Jarren Mc Niesh is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He has worked at multiple firms including Avantax and Hillard Wealth Service, where he has provided income tax preparation and financial consulting services. In addition to his advisory work, Mc Niesh is involved in tax preparation and annuity sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

John Crull is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2018 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is involved in the sale of home security and automation products through a co-located affiliate and participates in home-related service referrals. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Zachary Baggenstos is a financial advisor with Edward Jones in Kent, WA, holding a Series 66 designation and eight years of industry experience. He worked at Bellevue Healthcare II for six years prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Jonathan Edmonds is a financial advisor at Thrivent Investment Management with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Edmonds serves as a board member of the Good Samaritan Foundation, participating in meetings and fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across various financial topics. The firm offers planning alongside managed-account programs without accepting discretionary trading authority for planning clients and does not provide portfolio management for institutional clients.

Cole Forde is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Northwestern Mutual Investment Services LLC for one year and has experience in custom kitchen design. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Jennifer Dewater is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Woodbury Financial Services and LPL Financial. Outside of her advisory role, she serves as a trustee for an irrevocable trust benefiting a family member and is a 25% shareholder and secretary of RDI Financial Services Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios tailored to client needs.

Davis McCall is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans. His approach emphasizes understanding each client's unique situation to help guide decision-making aligned with their long-term goals. Davis has held multiple roles at Fidelity Investments since 2023, including Financial Representative and Investment Consultant, gaining experience in various aspects of financial advising. This progression reflects his growing expertise in investment strategies and client financial planning. Outside of his professional work, Davis engages in activities such as boating, outdoor adventures, scuba diving, snowboarding, soccer, and traveling.

Avery Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Primerica Advisors, Avery has roles that include working with Shannon Smith RVP and involvement with Primerica Financial Services. Avery also has experience in educational roles spanning from elementary to high school levels. In addition to advisory work, Avery participates in part-time sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and uses model-delivery strategies managed by third-party asset managers.

Nicolas Boulton is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he held roles at DoorDash and Central Casting. Merrill provides managed account services through its Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Richard Artura is a CFP® with 32 years of industry experience. He is currently affiliated with OSAIC and previously worked at Fortis Investors, Inc. His other business activities include ownership roles in insurance-related entities where he sells term insurance, long-term care, fixed annuities, and disability products. OSAIC serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering integrated brokerage, investment advisory, and financial planning services. The firm employs asset-allocation tools and third-party platforms to manage portfolios that can include stocks, bonds, mutual funds, ETFs, and alternative investments.

Mark Champoux is a financial advisor at Edward Jones in Kent, Washington, holding Series 63 and Series 65 credentials with 15 years of industry experience. Prior to joining Edward Jones in 2026, he worked at Primerica Financial Services/PFS Investments Inc for 15 years and spent over two decades in educational roles within the Kent and Tahoma School Districts. He also engages in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Doug Stucki is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been employed since 2003. He has held various roles within the company, including Director of Retirement Planning from 2012 to 2021, Senior Account Executive from 2006 to 2012, and Account Executive from 2003 to 2006. Doug holds a California insurance license and focuses on connecting with clients to build financial plans that help them progress toward their goals. He aims to simplify the financial planning process and create an enjoyable experience that empowers clients to feel confident about their financial future. Outside of his professional work, Doug enjoys biking, cooking and baking, gardening, hiking, outdoor adventures, and running.

Tracy Smith is a financial advisor with Edward Jones in Kent, WA, holding the Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Tracy worked for Faith Church from 2011 to 2017. Tracy has previously been involved in product sales as a Mary Kay consultant and has purchased Scentsy products for personal use. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment products. The firm operates a fiduciary standard and is notable for its extensive network of advisors and branch offices across the country.

Talia Thepvongsa is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having two years of industry experience. She has previously been involved with Belief Agency and Creative Media Alliance, and has operated an e-commerce business, Ruston Goods LLC. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers advisory services through a large network of financial advisors.

Ann Scott is a financial advisor with Ameriprise in Auburn, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Colton Schieving is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Mountain America Credit Union, Enterprise Rent-A-Car, and the University of Utah. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including managing fund-of-funds and model portfolios.

Casey Griesemer is a financial advisor with LPL Financial in Bonney Lake, WA, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2019, he spent seven years with Edward Jones. Outside of his advisory role, he owns a retail business, WORD Boat Trailers, based in Tacoma, WA. 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 range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research.

Katherine Cannon is a financial advisor with LPL Financial in Federal Way, WA, holding a Series 63 designation and 32 years of industry experience. She has been with LPL Financial since 2009. Outside of advisory services, she holds a Washington State insurance license and offers life, health, disability, annuities, and long-term care insurance as part of her practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by research, model portfolios, and diversified investment strategies.

Lauren Browning is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She partners with clients to understand their financial goals and develops customized financial plans tailored to their unique needs. Lauren and her team utilize various tools and knowledge to evaluate these plans and discuss available strategies, emphasizing the importance of forming strong relationships with clients and their families based on trust and reliability. Her experience at Fidelity Investments spans several roles, including Investments Consultant (2020-2021), Relationship Manager (2018-2020), and Financial Representative (2016-2018). This progression reflects her growing expertise in financial consulting and client relationship management. Outside of her professional responsibilities, Lauren's personal interests include family activities, food, parenthood, pets, singing, and traveling.

Alex Eldridge is a Series 66 licensed financial advisor with two years of industry experience. He joined Osaic in 2024 after working at Securities America, Inc. and previously spent over a decade at Plexus Worldwide. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, using firm-provided tools and automated rebalancing to construct diversified portfolios.