Douglas Legg is a financial advisor with Edward Jones in Federal Way, WA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns and manages rental properties. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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 credentials with 34 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu tailored to clients meeting net-worth thresholds.

Mitchell Anderson Jr. is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Morgan Stanley. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. 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 tax-efficient services.

Richard Stice is a financial advisor with Wells Fargo Clearing in Tacoma, WA. He holds Series 63 and Series 66 credentials and has one year of industry experience. Prior to his current role, he worked at Wells Fargo Bank and Bank of America, spanning over 16 years of financial services experience. 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 provides a range of brokerage and advisory services supported by research and analytics from Wells Fargo Investment Institute.

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 licenses and bringing 44 years of industry experience. He previously worked at Cantella & CO., Inc. for 11 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Aaron Palmer is a CFP® professional with 21 years of industry experience, currently serving with Equitable Advisors since 2004. He previously worked with Axa Advisors, LLC, overlapping with his tenure at Equitable Advisors. Outside of his advisory role, he owns and manages Bright Harbor Wealth Management LLC, operating under Aaron D Palmer, LLC in Tacoma, WA. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations, utilizing a hybrid advisory and brokerage model with access to multiple third-party asset managers and LPL programs. The firm emphasizes tailored financial plans based on client goals, risk tolerance, and time horizon.

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 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 products, such as insurance-related vehicles and bank deposit sweep options, than is typical among large institutional advisers.

Michael Davis is a financial advisor with Cetera, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has worked at Cetera since 2019, following prior roles at Summit Financial Group, Summit Brokerage Services, and Wells Fargo Advisors. Davis is also president of Davis Global Investments LLC, an investment-related business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with various program options and custodial arrangements.

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 at LPL Financial with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2018, he worked at Cetera Advisors LLC for five years and has been involved with Gus Paine Insurance Benefit Services since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies for portfolio management.

Kristin Jordan is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 66 and Series 63 designations and has 16 years of industry experience. Prior to joining Raymond James in 2023, she worked at Cetera and Columbia State Bank. Jordan also serves as a registered assistant at Columbia Wealth Advisors. 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, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.

Martin Wairimu is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and having seven years of industry experience. His work history includes roles at Amazon, GrubHub, and Primerica Financial Services. Outside of advising, he owns a hauling business transporting Amazon products across several states. 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 account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Chelsey Tabion is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services directly as well as through Corporate Financial Planning agreements with employers.

Jennifer Hamlyn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She worked at Merrill for 37 years before joining LPL Financial in 2023. Hamlyn is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and planning services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.