Perry Menard is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2006. Prior to UBS, he was employed at RBC Capital Markets and Piper Sandler & Co. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a wide range of capital markets services through its platform.

James Guthrie is a CFP® professional with 30 years of industry experience. He is currently with Ameriprise Financial Services, LLC, having previously worked at Bank of America and Merrill. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals with substantial investable assets. Their approach includes detailed recommendation reports, tax-smart withdrawal strategies, and a combination of research and modeling techniques to support retirement planning.

Konrad Carter is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and University of Phoenix. 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 strategies for a range of client types including individuals and charitable organizations.

Katelyn Graham is a financial advisor with Edward Jones in Belfair, WA, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Edward Jones in 2019, she worked in various roles including positions at Foresters Financial and several retail and hospitality businesses. She is also a commissioned notary public in Belfair. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is noted for its extensive retail advisor network and affiliated capabilities such as trust services, mutual funds, and securities-based lending.

Rebekah Williamson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, among other positions. She is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and offers a range of portfolio management options with a focus on individual—not institutional—clients.

Lisa Moore is a financial advisor with Edward Jones in Port Orchard, WA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked for the Renton School District from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors.

James Piper is a financial advisor at LPL Financial with 29 years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, Ameriprise, and Citigroup Global Markets. He also operates Piper Financial Planning and Investments, a business related to his advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Wilcox is a financial advisor at Edward Jones with 19 years of industry experience, all spent at the firm since 2007. He holds Series 63 and Series 65 licenses and is based in Des Moines, Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Taylor is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes four years at the Federal Reserve Bank of Kansas City and various roles in education and retail. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that incorporates investment research and tax-aware withdrawal strategies. The firm’s retirement income service features restrictive enrollment criteria and a proprietary recommendation process supported by an internal committee.

Peter Smith is a financial advisor with Ameriprise in Lacey, WA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Ameriprise since 2009, including its affiliated entities. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Matthew Telona is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked in various financial roles at firms including Bank of America, Merrill, and Fidelity. Outside of finance, he has been involved with coffee-related ventures such as Sea Level Coffee and Olympia Coffee Roasters. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

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.

Lindsy Ferrin is a financial advisor with Edward Jones in Des Moines, WA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in promotions and marketing for the Seattle Thunderbirds Hockey Club. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with a wide range of advisory programs and affiliated financial services.

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.

Alijah Hawley is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones in Belfair, WA, where he has worked since 2018. He has eight years of industry experience, including prior roles at WestRock and the University of Washington. 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 operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

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.

Peter Stefanic is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates Stefanic Insurance and Financial Services, which he founded in 2000. In addition to his advisory work, he is licensed as an insurance agent and sells fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management options, combining discretionary and non-discretionary strategies across various program structures and custodial relationships.

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.