Michele Fuller is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Stadium Wealth Management, LLC, Noah Bailey, and Waddell & Reed, Inc. She has also been involved with local organizations such as the McChord Spouses Club, the Association of the United States Army, and the Puyallup South Hill Rotary. 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, supported by a large network of investment adviser representatives.

Heidi Strom is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Woodbury Financial Services and KMS Financial Services. Outside of her advisory role, Strom is vice president and a 25% shareholder of RDI Financial Services, an S-Corporation partnership, and she also sells life and long-term care insurance through a sole proprietorship. OSAIC serves a diverse client base including retail investors, retirement plan participants, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services, utilizing a model-based investment process and multiple custodial and program arrangements, supported by its scale and complex affiliate network.

Michele Montoya is a Series 66-licensed financial advisor with Edward Jones in Bonney Lake, WA, and has 10 years of experience at the firm. She has worked exclusively with Edward Jones since 2016. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Min Sul is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2023, Min worked at Key Investment Services and Citigroup Global Markets. 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 financial planning and investment services through a large network of advisers, with access to model portfolios, third-party asset management, and institutional platforms.

Duane Wangler is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and two years of industry experience. He has been with Merrill since 2011 and previously worked at Bank of America for eight years. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Callalily Ferguson is a Series 66-licensed financial advisor with Merrill, based in Tacoma, WA, and has three years of industry experience. She previously worked at BDO USA, LLP for ten years and also spent time with Windermere Liberty Lake and Beauty Barrage LLC, where she represented and sold skincare, haircare, and makeup brands. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Susan Swope is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1984, concurrently working with Bank of America since 2009. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicolas Stoner is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as earlier positions in university campus recreation and the food service industry. Charles Schwab & Co., Inc. serves a large client base, 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, combining centralized supervision and custody with multi-asset model portfolios and a formal alternative-investment process.

Douglas Jonson is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial advisory roles, he was involved with Tacoma Area Youth for 15 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option under the "WealthPlan" service.

Joey Smith is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Little Viks Hoopsters, a community organization in University Place, WA. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven, algorithm-assisted recommendations with personalized financial advice.

Shannon Smith is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of advising, she is involved in the sale of home security and automation products through an affiliated company. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Benjamin Witten is a Wealth Management Advisor with the Lantow Witten Group at Merrill Lynch Wealth Management in Olympia, Washington. He holds the Chartered Financial Consultant® designation awarded by The American College of Financial Services, along with other professional designations including Certified Plan Fiduciary Advisor® and Retirement Accredited Financial Advisor. He is also a Senior Portfolio Advisor in the Merrill Investment Advisory Program and maintains the Series 7 and 66 FINRA registrations and Washington State life and disability insurance licenses. Ben focuses on helping clients articulate and pursue their unique financial goals through estate and retirement planning strategies, investment management, and risk management. His expertise includes divorce transition planning, family wealth management strategies, institutional investment consulting, services for endowments and non-profits, personal retirement planning, portfolio management, and socially responsible investing. He uses a goal-based approach to simplify the financial landscape for clients and aligns portfolios with clients' values and objectives. Born in the Bay Area and raised in Amsterdam, Ben moved to the Puget Sound area in 1989 and began his tenure with Merrill Lynch Wealth Management in 2015. Outside of his professional work, he enjoys boating, cooking, hiking, music, rock climbing, spending time with his family, and traveling.

Christopher Fuson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2006. He leads a team of investment industry professionals to deliver a full range of wealth management services, focusing on institutional client relationships. Prior to joining Merrill Lynch, Christopher worked with Morgan Stanley in their Los Angeles and Olympia offices. Since entering the financial services industry in 2003, Christopher has developed expertise in managing endowments, organizational liquidity, and benefit programs, including equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. His client focus areas include college education planning, liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Christopher holds a Bachelor's degree from the University of Southern California and holds several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (C(k)P), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE).

Bradey Day is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Hurley Engineering Company for two years and TRC Companies for seven years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

John Power is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been serving clients since 2012. He co-leads the MPS Wealth Management Group and has been the Resident Director of the Tacoma office since 2020. John's professional focus includes family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and socially responsible, values-based, and ESG investing. He works with a diverse client base including doctors, lawyers, entrepreneurs, executives, and other professionals. John earned a Bachelor's degree in French and Political Science from the University of Portland and a Master's degree in International Relations with advanced study in conflict resolution from Syracuse University in 2012. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Certified Plan Fiduciary Advisor (CPFA®) designation, and FINRA Series 9 and 10 registrations. John is a member of the Bellarmine Alumni Association. Outside of his professional responsibilities, John is active in his local community and non-profit organizations. He is fluent in English, French, and Spanish, stemming from his extensive travels to Europe, South America, and Africa. John enjoys golfing, reading, playing soccer, and spending time with his family.

Kyle Gregory is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His previous roles include positions at American Retirement Planning Group and Barclays U.S., as well as service in the United States Air Force. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party asset managers, offering investment options such as mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jason Sipe is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Equitable Advisors, LLC. Outside of finance, he creates live-streamed culinary content on Twitch and has participated in food-related events with Foodbeast. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

Caryn Johnson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Jania Watkins is a CFP®-designated financial advisor with Edward Jones in Tacoma, WA, with seven years of industry experience. She has worked at Edward Jones since 2018 and has additional experience with South Sound Neurofeedback and Essential Health and Wellness LLC. Outside of finance, she has been involved with healthcare-related businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering various advisory programs and investment strategies under a fiduciary standard.

Joseph Blackner is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America, N.A., and has prior experience outside finance at W.G. Clark Construction. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolios, delivered through a large network of investment adviser representatives.