Harriet Heyda is a financial advisor with Ameriprise in Steilacoom, WA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2006. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, using a combination of research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Leisha Ashby is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley since 2016 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she is a Pilates instructor through Roqn Pilates LLC. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research.

Seongbae Kim is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. His prior work includes roles at Edward Jones, LPL Financial, and Summit Financial Group. Outside of his advisory role, he serves as a church elder at Sunset Bible Church and is chair of the board at Sound Christian Academy. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving a range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through multiple program structures and investment options.

Brenton Tayet is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Gig Harbor, WA. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering various advisory programs including discretionary wrap fee strategies and access to separately managed accounts. The firm supports more than four million clients and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Sarah Manley is a financial advisor at Primerica Advisors in Tacoma, WA, with 28 years of industry experience. She has been with Primerica Advisors since 1997 and Primerica Financial Services since 1995. Outside of her advisory role, Manley is involved in referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Joseph Dinelt is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Citigroup Global Markets before joining Morgan Stanley in 2009, where he has worked within both Morgan Stanley Smith Barney and the Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individuals and institutions with a broad range of advisory programs, including personalized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Anthony Raugust is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2009. He is also involved with The Commerce Co. in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors, using analytical tools and tailored advisory programs.

Beverly Cox is a CFP® with 40 years of industry experience. She is currently affiliated with LPL Financial and previously worked with SCF Investment Advisors, SCF Securities, B. Cox Planning, and Walnut Street Securities. Outside of her advisory role, she operates B Cox Planning as an insurance broker. 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.

Heidi Smith is a financial advisor with Ameriprise in Lakewood, WA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Treasurer on the board of the Harrison Preparatory School Parent Teacher Organization. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients maintaining accounts within Ameriprise.

Kendra Riconosciuto is a financial advisor with LPL Financial in University Place, WA, holding a Series 66 credential and 18 years of industry experience. She has worked at several firms, including Capital Analysts, Lincoln Investment, Russell Investments, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, employing various portfolio strategies and technology tools to support client account management.

Brandon Arenas is a financial advisor with Edward Jones in Lakewood, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Comcast for 16 years. He is a board member of Waller Road Home Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Joseph Hodgins is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates multiple management platforms and provides access to third-party advisers and proprietary model strategies.

Megan Kupratty is a financial advisor with LPL Financial based in Lakewood, WA. She holds a Series 66 designation and has eight years of industry experience, including prior roles at First Command Insurance Services and Harborstone Credit Union. 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, including financial planning, model portfolio programs, and institutional platforms.

Christopher Mc Nabb is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he served five years in the US Army. Outside of his advisory role, he is involved as a ski coach with the Crystal Mountain Alpine Club in Bellevue, WA. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Hilger is a financial advisor with Morgan Stanley in Gig Harbor, Washington, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Russell Investments, and Bank of New York Mellon. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and modeling techniques while providing advisory services without individual security recommendations in standalone plans.

Richard Devlin is a Certified Financial Planner® with 30 years of industry experience. He currently serves as an advisor at LPL Financial and has previously worked at Ameriprise Financial Services, UBS Financial Services, and Morgan Stanley. 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 including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Randall Maag is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes positions at Woodbury Financial Services and Bankers Life, as well as managing his own RCM Wealth Management practice since 2020. Outside of finance, he is involved with Pet Town Inc, a retail pet supply business operated by his family. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is known for its large scale, recent consolidation activities, and a complex affiliate network that includes broker-dealer, asset management, and trust services.

Greg Jimenez is a CFP® with 23 years of industry experience, currently serving at Fidelity. His prior experience includes seven years at GWFS Equities. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Timothy Lewis is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and six years of industry experience. He has also been associated with Bank of America, N.A. for 15 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lorraine Wilson is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2012, she worked at Merrill for 15 years. 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 portfolio programs, and institutional platforms, supported by research and technology tools.