox has also operated his own firm, Cox Financial, since 2016. Outside of advising, he manages rental properties through family LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diversified client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals while maintaining specialized offerings in municipal and public finance.

Nicole England is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. Her career includes roles at Thrivent Financial, U.S. Bancorp Investments, and Wells Fargo Advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning analyses covering a broad range of topics, with options to combine planning and managed-account services under a consolidated billing arrangement.

Shawn Feist is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Saint Gobain Performance Plastics from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

William Renner is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and previously held positions at Consumer Direct Care Network Washington and O'Reilly Auto Parts. In addition to advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Trey Wells is a financial advisor at Edward Jones in Puyallup, WA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management 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.

Shelly Goolsby is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following a 12-year tenure at Merrill. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Christopher Anderson is a financial advisor with Thrivent Investment Management in Federal Way, WA, holding a Series 66 designation and one year of industry experience. His prior work includes involvement in a small entrepreneurial venture, co-owning an LLC aimed at opening a bar for board game enthusiasts, though the entity is currently being dissolved. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority and offering ongoing plan reviews through its network of advisors.

Dean Bennion is a financial advisor with LPL Financial based in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2013 and also leads Financial Advocates Investment Management, an independent registered investment advisor firm. Outside of financial advising, Bennion is a certified hunter education instructor and operates a small business creating wooden crafts and publishing children's books. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and diversified investment strategies.

Luke Andrews is a financial advisor with RBC Capital Markets in Tacoma, WA, holding a Series 66 designation and one year of industry experience. Prior to joining RBC Capital Markets in 2025, he spent nine years with Waste Management Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored strategies through a combination of in-house and third-party managers.

Taylor Boss is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley, Edward Jones, Redfin Real Estate, and Washington State University. Outside of his advisory role, he manages a rental property in Tacoma, Washington. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and market modeling techniques.

Quang Bui is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he is a partner in a real estate venture managing a rental property. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and fiduciary financial planning.

Bruce Severeid is a CFP® with 43 years of experience in the financial industry, currently serving as an advisor at LPL Financial since 2009. Based in Puyallup, WA, he has also engaged in photography-related activities, including teaching and consulting, and is involved with the Proctor Art Gallery in Tacoma through part-time work. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement plan consulting, and access to model portfolios and research from multiple sources.

Perry Menard is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

James Guthrie is a CFP® professional with 30 years of industry experience. He is currently with Ameriprise Financial Services, LLC, having previously worked at Bank of America and Merrill. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals with substantial investable assets. Their approach includes detailed recommendation reports, tax-smart withdrawal strategies, and a combination of research and modeling techniques to support retirement planning.

Shane Feist is a financial advisor at Edward Jones in Auburn, WA, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he serves as an assistant track coach and volleyball line judge for the Sumner School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management and a network of over 23,000 advisors nationwide. The firm provides a range of investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Elizabeth Mcdaniel is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill since 2011 and is also affiliated with Bank of America, N.A. since 2018. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katherine Irwin is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has experience working at Edward Jones from 2021 to 2025 before joining Raymond James Financial Services, Inc. in 2025. Irwin is based in Puyallup, WA, and has one year of industry experience. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting services, utilizing risk profiling and modeling tools to support client goals.

Cody Fair is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 65 and Series 63 credentials and 17 years of industry experience. He previously worked at Better Properties from 2017 to 2021. Outside of his advisory role, Cody owns a YouTube channel called Channel CF Tesla focused on non-investment content. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts supported by third-party asset managers and custodians. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Trenton Hansen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Equitable Advisors and has held various roles outside finance, including at Lowe’s Home Improvement and Synology Incorporated. Hansen is also president of Celestial Prints, a 3D printing and retail business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and utilizes sub-advisers and proxy-voting practices in its management approach.