Mark Ramey is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones, his work history includes roles at Whitman Global, Multi-M Contracting, and Fujitec Elevator. Outside of finance, he is the owner and Chief Business Development Officer of Mint Building Services LLC, a company focused on office cleaning business development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a wide range of advisory and investment services under a fiduciary standard.

Cody Laing is a financial advisor at Ameriprise in Renton, WA, holding a Series 66 designation. He has less than one year of industry experience and has previously worked at AGP Wealth Advisors and held various roles related to California Polytechnic State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Jacob Ronish is a CFP® professional with six years of industry experience, currently affiliated with Edward Jones since 2019. His prior roles include managing the pro shop and marketing campaigns at Riverbend Golf Complex and owning an online fantasy football rings business. He also serves as secretary for the Lakeland Hills HOA in Auburn, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Darrell Douglas is a financial advisor with Ameriprise in Renton, WA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice, primarily for clients with assets managed within Ameriprise accounts.

Bret Edensword is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for five years and has been associated with both LPL Financial and Boeing Employee Credit Union since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Deanna Hoyt is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior roles include positions at UBS Financial Services and Cetera Investment Services LLC. Outside of her advisory work, she serves as an associate at Columbia Wealth Advisors, supporting financial advisors as a registered wealth associate. 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 institutional clients. The firm employs a non-discretionary, goal-oriented investment approach that incorporates risk profiling and modeling tools to inform client decisions.

John Skeith is a financial advisor at Cetera with 44 years of industry experience. He holds the CFP® designation and has worked at Cetera Advisors LLC since 2013. In addition to his advisory role, he owns businesses specializing in tax preparation and tax reporting for securities, and he serves as secretary and treasurer for a local ministry organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management and planning services through a multi-manager platform that features both affiliated and third-party managers and various program structures.

Man Chung Chau is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2005. Outside of his advisory role, he is a partner in raw land ventures, including Rainbow Partners and Prosperity Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources alongside various technology-driven investment solutions.

Nori Henson is a CFP® professional with three years of experience in financial advising, currently with Raymond James Financial in Tacoma, WA. Prior to joining Raymond James, Henson worked for Columbia Bank for over two decades. Henson also serves as a non-voting member of the 401(k) committee at Columbia Banking Systems. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary advisory services using advanced analytical tools and supports municipal and public finance through an affiliated municipal advisor.

Kevin Barringer is a financial advisor with Thrivent Investment Management based in Federal Way, WA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Thrivent in 2021, he spent 14 years working with Calvary Community Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based analyses across various planning topics, with the option to combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Alec Charles is a financial advisor at Raymond James Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Columbia Bank and Cetera Investment Services. Outside of his advisory role, Alec has been involved as a Wealth Advisor with Columbia Wealth Advisors in Tacoma, providing both advisory and commission-based products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored non-discretionary planning using analytical tools and supports a broad network of advisors and affiliated firms.

David St Martin is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation 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 offers a broad 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.

Jacqueline Atherden is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2019. Prior to UBS, she was employed at E.K. Riley Investments and J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of her advisory work, she is involved in dog walking services through Rover. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides access to proprietary research, capital markets services, and affiliated lending programs.

Anona Klabo is a financial advisor with Cetera holding the CFP® and ChFC® designations and over 27 years of industry experience. She has been with Cetera and its affiliates since 2005 and also worked at Heritage Bank and Harborstone Credit Union. Outside of advising, she is a 100% owner of a rental property. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Schanice Staples is a financial advisor at Cetera with 11 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked with Northwestern Mutual and Foresters Financial Services. Outside of her advisory role, she co-chairs professional development events for the Urban League Metropolitan Seattle Young Professionals and has developed a mobile application through her own business, Aesthetics Plus. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment options.

Jillian Tizapantzi is a financial advisor at J.P. Morgan Securities with four years of industry experience. Her background includes roles at Key Investment Services LLC and JPMorgan Chase Bank, N.A. Outside of her advisory career, she has involvement with Ocean 5/Table 47/Harbor 05 LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to tailor recommendations.

Elizabeth Peterson is a financial advisor with Morgan Stanley in Tacoma, WA, holding the CFP® designation and Series 63 and 66 licenses. She has 20 years of industry experience, including roles at Morgan Stanley since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Sara Sanders is a financial advisor at Raymond James Financial with a Series 66 designation. She has been with the firm since 2026 and has prior experience at Columbia Bank, Umpqua Bank, and Oregon State University. Sanders has also been involved with CYO/Camp Howard and Corvallis Manor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to support client decision-making.

Steven Bennett is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Matthew Weber is a Financial Advisor at Merrill Lynch Wealth Management, focusing primarily on retirement plans. He joined Merrill after six years of experience with a third party administrator specializing in Qualified Retirement Plans. Matthew has expertise in ERISA Law and testing procedures of Qualified Plans. He completed the Certified Plan Fiduciary Advisor® Program in 2020 and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Matthew earned his Bachelor's Degree from Central Washington University. Matthew works closely with plan sponsors and employees to help them meet their financial objectives, including managing new wealth, personal retirement planning, and small business strategies. Outside of work, he is involved in his son's education at Saint Pats elementary in Tacoma and spends time with his family, which includes an 8-year-old and a 15-month-old child. His personal interests include basketball, billiards, chess, and football.