Linda Rathke is a financial advisor with Primerica Advisors in Kent, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of her advisory role, Rathke is involved in several business ventures including ownership of Creative Canvas Publishing, LLC, where she works as an author and publisher, and has held partnerships in traffic safety and marketing enterprises. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plans.

Travis Roscoe is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a sole proprietor involved in rental property management. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves a broad range of client needs with diverse investment programs.

Shawn Boyer is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. He serves as a voting member of the board of directors for the Fife Milton Edgewood Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Nikolay Terekhin is a Financial Advisor at Merrill Lynch Wealth Management. He has over four years of experience in wealth management and holds the Professional Investment Advisor (PIA) designation. Prior to joining wealth management, Nikolay spent approximately five years gaining experience in business, which supports his work with business owners and professionals across various sectors. He completed his high school education through Enlightium Academy. Nikolay is fluent in English and Russian, allowing him to communicate effectively with a diverse clientele. Outside of his professional duties, he enjoys spending time with his family and is involved in volunteering efforts aimed at empowering the next generation.

Kevin Kennedy is a financial advisor with Raymond James Financial in Federal Way, Washington, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Raymond James Financial since 2008 and previously worked at Chaffee & Associates LLC. Outside of his advisory role, he is an author working on a collection of stories and has sold articles to magazines. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA consulting.

Paul Rittierodt is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked for the Swedish Health System for nineteen years. Outside of his financial advisory work, he serves as a referee and mentor for youth and high school soccer through the South King County Soccer Referee Association and as a middle and high school basketball referee in the Tacoma area. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides written recommendations on a broad range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Kyle Stallcop is a financial advisor with Charles Schwab in Tacoma, WA, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Bank of America, Merrill, Raymond James Financial, and Columbia Wealth Advisors. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and dedicated research.

Garth Conner is a financial advisor with RBC Capital Markets in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank from 2019 to 2023. Outside of his advisory role, he is involved with Lake Peterson Partnership, developing land in Renton, WA on a part-time basis. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management solutions that incorporate both in-house and third-party investment resources.

Terri Conger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Bank of America and Merrill. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Esterly is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones for nine years. 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 asset management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Jeffrey Leveque is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1994. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Timothy Scheuffele is a Certified Financial Planner® with 21 years of industry experience. He has been with Edward Jones since 2010. He is exploring a business venture related to a storage facility through an LLC in Tacoma, WA, currently in the concept and feasibility study phase. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dimas Lizardo is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Financial Engines Advisors L.L.C. Lizardo is the sole shareholder and inactive president and CEO of a previously licensed real estate brokerage firm in New York. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term planning.

Chastin Egbert is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2019, previously working at FIDELITY Brokerage Services LLC from 2014 to 2019. Egbert also has involvement in a rental services business unrelated to real estate investment. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering a combination of non-discretionary advisory and discretionary separately managed accounts.

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.