Patrick Muldary is a financial advisor with Primerica Advisors in Lake Tapps, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he owns PFM Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Vicki Andrews is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at LPL Financial and Waddell & Reed, Inc. She also operated a tax preparation business for 15 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and research from its Global Investment Committee.

Chad Stalder is a CFP® with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2020. Prior to this, he worked at UBS Financial Services from 2012 to 2020. Outside of his advisory role, he is an investor in a local food business, Manic Meatball, LLC, which he owns jointly with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sherry Gow is a financial advisor at LPL Financial with 23 years of industry experience. She holds a Series 66 designation and has worked with firms including Waddell & Reed and Osprey Financial Partners. Outside of her advisory role, she is involved in a non-investment business, International Gemstones, LLC, where she works as a sales person. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various technological tools across discretionary and non-discretionary management approaches.

David Ortega is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers additional services such as tax-efficient portfolio management and securities-based lending.

Alexander Hardy is a financial advisor at Edward Jones in Sumner, WA, holding Series 63 and Series 65 credentials with six years of industry experience. Prior to joining Edward Jones, he was associated with the University of Washington Baseball School and 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 strategies, separately managed accounts, and affiliated mutual funds.

Robert Ennis IV is a Series 66 licensed financial advisor with Edward Jones in Puyallup, WA, where he has worked since 2014, totaling 12 years of industry experience. Outside of his advisory role, he owns and operates an RV and trailer storage business in Bonney Lake, 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Henson is a Series 66 registered financial advisor with Raymond James Financial Services Advisors, Inc. in Tacoma, WA. He has 15 years of industry experience, including eight years with Cetera Investment Services. Outside of his advisory work, Henson operates a business selling sports cards and collectibles. Raymond James Financial Services Advisors offers financial planning and investment consulting to individual and institutional clients, including pension plans, charitable organizations, and government entities. The firm provides tailored, typically non-discretionary advisory services with a focus on risk-based reviews and specialized programs for small businesses and municipal clients.

Daniel Auld is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2021 and Charles Schwab Bank, SSB since 2024. Prior to joining Schwab, he held roles at J Crew Factory and Fleet Feet Seattle. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Erin Abrigo is a CFP® and holds a Series 66 license, with 14 years of experience in the financial industry. She has been with Edward Jones since 2012, working out of Gig Harbor, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Ian Meagher is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at T. Hasegawa. Meagher is also associated with Meagher Financial Group, LLC, which operates as a dba for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Todd Norton is a financial advisor with Charles Schwab & Co., Inc., holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab since 2011 and previously at TD Ameritrade from 2021 to 2024. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios and offers integrated brokerage, custody, and advisory services.

Michael Latimer is a financial advisor with Morgan Stanley in Yakima, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, Latimer serves as president of the Spokane Stock and Bond Club, a nonprofit organization focused on education and networking within the financial services community. He is also involved in a jewelry and pottery business. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering customized financial planning supported by firm-approved analytical tools and a broad range of investment programs.

John Mitchell is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Jon Britt II is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. His prior roles include positions at Merrill Lynch/Bank of America, Bulwark Capital Management, Crista Media, the University of Arizona, and T-Mobile. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Kohl Roland is a financial advisor at Ameriprise with a Series 66 designation and one year of experience at the firm. His prior work includes roles at Cole Financial Inc and Duke's La Jolla LLC, as well as several years at Horseshoe Lake Golf Course and teaching positions at Gig Harbor High School and Kopachuck Middle School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary retirement advice, supported by algorithmic automation and oversight from a dedicated consulting team.

Brianne Roberts is a financial advisor at Edward Jones in Maple Valley, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Michael's Toyota from 2017 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Seth Giandomenico is a financial advisor with Edward Jones in Normandy Park, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at EAN Holdings LLC from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Larissa Sklar is a CFP® professional with six years of experience in the financial industry, currently serving at Edward Jones since 2020. Her prior work includes roles at Blue Nile, Inc. and Hillsdale College. Outside of her advisory work, she is a member of SKLAR 2019, LLC, a limited liability company involved in property upkeep and record maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, 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 a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Robin Cheng is a Series 66-registered advisor with J.P. Morgan Securities, based in Renton, WA, with six years of experience at J.P. Morgan, including roles at JPMorgan Chase Bank, N.A. Prior to joining J.P. Morgan, Cheng worked at Four Points by Sheraton. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.