Aaron Palmer is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2004. He previously worked at Axa Advisors, LLC from 2004 to 2020. Palmer is also the owner of Bright Harbor Wealth Management LLC, operating under Aaron D Palmer, LLC in Tacoma, WA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment strategies based on client risk tolerance and goals.

Bryce Barber is a financial advisor at Stifel with 7 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Stifel in 2024, he worked at Edward Jones for six years and has experience at The Boeing Company and the Puyallup School District. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Robert Grolbert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Investments and Wells Fargo Clearing since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Davis is a financial advisor with Cetera, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has worked at Cetera since 2019, following prior roles at Summit Financial Group, Summit Brokerage Services, and Wells Fargo Advisors. Davis is also president of Davis Global Investments LLC, an investment-related business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with various program options and custodial arrangements.

Mathew Lystra is a financial advisor with Morgan Stanley in Tacoma, WA, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and was previously with the Frank Russell Company from 2015 to 2017. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Gregory Paine is a financial advisor with LPL Financial and holds the ChFC®, Series 63, and Series 65 designations. He has 40 years of industry experience, including five years with Cetera Advisors LLC and over four decades with Gus Paine Insurance Benefit Services. In addition to his advisory work, he is involved with Oasis de Caroleta, an investment-related business. 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 and model portfolio programs, supported by advanced operational and research tools.

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.

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.

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.

Isaac Wojtanowicz is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 credential and previously worked at the State of Colorado and Southern Glazers Wine and Spirits. Outside of his advisory role, he coaches the boys basketball C team at Bellarmine Preparatory High School in Tacoma, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of various net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

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.

Nichollas Benton is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. He has worked previously at Merrill, Bank of America, and several other financial institutions. Outside of advisory work, he coaches soccer players as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Michael Simmerman is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked in various roles including accounting and positions at the United States Census Bureau prior to joining Raymond James in 2021. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

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.

Drew Jordan is a financial advisor at J.P. Morgan Securities in Tacoma, WA, holding Series 63 and Series 66 licenses with seven years of industry experience. He previously held roles at JPMorgan Chase Bank and Iconma. Outside of his advisory work, he owns Drew Jordan Holdings, LLC, a business involved in rental property management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Chaney Darlington is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial since 2009. Outside of his advisory role, he is associated with The Commerce Co. in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Sue Bowman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She has worked at Primerica Financial Services since 2000 and PFS Investments Inc. since 2003. Outside of her advisory role, she is involved in sales of non-investment home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and uses model-delivery strategies managed by unaffiliated asset managers.