Ryan Baker is a financial advisor with Edward Jones in Renton, WA. He holds a Series 66 designation and joined Edward Jones in 2025 after a 32-year career at Quality Food Centers. Outside of his advisory role, he is involved in rental property maintenance in Edmond, OK. 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 nationwide network of advisors and branch offices.

Aaron Palmer is a CFP® professional with 21 years of industry experience, currently serving with Equitable Advisors since 2004. He previously worked with Axa Advisors, LLC, overlapping with his tenure at Equitable Advisors. Outside of his advisory role, he owns and manages Bright Harbor Wealth Management LLC, operating under Aaron D Palmer, LLC in Tacoma, WA. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations, utilizing a hybrid advisory and brokerage model with access to multiple third-party asset managers and LPL programs. The firm emphasizes tailored financial plans based on client goals, risk tolerance, and time horizon.

Bryce Barber is a financial advisor at Stifel with 7 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Stifel in 2024, he worked at Edward Jones for six years and has experience at The Boeing Company and the Puyallup School District. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Robert Grolbert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical among large institutional advisers.

Giselle Fitzgerald is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to her advisory role, she held various positions in retail and hospitality, including at Aldo Shoes and Buckley's Pubs. 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 combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Mathew Lystra is a financial advisor with Morgan Stanley in Tacoma, WA, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2017 and was previously with the Frank Russell Company from 2015 to 2017. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Samvel Shakhramanov is a financial advisor with Edward Jones in Federal Way, Washington, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, following seven years at Lowe's Home Centers. Outside of his advisory role, he serves as executor of his father's estate and manages a custodial bank account for his minor sister’s Social Security survivor benefits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of over 23,700 financial advisors.

Sherif Awad is a CFP®-certified financial advisor with 28 years of industry experience, currently with Raymond James Financial in Federal Way, WA. He has been with Raymond James Financial Services Advisors Inc. since 2009. Awad is the owner of Awad & Associates Inc., a support company used for payroll and tax purposes. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a notable emphasis on advisory services that support client decision-making without discretionary management.

Gregory Paine is a financial advisor at LPL Financial with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2018, he worked at Cetera Advisors LLC for five years and has been involved with Gus Paine Insurance Benefit Services since 1985. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies for portfolio management.

Kristin Jordan is a financial advisor with Raymond James Financial, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She previously worked at Cetera and Columbia State Bank and has been associated with Umpqua Bank since 2007. Outside of advisory roles, she serves as a registered assistant at Columbia Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and has notable involvement in municipal and public finance.

Martin Wairimu is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and having seven years of industry experience. His work history includes roles at Amazon, GrubHub, and Primerica Financial Services. Outside of advising, he owns a hauling business transporting Amazon products across several states. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Margaret Haslach is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. She has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Haslach is involved in community and professional organizations, serving on the financial subcommittee and as treasurer for GENPRIDE, and she is active in public speaking and networking groups such as Females & Finance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and strategies, including proprietary and third-party models, with flexible discretionary or non-discretionary management tailored to client objectives.

Chelsey Tabion is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services directly as well as through Corporate Financial Planning agreements with employers.

Jennifer Hamlyn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She worked at Merrill for 37 years before joining LPL Financial in 2023. Hamlyn is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and planning services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Christopher Kraft is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to that, he has experience with John Bailey, Waddell & Reed Inc, and various insurance carriers. Outside of his advisory role, he serves as an assistant coach for the Puyallup School District. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

Isaac Wojtanowicz is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 credential and previously worked at the State of Colorado and Southern Glazers Wine and Spirits. Outside of his advisory role, he coaches the boys basketball C team at Bellarmine Preparatory High School in Tacoma, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of various net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.

Troy Haueter is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is certified to offer Medicare supplemental and advantage plans for clients who are retiring or aged 65 and over. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Dennis Zocco is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at UBS since 2006 and has been associated with Piper Jaffray Inc. since 1994. Outside of his advisory work, he assists the YMCA of Pierce and Kitsap County with the overview of endowment investments. 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.

Brody Kunz is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1994. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

Brian Kampbell is a financial advisor at Cetera with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cetera since 2021, with prior roles at VOYA Financial Advisors and other financial services firms. Kampbell also serves as a board member at Bellarmine Preparatory School. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various portfolio management approaches, including model portfolios, third-party managers, and custom strategies.