Mekenzie Jones is a Financial Consultant currently working at Fidelity Investments. In this role, she partners with clients to develop and implement financial plans aimed at helping them achieve their financial goals. Mekenzie joined Fidelity Investments in 2022 as a Planning Consultant and was promoted to Financial Consultant in 2023. Prior to that, she worked as a Financial Advisor at Edward Jones from 2019 to 2022. Her professional experience spans several years in financial advisory roles, focusing on client-centered financial planning and consultation. Mekenzie's approach involves collaborating closely with clients to support their financial objectives. Outside of her professional career, Mekenzie enjoys family activities, fitness, outdoor adventures, and parenthood.

Nathan Day is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity Investments since 2007, progressing through various positions including Financial Consultant, Investments Representative, Private Client Specialist, Financial Representative, and Retirement Services Specialist. Nathan partners with his clients to create and implement financial plans aimed at building and maintaining their wealth with confidence. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Nathan enjoys boating, family activities, fitness, motorcycles, movies, and snowboarding.

Tiara Spraggin is a Series 66 credentialed financial advisor with six years of industry experience. She is currently with Edward Jones and previously worked at Chambers Bay Wealth Management and Cornerstone Financial Strategies. Her background also includes roles at Safe Streets Campaign and Pacific Lutheran University. 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 services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, supported by a large national network of advisors and branch offices.

Grace Cambra is a financial advisor with Edward Jones, holding Series 65 and Series 66 credentials and six years of industry experience. She previously worked at Brooks, Hughes & Jones and Russell Investments. Outside of her advisory role, she is involved in managing industrial scale consulting and owns several rental properties in Washington state. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Cameron Thrall is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked in the medical device industry with companies including Biotronik, Life Spine, and LDR Spine. Outside of finance, he is a certified flight instructor providing independent flight training in Bonney Lake, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of over 23,000 financial advisors and more than 15,000 branches. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Tronson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Investors Security Company, Inc., and 1717 Capital Management Company. Outside of his advisory work, he serves as a licensed substitute teacher for University Place Public Schools. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supports discretionary and advisor-managed strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Eranious Murray II is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Financial Engines Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to offer diversified portfolios and long-term investment strategies.

Patrick Muldary is a financial advisor with Primerica Advisors in Lake Tapps, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he owns PFM Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Vicki Andrews is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at LPL Financial and Waddell & Reed, Inc. She also operated a tax preparation business for 15 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and research from its Global Investment Committee.

Chad Stalder is a CFP® with 24 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, where he has worked since 2020. His prior experience includes roles at UBS Financial Services, Morgan Stanley, Citigroup Global Markets, and Ameriprise. Outside of his advisory work, he is an investor in a food-related business, Manic Meatball, LLC, which he owns jointly with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Sherry Gow is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including Waddell & Reed, INC., and Osprey Financial Partners LLC. Gow has also been involved in sales at International Gemstones, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational resources and a broad network of over 22,800 advisors.

Patrick Pardon is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. He has ownership interests in Cedar Creek Wealth Management LLC and NPPT Ventures LLC, both investment-related entities based in Issaquah, WA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates investment advice with other financial products and referral services.

Michael Henson is a Series 66 licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Tacoma, WA, bringing 15 years of industry experience. Prior to joining Raymond James, he spent eight years with Cetera Investment Services. Outside of his advisory role, he operates a business selling sports cards and memorabilia on eBay. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports clients through a wide advisor network, including specialized municipal and employer-sponsored retirement plan services.

Paul Carr is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 certifications and bringing 34 years of industry experience. His prior roles include positions at Robert Baird & Co., McAdams Wright Ragen, Inc., and Banc Of America Investment Services, Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Eric Black is a Planning Consultant currently working at Fidelity Investments. He assists clients in identifying suitable investment options to help them achieve their financial goals and manage their financial resources effectively. He has experience as a Planning Consultant at Fidelity Investments since 2023. Prior to this role, he worked as an Investment Solutions Representative at Fidelity Investments from 2021 to 2023. Before joining Fidelity, Eric was a Financial Advisor at Thrivent Financial from 2018 to 2021. Outside of his professional work, Eric has interests in cooking and baking, exploring food as a foodie, participating in social events with friends, hiking, singing, and traveling.

Daniel Auld is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Charles Schwab entities since 2021. Prior to joining Schwab, he worked at Fleet Feet Seattle and J Crew Factory. Charles Schwab & Co., Inc. 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 a combination of non-discretionary and discretionary investment solutions supported by strategic asset allocation, periodic reviews, and due diligence from the Schwab Center for Financial Research.

Tucker Mjelde is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and eight years of industry experience. He has served at Ameriprise Financial Services since 2018 and previously worked in the education sector with Tahoma School District and Washington State University. Outside of his advisory role, he manages an independent advisory business, Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement income planning through collaborative, non-discretionary recommendations and tax-aware withdrawal strategies.

Ian Meagher is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and previously worked at T. Hasegawa from 2017 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Todd Norton is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at TD Ameritrade, UBS Financial Services, and Russell Investments. Norton is based in Lake Tapps, Washington. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm provides both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and alternative investment due diligence.

Kohl Roland is a financial advisor at Ameriprise with a Series 66 designation and one year of experience at the firm. His prior work includes roles at Cole Financial Inc and Duke's La Jolla LLC, as well as several years at Horseshoe Lake Golf Course and teaching positions at Gig Harbor High School and Kopachuck Middle School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement advice, supported by algorithmic automation and oversight from a dedicated consulting team.