Michael Simmerman is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked in various roles including accounting and positions at the United States Census Bureau prior to joining Raymond James in 2021. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Deidre Bowman is a financial advisor at Raymond James Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and was previously with Commonwealth Financial Network for 20 years. Outside of her advisory work, she is the owner and president of BnGRanchllc, where she cares for and trains rescue horses for adoption. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supporting municipal and public-finance work through its unique affiliations.

Victoria Heft is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her work history includes roles at Primerica Financial Services since 2014 and involvement in several businesses outside finance, such as restaurants and counseling services. She also engages in sales of investment-related products and home-related service referrals through affiliated companies. Primerica Advisors serves primarily individual investors along with corporate and charitable clients through a wrap-fee asset management program that uses mostly model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Corey Sacken is a financial advisor with RBC Capital Markets in Tacoma, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at D.A. Davidson & Co., Morgan Stanley, First Command Financial Planning, and Fidelity Investments. 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 a range of advisory programs and portfolio management services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Will Doss is a Financial Consultant at Fidelity Investments, where he works with clients to develop financial plans aimed at helping them achieve their personal and family goals. His approach focuses on fostering harmony in clients' lives through structured financial planning. Will has been with Fidelity Investments since 2018, progressing through various roles including Financial Associate, Workplace Planning Consultant, and Planning Consultant before assuming his current position as Financial Consultant in 2023. This progression reflects his growing experience in financial consulting and planning services. Outside of his professional work, Will engages in activities such as biking, fishing, hiking, snowboarding, and spending time with his pets.

Michael J. Hammar is a financial advisor with UBS Financial Services in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Jeffrey Loomans is a financial advisor with Ameriprise in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He worked at Verde Capital Management, Inc. for seven years prior to joining Ameriprise, where he has been since 2020. Loomans is also co-owner of Steller Wealth Planning LLC, managing an advisory business outside of his Ameriprise role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning focused on dependable income sources and adaptive withdrawal strategies.

Earl Hartley is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2012, as well as Sound Reliance Inc from 1991 to 2025. Outside of his advisory work, he is a Taekwondo instructor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment strategies, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Charles Cox is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 65 designations and has 33 years of industry experience. Cox has also operated his own firm, Cox Financial, since 2016. Outside of advising, he manages rental properties through family LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diversified client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals while maintaining specialized offerings in municipal and public finance.

William Venzke is a financial advisor with Edward Jones in Des Moines, WA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is a screenwriter and author, writes movie screenplays and books, and is involved in religious leadership as a co-senior pastor and executive pastor at local churches, where he also serves as a public speaker on Biblical finances. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Dean Saggau is a CFP® with 32 years of experience in the financial industry. He has been with Edward Jones and Banc of America Investment Services since 1999 and has prior experience with Seafirst Bank/Security Pacific Bank dating back to 1988. Outside of his financial career, he is involved in a manufacturing venture focused on antibacterial materials for reusable cup holder sleeves. 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, offering a range of advisory strategies and investment products supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Andrew Rodgers is a financial advisor at Raymond James Financial Services Advisors, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2012. Outside of his advisory work, Rodgers is involved in several entrepreneurial ventures, including authoring, digital marketing, consulting for small businesses, and music as a bass player in a heavy metal band. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized services including municipal finance and SIMPLE IRA employer advisory programs.

Dalton Saggau is a financial advisor at Edward Jones with four years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2021, he worked at Waco Hall and Baylor University and has experience with organizations including Lake Meridian Chiropractic and the South King County Referee Association. Outside of his advisory role, he is a partner in a rental business. Edward Jones is a full-service wealth management firm serving more than four million clients through a broad network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeremy Baker is a financial advisor with Ameriprise in Tacoma, WA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, his background includes roles in education at Bonney Lake High School and Mountain View Middle School, as well as positions at Grand Canyon University and Costco. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports primarily for clients approaching or in retirement.

Jacob Elliott is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Prior to that, he had brief tenures at Wells Fargo Clearing and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Jeffrey Lavezzi is a financial advisor with LPL Financial based in Tukwila, Washington. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining LPL Financial, he worked at Robert Baird & Co., McAdams Wright Ragen, Inc., and Banc of America Investment Services. He also serves as an employee of Boeing Employee Credit Union and holds a role offering non-variable insurance products including life, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives using a variety of investment strategies.

Shawn Feist is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Saint Gobain Performance Plastics from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Cheick Ouedraogo is a CFP® professional affiliated with J.P. Morgan Securities, with 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2015. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

William Renner is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and previously held positions at Consumer Direct Care Network Washington and O'Reilly Auto Parts. In addition to advising, 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, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

James Holroyd is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2024. He previously worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of his advisory role, Holroyd is active as an independent insurance agent and also operates under a DBA for retirement planning. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers tailored strategies through various custody platforms and emphasizes both proprietary and third-party investment models.