Gary Amerson is a CFP® and Series 66 designated advisor with Edward Jones, where he has 16 years of experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an investor in Victoria Amerson Designs, a dress manufacturing business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Jason Hamlin is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with UBS Financial Services since 2005. Outside of his advisory work, he is co-owner of Joey Hamlin Photography and serves as an assistant lacrosse coach at Auburn Riverside High School. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Mary Miles is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and First Interstate Bank. She also worked at Zillow Group for six years before entering the financial sector. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Callison is a CFP® and ChFC® with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of advisory services, he co-owns a commercial rental property in Black Diamond, Washington, with his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the country.

Sara Sas is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She previously operated a massage therapy business in Kent, Washington, from 2015 to 2021. At Edward Jones since 2021, she serves clients from Auburn, Washington. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the country.

Stephen Williamson is a Series 66-licensed financial advisor with Edward Jones in Federal Way, WA. He has nine years of industry experience and has been with Edward Jones since 2016. 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 under management and offers a broad range of advisory programs and investment strategies with a nationwide network of financial advisors and branch offices.

Bridget Olson is a financial advisor with Wells Fargo Clearing in Tacoma, WA, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo in various roles since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Tammy Milling is a financial advisor with Wells Fargo Advisors in Tacoma, WA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. She 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 that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations for clients.

Shawn Contento is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining OSAIC in 2024, he worked for Woodbury Financial Services for 23 years. He is a member of ESA/Omicron, a club that organizes fundraising events benefiting St. Jude’s Hospital, multiple sclerosis research, and military families during the holiday season. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management, with options for discretionary management, third-party managers, and alternative investments.

Richard Stice is a financial advisor at Wells Fargo Clearing in Tacoma, WA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior experience includes twelve years at Bank of America and four years at Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lance Rummel is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley firms since 2009, including over a decade with Morgan Stanley Private Bank. Outside of his advisory role, he owns and operates Gig Harbor Boat Rentals and oversees Redrum Holdings LLC, a family business holding company. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, offering tailored plans supported by firm-approved tools and a wide range of investment solutions.

Stephen Bowden is a financial advisor with LPL Financial in Lakewood, WA, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Ek Riley Investments, Morgan Stanley, and Citigroup Global Markets. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Aaron Palmer is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2004. He previously worked at Axa Advisors, LLC from 2004 to 2020. Palmer is also the owner of Bright Harbor Wealth Management LLC, operating under Aaron D Palmer, LLC in Tacoma, WA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment strategies based on client risk tolerance and goals.

Bryce Barber is a financial advisor at Stifel with 7 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Stifel in 2024, he worked at Edward Jones for six years and has experience at The Boeing Company and the Puyallup School District. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Robert Grolbert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Investments and Wells Fargo Clearing since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mathew Lystra is a financial advisor with Morgan Stanley in Tacoma, WA, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and was previously with the Frank Russell Company from 2015 to 2017. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Samvel Shakhramanov is a financial advisor with Edward Jones in Federal Way, Washington, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, following seven years at Lowe's Home Centers. Outside of his advisory role, he serves as executor of his father's estate and manages a custodial bank account for his minor sister’s Social Security survivor benefits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of over 23,700 financial advisors.

Sherif Awad is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Awad has been with Raymond James since 2009. 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, pension plans, corporations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals.

Gregory Paine is a financial advisor with LPL Financial and holds the ChFC®, Series 63, and Series 65 designations. He has 40 years of industry experience, including five years with Cetera Advisors LLC and over four decades with Gus Paine Insurance Benefit Services. In addition to his advisory work, he is involved with Oasis de Caroleta, an investment-related business. 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 and model portfolio programs, supported by advanced operational and research tools.

Kristin Jordan is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Cetera, Columbia State Bank, and Umpqua Bank. She also serves as an associate and registered assistant at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, and institutional clients, using tailored, non-discretionary strategies supported by advanced analytical tools.