George Zelenak is a financial advisor with Ameriprise in Olympia, WA, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as President on the Board of Directors for the Somerset Hill Homeowners' Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Benjamin Doughty is a financial advisor at Stifel with 27 years of industry experience. He has held his current position since 2012 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Charles Dietrich is a financial advisor at Edward Jones in Lakewood, WA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Pacific University from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Ted Schwarz is a financial advisor with Ameriprise in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on an elder board in Chehalis, WA. Ameriprise Financial Services is a large institutional firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice, emphasizing tax-aware withdrawal strategies and dependable income sources.

Shayne Dresbach is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Harborstone Credit Union and Twinstar Credit Union. His background also includes roles outside finance, such as work in landscaping and food service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Jose Veliz III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at LPL Financial since 2004 and was previously with Morgan Stanley DW Inc. from 2001 to 2004. Veliz also served as an investment adviser representative at Financial Advocates Investment Management from 2014 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Sari Keim is a financial advisor with Thrivent Investment Management in Olympia, WA, holding Series 63 and Series 66 registrations and bringing 32 years of industry experience. She has been with Thrivent Financial since 2016 and has worked at Thrivent Investment Management, Inc. since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based financial analyses without discretionary trading authority. The firm’s services include comprehensive planning on topics such as retirement, income tax, estate, and special needs planning, with options to combine planning with managed-account programs under consolidated billing.

Omar Barr is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with Edward Jones, having joined in 2024, and previously worked at Bank of America and Merrill Lynch. His background also includes roles at Thonis Advisory and A/T Capital Management. Outside the financial industry, he is involved in managing vacation rental properties in Manchester, CA. 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 and investment solutions, combining a large network of financial advisors with affiliated mutual funds, trust services, and securities-based lending options.

Joseph Curiel is a financial advisor with Raymond James Financial in Tacoma, WA, holding a Series 63 designation and having 47 years of industry experience. He has been with Raymond James Financial since 2003, currently serving in his role for over 17 years. Outside of his advisory work, he is an associate employee at The Commerce Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Ryan Mcgaughy is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving individuals and institutions with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Lon Ledvina is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1993. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a model-driven approach, supported by third-party asset managers and custodians, with approximately $15.5 billion in assets under management.

Luke Bakken is a financial advisor with Morgan Stanley in Olympia, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he was employed at D.A. Davidson & Co. and previously worked in non-financial roles including at Tacoma Golf & Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery and firm-approved planning tools to support client goals.

Theodore Erickson is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. He is based in Olympia, WA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools to model outcomes, with advisory services that generally do not include individual security recommendations.

Elizabeth Mc Cullough is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Her prior experience includes roles with the State of Washington and Red Robin Gourmet Burgers, as well as a study abroad program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad 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 through a nationwide network of about 23,701 financial advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Melissa Buttafoco is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2020. Prior to her advisory role, she held positions outside of finance, including at Nancy E. Boyden ARNP and retail roles at HomeGoods and TJ Maxx. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm utilizes various investment strategies and platforms, supported by research and technology tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Brian Hood is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, Personal Capital Advisors Corporation, Empower Advisory Group, and Empower Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios with long-term orientation and both discretionary and non-discretionary advisory options.

Christopher Jackson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and serves in the United States Marine Corps Reserves, a position he has held for over 30 years. Outside of his advisory work, he holds a minority ownership in a non-investment-related business, Link Systems, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages substantial assets and employs a research-driven investment approach, providing both brokerage and advisory solutions across a broad client base.

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.

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.

Felix Peguero Reyes is a financial advisor with Raymond James Financial Services Advisors, Inc. and Asiron Wealth Group. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 18 years at Edward Jones. He serves as CEO of Asiron Wealth Group and participates on the finance and investment committee of The Remnant.US church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools for risk profiling and outcome modeling.