Joseph Curiel is a financial advisor with Raymond James Financial in Tacoma, WA, holding a Series 63 designation and having 47 years of industry experience. He has been with Raymond James Financial since 2003, currently serving in his role for over 17 years. Outside of his advisory work, he is an associate employee at The Commerce Company. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Lon Ledvina is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1993. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a model-driven approach, supported by third-party asset managers and custodians, with approximately $15.5 billion in assets under management.

Emily Grandon is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at Thornapple River Capital, LPL Financial, Cetera Advisors, and in personal financial planning roles. Her earlier career includes positions at the Community Health Association of Spokane and Eastern Washington University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Brock Bennion is a financial advisor with LPL Financial based in Tacoma, WA, holding a Series 66 designation and five years of industry experience. He has worked at Financial Advocates Investment Management since 2020 and at LPL Financial since 2020, with additional experience at Kimball Creek Partners and Washington University School of Medicine. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Joseph Diller is a financial advisor with Wells Fargo Clearing in Tacoma, WA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as an executor for a friend’s estate, which involves managing investment-related responsibilities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Belinda Brill is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at RBC Capital Markets since 2018, following a 17-year tenure at Cosse International Securities, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Lance Rieland is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2020, he worked in construction and participated in roles at Montana State University and Younglife's Malibu Club. Outside of his advisory work, he serves as Worship Director at Sufficient Grace Church in Graham, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of advisors and branches.

Victor Beling is a Financial Advisor with Merrill Lynch Wealth Management. He provides investment advice and access to banking and lending services through Bank of America. Victor focuses on developing personalized investment strategies that align with clients' financial goals. He specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Victor combines financial experience with a relationship-first approach, serving as a trusted resource and advocate for clients throughout their financial journey. Victor holds a Bachelor's Degree from Washington State University and a High School Diploma from Gov John R Rogers High School. He maintains involvement with the professional organization Cougs First and participates in its community initiatives. Outside of work, Victor enjoys basketball, cooking, football, golfing, hiking, reading, running, spending time with his family, and watching movies.

Katelyn Smith is a CFP® professional with 13 years of industry experience, currently advising clients at Stifel since 2019. Her prior roles include positions at City National Bank and RBC Capital Markets, LLC. She serves on the board of trustees for the Tacoma Museum of Glass. Stifel provides a broad range of brokerage and investment advisory services to individual and institutional clients, utilizing a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

Raymond Schmidtke is a financial advisor at Morgan Stanley Wealth Management with 42 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a board member of the Tacoma Golf and Country Club. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by its Global Investment Committee's research and provides a broad range of investment and advisory services.

Noah Bailey is a financial advisor at LPL Financial with 19 years of industry experience and holds the Series 66 designation. His career includes roles at Waddell & Reed, various insurance carriers, and Stadium Wealth Management. Bailey has also operated his own advisory firm, NOAH BAILEY LLC, and maintained involvement as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, research, and advanced technologies.

Samantha Chen is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior roles include positions at Vantage Point Business Services and Charles Schwab Bank, SSB, among others. 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and due diligence on alternative investments.

Christopher Jackson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Jackson has served in the United States Marine Corps Reserves since 1996. Outside of advising, he has a minority ownership interest in a business called Link Systems DBA Link Lanyards. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Leslie Walters is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Walters has been with Morgan Stanley Smith Barney LLC since 2009 and worked with Morgan Stanley Private Bank, N.A. from 2015 to 2017. Outside of advisory work, Walters is a member of the Investments & Wealth Institute, an educational association focused on investments and wealth. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside input from its Global Investment Committee.

Joel Antush is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at several firms including Sound Credit Union, CUSO Financial Services, and Northwestern Mutual. Outside of financial services, he has experience working at Tumble Creek Golf Club and in accounting at Central Washington University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, supported by research and technology-driven portfolio solutions.

Cindy Moore is a financial advisor at Morgan Stanley in Tacoma, WA, with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Brendan Smith is a financial advisor at RBC Capital Markets with 8 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services, Hornor Townsend & Kent, and Penn Mutual Insurance. Outside of his advisory role, Smith serves on the Board of Directors for the Corinthians Yacht Club of Tacoma, acts as the mascot for the Seattle Thunderbirds junior hockey team, and is president of a local BNI Business Networking International chapter. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering wrap fee advisory programs with discretionary and non-discretionary portfolio management and various financial services. The firm employs tailored strategies using in-house and third-party investment managers and provides access to alternative investments and integrated financial solutions.

Joshua Sienkiewich is a Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding individuals and businesses through their financial journeys. He focuses on family wealth management strategies, personal retirement planning, socially responsible and values-based investing, including ESG considerations, as well as tax minimization. Joshua holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his high school diploma from Champions Home School. Joshua works closely with clients to define financial goals, prioritize actionable steps, and develop tailored strategies aimed at achieving long-term success. His approach involves creating personalized roadmaps that align with clients' visions and prepare them for the future. Outside of his professional role, Joshua has interests in adventure sports, baseball, camping, fishing, hiking, horseback riding, hunting, music, and traveling.

Richard Wilson is a financial advisor with LPL Financial in Gig Harbor, WA, holding Series 65, 63, and 66 licenses with six years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Creative Financial Designs, Inc., The Prudential Insurance Company of America, and Gleaner Financial. Wilson also operates Rich Wilson Consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs and financial planning services, combining discretionary and non-discretionary management with model portfolios and research from internal and third-party sources.

Michael Batt is a financial advisor with Edward Jones in Lakewood, WA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member for the Tacoma Golf & Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm manages over $1 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.