Taylor Boss is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley, Edward Jones, Redfin Real Estate, and Washington State University. Outside of his advisory role, he manages a rental property in Tacoma, Washington. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and market modeling techniques.

Todd Schock Rosenbach is a financial advisor with LPL Financial in Gig Harbor, WA, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2003. He also maintains Rosenbach Financial LLC, structured for tax reporting purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.

Quang Bui is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2007. Outside of his advisory role, he is a partner in a real estate venture managing a rental property. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and fiduciary financial planning.

Brent Ross is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining LPL Financial in 2023, he spent eight years with Edward Jones. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Bruce Severeid is a CFP® with 43 years of experience in the financial industry, currently serving as an advisor at LPL Financial since 2009. Based in Puyallup, WA, he has also engaged in photography-related activities, including teaching and consulting, and is involved with the Proctor Art Gallery in Tacoma through part-time work. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement plan consulting, and access to model portfolios and research from multiple sources.

Perry Menard is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

James Guthrie is a CFP® professional with 30 years of industry experience. He is currently with Ameriprise Financial Services, LLC, having previously worked at Bank of America and Merrill. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals with substantial investable assets. Their approach includes detailed recommendation reports, tax-smart withdrawal strategies, and a combination of research and modeling techniques to support retirement planning.

Konrad Carter is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America and University of Phoenix. 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 client types including individuals and charitable organizations.

Elizabeth Mcdaniel is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and 11 years of industry experience. She has worked at Merrill since 2011 and is also affiliated with Bank of America, N.A. since 2018. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Woods is a CFP® professional with 11 years of industry experience, currently advising at Cetera. He has held roles at Rock Ridge Financial Services and CETERA Financial Specialists LLC since 2019. Outside of his advisory work, he serves as secretary for a business referral group, where he organizes meetings and communications. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through affiliated and third-party managers.

Trenton Hansen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Equitable Advisors and has held various roles outside finance, including at Lowe’s Home Improvement and Synology Incorporated. Hansen is also president of Celestial Prints, a 3D printing and retail business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and utilizes sub-advisers and proxy-voting practices in its management approach.

James Piper is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2023 and previously was with Securities America Advisors and KMS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management alongside research-supported model portfolios.

Michael Wilcox is a financial advisor at Edward Jones with 19 years of industry experience, all spent at the firm since 2007. He holds Series 63 and Series 65 licenses and is based in Des Moines, Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Taylor is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes four years at the Federal Reserve Bank of Kansas City and various roles in education and retail. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that incorporates investment research and tax-aware withdrawal strategies. The firm’s retirement income service features restrictive enrollment criteria and a proprietary recommendation process supported by an internal committee.

Peter Smith is a financial advisor with Ameriprise in Lacey, WA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Ameriprise since 2009, including its affiliated entities. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written recommendation reports focused on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Matthew Telona is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Fidelity, Bank of America, Merrill, and JPMorgan Chase Bank. Outside of finance, he has experience in the coffee industry, having worked with Sea Level Coffee and Olympia Coffee Roasters. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework for its recommended strategies.

Patrick Olsen is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at firms including Kingdom Advisors LLC, State & Shore Advisors, LLC, and Thrivent Investment Management Inc. He serves as a board member and finance committee member for the DuPont Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual clients, high-net-worth individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various wrap-fee advisory programs and institutional portfolio management.

George Aokuso is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has concurrently worked at JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he is an owner and partner of Plato's Cave LLC, which operates an Airbnb business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Thomas Baker is a financial advisor with Ameriprise in Bonney Lake, WA, holding Series 63 and Series 65 licenses and bringing 26 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 substantial investable assets, combining research and modeling to provide tailored, non-discretionary recommendations primarily through Ameriprise-managed accounts.

Lindsy Ferrin is a financial advisor with Edward Jones in Des Moines, WA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in promotions and marketing for the Seattle Thunderbirds Hockey Club. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with a wide range of advisory programs and affiliated financial services.