Bruce Brundige is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial since 2000 and previously operated Financial Advocates Advisory Services, an independent registered investment advisory firm. Brundige also provides fixed insurance services through his role at Financial Advocates Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 three years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in various roles prior to joining Edward Jones, including self-employment and positions at Multiple firms. 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, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branches.

Cody Laing is a financial advisor at Ameriprise in Renton, WA, holding a Series 66 designation. He has less than one year of industry experience and has previously worked at AGP Wealth Advisors and held various roles related to California Polytechnic State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Jacob Ronish is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his advisory role, he held various positions including managing a public golf course pro shop and operating an online eCommerce business focused on fantasy football rings. He also serves as secretary for a local homeowners association. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its large retail advisor and branch network, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and securities-based lending.

Darrell Douglas is a financial advisor at Ameriprise with 35 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Bret Edensword is a Series 66 licensed financial advisor with LPL Financial, based in Tukwila, WA. He has 13 years of industry experience, including roles at Boeing Employee Credit Union since 2018 and Edward Jones from 2013 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

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.

Taylor Sporcic is a financial advisor at Edward Jones in Issaquah, WA, holding the ChFC® and Series 66 designations with seven years at Edward Jones and a total of four years of industry experience. Prior to joining Edward Jones, he worked at Auburn License Agency and Gosney Motor Parts Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network.

Man Chung Chau is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill for five years and has been with Linsco/Private Ledger Corp. since 2005. Outside of his advisory role, he is a partner in raw land ventures through Rainbow Partners and Prosperity Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Schanice Staples is a financial advisor with Cetera and holds Series 63 and Series 66 credentials. She has 11 years of industry experience and previously worked at Northwestern Mutual and Foresters Financial Services. Outside of advising, she is the professional development co-chair for the Urban League Metropolitan Seattle Young Professionals and has developed a mobile application not yet live. Cetera Investment Advisers LLC is a nationwide independent advisory network serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Elizabeth Peterson is a financial advisor with Morgan Stanley in Tacoma, WA, holding the CFP® designation and Series 63 and 66 licenses. She has 20 years of industry experience, including roles at Morgan Stanley since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Sara Sanders is a financial advisor at Raymond James Financial with a Series 66 designation. She has been with the firm since 2026 and has prior experience at Columbia Bank, Umpqua Bank, and Oregon State University. Sanders has also been involved with CYO/Camp Howard and Corvallis Manor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to support client decision-making.

Steven Bennett is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.