David Stuhlmiller is a financial advisor with Thrivent Investment Management in Olympia, WA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the Washington Farm Bureau and Washington Trucking Associations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses without discretionary trading authority and with periodic reviews of financial plans.

Rachael Megazzini is a financial advisor with Merrill in Lacey, WA, holding a Series 66 designation and seven years of industry experience. She has been associated with Bank of America N.A. and Merrill since 2007. Outside of her advisory role, she is a co-owner of a rental property in Spanaway, Washington. Merrill, together 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 clients including individuals, pension plans, and charitable organizations.

Christopher Mc Nabb 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 served five years in the US Army. Outside of his advisory role, he is involved as a ski coach with the Crystal Mountain Alpine Club in Bellevue, WA. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jill Tokarczyk is a financial advisor with Morgan Stanley in Olympia, WA, holding a Series 63 designation and over 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in property management through several business entities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured processes and firm-approved tools.

Randall Maag is a financial professional with 13 years of industry experience, currently affiliated with OSAIC. He holds Series 63 and Series 66 credentials and has worked previously at Woodbury Financial Services and Bankers Life entities. Outside his advisory work, he is involved in a retail pet supply business operated primarily by his wife. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a large network of advisers. The firm uses various portfolio construction tools and offers integrated brokerage and advisory services, along with access to third-party managers and unified managed accounts.

Trenton Rohm is a financial advisor at Morgan Stanley in Olympia, WA, holding a Series 66 license with three years of industry experience. Prior to joining Morgan Stanley, he worked in the hospitality sector, including roles at El Gaucho in Tacoma and The Ram Restaurant and Brewery. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and includes services such as estate planning and corporate financial planning agreements.

Rebecca Stay is a CFP® with 34 years of industry experience, currently affiliated with Morgan Stanley in Olympia, WA. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. In addition to her advisory role, she is involved in teaching on a part-time basis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes supported by proprietary tools and provides a broad set of investment and financial services through its large national platform.