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.

Jessica Rueber is a financial advisor with Edward Jones in Gig Harbor, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, she worked in family counseling and social services roles. Outside of her advisory work, Rueber provides family counseling services and is a distributor of hair and skin products for personal and family use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and fiduciary advisory services. The firm is noted for its extensive advisor network and affiliated financial capabilities.

Kathleen North is a Series 66-licensed financial advisor with Thrivent Investment Management in Gig Harbor, WA, where she has worked since 2007. She has 18 years of industry experience. Outside of her advisory role, she co-owns a rental property with her spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial planning topics. The firm separates planning from portfolio management and does not accept discretionary trading authority for its planning services.

Michael Grosso is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was involved with Harmony Farms LLC and Saint Martin's University. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

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.

Jordan Walter is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has a diverse background that includes several years in education within the University Place and North Clackamas School Districts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Susan Leong is a financial advisor with LPL Financial in Gig Harbor, WA, holding Series 63, Series 65, and Series 66 designations and possessing 13 years of industry experience. Her prior work includes roles at Wedbush Securities and self-employment, as well as a position at Zas Zou Business Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and technology solutions.

Nancy Anne Harris is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her previous roles include positions at RBC Capital Markets, National Life Group, and Equity Services Inc. She is also engaged with the Science and Math Institute of Tacoma in a non-investment capacity. LPL Financial serves 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, discretionary and non-discretionary management, and utilizes model portfolios and research from internal and third-party sources.

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.

Lisa Raimondi is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and has been with Edward Jones since 2022. Outside of advising, Raimondi owns and manages Harbor Gymnastics, a recreation services business, and serves as an emergency substitute teacher for the Peninsula School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

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.

Tristan Coudriet is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Daniel Gibbon is a CFP® and Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously served in the US Marine Corps for twelve years. Outside of advising, he owns commercial real estate with minimal active involvement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Richard Gray is a CFP® with 22 years of industry experience and has been with Edward Jones since 2003. He serves as a trustee for multiple family and special needs trusts. Gray is also a member of the advisory board for QActual LLC, a company focused on mental health technology. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.

Tanner Stepp is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to this, he held positions at JD Merit & Co, Wells Fargo NA, and Keller Williams West Sound. Outside of his advisory role, Stepp is the owner of Stepp Enterprises LLC, a non-operating family company, and serves as controller for Boss, LLC. 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 range of advisory programs and investment strategies, operating under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.