Anthony Raugust is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2009. He is also involved with The Commerce Co. in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors, using analytical tools and tailored advisory programs.

Richard Thompson is a financial advisor with Edward Jones in Tumwater, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a co-owner of a rental property in Olympia, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Jennifer Geisler is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with five years of industry experience. Her prior work includes roles at Bank of America, Merrill, and Light Brigade. Outside of her advisory work, she owns and operates a sole proprietorship focused on art and culture. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers both direct and corporate financial planning arrangements.

Heidi Smith is a financial advisor with Ameriprise in Lakewood, WA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Treasurer on the board of the Harrison Preparatory School Parent Teacher Organization. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients maintaining accounts within Ameriprise.

Benjamin Willey is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 designations. He has 12 years of industry experience, with prior roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Joseph Valdivia III is a financial advisor at Raymond James Financial with 22 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, AIG Capital Services, Ameriprise, and UBS Financial Services. 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 analytical tools to illustrate potential outcomes and supports clients through various advisory programs.

Kendra Riconosciuto is a financial advisor with LPL Financial in University Place, WA, holding a Series 66 credential and 18 years of industry experience. She has worked at several firms, including Capital Analysts, Lincoln Investment, Russell Investments, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, employing various portfolio strategies and technology tools to support client account management.

Steven Gideon is a CFP®, ChFC®, and holds a Series 66 license with 26 years of industry experience. He has been with Raymond James Financial since 2009 and has prior experience at Keating Financial Advisory Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor recommendations and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Matthew White is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities, LLC and Bank of America, N.A. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategy types and emphasizes tax-efficient capabilities, supported by integration with Bank of America affiliates.

Brandon Arenas is a financial advisor with Edward Jones in Lakewood, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Comcast for 16 years. He is a board member of Waller Road Home Inc. 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 large nationwide network of advisors and branches.

Joseph Hodgins is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates multiple management platforms and provides access to third-party advisers and proprietary model strategies.

Megan Kupratty is a financial advisor with LPL Financial based in Lakewood, WA. She holds a Series 66 designation and has eight years of industry experience, including prior roles at First Command Insurance Services and Harborstone Credit Union. 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, model portfolio programs, and institutional platforms.

Dean Matz is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Matz is a Series 63 and Series 65 license holder and is involved in a business ownership role with Tacoma Advisor Group, sharing office space with other advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Rachael Megazzini is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has been with Merrill and Bank of America since 2007. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Mc Nabb 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 served five years in the US Army. Outside of his advisory role, he is involved as a ski coach with the Crystal Mountain Alpine Club in Bellevue, WA. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jill Tokarczyk is a financial advisor with Morgan Stanley in Olympia, WA, holding a Series 63 designation and bringing 43 years of industry experience. Her career includes roles at Citigroup Global Markets from 1991 to 2009 and at Morgan Stanley Smith Barney since 2009. She is also involved in property management activities through several business entities. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

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.

Randall Maag is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes positions at Woodbury Financial Services and Bankers Life, as well as managing his own RCM Wealth Management practice since 2020. Outside of finance, he is involved with Pet Town Inc, a retail pet supply business operated by his family. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is known for its large scale, recent consolidation activities, and a complex affiliate network that includes broker-dealer, asset management, and trust services.

Jeffrey Allen is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2013. Outside of advising, he is the owner of a candy company and is associated with a healthcare business and a youth house, all based in Tacoma, WA. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Trenton Rohm is a financial advisor at Morgan Stanley in Olympia, WA, holding a Series 66 license with three years of industry experience. Prior to joining Morgan Stanley, he worked in the hospitality sector, including roles at El Gaucho in Tacoma and The Ram Restaurant and Brewery. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and includes services such as estate planning and corporate financial planning agreements.