Brent Wojtanowicz is a financial advisor with Edward Jones in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of advisory work, he is a partner in 26 Adams LLC, a retail property business in Anderson Island, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of approximately 23,701 advisors and over $1 trillion in assets under management.

Adam Gulley is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014 and previously served in the United States Army Reserve for 19 years. He is also a board and club member of the Kiwanis service organization in Tacoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Joseph Todisco is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He served in the U.S. Air Force from 1999 to 2023 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of advisory programs, investment solutions, and affiliated services.

Peter Stefanic is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates Stefanic Insurance and Financial Services, which he founded in 2000. In addition to his advisory work, he is licensed as an insurance agent and sells fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management options, combining discretionary and non-discretionary strategies across various program structures and custodial relationships.

Stephen Cooley is a financial advisor at Merrill based in Tacoma, WA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at FNBO from 2023 to 2026 and held various other positions across multiple industries. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Jerry Gintz is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2009. In addition to his advisory role, he owns and operates GINTZ Accounting & Tax LLC, providing accounting, bookkeeping, and tax services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and a range of program structures.

Ty Lee is a financial advisor with Mass Mutual Investors Services in Tacoma, WA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously employed by Metropolitan Life Insurance and MetLife Securities. Outside of his advisory role, Ty Lee is also active as an insurance agent specializing in fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment management.

Laine Ducote is a Series 66 licensed financial advisor with six years of industry experience. She has worked at Edward Jones since 2021 and previously spent four years at Merrill. In addition to her advisory roles, she was involved with Advance Custom Gutters from 2015 to 2021. 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 discretionary and non-discretionary investment strategies, along with tax-efficient services and affiliated investment products.

Lauren Muller is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 designation and five years of industry experience. She previously worked at Cetera Investment Services and Columbia Bank. Outside of advising, she assists financial advisors at Columbia Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and state and municipal entities. The firm offers tailored, non-discretionary advice supported by a broad affiliate network and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services.

Kurt Chambers is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America and AAA Missouri and Washington. Outside of his advisory work, he serves as a referee for the Seahawks Flag Football League. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s wider platform.

Jason Ledesma is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he has a passive interest in a business ownership LLC related to rental property management in University Place, WA. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Ryan Grimmer is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Zack Rosenbloom and Associates, PC for eight years and has been with Raymond James Financial Services in various capacities since 2009. Outside of his advisory role, he is the owner of RFG Nevermind LLC, a support company assisting with client financial meeting preparation and related services. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and specialized programs such as a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Daniel Tam is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. His prior roles include positions at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is the owner of TAMFAM LLC, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology-driven solutions.

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.

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.