Rick Larson is a financial advisor with Morgan Stanley in Gig Harbor, WA, holding a Series 66 designation and 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning and the use of firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-based financial planning agreements.

Jason Light is a CFP® and ChFC® with 12 years of experience in financial advising, currently with Edward Jones since 2013. He also serves as a military officer in the US Army Reserve and is involved in part-time farming and continuing education instruction at Tacoma Community College. 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 network of financial advisors and branch offices nationwide.

Brian Carpenter is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2010, serving in various roles including Vice President Branch Leader, Regional Planning Consultant, and Executive Planning Consultant. Prior to joining Fidelity, Brian worked at T. Rowe Price from 2003 to 2010 and at Charles Schwab from 2000 to 2001. Brian holds a California Insurance License. His professional experience spans financial consulting, investment counseling, and retirement planning. Outside of his professional career, Brian enjoys baseball, concerts, movies, music, traveling, and family activities. He is a father of two daughters and married to a healthcare professional.

Joshua Jun is a financial advisor with LPL Financial in Bonney Lake, WA, holding a Series 66 designation and 19 years of industry experience. His previous roles include positions at Bankers Life Securities, Inc. and Bankers Life and Casualty Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Michael Biancosino is a CFP® with four years of industry experience, currently advising at Edelman Financial Engines. His prior roles include positions at Fidelity Investments and Financial Engines Advisors L.L.C. In addition to his financial career, he has worked in various capacities including at the University of San Diego and in recreational services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment strategies.

Eva Plaster is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. She is involved in the Viator Influencer/Partner Program based in Needham, MA. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of more than 23,700 financial advisors.

Jason Tvedt is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Elijah Schulz is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in college education planning, family wealth management strategies, personal retirement planning, and retirement income. Elijah holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Pepperdine University. He began his career at Merrill Lynch Wealth Management in 2025 and earned his CRPC designation in 2026. Outside of work, Elijah enjoys baseball, basketball, pickleball, surfing, and spending time with his family.

Sean Martin is a financial advisor with Raymond James Financial in Tacoma, WA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Columbia Bank and has experience supporting financial advisors through client onboarding and administrative duties at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using fact-finding and risk profiling tools, and supports its clients through a broad advisor network and specialized programs.

Dennis Bush is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James Financial Services in various capacities since 1996. Outside of his advisory role, he is involved with Bush Polen & Associates, where he serves as president and oversees tax preparation services. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable programs in municipal finance and SIMPLE IRA employer advisory services.

Janis Shipman is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with UBS since 2009. In addition to her advisory role, she operates an Etsy business creating handmade baby quilts and needle-felted dolls and figures. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Joe Davis is a Series 66-licensed financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent since 2018 and previously served 18 years in the Navy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Heather Lafranchi is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior roles include positions at Ameriprise Financial Services and MWA Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages model portfolios delivered to intermediary platforms.

Cynthia Crest is a financial advisor at Edward Jones in Puyallup, WA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at several credit unions and the University of Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.

Cheri Landoyer is a financial advisor at Fidelity with a Series 66 designation and eight years of industry experience. Her prior work includes roles at GWN SECURITIES, Inc. and Barron Financial Services before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it holds distinctive registrations and advisory roles within the institutional investment space.

Jennifer Iranon is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley’s Private Bank and Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a 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 process incorporates structured discovery conversations and firm-approved tools, delivering services primarily in an advisory capacity.

Steven Paine is a financial advisor with LPL Financial in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Cetera Advisors LLC for three years and has been involved with Gus Paine Insurance, an insurance agency in which he holds a 25% interest, for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources, and offers both discretionary and non-discretionary management.

Alexandra Grenier is a Wealth Management Advisor at Merrill Lynch Wealth Management. She started her career at Merrill Lynch in 2005 as part of The Grenier Group and became a full-time member of her father's team in 2007. Alexandra focuses on developing financial strategies and providing a broad range of financial and investment services to assist clients in achieving their short- and long-term financial goals, including retirement and portfolio development. She utilizes advanced resources and technology and collaborates with a network of specialists to integrate all aspects of a client's financial life. Alexandra holds a bachelor's degree in Economics from the University of Washington and a master's degree in Personal Financial Planning from the College for Financial Planning. Her professional designations include Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). These credentials reflect her commitment to the field of financial planning and retirement counseling. In her personal time, Alexandra enjoys golfing, spending time with her family, watching movies, and practicing yoga.

Dawn Boyle is a Series 66 credentialed financial advisor with Edward Jones, based in Lake Tapps, WA. She has three years of industry experience and has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Aleksandr Petrik is a Financial Advisor with Merrill Lynch Wealth Management. He guides clients through their financial journeys by taking the time to understand what matters most to them and helping develop short-, mid-, and long-term goals. Aleksandr provides expertise in areas including college education planning, personal retirement planning, retirement income, and overall education planning. Aleksandr's experience encompasses a wide range of financial advisory services, from general investing to retirement planning and saving for unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions, offering ongoing advice and guidance tailored to clients' changing needs. He holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Market Technician (CMT), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Aleksandr earned a high school diploma from South Seattle College, a non-accredited certificate from Slavic Bible College, and a bachelor's degree from the University of Washington. Outside of his professional work, he enjoys adventure sports, biking, chess, fishing, hiking, photography, rock climbing, scuba diving, reading, and spending time with his family.