Jesus Carlos is a Series 66-licensed financial advisor with UBS Financial Services in Tacoma, WA, bringing four years of industry experience. He has previously worked for UBS and has served as a Teaching Fellow at Harvard University since 2020. His background also includes nine years of service in the US Army. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

James Wilson VII is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. His prior firms include LPL Financial and Financial Advocates Investment Management. He serves on the boards of a local church and the YMCA in Tacoma, WA, reflecting involvement in community organizations. Ameriprise provides a retirement-income planning service focused on clients with significant investable assets, offering customized, algorithm-assisted recommendations developed by a centralized consulting team. The firm combines research and modeling techniques to address income strategies, Social Security options, and tax-efficient withdrawals.

Robert Parrish II is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he spent a combined 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Christopher Panagiotu is a CFP® professional with 11 years of industry experience. He has worked at LPL Financial since 2020 and held roles at Lucia Wealth Services, LLC and Lucia Securities, LLC from 2015 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Matthew Jensen is a financial advisor with Edward Jones in Tacoma, WA, holding Series 66 and Series 63 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2018, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank. 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 under management and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Daniele Ledvina is a financial advisor with Primerica Advisors in University Place, WA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she participates as a blood and plasma donor for medical research with Bloodworks Northwest. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selectively available separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

David Cook is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at TD Ameritrade, LPL Financial, and Boeing Employee Credit Union. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Kailey Bass is a financial advisor with Charles Schwab in Tacoma, WA. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2025. Prior to her advisory role, she spent several years in full-time education and has experience working in other industries including the hospitality and pest control sectors. Charles Schwab 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 and discretionary investment approaches, using multi-asset model portfolios and providing a centralized structure to support a large client base.

Peter Berman is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 registrations and has 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he has been a drummer since 1980. Morgan Stanley Wealth Management is a large 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, utilizing structured discovery processes and firm-approved tools to support clients’ financial goals.

Andrew Loe is a financial advisor with Edward Jones in Puyallup, WA, holding a Series 66 credential and five years of industry experience. Prior to joining Edward Jones in 2020, he was involved in the flooring industry and briefly worked at Acorn Brewing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and operates a large network of advisors and branch offices across the country.

Jeffrey Hilt is a financial advisor with LPL Financial in Federal Way, WA, holding a Series 66 designation and 18 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for nearly two decades and spent 20 years with Alaska Airlines. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and services, including financial planning and retirement consulting, combining proprietary research with strategies from third-party subadvisors and technology-driven portfolio management.

Traci Nelson is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 credential. She has been with Edward Jones since 2015. 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 under management through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

Eugene Brown is a CFP®-certified financial advisor with 18 years of industry experience, currently serving clients at Edward Jones in Tacoma, WA. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, tax-efficient solutions, and maintains a large nationwide network of financial advisors and branch offices.

Benjamin Baffa is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Bank of America N.A. and Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charean Mead is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Ian Corneille is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Juul Labs, Inc. and DoorDash. Outside of his advisory role, he manages a rental property in Tacoma, Washington. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Pamela Mccomas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Meghan Raye is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with three years of industry experience. Her work history includes roles at Morgan Stanley since 2022 and involvement with Washington State University OMBA since 2021. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Rhonda Smith is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RBC Capital Markets LLC. Outside of her advisory role, she is co-owner of a general contracting company. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

James Chaffee is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been affiliated with Raymond James Financial Services since 2000 and has operated his own support company, Chaffee & Associates, since 1994. Outside of his advisory work, he served with the Washington State Umpire Association from 2016 to 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting clients through various advisory programs and specialized offerings like municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.