Libertad Sarmiento is a financial advisor at Thrivent Investment Management with Series 66 credentials and less than one year of industry experience. Prior to joining Thrivent, Libertad held positions at Amazon, Whitworth University, and various other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic planning without portfolio management or discretionary trading authority. Their approach includes comprehensive written recommendations and the option to combine planning with managed-account services under a consolidated billing system.

Brian Bronk is a CFP®-credentialed financial advisor with 15 years of industry experience, currently associated with LPL Financial since 2018. He previously worked at CETERA Advisor Networks LLC and has a background in accounting and tax preparation through his role at Heggerness & Bronk CPA Group. In addition to his advisory work, Bronk is involved in tax preparation and accounting services as a CPA and treasurer at his accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by model portfolios and research.

Bowen Scott is a Series 66-licensed financial advisor with Ameriprise in Gig Harbor, WA, bringing 27 years of industry experience. His prior roles include positions at Bank of America and Merrill. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team.

Jeffrey Casey is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes 27 years at MetLife Securities Inc. and Metropolitan Life Insurance Company before joining MassMutual in 2016. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analysis tools.

Tran Duong is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2021, Tran operated Tran Duong LLC from 2019 to 2021 and worked with Waddell & Reed, Inc. and various insurance carriers from 2014 to 2021. Tran also served with Executive Women International from 2015 to 2018. 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 representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Helen Wofford is a financial advisor with Ameriprise in Olympia, WA, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Britney Vanweerdhuizen is a financial advisor at OSAIC Wealth, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Washington State Employees Credit Union. In addition to her advisory role, she serves as a notary and works with Whitehill Financial as a Client Relationship Manager, assisting with client services and insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and utilizes tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios.

Karl Rainer is a financial advisor at LPL Financial with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining LPL Financial, he worked for Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for 15 years. Outside of finance, he is involved with Happy Hans Music as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Kimberlie Olsen is a CFP® professional with nine years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2015. She holds the Series 66 designation and is based in Gig Harbor, WA. 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 under management 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.

Bradley Berger is a financial advisor at Ameriprise with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, Berger is the owner and founder of Ideal Life 360, a life and executive coaching company, and is also a professional pilot and independent flight instructor. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Christopher Mc Culloch is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior experience includes roles at First Command Advisory Services and First Command Financial Planning. He is a member of the Board of Directors for Given to Give and participates in the Tacoma Estate Planning Council. Ameriprise offers specialized retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Cody Scriver is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has been providing wealth management, investment advice, and guidance to families, with a focus on multigenerational wealth. He is a founding member and co-lead of the S&P Wealth Management Group, overseeing a team of nine professionals dedicated to making clients' financial lives easier. Cody develops customized strategies that address complex financial needs including concentrated stock positions, risk management, liability management, and tax minimization, in coordination with clients' other trusted professionals for wealth transfer, philanthropy, and estate planning services. Prior to his career in financial services, Cody served for over nine years in the Marine Corps with deployments across Southeast Asia and Afghanistan. He earned several medals during his service, including three with a "V" designation. Cody earned a Bachelor's degree in Business Economics from Ashford University and holds several professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). He is also a Portfolio Manager who manages personalized or defined strategies on a discretionary basis. Outside of his professional responsibilities, Cody volunteers with local non-profits focused on conservation and education. He also enjoys adventure sports, cooking, scuba diving, woodworking, and spending time with his family.

Laurence Evoy is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he assists in a limited capacity with a home-based online clothing retail startup. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Molly Axworthy is a financial advisor at Edward Jones in Tacoma, WA, holding the CFP® designation and Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2018, she worked for six years at Puget Sound Hearing Aid & Audiology. Outside of her advisory work, she is the owner of Axworthy, LLC, an LLC established to manage household staffing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Fiorella Requeno Solorzano is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work history includes roles at First Command and various business activities in different sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also utilizes algorithmic methods and AI in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.

Alissa Stearns is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has worked at Merrill and Bank of America since 2018 and previously held roles at JP Morgan Securities and JPMorgan Chase bank. Outside of her advisory work, Stearns serves as a board member for Parents for Cascade, a parent support group in Puyallup, WA. Merrill, together with 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Ian Hartley is a financial advisor with LPL Financial in University Place, WA, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2010 and currently provides investment advisory services through Global Retirement Partners, an independent registered investment adviser. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Jessica Tobel is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2021, previously working in insurance and various service roles. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Robert Chenier Jr. is a Series 66 designated advisor at UBS Financial Services with 17 years of industry experience. He has worked at UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Margaret Hackleman is a financial advisor with Morgan Stanley in Tacoma, WA, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at KPMG LLP and TrueBlue, Inc. She serves on the Investment Committee of the Greater Tacoma Community Foundation. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.