Stephen Rouner is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior experience includes nearly a decade at Bank of America and Merrill. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jennifer Miller is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

David Brazier is a financial advisor at Edward Jones in Tacoma, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in roles including at Parachute Video Ads LLC and PSB Research. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and strategies. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Daniel Wiersma is a financial advisor with LPL Financial in Gig Harbor, WA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at LPL Financial since 2018 and previously spent two years with SII Investments, Inc. Outside of his advisory role, he is president of Harbor Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Joshua Hummel is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Soundview Financial Group since 2009, where he is also the owner. In addition to his advisory work, he serves as president and owner of Hummel Building, LLC, a commercial office property management entity in Tacoma, WA. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary accounts with a diverse range of investment options.

Michelle Schroeder is a financial advisor at LPL Financial with 43 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2016 to 2025. In addition to her advisory role, she is a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Russell Darneille is a financial advisor with Ameriprise in Fircrest, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors and the Long Range Planning Committee of the Fircrest Golf Club. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, with a focus on managed accounts and algorithmic automation to support its advisory process.

Rebecca Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at LPL Financial since 2016 and previously operated her own business, Rebecca J Faught PLLC. Outside of advisory work, she engages in pottery as a personal interest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, supported by research and technology, and provides both discretionary and non-discretionary management options.

Cale Robinson is a financial advisor with Merrill based in Tacoma, WA, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Bank of America and Merrill since 2011. 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, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kari Gervais is a financial advisor with Cetera who holds a Series 66 designation and has 18 years of industry experience. Gervais has previously worked with VOYA Financial Advisors and Pilkey Hopping & Ekberg, Inc. In addition to advising, Gervais is a partner and CPA at Fullaway Lamphear & Suave PLLC, an accounting firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, access to third-party managers, and various program structures, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Elizabeth Botts is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with two years of industry experience. She previously worked at World Vision for 11 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than 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 options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Geoffrey Stark is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Cuna Brokerage Services, Inc. Stark is based in Port Orchard, Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Adrian Gonzales is a financial advisor at Edward Jones in Port Orchard, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served in the US Navy for 20 years and worked at Door Dash and Grab n Grub. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Jose Veliz III is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has been associated with LPL Financial for 22 years and with Financial Advocates Investment Management for 12 years. His professional background includes managing investment-related business activities under the name Veliz Financial Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, combining model portfolios, research, and technology-driven investment strategies.

Justin Brandt is a financial advisor with Ameriprise in Tacoma, WA, holding Series 63, 65, and 66 licenses and nine years of industry experience. His prior roles include positions at First Command Brokerage Services and First Command Financial Planning. Outside of advisory work, he is an independent contractor serving clients at Ark Wealth Management and owns Burning Mage LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research and third-party data to produce detailed Recommendation Reports, implemented in collaboration with advisors and clients within a structured product and fee framework.

Harry Keppert Jr. is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he owns and operates Advanced Financial Tax, LLC, providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple investment managers and program structures.

Mickey Portnoy is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with UBS Financial Services since 2010. In addition to his advisory work, he serves as an advisory board member for the Home of Peace Cemetery. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor client plans and provides a broad range of financial products and services.

Merry Dooley is a CFP® certificant with 25 years of industry experience, currently serving as an advisor at Raymond James Financial. She has previously worked with Cetera and Columbia State Bank. In addition to her advisory role, she is associated with Columbia Wealth Advisors as a Wealth Planning Manager. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a municipal advisor affiliation.

Gregory Freitag is a financial advisor with LPL Financial who holds the CFP® and ChFC® designations and has 52 years of industry experience. His prior firms include Securities America Advisors, Investacorp, and KMS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, brokerage services, and utilizes a range of model portfolios and research resources.

Erica Bearer is a financial advisor at Ameriprise in Tacoma, WA, holding Series 63 and Series 65 licenses. She has held various roles across financial and healthcare organizations since 2010, including positions at Cornerstone Financial Strategies and Kimball Creek Partners. Erica has been with Ameriprise since 2026. Ameriprise provides retirement-income planning services primarily to clients with significant investable assets, combining research, modeling, and tax analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.