Brendan Smith is a financial advisor at RBC Capital Markets with 8 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services, Hornor Townsend & Kent, and Penn Mutual Insurance. Outside of his advisory role, Smith serves on the Board of Directors for the Corinthians Yacht Club of Tacoma, acts as the mascot for the Seattle Thunderbirds junior hockey team, and is president of a local BNI Business Networking International chapter. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering wrap fee advisory programs with discretionary and non-discretionary portfolio management and various financial services. The firm employs tailored strategies using in-house and third-party investment managers and provides access to alternative investments and integrated financial solutions.

Joshua Sienkiewich is a Financial Advisor with Merrill Lynch Wealth Management, specializing in guiding individuals and businesses through their financial journeys. He focuses on family wealth management strategies, personal retirement planning, socially responsible and values-based investing, including ESG considerations, as well as tax minimization. Joshua holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his high school diploma from Champions Home School. Joshua works closely with clients to define financial goals, prioritize actionable steps, and develop tailored strategies aimed at achieving long-term success. His approach involves creating personalized roadmaps that align with clients' visions and prepare them for the future. Outside of his professional role, Joshua has interests in adventure sports, baseball, camping, fishing, hiking, horseback riding, hunting, music, and traveling.

Carin Perkins is a financial advisor with Primerica Advisors in Covington, WA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm manages third-party asset managers and provides a tiered wrap-fee structure, utilizing custodians such as Pershing and Primerica Brokerage Services.

David Kim is a financial advisor at Edward Jones in Auburn, WA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Michael Batt is a financial advisor with Edward Jones in Lakewood, WA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member for the Tacoma Golf & Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm manages over $1 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Warren Child is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Outside of his advisory role, he serves as Treasurer for Catalysts for Kids, a Washington State nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

James Ohlinger is a financial advisor with Primerica Advisors in Puyallup, WA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, he works as a real estate agent with Coldwell Banker Bain. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a percentage-based tiered wrap fee structure.

Sam Lantow is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Olympia, Washington. He joined Merrill Lynch in 2001, initially working in the Bellevue branch before transferring to Olympia in 2005. Sam serves clients throughout Western Washington as well as across the United States, focusing on developing customized wealth management strategies to meet each client’s unique goals. Sam offers a broad range of financial services including retirement planning, college planning, portfolio development, estate planning, and tax minimization. He works closely with clients and their professional advisors to address estate planning needs and to build long-term relationships. His client expertise includes corporate executive services, family wealth management, socially responsible investing, and retirement income strategies. Sam earned a Bachelor of Science degree in Education from Southern Illinois University. He holds the CFP® (Certified Financial Planner) certification, the Chartered Retirement Planning Counselor™ (CRPC) designation, and other professional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He maintains FINRA Series 7 and 63 registrations, along with licenses in life and disability insurance. Sam is a member of the Shriners organization.

Alyssa Morley is a financial advisor with Morgan Stanley in Tacoma, WA, holding CFP® and Series 66 credentials and with 11 years of industry experience. Her prior work includes positions at Bank of America and Merrill. Outside of advising, she is involved in estate administration through a power of attorney role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and access to a broad range of advisory programs. The firm utilizes structured planning tools and provides services through its Financial Advisors and Estate Planning Strategies Group.

Jennifer Bahr is a Series 66-credentialed financial advisor with 12 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2017, following prior roles at United Planners Financial Services and Investors Portfolio Services LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans across a wide range of topics without managing client portfolios directly.

Gerard Gray is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 31 years of industry experience. His work history includes roles at Voya Financial Advisors, M Holdings Securities, and Kibble & Prentice. He is also the owner of Gray Retirement and Insurance Solutions, which provides financial services including the sale of insurance and investment products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

Jacob Hardy is a financial advisor at Edward Jones in Sumner, WA, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in sales and customer service roles at Puyallup Mazda and Ben Bridge Jewelers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Reed Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and research from LPL Research.

Ryan Nau is a financial advisor with LPL Financial in Bonney Lake, WA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Equitable Advisors, Securities America, and KMS Financial Services. Outside of advising, he is a co-owner of a real estate rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and research-supported investment management services.

Michael Smolko is a CFP® professional affiliated with Raymond James Financial, with 12 years of industry experience. He previously worked at USA Financial Securities and Edgecombe & Coplin Wealth Strategies. He is also the owner and operator of Tahoma Advisory Group, LLC, which provides insurance and annuities sales. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools to tailor non-discretionary planning to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nikolette Mc Roberts Legg is a financial advisor at Edward Jones in Federal Way, WA, holding a Series 66 designation with six years of industry experience. Her prior experience includes positions at Edward Jones and Fullaway Lamphere & Suave, as well as a role with the ASWSU Senate. 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 strategies, operates under a fiduciary standard, and maintains a large nationwide advisor and branch network.

Samuel Snow is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked previously at Evergreen Market, Comc, CPCM Holdings, and Security Sam. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individuals and institutional clients. The firm employs structured financial planning tools and serves clients through direct and corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

Joshua Collier is a CFP® professional with eight years of industry experience, currently advising through LPL Financial in Tacoma, WA since 2018. Prior to joining LPL, he worked at Global Business Resources and Youth For Christ (YFC) USA. Outside of his advisory role, he serves as Master of Ceremonies for fundraising events with the Stokes Auction Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to diversified investment strategies supported by internal and third-party research.

Hung Nguyen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at JP Morgan Chase, Merrill, and Bank of America. Nguyen is also affiliated with Seattle University. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique capabilities in municipal and public finance.

David Sienkiewich is a financial advisor at Merrill with seven years of industry experience and holds the Series 66 designation. His work history includes roles at Bank of America, Merrill, and Wells Fargo Bank. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.