Lon Ledvina is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1993. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a model-driven approach, supported by third-party asset managers and custodians, with approximately $15.5 billion in assets under management.

Emily Grandon is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at Thornapple River Capital, LPL Financial, Cetera Advisors, and in personal financial planning roles. Her earlier career includes positions at the Community Health Association of Spokane and Eastern Washington University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Brock Bennion is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Financial Advocates Investment Management and Kimball Creek Partners. 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 a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Joseph Diller is a financial advisor with Wells Fargo Clearing in Tacoma, WA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as an executor for a friend’s estate, which involves managing investment-related responsibilities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Belinda Brill is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at RBC Capital Markets since 2018, following a 17-year tenure at Cosse International Securities, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Tristan Fujita is a financial advisor with LPL Financial in Federal Way, WA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones, Multicare, Tuality Healthcare, Orthopedic and Fracture Specialists, and George Fox University, where he continues slight employment on a part-time basis. 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 portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a broad array of financial products and tools.

Lance Rieland is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2020, he worked in construction and participated in roles at Montana State University and Younglife's Malibu Club. Outside of his advisory work, he serves as Worship Director at Sufficient Grace Church in Graham, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of advisors and branches.

Katelyn Smith is a CFP® professional with 13 years of industry experience, currently advising clients at Stifel since 2019. Her prior roles include positions at City National Bank and RBC Capital Markets, LLC. She serves on the board of trustees for the Tacoma Museum of Glass. Stifel provides a broad range of brokerage and investment advisory services to individual and institutional clients, utilizing a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

Raymond Schmidtke is a financial advisor at Morgan Stanley Wealth Management with 42 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a board member of the Tacoma Golf and Country Club. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by its Global Investment Committee's research and provides a broad range of investment and advisory services.

Noah Bailey is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Stadium Wealth Management, LLC and Waddell & Reed, Inc. He is also involved with 1102 Broadway 300, LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing various model portfolios, third-party subadvisors, and customized strategies.

Samantha Chen is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior roles include positions at Vantage Point Business Services and Charles Schwab Bank, SSB, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and due diligence on alternative investments.

Christopher Jackson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and serves in the United States Marine Corps Reserves, a position he has held for over 30 years. Outside of his advisory work, he holds a minority ownership in a non-investment-related business, Link Systems, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages substantial assets and employs a research-driven investment approach, providing both brokerage and advisory solutions across a broad client base.

Leslie Walters is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Walters has been with Morgan Stanley Smith Barney LLC since 2009 and worked with Morgan Stanley Private Bank, N.A. from 2015 to 2017. Outside of advisory work, Walters is a member of the Investments & Wealth Institute, an educational association focused on investments and wealth. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside input from its Global Investment Committee.

Joel Antush is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Sound Credit Union, CUSO Financial Services, and Northwestern Mutual. He also has experience in education and hospitality, including teaching at Pierce College and Central Washington University and working at Tumble Creek Golf Club. 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 offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cindy Moore is a financial advisor at Morgan Stanley in Tacoma, WA, with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

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. He works with professionals, retirees, business owners, and multigenerational families to build, preserve, and transfer wealth through personalized financial planning and investment guidance. He focuses on family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Since joining Merrill Lynch in 2018, Joshua has helped clients navigate retirement, major life transitions such as loss of a loved one, divorce, or inheritance, and wealth transfer strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Joshua is currently pursuing a Bachelor of Science in Finance from Western Governors University. Born and raised in the Pacific Northwest, Joshua is proud to serve the community he has called home his entire life. Outside of his professional role, he enjoys adventure sports, baseball, camping, fishing, football, hiking, horseback riding, music, spending time with his family, and traveling.

Richard Wilson is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and six years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at several firms including Creative Financial Designs, Inc. and The Prudential Insurance Company of America. Wilson also operates Rich Wilson Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging a broad network of advisors and technology tools to support account management.

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.

Harriet Heyda is a financial advisor with Ameriprise in Steilacoom, WA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2006. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, using a combination of research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.