Evan Lewis is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and has held positions at Woodbury Financial Services, Securities America Advisors, KMS Financial Services, and US Bank. He is also a treasurer and 25% shareholder of RDI Financial Services, a partnership involved in financial services. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various portfolio construction tools and provides access to third-party money managers and managed-account solutions.

Ryan Guiberson is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the healthcare sector at Summit Surgical Inc. and Swedish Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Alan Osaki is a financial advisor at Primerica Advisors with 33 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. In addition to his advisory role, he is involved with affiliated companies in sales of loan products and home security and automation referrals. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides custodial and trade execution support through Pershing.

Rhonda Arnett is a CFP® with 27 years of industry experience, currently serving as a senior wealth advisor at Raymond James Financial in Tacoma, WA. She has been affiliated with Columbia Wealth Advisors and Columbia Bank since 2001 and previously worked at Cetera for nine years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with specialized programs, including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Teressa Grosklaus is a financial advisor at Wells Fargo Advisors with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations, with clients able to choose how to implement them through various brokerage or advisory programs.

Richard Nash is a financial advisor with LPL Financial in Federal Way, Washington, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Mutual Service Corporation from 2002 to 2009. Outside of his advisory role, Nash is a licensed notary public and has involvement with non-variable insurance products. 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 financial planning and investment management services, utilizing a mix of proprietary research, third-party subadvisors, and customizable strategies across various platforms.

Mary Mcgonigal is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. She has worked with Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Katanu Nzuvu Christie is a financial advisor at Edward Jones with seven years of experience at the firm. She holds the Series 66 designation and previously worked for Classical Conversations and Mary Kay Cosmetics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Hal Lettice is a financial advisor with OSAIC in Federal Way, WA, holding Series 63 and Series 65 registrations and having 27 years of industry experience. His prior roles include positions at Securities America Advisors, MRW Financial, and Invest Financial Corporation. Outside of his advisory work, he serves as an administrator for the Light of Christ Community Garden. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a broad network of advisors and multiple platforms. The firm employs a variety of asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes, managing accounts on discretionary and non-discretionary bases.

Michael Lawless is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and having 29 years of industry experience. He previously worked at Commonwealth Financial Network for 17 years across two periods and has owned Lawless Financial Group since 2019. Outside of advisory services, he is the sole owner of Lawless Financial Group LLC, a private entity facilitating securities, advisory, and insurance business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes.

Christopher Stacey is a financial advisor with Edward Jones in Federal Way, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicolas Calvi is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab since 2011, including Charles Schwab Bank from 2013 to 2017 and again since 2019, as well as TD Ameritrade Inc. from 2023 to 2024. 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 affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Libertad Sarmiento is a financial advisor at Thrivent Investment Management with Series 66 credentials and less than one year of industry experience. Prior to joining Thrivent, Libertad held positions at Amazon, Whitworth University, and various other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic planning without portfolio management or discretionary trading authority. Their approach includes comprehensive written recommendations and the option to combine planning with managed-account services under a consolidated billing system.

Andrew Kim is a financial advisor with Edward Jones in Kent, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Century 21 Aspire Group, Sprint Corporation, Northeast Wisconsin Technical College, and Securitas. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Daniel Hoffman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network LLC, Morgan Stanley, and Citigroup Global Markets. In addition to his advisory work, he is involved with Main Street Tax Advisors, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services through a large network of representatives, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Drake Hogan is a financial advisor with Edelman Financial Engines in Federal Way, WA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at The Vanguard Group, Merrill, Bank of America, and several wealth management firms. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven investment process with diversified model portfolios and provides both discretionary and non-discretionary management through a range of service channels.

Bowen Scott is a Series 66-licensed financial advisor with Ameriprise in Gig Harbor, WA, bringing 27 years of industry experience. His prior roles include positions at Bank of America and Merrill. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team.

Paul Sharp is a financial advisor with Thrivent Investment Management in Auburn, WA, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Acorns, J.P. Morgan Securities, and Fidelity Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations on a broad range of planning topics without including implementation. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping these services separate.

John Dolan is a CFP®-certified financial advisor with Edward Jones in Federal Way, WA, where he has worked since 2013. He has 18 years of industry experience and holds the Series 66 designation. Outside of his advisory role, he is a minority owner in a real estate business involved in liquidating commercial properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

Beau Nguyen is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he worked at Financial Insights Wealth Management and Pacific Lutheran University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.