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.

Dominic Hernandez is a financial advisor with Edward Jones in Auburn, WA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Corebridge Financial, Valic Financial Advisors Inc, and a teaching role in the Washington State University Finance Department. Edward Jones is a full-service wealth management firm that serves a broad range of clients, including individual, institutional, and charitable organizations. The firm offers various advisory strategies supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Anthony Hauenstein is a financial advisor with Raymond James Financial Services Advisors, Inc. who holds a Series 66 designation and has 14 years of industry experience. He also works as an independent contractor at Bush, Polen and Associates, Inc., and is a musician performing at various venues since 1994. Additionally, he is the CEO of T To L Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Tammy Cole is a Senior Financial Advisor at Merrill Lynch Wealth Management with a career in financial services beginning in 2013. She specializes in creating wealth management strategies tailored to individual client needs, focusing on areas such as college education planning, legacy planning, liquidity management, retirement income, socially responsible and values-based investing, and portfolio management. Tammy emphasizes understanding life priorities to develop personalized financial plans that align with clients’ goals and aspirations. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tammy earned a High School Diploma/GED from Everett Community College and a Bachelor's Degree from Western Governors University. She is involved in professional and community organizations such as P.E.O., Rotary Gig Harbor North, Housing Hope, and has previously served on the Metro Parks Tacoma BRAAC Board. Outside of her professional work, Tammy dedicates time to volunteering and engaging with community organizations. Her personal interests include camping, fishing, hiking, hunting, music, reading, running, scuba diving, traveling, and yoga.

Mark Ramey is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones, his work history includes roles at Whitman Global, Multi-M Contracting, and Fujitec Elevator. Outside of finance, he is the owner and Chief Business Development Officer of Mint Building Services LLC, a company focused on office cleaning business development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a wide range of advisory and investment services under a fiduciary standard.

Jacob Ronish is a CFP® professional with six years of industry experience, currently affiliated with Edward Jones since 2019. His prior roles include managing the pro shop and marketing campaigns at Riverbend Golf Complex and owning an online fantasy football rings business. He also serves as secretary for the Lakeland Hills HOA in Auburn, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Kathryn Rawlings is a Series 66-credentialed financial advisor at Morgan Stanley with 13 years of industry experience. She has been with Morgan Stanley since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Bret Edensword is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for five years and has been associated with both LPL Financial and Boeing Employee Credit Union since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Deanna Hoyt is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior roles include positions at UBS Financial Services and Cetera Investment Services LLC. Outside of her advisory work, she serves as an associate at Columbia Wealth Advisors, supporting financial advisors as a registered wealth associate. 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 plans, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented investment approach that incorporates risk profiling and modeling tools to inform client decisions.

John Skeith is a financial advisor at Cetera with 44 years of industry experience. He holds the CFP® designation and has worked at Cetera Advisors LLC since 2013. In addition to his advisory role, he owns businesses specializing in tax preparation and tax reporting for securities, and he serves as secretary and treasurer for a local ministry organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management and planning services through a multi-manager platform that features both affiliated and third-party managers and various program structures.

Nori Henson is a CFP® professional with three years of experience in financial advising, currently with Raymond James Financial in Tacoma, WA. Prior to joining Raymond James, Henson worked for Columbia Bank for over two decades. Henson also serves as a non-voting member of the 401(k) committee at Columbia Banking Systems. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary advisory services using advanced analytical tools and supports municipal and public finance through an affiliated municipal advisor.

Kevin Barringer is a financial advisor with Thrivent Investment Management based in Federal Way, WA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Thrivent in 2021, he spent 14 years working with Calvary Community Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based analyses across various planning topics, with the option to combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Alec Charles is a financial advisor at Raymond James Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Columbia Bank and Cetera Investment Services. Outside of his advisory role, Alec has been involved as a Wealth Advisor with Columbia Wealth Advisors in Tacoma, providing both advisory and commission-based products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored non-discretionary planning using analytical tools and supports a broad network of advisors and affiliated firms.

Patrick Franck is a CFP® professional with 15 years of industry experience. He is currently with Osaic Wealth, where he began in 2024. His prior experience includes roles at Woodbury Financial Services and Foresters Advisory Services. Outside of advising, he has worked as an Instacart shopper and volunteered bartending at community events like Seattle Pride and Bumbershoot. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, plans, corporations, and nonprofits through a broad network of advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on portfolio construction using asset allocation, risk assessment, and automated rebalancing across multiple asset classes.

Jacqueline Atherden is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2019. Prior to UBS, she was employed at E.K. Riley Investments and J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of her advisory work, she is involved in dog walking services through Rover. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides access to proprietary research, capital markets services, and affiliated lending programs.

Anona Klabo is a financial advisor with Cetera holding the CFP® and ChFC® designations and over 27 years of industry experience. She has been with Cetera and its affiliates since 2005 and also worked at Heritage Bank and Harborstone Credit Union. Outside of advising, she is a 100% owner of a rental property. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Jillian Tizapantzi is a financial advisor at J.P. Morgan Securities with four years of industry experience. Her background includes roles at Key Investment Services LLC and JPMorgan Chase Bank, N.A. Outside of her advisory career, she has involvement with Ocean 5/Table 47/Harbor 05 LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to tailor recommendations.