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.

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.

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.

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 at Thrivent Investment Management with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including U.S. Bancorp Investments, Wells Fargo Advisors, and Edward Jones. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations across a broad range of financial topics without discretionary trading authority.

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.

James Holroyd is a CFP®-certified financial advisor with 36 years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Principal Securities, Principal Life Insurance Company, and MSI Financial Services. Holroyd is also an independent insurance agent involved with multiple insurance companies and operates under a retirement planning DBA. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

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 in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes roles at Financial Advocates Investment Management and Private Advisor Group, LLC, as well as over a decade with LPL Financial. Outside of his advisory work, he is a Certified Hunter Education Instructor in Washington and an author who creates wooden gift items and publishes children's books. 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 supported by extensive operational tools, overseeing more than $819 billion in discretionary assets and a network of over 22,800 advisors.

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® professional with 43 years of experience in the financial industry. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation from 2002 to 2009. Outside of financial advising, he is involved in photography, including teaching and publishing, and participates in the Proctor Art Gallery in Tacoma, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,000 advisors with various investment platforms, including model portfolios and third-party asset management, and provides operational tools that incorporate machine learning for advisor support.