John Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment options tailored to plan objectives and risk tolerances.

David Grenier is a financial advisor with Merrill in Tacoma, WA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked at Merrill since 1981 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, Grenier holds a power of attorney position at an entity named D A D in Tacoma. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

John Bailey is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Stadium Wealth Management LLC and Waddell & Reed, Inc. Outside of his advisory work, he has been involved in local business and community organizations in Tacoma, Washington. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management through a network of investment adviser representatives.

Jeff Iunker is a Series 66-licensed financial advisor with LPL Financial, based in Enumclaw, WA, and has 12 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Invest Financial Corporation from 2015 to 2018. He leads seminars for government employees through Livingston Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisors. The firm offers financial planning, various advisory programs, and retirement consulting, utilizing discretionary and non-discretionary management with model portfolios and research from multiple sources.

Jackson Miller is a CFP® and Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices. The firm operates under a fiduciary standard and provides additional services including tax-efficient strategies, separately managed accounts, and affiliated mutual funds.

Valerie Jasper is a financial advisor with Edward Jones in Enumclaw, WA. She holds the Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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 under a fiduciary standard.

Marc De Fiori is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes positions at Financial Engines Advisors L.L.C., Fidelity Brokerage Services LLC, and Scottrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

Erin Jones is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses. She has experience working at Wells Fargo Bank, FMTC, and Coupilia, with a total of several years in the financial industry. Outside of her advisory role, she is a co-trustee of a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Nancy Sullivan is a financial advisor with Edward Jones in Tacoma, WA, holding a Series 66 designation and having 10 years of industry experience. Prior to joining Edward Jones in 2016, she worked for Franklin Pierce School District from 2015 to 2017. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Linda Rathke is a financial advisor with Primerica Advisors in Kent, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of her advisory role, Rathke is involved in several business ventures including ownership of Creative Canvas Publishing, LLC, where she works as an author and publisher, and has held partnerships in traffic safety and marketing enterprises. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plans.

Travis Roscoe is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a sole proprietor involved in rental property management. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves a broad range of client needs with diverse investment programs.

Shawn Boyer is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to his financial services career, he served in the United States Army. Shawn is a voting member of the Board of Directors for the Fife Milton Edgewood Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Nikolay Terekhin is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to help them navigate complex financial situations and develop preparedness for various economic circumstances. Nikolay's personal experience includes moving to the United States in 2006 and facing the financial challenges of the economic crisis shortly thereafter, which informs his approach to advising clients. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Enlightium Academy. He is proficient in English and Russian.

Kevin Kennedy is a financial advisor with Raymond James Financial in Federal Way, Washington, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Raymond James Financial since 2008 and previously worked at Chaffee & Associates LLC. Outside of his advisory role, he is an author working on a collection of stories and has sold articles to magazines. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA consulting.

Paul Rittierodt is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Thrivent in 2019, he worked for nearly two decades at Swedish Health System. Outside of his financial advisory role, he serves as a referee and mentor for youth and high school soccer and basketball organizations in the Washington area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Kyle Stallcop is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Merrill, Raymond James Financial, and Umpqua Bank. Kyle has experience outside the financial sector, including positions at Amazon and in athletic communications at Washington State University. 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 offers both non-discretionary and discretionary investment options using multi-asset model portfolios and centralized custody and supervisory arrangements.

Terri Conger is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She previously worked at Bank of America, NA for 14 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Douglas Esterly is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Edward Jones for nine years and has held roles at Foresters Financial Services and First Investors Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Jeffrey Leveque is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1994. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Timothy Scheuffele is a Certified Financial Planner® with 21 years of industry experience. He has been with Edward Jones since 2010. He is exploring a business venture related to a storage facility through an LLC in Tacoma, WA, currently in the concept and feasibility study phase. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.