Robert Ennis IV is a Series 66 licensed financial advisor with Edward Jones in Puyallup, WA, where he has worked since 2014, totaling 12 years of industry experience. Outside of his advisory role, he owns and operates an RV and trailer storage business in Bonney Lake, WA. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Black is a Planning Consultant currently working at Fidelity Investments. He assists clients in identifying suitable investment options to help them achieve their financial goals and manage their financial resources effectively. He has experience as a Planning Consultant at Fidelity Investments since 2023. Prior to this role, he worked as an Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Before joining Fidelity, Eric was a Financial Advisor at Thrivent Financial from 2018 to 2021. Outside of his professional work, Eric has interests in cooking and baking, exploring food as a foodie, participating in social events with friends, hiking, singing, and traveling.

Valerie Paganelli is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and previously operated Paganelli Consulting, Inc., an actuarial consulting business. She is also co-owner of a car restoration venture, Pags Speed Shop, based in Maple Valley, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment advisory programs and maintaining one of the largest advisor networks in the industry.

Tucker Mjelde is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His work history includes roles at Ameriprise since 2018 and prior experience with AGP Wealth Advisors and in education with the Tahoma School District and Washington State University. He is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice. The firm’s approach includes asset allocation and tax-aware withdrawal strategies supported by proprietary research and third-party data.

Ian Meagher is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at T. Hasegawa and a period focused on homemaking. He is also involved with Meagher Financial Group, LLC, a DBA for his LPL business. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Todd Norton is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at TD Ameritrade, UBS Financial Services, and Russell Investments. Norton is based in Lake Tapps, Washington. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm provides both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and alternative investment due diligence.

Brianne Roberts is a financial advisor at Edward Jones in Maple Valley, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Michael's Toyota from 2017 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Seth Giandomenico is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following four years at EAN Holdings LLC. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts.

Larissa Sklar is a CFP® professional with six years of experience in the financial industry, currently serving at Edward Jones since 2020. Her prior work includes roles at Blue Nile, Inc. and Hillsdale College. Outside of her advisory work, she is a member of SKLAR 2019, LLC, a limited liability company involved in property upkeep and record maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Eric Norris is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. He holds Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Robin Cheng is a Series 66-registered advisor with J.P. Morgan Securities, based in Renton, WA, with six years of experience at J.P. Morgan, including roles at JPMorgan Chase Bank, N.A. Prior to joining J.P. Morgan, Cheng worked at Four Points by Sheraton. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Jonathan Lefferts is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company for ten years. 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 solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Caroline Whitlock is a CFP® with eight years of industry experience, currently affiliated with Edward Jones. Prior to joining Edward Jones in 2018, she worked in education for nearly two decades, including roles within the Kent School District and the Federal Way School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial services supported by a large national network of advisors and branch offices.

George Martonik Jr. is a financial advisor at Primerica Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Financial Services and Primerica Advisors since 1985. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Jason Keser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kelly Mckay is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. Prior to joining Cetera in 2023, she worked at Voya Financial Advisors from 2015 to 2021. Outside of her advisory role, she coaches youth gymnastics at Gymnastics Connection. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with flexible program structures and access to multiple third-party money managers.

Evan Lewis is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and has held positions at Woodbury Financial Services, Securities America Advisors, KMS Financial Services, and US Bank. He is also a treasurer and 25% shareholder of RDI Financial Services, a partnership involved in financial services. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various portfolio construction tools and provides access to third-party money managers and managed-account solutions.

Alan Osaki is a financial advisor with Primerica Advisors in Seattle, WA, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1992. Outside of advisory work, he is involved in sales of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Richard Nash is a financial advisor with LPL Financial in Federal Way, Washington, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Mutual Service Corporation from 2002 to 2009. Outside of his advisory role, Nash is a licensed notary public and has involvement with non-variable insurance products. 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 financial planning and investment management services, utilizing a mix of proprietary research, third-party subadvisors, and customizable strategies across various platforms.

Hal Lettice is a financial advisor with OSAIC in Federal Way, WA, holding Series 63 and Series 65 registrations and having 27 years of industry experience. His prior roles include positions at Securities America Advisors, MRW Financial, and Invest Financial Corporation. Outside of his advisory work, he serves as an administrator for the Light of Christ Community Garden. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a broad network of advisors and multiple platforms. The firm employs a variety of asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes, managing accounts on discretionary and non-discretionary bases.