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.

Chantelle La Marr is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at BlackRock for eight years and Axalta Coating Systems for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

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 at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. for 12 years. Outside finance, he serves as a licensed substitute teacher for University Place Public Schools. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using a range of asset-allocation tools and portfolio management approaches.

Eranious Murray II is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds the Series 65 and Series 63 designations. His prior work experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and LSG Sky Chefs. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified model portfolios and long-term investment approaches.

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 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2020. Prior to this, he worked at UBS Financial Services from 2012 to 2020. Outside of his advisory role, he is an investor in a local food business, Manic Meatball, LLC, which he owns jointly with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sherry Gow is a financial advisor at LPL Financial with 23 years of industry experience. She holds a Series 66 designation and has worked with firms including Waddell & Reed and Osprey Financial Partners. Outside of her advisory role, she is involved in a non-investment business, International Gemstones, LLC, where she works as a sales person. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various technological tools across discretionary and non-discretionary management approaches.

David Ortega is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers additional services such as tax-efficient portfolio management and securities-based lending.

Alexander Hardy is a financial advisor at Edward Jones in Sumner, WA, holding Series 63 and Series 65 credentials with six years of industry experience. Prior to joining Edward Jones, he was associated with the University of Washington Baseball School and the University of Washington. 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 strategies, separately managed accounts, and affiliated mutual funds.

Robert Ennis IV is a Series 66 licensed financial advisor with Edward Jones in Puyallup, WA, where he has worked since 2014, totaling 12 years of industry experience. Outside of his advisory role, he owns and operates an RV and trailer storage business in Bonney Lake, WA. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Daniel Auld is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2021 and Charles Schwab Bank, SSB since 2024. Prior to joining Schwab, he held roles at J Crew Factory and Fleet Feet Seattle. 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 uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Erin Abrigo is a CFP® and holds a Series 66 license, with 14 years of experience in the financial industry. She has been with Edward Jones since 2012, working out of Gig Harbor, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Ian Meagher is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at T. Hasegawa. Meagher is also associated with Meagher Financial Group, LLC, which operates as a dba for his LPL business. 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 various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Todd Norton is a financial advisor with Charles Schwab & Co., Inc., holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab since 2011 and previously at TD Ameritrade from 2021 to 2024. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios and offers integrated brokerage, custody, and advisory services.