Louis Londino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan entities since 2015, including roles at J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

Shane Feist is a financial advisor at Edward Jones in Auburn, WA, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory role, he serves as an assistant track coach and volleyball line judge for the Sumner School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management and a network of over 23,000 advisors nationwide. The firm provides a range of investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

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.

Katherine Irwin is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has experience working at Edward Jones from 2021 to 2025 before joining Raymond James Financial Services, Inc. in 2025. Irwin is based in Puyallup, WA, and has one year of industry experience. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting services, utilizing risk profiling and modeling tools to support client goals.

Bryan La Belle is a financial advisor at Edward Jones in Covington, WA, with six years of industry experience. He holds the Series 66 designation and previously worked for United Parcel Service for 13 years. Outside of his advisory role, he volunteers as an assistant football coach at Kentwood High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

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.

Cody Fair is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 65 and Series 63 credentials and 17 years of industry experience. He previously worked at Better Properties from 2017 to 2021. Outside of his advisory role, Cody owns a YouTube channel called Channel CF Tesla focused on non-investment content. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts supported by third-party asset managers and custodians. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

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.

Gregory Baggenstos is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2002, totaling 23 years of industry experience. He is based in Kent, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.