Alexander Amerson is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his industry experience in 2022. Prior to joining Edward Jones, he worked in education at Central Washington University, Green River College, and the Auburn School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Andrew Cooper is a financial advisor with Edward Jones in Federal Way, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked with Young Life from 2009 to 2023. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Randall Linde is a CFP® with 40 years of experience at Ameriprise Financial Service, LLC, where he has worked since 1986. He is based in Burien, WA. Outside of his advisory role, he owns and manages several commercial real estate properties and operates ProSync Insurance Services, LLC, an agency offering health and Medicare insurance coverage. Ameriprise provides retirement-income planning services aimed at clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jason Kwon is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 21 years of industry experience, including 14 years with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Khaleb Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Equitable, MassMutual Life Insurance, and Central Washington University, among others. Outside of finance, he was involved with Leiren Designs for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with additional advisory roles to multiple registered investment companies.

Paul Nelson is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Cetera and previously worked at LPL Financial for 10 years. Nelson is also involved with Weststar Prosperity Partners, providing financial planning and investing services, and holds an insurance agent role specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with programs that include model portfolios, third-party managers, and various discretionary authorities.

Nina Boss is a financial advisor at Edward Jones in Renton, WA, with 16 years of industry experience. She has been with Edward Jones since 2012 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets under management and offers various advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Patrick Rossi is a financial advisor at Cetera with 14 years of industry experience. He has held roles at Foresters Advisory Services LLC and Foresters Financial Services prior to joining Cetera in 2019. Outside of his advisory work, he provides educational seminars as a retirement specialist for Security Benefit and is a partial owner of Trident Wealth Planning PLLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Adam Wojtanowicz is a financial advisor with Edward Jones in Gig Harbor, WA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked for Metro Parks Tacoma from 2012 to 2019. Outside of his advisory role, he donates plasma in Tacoma, WA. 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 provides a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Hao Taff is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. He has been with Edward Jones since 2008, including his current role starting in 2025. Outside of his advisory work, he teaches tai chi classes at Highline College and the Federal Way Community Center as a form of community involvement. 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 strategies and maintains a large nationwide network of financial advisors and branch offices.

Michael Simmerman is a financial advisor at Raymond James & Associates in Tacoma, WA, with four years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2021. Prior to his current role, his background includes positions at the United States Census Bureau and various educational organizations. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal governments. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary programs, with a notable focus on public finance and municipal work.

Deidre Bowman is a financial advisor with Raymond James Financial Services Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She worked for Commonwealth Financial Network for 20 years before joining Raymond James in 2025. Outside of her advisory role, Bowman owns and operates BnGRanchllc, a rescue horse care and adoption business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and has notable involvement with municipal and public finance activities.

Victoria Heft is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 65 and Series 63 licenses and 10 years of industry experience. Her prior work includes roles at Truce Law, Joey Restaurant, Southern Charm Espresso, and Blue River Counseling. Heft has also been involved in sales of non-investment home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies created by unaffiliated asset managers, with approximately $15.5 billion in assets under management.

Michael Bonds is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Bonds has been with Charles Schwab and Charles Schwab Bank since 1999 and 2008, respectively. Outside of his advisory role, he performs as a solo acoustic guitar and singing entertainer at entertainment venues. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services.

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.

Drew Jordan is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory work, he owns Drew Jordan Holdings, LLC, through which he manages rental property. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers a range of products through its broad banking and broker-dealer network.

Melissa Blattler is a financial advisor with Edward Jones in Puyallup, WA. She holds a Series 66 designation and has experience in real estate, having worked for Keller Williams Realty and Skyline Properties prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

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., holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Raymond James since 2012 and also leads Cox Financial, a firm he founded in 2016. Outside of advisory work, Cox manages family rental real estate through entities he owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice and a broad range of implementation options supported by firm research and an extensive affiliate network.