Avery Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Primerica Advisors, Avery has roles that include working with Shannon Smith RVP and involvement with Primerica Financial Services. Avery also has experience in educational roles spanning from elementary to high school levels. In addition to advisory work, Avery participates in part-time sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and uses model-delivery strategies managed by third-party asset managers.

Nicolas Boulton is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he held roles at DoorDash and Central Casting and spent five years at Pot Shop Seattle. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Dustin Hocking is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for 15 years at The Home Depot. Outside of his advisory role, he is employed part-time at Walmart in Yelm, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of advisors and branch offices.

Doug Stucki is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been employed since 2003. He has held various roles within the company, including Director of Retirement Planning from 2012 to 2021, Senior Account Executive from 2006 to 2012, and Account Executive from 2003 to 2006. Doug holds a California insurance license and focuses on connecting with clients to build financial plans that help them progress toward their goals. He aims to simplify the financial planning process and create an enjoyable experience that empowers clients to feel confident about their financial future. Outside of his professional work, Doug enjoys biking, cooking and baking, gardening, hiking, outdoor adventures, and running.

Traci Leslie is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Talia Thepvongsa is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and with two years of industry experience. Her background includes roles at Primerica Financial Services and Belief Agency, among others. Outside of her advisory work, she is the owner of Ruston Goods LLC, an e-commerce business currently not operational. Primerica Advisors serves primarily 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 using model-delivery strategies managed by third-party asset managers, supported by custodial and trade execution services.

Nolan Bailey is a financial advisor at Edward Jones in Graham, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Bank of America and has experience in education and community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over four million clients through a large network of financial advisors and branch offices.

Ann Scott is a financial advisor with Ameriprise in Auburn, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Colton Schieving is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Mountain America Credit Union and Enterprise Rent-A-Car. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Casey Griesemer is a financial advisor with LPL Financial in Bonney Lake, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2019. Outside of his advisory role, he owns WORD Boat Trailers, a retail business based in Tacoma, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining these with extensive non-advisory financial products and services.

Katherine Cannon is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 32 years of industry experience. She has been with LPL Financial since 2009, following a brief tenure at Mutual Service Corporation. Outside of her advisory role, she holds a Washington state insurance license and offers a range of insurance products as client needs dictate. She also dedicates a small portion of her time to acting in a fiduciary capacity for family members. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced operational and research tools.

Alex Eldridge is a Series 66-licensed financial advisor with three years of industry experience. He currently works at OSAIC and previously spent a year at Securities America, Inc. and over a decade at Plexus Worldwide. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation and portfolio optimization supported by various tools and strategies.

James Morgan is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large network of advisors and branches nationwide.

Jennalyn Chew is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles as a commodity pool operator, advisor to multiple registered investment companies, and for incorporating AI and algorithmic methods in its investment process.

Steven Carpmail is a financial advisor with Ameriprise in Gig Harbor, WA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He previously worked at Merrill from 2009 to 2019 before joining Ameriprise in 2019. Outside of his advisory role, he is co-owner of several family-related business ventures, including real estate rental and vacation rental companies managed by his wife. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets and provides a combination of advisory, brokerage, and insurance solutions through affiliated entities. The firm’s retirement-income service uses research-driven, algorithm-supported recommendations tailored to client needs, with an emphasis on assets held in Ameriprise Managed Accounts.

William Shoemaker is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds a Series 66 license and is based in Auburn, WA. Outside of his advisory work, Shoemaker has been involved with the Washington Alliance for Theatre Education, where he served as immediate past president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Jessica Pichora is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at the Washington Neurodiversity Project and held positions at Salesforce and Tableau. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Andrew Lawrence is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Sound Credit Union, Cuso Financial Services, Raymond James Financial Services, Waddell & Reed, U.S. Bancorp Investments, and other firms. He also serves as an assistant high school football coach with the Puyallup Jr Football Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Lane Mallula is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates, Inc. from 2018 to 2025, with additional experience at Milestone Technology and Moreau Excavation. 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 with tailored investment strategies and access to both in-house and third-party managers.

Shane Klingenstein is a financial advisor with Edward Jones in Bonney Lake, WA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory work, he is involved in commercial real estate management and owns rental properties in Lake Tapps, WA. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.