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.

Bowen Scott is a Series 66-licensed financial advisor with Ameriprise in Gig Harbor, WA, bringing 27 years of industry experience. His prior roles include positions at Bank of America and Merrill. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team.

Jeffrey Casey is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes 27 years at MetLife Securities Inc. and Metropolitan Life Insurance Company before joining MassMutual in 2016. MassMutual Investors Services, LLC 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, emphasizing collaborative, annual planning engagements using firm-approved analysis tools.

Tran Duong is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2021, Tran operated Tran Duong LLC and held positions at Waddell & Reed, Inc., Executive Women International, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Bradley Berger is a financial advisor with Ameriprise Financial Services, holding the CFP® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at LPL Financial and Financial Advocates Investment Management. Outside of advising, Berger is the owner and founder of Ideal Life 360, a life and executive coaching business, and works as a professional pilot and flight instructor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware strategies.

Christopher Mc Culloch is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior experience includes roles at First Command Advisory Services and First Command Financial Planning. He is a member of the Board of Directors for Given to Give and participates in the Tacoma Estate Planning Council. Ameriprise offers specialized retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Rhonda Hacker is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 15 years. Outside of her advisory role, she provides small business owners with assistance in setting up QuickBooks and also offers pet-sitting services for friends and family. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services, comprehensive financial planning, and various managed account programs. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supported by risk assessments and rebalancing tools.

Janelle Embrey is a Series 66-licensed financial advisor with Edward Jones, based in Yelm, Washington, where she has worked for 17 years. Outside of her advisory role, she is licensed to provide care services as the guardian of her adult son. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of financial advisors.

Cody Scriver is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has been providing wealth management, investment advice, and guidance to families, with a focus on multigenerational wealth. He is a founding member and co-lead of the S&P Wealth Management Group, overseeing a team of nine professionals dedicated to making clients' financial lives easier. Cody develops customized strategies that address complex financial needs including concentrated stock positions, risk management, liability management, and tax minimization, in coordination with clients' other trusted professionals for wealth transfer, philanthropy, and estate planning services. Prior to his career in financial services, Cody served for over nine years in the Marine Corps with deployments across Southeast Asia and Afghanistan. He earned several medals during his service, including three with a "V" designation. Cody earned a Bachelor's degree in Business Economics from Ashford University and holds several professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). He is also a Portfolio Manager who manages personalized or defined strategies on a discretionary basis. Outside of his professional responsibilities, Cody volunteers with local non-profits focused on conservation and education. He also enjoys adventure sports, cooking, scuba diving, woodworking, and spending time with his family.

Alissa Stearns is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at notable firms including JP Morgan Securities LLC and Securian Financial Services. Outside of her advisory role, she serves as a board member for Parents for Cascade, a parent support group based in Puyallup, WA. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Ian Hartley is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2010, following seven years at Russell Investments. He provides investment advisory services through Global Retirement Partners, an independent registered investment advisor. 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, third-party asset management, and institutional platforms.

Robert Chenier Jr. is a Series 66 designated advisor at UBS Financial Services with 17 years of industry experience. He has worked at UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Mart Mitchell is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Edward Jones since 2018. Prior to that, he spent over two decades with Russell Investments and its affiliated entities. Outside of his advisory role, Mitchell provides seasonal hospitality services at the Washington State Fair in Puyallup, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Margaret Hackleman is a financial advisor with Morgan Stanley in Tacoma, WA, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at KPMG LLP and TrueBlue, Inc. She serves on the Investment Committee of the Greater Tacoma Community Foundation. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Jesus Carlos is a Series 66-licensed financial advisor with UBS Financial Services in Tacoma, WA, bringing four years of industry experience. He has previously worked for UBS and has served as a Teaching Fellow at Harvard University since 2020. His background also includes nine years of service in the US Army. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Robert Parrish II is a financial advisor with LPL Financial in Puyallup, WA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His career includes prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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 and access to various portfolio and retirement platforms, supported by extensive advisor resources and technology.

Christopher Panagiotu is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is affiliated with LPL Financial since 2020 and previously worked at Lucia Wealth Services, Lucia Securities, and Morgan Stanley. Panagiotu is involved in an entrepreneurial venture called CAPitalize Your Finances, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse investment options 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.

Daniele Ledvina is a financial advisor with Primerica Advisors in University Place, WA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she participates as a blood and plasma donor for medical research with Bloodworks Northwest. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selectively available separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

David Cook is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at TD Ameritrade, LPL Financial, and Boeing Employee Credit Union. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Kailey Bass is a financial advisor with Charles Schwab in Tacoma, WA. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2025. Prior to her advisory role, she spent several years in full-time education and has experience working in other industries including the hospitality and pest control sectors. Charles Schwab 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 and discretionary investment approaches, using multi-asset model portfolios and providing a centralized structure to support a large client base.