Ian Corneille is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Juul Labs, Inc. and DoorDash. Outside of his advisory role, he manages a rental property in Tacoma, Washington. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Pamela Mccomas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Meghan Raye is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with three years of industry experience. Her work history includes roles at Morgan Stanley since 2022 and involvement with Washington State University OMBA since 2021. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Craig Yoshino is a financial advisor with Primerica Advisors in Burien, WA, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked with PFS Investments Inc. since 2015 and Primerica Financial Services since 2014. Outside of advisory services, he is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a large firm managing approximately $15.5 billion in assets across nearly 3,700 advisors and 1,800 offices. The firm primarily serves individual investors, including both non-HNW and high-net-worth clients, using model-based portfolio recommendations and an overlay manager for trade execution and custody.

Rhonda Smith is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RBC Capital Markets LLC. Outside of her advisory role, she is co-owner of a general contracting company. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

James Chaffee is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been affiliated with Raymond James Financial Services since 2000 and has operated his own support company, Chaffee & Associates, since 1994. Outside of his advisory work, he served with the Washington State Umpire Association from 2016 to 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting clients through various advisory programs and specialized offerings like municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Paula O'Connor is a financial advisor with RBC Capital Markets in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with RBC Capital Markets, LLC since 2014. 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 various advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party managers alongside integrated financial solutions.

George Shaw is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2018. In addition to his advisory role, Shaw is involved in non-investment business activities including ownership of real estate management entities in Lexington, KY, and Las Vegas, NV. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers a wrap-fee solution with a tiered percentage-based fee structure.

Lori Tipple is a Series 66–licensed financial advisor with Edward Jones, based in Gig Harbor, WA, and has two years of industry experience. She previously worked at LPL Financial for a year before rejoining Edward Jones. 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 under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Erik Mickelson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His career includes roles at Avantax Advisory Services and operating his own firms, Mickelson and Company, P.S. and Mickleson and Co. He is also involved in tax preparation through Erik D. Mickelson Tax Services, LLC. 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 services including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by technology tools, while managing over $819 billion in discretionary assets.

Justin Schuessler is a CFP®-designated financial advisor with Edward Jones, based in Seattle, WA. He has 18 years of industry experience and has been with Edward Jones since 2007. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Vanderlinda is a financial advisor with Ameriprise in Tacoma, WA, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill and has a background spanning beverage distribution and supply industries. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gabriel Andrews is a financial advisor with Wells Fargo Clearing in Tacoma, WA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2006 and 2016, respectively. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports clients through a combination of brokerage and advisory solutions.

Baron Kuhn is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial and the Boeing Employee Credit Union. Outside of his advisory role, Kuhn is the owner of Washington Brewing Company LLC, a production-only brewery in Tacoma. 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 financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party strategies along with technology tools for operational support.

Francis Addai is a Series 66-licensed advisor with Merrill, based in Federal Way, WA, and has four years of industry experience. He previously worked at Bank of America N.A. and has been with Merrill since 2021. Outside of his advisory role, he works part-time for DoorDash as a delivery driver. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katherine Ausley is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Outside of her advisory work, she has experience in office administration for a small water company and has worked as a delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Patrick Smith is a financial advisor with Edward Jones in Gig Harbor, WA, holding the CFP® designation and Series 63 and 66 licenses. He has eight years of industry experience, including prior roles at Equitable Advisors, Chamberlain Group, Pro-Lift Garage Doors, Streamline Marketing, and Safe Streets USA. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Christopher Basile is a financial advisor with Ameriprise in Port Orchard, WA. He holds a Series 66 designation and has three years of industry experience, including prior work at Juneau Tree Service and Health by Design. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Carles Appling is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a disciplined investment approach without providing individual security recommendations as part of standalone financial plans.

Divya Devi is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Wealth Management and JP Morgan Chase Bank. Divya is based in Federal Way, WA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.