Talia Thepvongsa is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and with two years of industry experience. Her background includes roles at Primerica Financial Services and Belief Agency, among others. Outside of her advisory work, she is the owner of Ruston Goods LLC, an e-commerce business currently not operational. Primerica Advisors serves primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by third-party asset managers, supported by custodial and trade execution services.

Ann Scott is a financial advisor with Ameriprise in Auburn, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Casey Griesemer is a financial advisor with LPL Financial in Bonney Lake, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2019. Outside of his advisory role, he owns WORD Boat Trailers, a retail business based in Tacoma, WA. 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, model portfolio programs, third-party asset management, and institutional platforms, combining these with extensive non-advisory financial products and services.

Lauren Browning is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She partners with clients to understand their financial goals and develops customized financial plans tailored to their unique needs. Lauren and her team utilize various tools and knowledge to evaluate these plans and discuss available strategies, emphasizing the importance of forming strong relationships with clients and their families based on trust and reliability. Her experience at Fidelity Investments spans several roles, including Investments Consultant (2020-2021), Relationship Manager (2018-2020), and Financial Representative (2016-2018). This progression reflects her growing expertise in financial consulting and client relationship management. Outside of her professional responsibilities, Lauren's personal interests include family activities, food, parenthood, pets, singing, and traveling.

Abigail Robinson is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Her background includes roles at JPMorgan Chase Bank and MassMutual Life Insurance Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG eligibility frameworks.

Drew Hadaller is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he worked as a Financial Representative at the same company from 2024 to 2025. His professional focus is on partnering with clients to provide financial planning support, aiming to foster transparency, clarity, and a client-first mindset. Drew's personal experiences growing up with a single mother have informed his commitment to helping clients pursue their financial goals with confidence. Outside of his professional work, he has interests in board games, cars, football, golf, and parenthood.

Amanda Gross is a financial advisor with Edward Jones in Maple Valley, WA. She holds the ChFC® and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, operating under a fiduciary standard and supporting a large nationwide network of advisors and branch offices.

Joseph Ravotti is a financial advisor with Edward Jones in Maple Valley, WA, holding the CFP® and Series 66 designations and having eight years of industry experience. He worked at Zones Inc from 2014 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

William Shoemaker is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds a Series 66 license and is based in Auburn, WA. Outside of his advisory work, Shoemaker has been involved with the Washington Alliance for Theatre Education, where he served as immediate past president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Jeremy Meneray is a financial advisor with Ameriprise Financial Services, LLC and holds Series 63 and Series 65 credentials, with five years of industry experience. Prior to joining Ameriprise in 2022, he worked at Equitable Advisors, LLC from 2020 to 2022. He is also involved in managing an advisory business outside of Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on income planning and tax-aware withdrawal strategies for clients approaching or in retirement.

Cristiaan Priebe is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, his background includes positions at DoorDash and BC Accounting NW. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Miriam Ahura is a Financial Consultant currently working with Fidelity Investments since 2023. In her role, she partners with clients to develop financial plans that align with their unique goals and priorities, continually reviewing these plans to adapt to life changes and new opportunities. Prior to her current position, Miriam gained experience as a Senior Private Banker at Wells Fargo Advisors from 2021 to 2023, and as a Private Banker at JPMorgan Chase from 2016 to 2021. Her expertise includes navigating financial decisions, retirement planning, and tax-efficient investing. Outside of her professional work, Miriam has personal interests that include cars, comedy, cooking and baking, fitness, food, and parenthood.

Gregory Lankston is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at Capstone CPAs and Squar Milner LLP. Outside of his advisory work, he owns and operates Lankston Advisory Group Inc., a tax preparation business, and serves as treasurer on the board of directors for Camden Park in Bend, Oregon. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kevin Wall is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Nationwide Investment Services Corporation for five years before joining Ameriprise in 2022. Wall also manages an advisory business, Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service with written recommendation reports and ongoing advice focused on retirement income planning. The firm’s approach incorporates internal investment research and third-party data, with distinctive enrollment criteria and a specialized investment product ecosystem.

Shane Klingenstein is a financial advisor with Edward Jones in Bonney Lake, WA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory work, he is involved in commercial real estate management and owns rental properties in Lake Tapps, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erik Carlson is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001 and holds a Series 66 designation. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.