Jennifer Richards is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previous work history at McCurley Integrity Dealerships and Mercedes-Benz of Tri-Cities. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Olsen is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at firms including Kingdom Advisors LLC, State & Shore Advisors, LLC, and Thrivent Investment Management Inc. He serves as a board member and finance committee member for the DuPont Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual clients, high-net-worth individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various wrap-fee advisory programs and institutional portfolio management.

Thomas Baker is a financial advisor with Ameriprise in Bonney Lake, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research and modeling to provide tailored, non-discretionary recommendations primarily through Ameriprise-managed accounts.

Stephen F. Fairfax is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Nathan Borchardt is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2020, following five years at Wedbush Securities Inc. Outside of his advisory work, he is an associate employee of The Commerce Company in Tacoma, WA. 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 uses risk profiling and analytical tools to deliver non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Erin Stewart is a financial advisor with Morgan Stanley in Tacoma, WA, holding a Series 66 designation and with 4 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and manages approximately $2.74 trillion in client assets.

Brent Wojtanowicz is a financial advisor with Edward Jones in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of advisory work, he is a partner in 26 Adams LLC, a retail property business in Anderson Island, WA. 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 network of approximately 23,701 advisors and over $1 trillion in assets under management.

Adam Gulley is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014 and previously served in the United States Army Reserve for 19 years. He is also a board and club member of the Kiwanis service organization in Tacoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Joseph Todisco is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He served in the U.S. Air Force from 1999 to 2023 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of advisory programs, investment solutions, and affiliated services.

Jerry Gintz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Cetera Advisors LLC since 2017 and previously with Invest Financial Corp. He is also the owner of Gintz Accounting & Tax LLC, providing accounting, bookkeeping, and tax services since 1987, and acts as an insurance agent with a focus on fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ty Lee is a financial advisor with Mass Mutual Investors Services in Tacoma, WA, holding Series 65 and Series 63 credentials and having 19 years of industry experience. His career includes roles at Metropolitan Life Insurance and MetLife Securities, each spanning a decade, before joining Mass Mutual Investors Services in 2017. He is also involved as an insurance agent specializing in fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative client relationships and event-driven planning services.

Laine Ducote is a Series 66 licensed financial advisor with six years of industry experience. She has worked at Edward Jones since 2021 and previously spent four years at Merrill. In addition to her advisory roles, she was involved with Advance Custom Gutters from 2015 to 2021. 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 discretionary and non-discretionary investment strategies, along with tax-efficient services and affiliated investment products.

Lauren Muller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Cetera Investment Services LLC and Columbia Bank. She also assists financial advisors as an associate with 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, institutional, and corporate clients, using analytical tools and tailored strategies to support client goals.

Kurt Chambers is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and previously worked at AAA Missouri and AAA Washington. Outside of his advisory role, he serves as a referee for the Seahawks Flag Football League. Merrill, along 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 individual and institutional clients.

Jason Ledesma is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he has a passive ownership interest in a business unrelated to investments. 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 ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Dempsey Wheelock is a Series 66 licensed advisor with Equitable Advisors, based in Spanaway, WA, and has two years of industry experience. Prior to joining Equitable Advisors, he held various roles at Pythia International, Deseret Industries, and Brigham Young University Idaho. He serves as a director of Worldwide Charities, a foreign nonprofit corporation founded by his father. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party program sponsors, and offers ERISA fiduciary services through credentialed representatives.

Chantelle La Marr is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at BlackRock for eight years and Axalta Coating Systems for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Tiara Spraggin is a Series 66 credentialed financial advisor with six years of industry experience. She is currently with Edward Jones and previously worked at Chambers Bay Wealth Management and Cornerstone Financial Strategies. Her background also includes roles at Safe Streets Campaign and Pacific Lutheran University. 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 services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, supported by a large national network of advisors and branch offices.

Cameron Thrall 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 worked in the medical device industry with companies including Biotronik, Life Spine, and LDR Spine. Outside of finance, he is a certified flight instructor providing independent flight training in Bonney Lake, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of over 23,000 financial advisors and more than 15,000 branches. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Tronson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Investors Security Company, Inc., and 1717 Capital Management Company. Outside of his advisory work, he serves as a licensed substitute teacher for University Place Public Schools. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supports discretionary and advisor-managed strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.