Vicki Andrews is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at LPL Financial and Waddell & Reed, Inc. She also operated a tax preparation business for 15 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and research from its Global Investment Committee.

Chad Stalder is a CFP® with 24 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, where he has worked since 2020. His prior experience includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Ameriprise. Outside of his advisory work, he is an investor in a food-related business, Manic Meatball, LLC, which he owns jointly with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Sherry Gow is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including Waddell & Reed, INC., and Osprey Financial Partners LLC. Gow has also been involved in sales at International Gemstones, LLC. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational resources and a broad network of over 22,800 advisors.

David Ortega is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers additional services such as tax-efficient portfolio management and securities-based lending.

Michael Henson is a Series 66 licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Tacoma, WA, bringing 15 years of industry experience. Prior to joining Raymond James, he spent eight years with Cetera Investment Services. Outside of his advisory role, he operates a business selling sports cards and memorabilia on eBay. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports clients through a wide advisor network, including specialized municipal and employer-sponsored retirement plan services.

Daniel Auld is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Charles Schwab entities since 2021. Prior to joining Schwab, he worked at Fleet Feet Seattle and J Crew Factory. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers a combination of non-discretionary and discretionary investment solutions supported by strategic asset allocation, periodic reviews, and due diligence from the Schwab Center for Financial Research.

Erin Abrigo is a CFP® and holds a Series 66 license, with 14 years of experience in the financial industry. She has been with Edward Jones since 2012, working out of Gig Harbor, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Michael Latimer is a financial advisor with Morgan Stanley in Yakima, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, Latimer serves as president of the Spokane Stock and Bond Club, a nonprofit organization focused on education and networking within the financial services community. He is also involved in a jewelry and pottery business. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering customized financial planning supported by firm-approved analytical tools and a broad range of investment programs.

John Mitchell is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Jon Britt II is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked 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 individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

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.

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 been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations, with clients able to choose how to implement them through various brokerage or advisory programs.

Deborrah Murphy is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc., KMS Financial Services, Inc., and VOYA Financial Advisors, Inc. Outside of her advisory work, she owns Northwestern Financial Group, a DBA used for insurance renewals and administrative purposes in Washington State. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, and it features a multi-advisor platform with access to third-party money managers and proprietary investment models.

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 18 years of industry experience. She holds the Series 66 designation and has worked at firms including Cetera and Edward Jones. Baker is also involved with Columbia Wealth Advisors, where she provides financial advice to clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages implementation through various 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.

Brian Bronk is a CFP® with 15 years of experience in financial advising, currently serving at LPL Financial since 2018. His prior roles include five years at CETERA Advisor Networks and 14 years at Collier Heggerness & Bronk CPA's PS Inc, where he has been involved in tax preparation, bookkeeping, accounting, and consulting. Bronk is also engaged in business entities related to tax and investment purposes in the Gig Harbor, WA area. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisors with model portfolio programs, third-party asset management, and institutional platforms, combining these with extensive non-advisory financial services and oversight of substantial discretionary assets.