Jesse Silva is an Investment Consultant currently working with Fidelity Investments since 2021. In this role, Jesse focuses on developing personalized financial plans that align with clients' goals, aiming to provide clarity and confidence in their financial futures. Prior to becoming an Investment Consultant, Jesse held the position of Financial Representative at Fidelity Investments from 2021 to 2023 and worked as a Planning Consultant at KarmaHub from 2024 to 2025. Throughout his career, Jesse has emphasized building meaningful client relationships and ensuring that each client feels heard and valued. His approach involves strategic collaboration with clients to co-create financial plans tailored to their individual needs. This client-centered methodology is central to his professional practice.

Colby Joesten is a financial advisor with LPL Financial in University Place, WA, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Colby worked at Lincoln Investment and Chambers Bay Wealth Management. Outside of financial services, Colby has worked at Red Robin for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Timothy Truebenbach is a CFP® with 25 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, First Foundation Advisors, and True Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by various operational and research tools.

Douglas Olmstead is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2011 and leads The OZ Group, focusing on a client-centered, goals-based approach to wealth management. Doug and his team work with clients to develop tailored financial strategies in life, investment, and retirement planning, aiming to help clients identify and prioritize their evolving needs and goals. Before joining Merrill Lynch, Doug owned and operated a real-estate appraisal company for 10 years. He holds a Bachelor's Degree in Finance from Central Washington University. His areas of expertise include education planning, family wealth management strategies, legacy planning, philanthropic planning, and retirement income, among others. Doug is actively involved in his community, serving on the Board of Directors for Puyallup St. Francis House and having served as Past President and Board member of Puyallup South Hill Rotary. He and his wife reside in South Hill Puyallup, where they raised their two grown children. Outside of work, Doug enjoys biking, boating, cooking, gardening, golfing, traveling, and spending time with his family.

Wesley Niblack is a CFP® and ChFC® with 18 years of experience in financial advising. He has worked at Ameriprise Financial Services LLC since 2021 and previously held various roles at First Command advisory and financial planning firms from 2008 to 2021. Outside of advising, he consults on financial matters as a finance and operations pastor and manages business operations for his Ameriprise franchise through an LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Daniel Kline is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Andrew Hart is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial, Assetmark Brokerage, Assetmark, Inc., and Russell Investments. Hart is based in Lake Tapps, Washington. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, operating a wide range of program structures and custodial relationships.

Troy Allison is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has worked at both Merrill and Bank of America N.A. since 2005. Outside of his financial career, he is active as a contract musician and music director, providing music support for military church services and writing, recording, and producing music for public release. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 with model-based and discretionary investment strategies.

Zane Coble is a financial advisor with Ameriprise in Auburn, WA, holding a Series 66 designation. He has worked in the financial services industry since 2017, with prior roles at Eagle Hill Consulting, Verus Investments, and Cariboo Wealth Advisors, as well as experience at Whitworth University. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendation reports, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated consulting team.

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.

John Chitaley is a CFP® professional with 17 years of experience currently affiliated with Cetera. He has a background spanning various roles since 2010, including ownership of Commencement Bay CPA PLLC, where he provides CPA services, business valuation, consulting, and tax planning. Chitaley also teaches courses in accounting, federal taxation, and finance at community colleges and professional societies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary programs and approximately $256 billion in assets under management.

John Bailey is a financial advisor with LPL Financial in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include time at Stadium Wealth Management LLC and Waddell & Reed, Inc. He has been involved with community organizations such as the Tacoma Area Coalition of Individuals with Disabilities and the Tacoma Business Connection. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions with various strategic and tactical investment options.

Erin Jones is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, she worked at Wells Fargo Bank, nA, FMTC, and Coupilia. Outside of her advisory role, she serves as co-trustee of a family trust. 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 combines internal research and third-party analytics to support its investment approach and offers both brokerage and advisory solutions.

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.

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.

Walter Harrison is a CFP® professional with 44 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2021, with prior experience at VOYA Financial Advisors from 2014 to 2021. Outside of advisory work, he operates a photography and videography business specializing in weddings and special occasions. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both discretionary and non-discretionary program options.

Shawn Boyer is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. He serves as 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, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Nikolay Terekhin is a Financial Advisor at Merrill Lynch Wealth Management. He has over four years of experience in wealth management and holds the Professional Investment Advisor (PIA) designation. Prior to joining wealth management, Nikolay spent approximately five years gaining experience in business, which supports his work with business owners and professionals across various sectors. He completed his high school education through Enlightium Academy. Nikolay is fluent in English and Russian, allowing him to communicate effectively with a diverse clientele. Outside of his professional duties, he enjoys spending time with his family and is involved in volunteering efforts aimed at empowering the next generation.

Kyle Stallcop is a financial advisor with Charles Schwab in Tacoma, WA, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Bank of America, Merrill, Raymond James Financial, and Columbia Wealth Advisors. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and dedicated research.

Jordan Walter is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has a diverse background that includes several years in education within the University Place and North Clackamas School Districts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.