Margaret Haslach is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. She has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Haslach is involved in community and professional organizations, serving on the financial subcommittee and as treasurer for GENPRIDE, and she is active in public speaking and networking groups such as Females & Finance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and strategies, including proprietary and third-party models, with flexible discretionary or non-discretionary management tailored to client objectives.

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.

Christopher Kraft is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to that, he has experience with John Bailey, Waddell & Reed Inc, and various insurance carriers. Outside of his advisory role, he serves as an assistant coach for the Puyallup School District. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

Isaac Wojtanowicz is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 credential and previously worked at the State of Colorado and Southern Glazers Wine and Spirits. Outside of his advisory role, he coaches the boys basketball C team at Bellarmine Preparatory High School in Tacoma, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of various net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Troy Haueter is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is certified to offer Medicare supplemental and advantage plans for clients who are retiring or aged 65 and over. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Dennis Zocco is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at UBS since 2006 and has been associated with Piper Jaffray Inc. since 1994. Outside of his advisory work, he assists the YMCA of Pierce and Kitsap County with the overview of endowment investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Brody Kunz is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1994. 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 and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Brian Kampbell is a financial advisor at Cetera with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cetera since 2021, with prior roles at VOYA Financial Advisors and other financial services firms. Kampbell also serves as a board member at Bellarmine Preparatory School. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various portfolio management approaches, including model portfolios, third-party managers, and custom strategies.

Alexander Amerson is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his industry experience in 2022. Prior to joining Edward Jones, he worked in education at Central Washington University, Green River College, and the Auburn School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Andrew Cooper is a financial advisor with Edward Jones in Federal Way, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked with Young Life from 2009 to 2023. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Randall Linde is a CFP® with 40 years of experience at Ameriprise Financial Service, LLC, where he has worked since 1986. He is based in Burien, WA. Outside of his advisory role, he owns and manages several commercial real estate properties and operates ProSync Insurance Services, LLC, an agency offering health and Medicare insurance coverage. Ameriprise provides retirement-income planning services aimed at clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jason Kwon is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 21 years of industry experience, including 14 years with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Khaleb Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Equitable, MassMutual Life Insurance, and Central Washington University, among others. Outside of finance, he was involved with Leiren Designs for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with additional advisory roles to multiple registered investment companies.

Patrick Rossi is a financial advisor at Cetera with 14 years of industry experience. He has held roles at Foresters Advisory Services LLC and Foresters Financial Services prior to joining Cetera in 2019. Outside of his advisory work, he provides educational seminars as a retirement specialist for Security Benefit and is a partial owner of Trident Wealth Planning PLLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Hao Taff is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. He has been with Edward Jones since 2008, including his current role starting in 2025. Outside of his advisory work, he teaches tai chi classes at Highline College and the Federal Way Community Center as a form of community involvement. 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 strategies and maintains a large nationwide network of financial advisors and branch offices.

Michael Simmerman is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked in various roles including accounting and positions at the United States Census Bureau prior to joining Raymond James in 2021. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Deidre Bowman is a financial advisor at Raymond James Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and was previously with Commonwealth Financial Network for 20 years. Outside of her advisory work, she is the owner and president of BnGRanchllc, where she cares for and trains rescue horses for adoption. 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 offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supporting municipal and public-finance work through its unique affiliations.

Victoria Heft is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 65 and Series 63 licenses and 10 years of industry experience. Her prior work includes roles at Truce Law, Joey Restaurant, Southern Charm Espresso, and Blue River Counseling. Heft has also been involved in sales of non-investment home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies created by unaffiliated asset managers, with approximately $15.5 billion in assets under management.

Corey Sacken is a financial advisor with RBC Capital Markets in Tacoma, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at D.A. Davidson & Co., Morgan Stanley, First Command Financial Planning, and Fidelity Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.