Poonum Vasishth is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and comprehensive wealth management services.

Lucas Crutchfield is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Charles Schwab Bank SSB and Elite Solar Concepts, as well as a decade with Trampled Industry Music, LLC. 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a multi-asset investment approach supported by research and strategic asset allocation.

Stephen Spencer is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has been with Charles Schwab & Co., Inc. since 2017 and with Charles Schwab Bank, SSB since 2019. Prior to joining Schwab, he worked at Progressive from 2014 to 2017. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and cash-sweep services through its integrated platform. The firm provides a mix of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investment process.

Gregory Dobbs is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He hosts team trivia fundraising events for nonprofits and works as a mountain host at Crystal Mountain Resort during the ski season. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving individual and institutional clients with a wide range of advisory programs and affiliated investment capabilities.

Mitch Hamilton is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 credential and has worked at CUSO Financial Services and Cetera Wealth Services. Outside of his advisory role, he coaches middle school basketball for the Dieringer School District. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Justin Keeler is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2019. Prior to his advisory career, he operated Keeler Fine Finishing for five years. Keeler is involved in youth outreach as a Golf Tournament Committee Member for Federal Way Young Life. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers these services through a network of advisors and allows clients to integrate planning with managed-account programs under a single billing option.

Jennifer Brandt is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Columbia Bank and Cetera. Her other business activities include a support role at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Noah Bershatsky is a financial advisor with Edward Jones in Milton, WA, holding Series 63, Series 65, and Series 66 designations and bringing 28 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he runs a photography blog and engages in software reviews related to photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm offers a range of managed strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard and maintaining a large retail advisor and branch presence.

Kevin Tefft is a financial advisor with Ameriprise in Federal Way, WA, holding a Series 66 designation and 23 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined total of 11 years before joining Ameriprise in 2021. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, with an emphasis on managed accounts and algorithmic support for retirement income recommendations.

Blake Rossman is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on understanding clients' unique financial situations and guiding them towards their financial goals. He emphasizes educating clients to ensure they feel comfortable and confident in their financial decisions. Blake has held several positions in the financial services industry, including Investment Consultant at Fidelity Investments from 2023 to 2024, Financial Solutions Advisor at Merrill Lynch from 2021 to 2023, Investment Solutions Representative at Fidelity Investments in 2021, and Paraplanner at TrueWealth Financial Partners from 2019 to 2021. Outside of his professional work, Blake has personal interests that include boating, camping, motorcycles, photography, and surfing.

Lucas Ladd is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously held roles at Sunamerica Retirement Markets, Inc. and AIG Capital Services, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Douglas Andrews is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC since 2014. Outside of his advisory role, he is an owner and part partner of Sterling Athletics, a company specializing in customized sporting goods, and serves on the boards of Multicare Good Samaritan Hospital and Asher 360, a nonprofit focused on police active shooter response. RBC Wealth Management, a division of RBC Capital Markets, provides services to individual, institutional, and charitable clients through a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies implemented via a mix of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Kevin Reed is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America since 2015. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brent Wells is a CFP® professional at LPL Financial with 25 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at KMS Financial and Independent Financial Group LLC. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Cormac Carroll is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2024, he worked for six years at Auto Destination and two years at Sunset Ford. 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 large network of financial advisors and branch offices nationwide.

Jon Oling is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors before joining Charles Schwab in 2025. Charles Schwab serves a large client base 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 primarily non-discretionary investment guidance combined with access to discretionary separately managed accounts, delivering multi-asset model portfolios and alternative investment options.

Taylor Rodarte is a financial advisor at Edward Jones in Orting, WA, holding a Series 66 license with four years of experience at the firm. His prior work experience includes roles at Club Wealth LLC and Kent Licensing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Kalia Mills is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with 13 years of industry experience. She has worked previously at UBS Financial Services and Wells Fargo Clearing, and has a background that includes a role at James Real Estate Group & JREG Construction. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Jayson Grauman is a financial advisor with J.P. Morgan Securities in Enumclaw, WA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America N.A. and Merrill. J.P. Morgan Securities 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 advisory services alongside brokerage, distribution, and investment management capabilities.

Karley Schluter is a financial advisor at Edward Jones in Tacoma, WA, holding the CFP®, ChFC®, and Series 66 credentials with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.