Douglas Esterly is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Edward Jones for nine years and has held roles at Foresters Financial Services and First Investors Corporation. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Jeffrey Leveque is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1994. Outside of advisory work, 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, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

James Finnestad is a financial advisor at Edward Jones in Kent, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and previously worked at OMAX (Hypertherm) and Wesley Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

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.

Dimas Lizardo is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edelman Financial Engines and its predecessor, Financial Engines Advisors L.L.C., since 2013. Lizardo is the sole shareholder and former president of two inactive real estate businesses but does not draw income from these activities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of solutions including planner-led wealth management and online advice, employing a committee-driven modeling process and diversified portfolios with a long-term orientation.

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.

Heidi Strom is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 designation and has worked at firms including Woodbury Financial Services and KMS Financial Services. In addition to her advisory role, she is a licensed insurance agent and serves as vice president of RDI Financial Services, an S-Corporation in which she holds a 25% ownership stake. OSAIC serves a broad range of clients, including individual investors, institutions, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios that include a variety of investment types.

Michele Montoya is a Series 66-licensed financial advisor with Edward Jones in Bonney Lake, WA, and has 10 years of experience at the firm. She has worked exclusively with Edward Jones since 2016. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Min Sul is a financial advisor at LPL Financial with 19 years of industry experience. She held roles at Key Investment Services and Key Investment Services LLC for a combined 15 years before joining LPL Financial. Sul holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

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.

Susan Swope is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1984, also affiliated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicolas Stoner is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as earlier positions in university campus recreation and the food service industry. Charles Schwab & Co., Inc. serves a large client base, 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, combining centralized supervision and custody with multi-asset model portfolios and a formal alternative-investment process.

Douglas Jonson is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial advisory roles, he was involved with Tacoma Area Youth for 15 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option under the "WealthPlan" service.

Joey Smith is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Little Viks Hoopsters, a community organization in University Place, WA. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven, algorithm-assisted recommendations with personalized financial advice.

Shannon Smith is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of advising, she is involved in the sale of home security and automation products through an affiliated company. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Rakesh Chopra is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and Merrill. Outside of his advisory role, he serves as an advisory board member for the Salvation Army Tacoma and works as a casual longshore worker at the Port of Tacoma. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services supported by research and technology, including both discretionary and non-discretionary portfolio management.

Benjamin Witten is a Wealth Management Advisor with the Lantow Witten Group at Merrill Lynch Wealth Management in Olympia, Washington. He holds the Chartered Financial Consultant® designation awarded by The American College of Financial Services, along with other professional designations including Certified Plan Fiduciary Advisor® and Retirement Accredited Financial Advisor. He is also a Senior Portfolio Advisor in the Merrill Investment Advisory Program and maintains the Series 7 and 66 FINRA registrations and Washington State life and disability insurance licenses. Ben focuses on helping clients articulate and pursue their unique financial goals through estate and retirement planning strategies, investment management, and risk management. His expertise includes divorce transition planning, family wealth management strategies, institutional investment consulting, services for endowments and non-profits, personal retirement planning, portfolio management, and socially responsible investing. He uses a goal-based approach to simplify the financial landscape for clients and aligns portfolios with clients' values and objectives. Born in the Bay Area and raised in Amsterdam, Ben moved to the Puget Sound area in 1989 and began his tenure with Merrill Lynch Wealth Management in 2015. Outside of his professional work, he enjoys boating, cooking, hiking, music, rock climbing, spending time with his family, and traveling.

Christopher Fuson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2006. He leads a team of investment industry professionals to deliver a full range of wealth management services, focusing on institutional client relationships. Prior to joining Merrill Lynch, Christopher worked with Morgan Stanley in their Los Angeles and Olympia offices. Since entering the financial services industry in 2003, Christopher has developed expertise in managing endowments, organizational liquidity, and benefit programs, including equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. His client focus areas include college education planning, liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Christopher holds a Bachelor's degree from the University of Southern California and holds several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (C(k)P), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE).

Bradey Day is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Hurley Engineering Company for two years and TRC Companies for seven years. He holds a Series 66 designation. 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 advisory services supported by a large network of financial advisors and branch offices nationwide.