Kevin Warren is a CFP® professional with 31 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds Series 63 and Series 65 licenses and is based in Puyallup, WA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement (IPS) driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Guy Ellison is a financial advisor with Thrivent Investment Management in Puyallup, WA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Ellison serves on the board of the Auburn Public Schools Foundation, a nonprofit supporting teachers and students in the Auburn School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account services while maintaining separation between the two.

Thomas Janicki is a financial advisor with Ameriprise in University Place, WA, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Janicki has a business ownership role in Tacoma Advisor Group, an LLC based in Tacoma, WA. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations combining modeling, asset bucketing, and tax-efficiency analysis.

Daniel Lee is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. His prior work includes positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a part-time tennis instructor at the Tacoma Lawn Tennis Club and is the managing member of a startup selling hats and clothing online. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, corporations, and charitable organizations.

Sarah Manley is a financial advisor at Primerica Advisors in Tacoma, WA, with 28 years of industry experience. She has been with Primerica Advisors since 1997 and Primerica Financial Services since 1995. Outside of her advisory role, Manley is involved in referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Mark Richter is a financial advisor with LPL Financial in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at LPL Financial since 2009. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Yvonne Lopez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her work history includes roles at Uber, Fantasy Casino Dealing Service, and PFS Investments Inc., alongside long-term positions with SEIU Healthcare 775NW and the Department of Social and Health Services. She also engages in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selective separately managed accounts. The firm employs third-party asset managers vetted via independent due diligence and utilizes a tiered wrap-fee structure distinct from fixed-fee billing options.

Cynthia Cannon is a CFP® professional with 17 years of experience at LPL Financial in Federal Way, WA. She has been affiliated with LPL since 2009 and also engages in legal services related to estate planning, contracts, and business law, as well as fine art photography. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by various model portfolios, research, and technology-driven investment strategies.

Jarren Mc Niesh is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He has worked at multiple firms including Avantax and Hillard Wealth Service, where he has provided income tax preparation and financial consulting services. In addition to his advisory work, Mc Niesh is involved in tax preparation and annuity sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Ryan Harrigan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley through various roles since 2009, including positions at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by a structured discovery process and firm-approved tools, managing approximately $2.74 trillion in client assets.

Lynn Syler is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel since 2019. Her prior experience includes roles at City National Bank and RBC Capital Markets LLC. Outside of her advisory work, she serves as a council member for the City of Ruston and participates in fundraising efforts for the local humane society. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Justin Watkins is a financial advisor at Edward Jones in Tacoma, WA, holding CFP® and Series 66 designations with 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

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.

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 with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Edward Jones and AIG Capital Services, Inc. He is based in Tacoma, WA. 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, corporations, and institutional entities. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, and it supports municipal and public-finance work through a municipal advisor affiliation.

Kendra Riconosciuto is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at LPL Financial since 2015, with a break during which she was affiliated with Capital Analysts and Lincoln Investment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and technology-driven strategies, across discretionary and non-discretionary management services.

Jonathan Edmonds is a financial advisor at Thrivent Investment Management with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Edmonds serves as a board member of the Good Samaritan Foundation, participating in meetings and fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across various financial topics. The firm offers planning alongside managed-account programs without accepting discretionary trading authority for planning clients and does not provide portfolio management for institutional clients.

Cole Forde is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Northwestern Mutual Investment Services LLC for one year and has experience in custom kitchen design. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.