Valerie Jasper is a financial advisor with Edward Jones in Enumclaw, WA. She holds the Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. 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 under a fiduciary standard.

Marc De Fiori is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes positions at Financial Engines Advisors L.L.C., Fidelity Brokerage Services LLC, and Scottrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

Erin Jones is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses. She has experience working at Wells Fargo Bank, FMTC, and Coupilia, with a total of several years in the financial industry. Outside of her advisory role, she is a co-trustee of a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Nancy Sullivan is a financial advisor with Edward Jones in Tacoma, WA, holding a Series 66 designation and having 10 years of industry experience. Prior to joining Edward Jones in 2016, she worked for Franklin Pierce School District from 2015 to 2017. 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, supported by a large nationwide network of financial advisors and branch offices.

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 a Series 66 designation and has been with Edward Jones since 2016. Prior to his financial services career, he served in the United States Army. Shawn is 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 with over $1 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Nikolay Terekhin is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to help them navigate complex financial situations and develop preparedness for various economic circumstances. Nikolay's personal experience includes moving to the United States in 2006 and facing the financial challenges of the economic crisis shortly thereafter, which informs his approach to advising clients. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Enlightium Academy. He is proficient in English and Russian.

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 with Thrivent Investment Management, holding Series 63 and Series 65 credentials and six years of industry experience. Prior to joining Thrivent in 2019, he worked for nearly two decades at Swedish Health System. Outside of his financial advisory role, he serves as a referee and mentor for youth and high school soccer and basketball organizations in the Washington area. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Kyle Stallcop is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Merrill, Raymond James Financial, and Umpqua Bank. Kyle has experience outside the financial sector, including positions at Amazon and in athletic communications at Washington State University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options using multi-asset model portfolios and centralized custody and supervisory arrangements.

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 designations and bringing 31 years of industry experience. She previously worked at Bank of America, NA for 14 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Douglas Esterly is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Edward Jones for nine years and has held roles at Foresters Financial Services and First Investors Corporation. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

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 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Financial Engines Advisors L.L.C. from 2013 to 2025 before joining Edelman Financial Engines in 2025. Lizardo is the sole shareholder and former president of an inactive real estate brokerage firm incorporated in New York. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Chastin Egbert is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Fidelity Brokerage Services LLC and TD Ameritrade, Inc. Outside of his advisory work, he is involved with Egbert Properties LLC, a rental services business. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory services and access to discretionary separately managed accounts, supported by strategic asset allocation models and a structured alternative-investment program.

Michele Fuller is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2018, including time with Stadium Wealth Management and Noah Bailey. Outside of her advisory roles, she has been involved with organizations such as the McChord Spouses Club and the Association of the United States Army. 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Heidi Strom is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Woodbury Financial Services and KMS Financial Services. In addition to her advisory role, she is a licensed insurance agent and serves as vice president of RDI Financial Services, an S-Corporation in which she holds a 25% ownership stake. OSAIC serves a broad range of clients, including individual investors, institutions, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios that include a variety of investment types.