John Power is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been serving clients since 2012. He co-leads the MPS Wealth Management Group and has been the Resident Director of the Tacoma office since 2020. John's professional focus includes family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and socially responsible, values-based, and ESG investing. He works with a diverse client base including doctors, lawyers, entrepreneurs, executives, and other professionals. John earned a Bachelor's degree in French and Political Science from the University of Portland and a Master's degree in International Relations with advanced study in conflict resolution from Syracuse University in 2012. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Certified Plan Fiduciary Advisor (CPFA®) designation, and FINRA Series 9 and 10 registrations. John is a member of the Bellarmine Alumni Association. Outside of his professional responsibilities, John is active in his local community and non-profit organizations. He is fluent in English, French, and Spanish, stemming from his extensive travels to Europe, South America, and Africa. John enjoys golfing, reading, playing soccer, and spending time with his family.

Jason Sipe is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Equitable Advisors, LLC. Outside of finance, he creates live-streamed culinary content on Twitch and has participated in food-related events with Foodbeast. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

Corrina Phillips is a financial advisor at Stifel with 28 years of industry experience. She has held her current position at Stifel since 2012 and holds Series 63 and Series 65 designations. Phillips serves on the Board of Directors for the Olympia Rotary, focusing on fellowship and public relations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Jones is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2020. He has six years of industry experience and previously held roles with the Oregon Golf Association and the Washington State Golf Association. Outside of his advisory work, Jones serves as an administrator and power of attorney for his parents' estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory models and third-party asset managers to tailor investment solutions based on clients’ risk tolerance and personal information.

Nathan Ciolek is a Series 66-licensed financial advisor at OSAIC with two years of industry experience. Prior to joining OSAIC Wealth Inc, he worked at The Boeing Company for 17 years. Outside of his advisory role, he is a managing partner in an LLC with his spouse that holds residential rental properties. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment approach featuring portfolio optimization and risk assessment tools, offering both advisory and brokerage services through a multi-advisor platform.

Weston Weller Sr. is a CFP®-certified financial advisor with Edward Jones in Olympia, WA, where he has worked since 2003, accumulating 23 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has ownership in a rental business in Kissimmee, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Barton Dalton is a financial advisor with Edward Jones in Lakewood, WA, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. He has worked with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, Dalton serves as a commissioner for the West Pierce Fire District in University Place, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

David Littleton is a financial advisor with LPL Financial in Tumwater, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at O Bee Credit Union and LPL Financial since 2001. His other business activities include serving as an investment-related representative at O Bee Credit Union and acting as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Jania Watkins is a CFP®-designated financial advisor with Edward Jones in Tacoma, WA, with seven years of industry experience. She has worked at Edward Jones since 2018 and has additional experience with South Sound Neurofeedback and Essential Health and Wellness LLC. Outside of finance, she has been involved with healthcare-related businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering various advisory programs and investment strategies under a fiduciary standard.

Sangly Men is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized, non-discretionary asset allocation advice and manager selection.

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.

Monty Harmon is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and nine years of industry experience. Prior to his current role, he provided regulatory consulting in licensing and compliance for gambling and liquor licensees through Harmon Consulting Inc. Harmon serves as a director on the Board of Pensions and Benefits for the Evangelical Covenant Church and leads the Men's Ministry at Grace Covenant Community Church in Olympia, WA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account services under a consolidated billing option while maintaining these services separately.

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.

William Moody is a financial advisor with Primerica Advisors in University Place, WA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Moody currently also works with the City of Sumner, WA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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 rather than fixed fees.

Jennifer Brandt is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 24 years of industry experience. Her career includes roles at Columbia Bank, Cetera, RBC Capital Markets, Morgan Stanley, and Russell Investments. Additionally, she is involved with Columbia Wealth Advisors in Tacoma, supporting financial advisors outside of her primary role. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning supported by advanced analytical tools and maintains unique affiliations such as a municipal advisor and specialized SIMPLE IRA employer advisory services.

Jordan Dowers is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Keating & Associates prior to his current role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kevin Tefft is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and UBS Financial Services. Tefft has been with Ameriprise since 2021. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on reliable income sources and tax-aware withdrawal strategies for clients near or in retirement. The firm uses a centralized team to produce detailed recommendation reports that incorporate investment research and algorithmic analysis, working within a defined investment universe that includes affiliated products and partnerships.

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.

William Stikker is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1993, concurrently serving with Bank of America since 2011. Outside of advising, he is involved in an agricultural family partnership. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.