Craig Yoshino is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2014–2015, and he has been involved with Bardahl Manufacturing Corp. since 2010. Outside of advisory services, Yoshino engages in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Philip Wuerffel is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 66 credentials. He has 10 years of industry experience, all with Thrivent Financial and Thrivent Investment Management. Outside of his advisory work, he serves as a board member and Tacoma Chapter Director for KIROS, an organization focused on connecting Christians in business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning without portfolio management for institutional clients, combining planning with managed-account programs under a consolidated billing option.

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.

Jacob Green is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing four years of industry experience. Prior to joining J.P. Morgan in 2021, he served six years in the United States Marine Corps. He is also a member of the Washington National Guard, where he develops members of his platoon to meet unit and branch standards. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

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.

Lisa Green is a Financial Consultant currently working at Fidelity Investments since 2023. She has extensive experience in the financial industry, previously holding positions such as Registered Practice Associate and Registered Client Service Associate at Ameriprise Financial, where she worked from 2007 to 2023. Prior to that, she held roles including Branch Office Associate at Edward Jones and Project Analyst at Frank Russell Company. Her professional background includes expertise in client service and financial consulting. Lisa holds insurance licenses in Arkansas and California. Her approach to financial planning emphasizes trust, transparency, and personalized attention, aiming to develop customized plans that help clients achieve their financial goals. Outside of her professional life, Lisa has interests in the beach, cars, social events with friends, gardening, and traveling.

Paula O'Connor is a financial advisor with RBC Capital Markets in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with RBC Capital Markets, LLC since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party managers alongside integrated financial solutions.

Blair Sexton is a financial advisor at Edward Jones with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a fiduciary standard.

Lindsey Mckay is a financial advisor at Cetera with 21 years of industry experience and holds the Series 66 designation. Her career includes roles at VOYA Financial Advisors and ownership of McKay Wealth Management and Pacific Rim Financial Group since 2006. She is also an author, having researched and written a book, and participates in professional networking groups such as the Financial Planning Association of Puget Sound and Vistage. Cetera Investment Advisers LLC is a national platform serving individual and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm offers multiple program options through affiliated and third-party managers, supporting a wide range of investment strategies and client needs.

George Shaw is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2018. In addition to his advisory role, Shaw is involved in non-investment business activities including ownership of real estate management entities in Lexington, KY, and Las Vegas, NV. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers a wrap-fee solution with a tiered percentage-based fee structure.

Nicholas Vanderlinda is a financial advisor with Ameriprise in Tacoma, WA, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill and has a background spanning beverage distribution and supply industries. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gabriel Andrews is a financial advisor with Wells Fargo Clearing in University Place, WA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory duties, no additional activities were noted. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Baron Kuhn is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones before joining LPL Financial and Boeing Employee Credit Union, where he has been employed since 2021. Outside of finance, Kuhn is the owner of Washington Brewing Company LLC, a production-only brewery in Tacoma. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

David Hirota is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and previously held positions at NobleRush, Sunset Ford, and Poulsbo RV. 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 recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities, supported by centralized teams and algorithmic tools for retirement income planning.

John Weeks is a financial advisor with Fidelity, holding a Series 66 designation and six years of industry experience. He has worked at Fidelity since 2021 and previously at Edward Jones from 2019 to 2021. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, delivering strategies through systematic methodologies and long-term asset allocation benchmarks.

Francis Addai is a Series 66-licensed advisor with Merrill, based in Federal Way, WA, and has four years of industry experience. He previously worked at Bank of America N.A. and has been with Merrill since 2021. Outside of his advisory role, he works part-time for DoorDash as a delivery driver. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katherine Ausley is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Outside of her advisory work, she has experience in office administration for a small water company and has worked as a delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Tonya Parker is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her career includes multiple terms at both LPL Financial and Boeing Employee's Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing discretionary and non-discretionary management along with model portfolios and third-party research.

Jackson Madden is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2023, progressing from Financial Representative to Relationship Manager before assuming his current role. Jackson's work focuses on partnering with clients and their advisors to help pursue financial goals. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Carles Appling is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a disciplined investment approach without providing individual security recommendations as part of standalone financial plans.