Jeffrey Casey is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes 27 years at MetLife Securities Inc. and Metropolitan Life Insurance Company before joining MassMutual in 2016. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analysis tools.

David Thead is a Series 66 licensed financial advisor with over three years of industry experience. He has worked at Edward Jones since 2024 and previously held positions at Financial Advocates Investment Management, First Financial Northwest Bank, LPL Financial LLC, Connected Impression, and Global DS Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tran Duong is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2021, Tran operated Tran Duong LLC and held positions at Waddell & Reed, Inc., Executive Women International, and various insurance carriers. 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 other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Vrutiben Naria is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Vrutiben held roles at R Rock Solid Reality Pvt, Ltd. and completed studies at Amravati University. 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 individuals, high-net-worth clients, and institutional accounts.

Kingsy Devadass is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has held roles at JPMorgan Chase Bank, N.A., US Bank, M&T Bank, and has experience in tutoring. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Brent Williams is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory activities with advanced research tools and a broad non-advisory financial services network.

James Freund is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to his career in finance, Freund spent 15 years at 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Robert Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior firms include Cetera Advisors LLC and First Allied Advisory Services, among others. He is also involved in Wright Capital Management LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a broad network of advisors utilizing diverse strategies and technology tools.

Bradley Berger is a financial advisor at Ameriprise with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Financial Advocates Investment Management and LPL Financial. Outside of his advisory work, Berger is the owner and founder of Ideal Life 360, a life and executive coaching company, and is also a professional pilot and independent flight instructor. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Khafayat Mabayoje is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. Their background includes roles at JPMorgan Chase Bank and community involvement with United Ways of King County. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and manager due diligence. The firm offers a range of investment solutions with an ESG eligibility framework and operates within the broader J.P. Morgan banking and broker-dealer organization.

Andrea Gist is a financial advisor at Edward Jones in Auburn, WA, holding a Series 66 designation with two years of industry experience. She previously worked at Hunter Benefits and Westwood Shipping. Outside of her advisory role, she plays baritone and tenor saxophone in a local jazz group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm has a large national network of advisors and branches and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Justin Weinstein is a Series 66-licensed financial advisor with LPL Financial, based in Federal Way, WA, with seven years of industry experience. He previously worked at Edward Jones for six years and has background experience with Intenza Fitness. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform and extensive advisor network.

Kevin Chang is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously at Voya Financial Advisors from 2016 to 2021. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and bespoke investment strategies.

Christopher Mc Culloch is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior experience includes roles at First Command Advisory Services and First Command Financial Planning. He is a member of the Board of Directors for Given to Give and participates in the Tacoma Estate Planning Council. Ameriprise offers specialized retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Miranda Berg is a financial advisor with Edward Jones in Maple Valley, WA, holding a Series 66 designation and over one year of industry experience. She has been with Edward Jones since 2014, including her current role starting in 2026. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separate managed accounts, and affiliated mutual funds.

Binh Huynh is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. for 12 years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Cody Scriver is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has been providing wealth management, investment advice, and guidance to families, with a focus on multigenerational wealth. He is a founding member and co-lead of the S&P Wealth Management Group, overseeing a team of nine professionals dedicated to making clients' financial lives easier. Cody develops customized strategies that address complex financial needs including concentrated stock positions, risk management, liability management, and tax minimization, in coordination with clients' other trusted professionals for wealth transfer, philanthropy, and estate planning services. Prior to his career in financial services, Cody served for over nine years in the Marine Corps with deployments across Southeast Asia and Afghanistan. He earned several medals during his service, including three with a "V" designation. Cody earned a Bachelor's degree in Business Economics from Ashford University and holds several professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). He is also a Portfolio Manager who manages personalized or defined strategies on a discretionary basis. Outside of his professional responsibilities, Cody volunteers with local non-profits focused on conservation and education. He also enjoys adventure sports, cooking, scuba diving, woodworking, and spending time with his family.

Aaron Moulton is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2024, following eight years at Wells Fargo Clearing and two years at Prudential Equity Group. Outside of his advisory role, he has ownership interests in KITA BRKA LLC and Cedar Creek Wealth Management LLC, both investment-related entities in Issaquah, WA. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by Wells Fargo research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Brandon Matthews is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at USI Kibble & Prentice and Evergreen Home Loans. Matthews is also involved with Mainspring Wealth Advisors as a client relationship 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 uses a tailored, non-discretionary approach that incorporates risk profiling and analytical tools to support client goals.

Molly Axworthy is a financial advisor at Edward Jones in Tacoma, WA, holding the CFP® designation and Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2018, she worked for six years at Puget Sound Hearing Aid & Audiology. Outside of her advisory work, she is the owner of Axworthy, LLC, an LLC established to manage household staffing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.