Jon Britt II is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. His prior roles include positions at Merrill Lynch/Bank of America, Bulwark Capital Management, Crista Media, the University of Arizona, and T-Mobile. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Kohl Roland is a financial advisor at Ameriprise with a Series 66 designation and one year of experience at the firm. His prior work includes roles at Cole Financial Inc and Duke's La Jolla LLC, as well as several years at Horseshoe Lake Golf Course and teaching positions at Gig Harbor High School and Kopachuck Middle School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement advice, supported by algorithmic automation and oversight from a dedicated consulting team.

George Martonik Jr. is a financial advisor at Primerica Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Financial Services and Primerica Advisors since 1985. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Joseph Crest is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience at Lowe's Home Improvement, DoorDash, and Amazon. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jacob Cronk is a financial advisor at Ameriprise in Tacoma, WA, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior experience with Equitable Advisors, Peninsula Community Health Services, and the WSU Volunteer Income Tax Assistance program. Outside of finance, he was involved with the Blazing Onion Burger Company for five years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and provides a broad range of advisory, brokerage, and insurance solutions.

Rhonda Arnett is a CFP® with 27 years of industry experience, currently serving as a senior wealth advisor at Raymond James Financial in Tacoma, WA. She has been affiliated with Columbia Wealth Advisors and Columbia Bank since 2001 and previously worked at Cetera for nine years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with specialized programs, including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Teressa Grosklaus is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations for clients.

Deborrah Murphy is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Securities America Advisors, Inc. and KMS Financial Services, Inc. She is also the owner of Northwestern Financial Group, a DBA used for Washington State insurance renewals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple advisory platforms and third-party money managers.

Mary Mcgonigal is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. She has worked with Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. 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 process includes structured discovery conversations and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Brooke Baker is a financial advisor at Raymond James Financial with 17 years of industry experience and a Series 66 credential. Prior to joining Raymond James in 2023, she worked at Cetera and Columbia State Bank for over a decade. She is also involved with Columbia Wealth Advisors in a non-owner associate role providing financial advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized employer advisory programs.

Nicolas Calvi is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab since 2011, including Charles Schwab Bank from 2013 to 2017 and again since 2019, as well as TD Ameritrade Inc. from 2023 to 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Libertad Sarmiento is a financial advisor at Thrivent Investment Management with Series 66 credentials and less than one year of industry experience. Prior to joining Thrivent, Libertad held positions at Amazon, Whitworth University, and various other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic planning without portfolio management or discretionary trading authority. Their approach includes comprehensive written recommendations and the option to combine planning with managed-account services under a consolidated billing system.

Bowen Scott is a Series 66-licensed financial advisor with Ameriprise in Gig Harbor, WA, bringing 27 years of industry experience. His prior roles include positions at Bank of America and Merrill. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team.

Jeffrey Casey is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes 27 years at MetLife Securities Inc. and Metropolitan Life Insurance Company before joining MassMutual in 2016. MassMutual Investors Services, LLC 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, emphasizing collaborative, annual planning engagements using firm-approved analysis tools.

Tran Duong is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2021, Tran operated Tran Duong LLC from 2019 to 2021 and worked with Waddell & Reed, Inc. and various insurance carriers from 2014 to 2021. Tran also served with Executive Women International from 2015 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Bradley Berger is a financial advisor at Ameriprise with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, Berger is the owner and founder of Ideal Life 360, a life and executive coaching company, and is also a professional pilot and independent flight instructor. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Christopher Mc Culloch is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior experience includes roles at First Command Advisory Services and First Command Financial Planning. He is a member of the Board of Directors for Given to Give and participates in the Tacoma Estate Planning Council. Ameriprise offers specialized retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Rhonda Hacker is a financial advisor with OSAIC in Puyallup, WA, holding a Series 66 designation and 15 years of industry experience. She previously worked for Lincoln Financial Advisors for 15 years before joining OSAIC in 2025. Outside of advising, she assists small business owners with setting up QuickBooks and provides pet sitting services for friends and family. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Janelle Embrey is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2009. Outside of her advisory role, she is licensed to provide care for her adult son and receives income for caregiving services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cody Scriver is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has been providing wealth management, investment advice, and guidance to families, with a focus on multigenerational wealth. He is a founding member and co-lead of the S&P Wealth Management Group, overseeing a team of nine professionals dedicated to making clients' financial lives easier. Cody develops customized strategies that address complex financial needs including concentrated stock positions, risk management, liability management, and tax minimization, in coordination with clients' other trusted professionals for wealth transfer, philanthropy, and estate planning services. Prior to his career in financial services, Cody served for over nine years in the Marine Corps with deployments across Southeast Asia and Afghanistan. He earned several medals during his service, including three with a "V" designation. Cody earned a Bachelor's degree in Business Economics from Ashford University and holds several professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). He is also a Portfolio Manager who manages personalized or defined strategies on a discretionary basis. Outside of his professional responsibilities, Cody volunteers with local non-profits focused on conservation and education. He also enjoys adventure sports, cooking, scuba diving, woodworking, and spending time with his family.