George Martonik Jr. is a financial advisor at Primerica Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Financial Services and Primerica Advisors since 1985. In addition to his advisory role, he is involved in the sale 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 separately managed accounts. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Joseph Crest is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience at Lowe's Home Improvement, DoorDash, and Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kelly Mckay is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. Prior to joining Cetera in 2023, she worked at Voya Financial Advisors from 2015 to 2021. Outside of her advisory role, she coaches youth gymnastics at Gymnastics Connection. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with flexible program structures and access to multiple third-party money managers.

Jacob Cronk is a financial advisor at Ameriprise in Tacoma, WA, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior experience with Equitable Advisors, Peninsula Community Health Services, and the WSU Volunteer Income Tax Assistance program. Outside of finance, he was involved with the Blazing Onion Burger Company for five years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and provides a broad range of advisory, brokerage, and insurance solutions.

Evan Lewis is a financial advisor at Osaic Wealth, Inc. with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Woodbury Financial Services and Securities America Advisors. He is also involved as treasurer and a 25% shareholder in RDI Financial Services, a partnership venture. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Alan Osaki is a financial advisor with Primerica Advisors in Seattle, WA, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1992. Outside of advisory work, he is involved in sales of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Rhonda Arnett is a CFP®-certified financial advisor with 27 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has held senior wealth advisor roles at Columbia Wealth Advisors and Umpqua Bank since 2001 and previously worked with Cetera Investment Services. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including high-net-worth investors, pension plans, and municipal entities, with advisory services tailored through financial planning tools and risk-based reviews.

Teressa Grosklaus is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools.

Deborrah Murphy is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Securities America Advisors, Inc. and KMS Financial Services, Inc. She is also the owner of Northwestern Financial Group, a DBA used for Washington State insurance renewals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple advisory platforms and third-party money managers.

Richard Nash is a financial advisor with LPL Financial in Federal Way, WA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Mary Mcgonigal is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. She has worked with Morgan Stanley since 2011, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and advanced modeling tools, serving clients through both direct and corporate financial planning agreements.

Brooke Baker is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds the Series 66 designation and has worked with Cetera and Columbia State Bank prior to her current roles, which include supporting Columbia Wealth Advisors. She also serves as an executor in estate settlement matters outside of her advisory work. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth investors as well as public entities. The firm offers tailored, non-discretionary advisory services and is notable for its involvement in municipal and public finance through affiliated departments.

Hal Lettice is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Invest Financial Corporation. Outside of his advisory role, Lettice is involved with the Light of Christ Community Garden in an administrative capacity. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, financial planning, and managed account solutions. The firm employs asset-allocation tools and third-party platforms to construct portfolios across various investment types for both discretionary and non-discretionary accounts.

Christopher Stacey is a financial advisor with Edward Jones in Federal Way, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicolas Calvi is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab since 2011, including Charles Schwab Bank from 2013 to 2017 and again since 2019, as well as TD Ameritrade Inc. from 2023 to 2024. 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 employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Libertad Sarmiento is a financial advisor at Thrivent Investment Management with Series 66 credentials and less than one year of industry experience. Prior to joining Thrivent, Libertad held positions at Amazon, Whitworth University, and various other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic planning without portfolio management or discretionary trading authority. Their approach includes comprehensive written recommendations and the option to combine planning with managed-account services under a consolidated billing system.

Brian Bronk is a CFP®-credentialed financial advisor with 15 years of industry experience, currently associated with LPL Financial since 2018. He previously worked at CETERA Advisor Networks LLC and has a background in accounting and tax preparation through his role at Heggerness & Bronk CPA Group. In addition to his advisory work, Bronk is involved in tax preparation and accounting services as a CPA and treasurer at his accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by model portfolios and research.

Andrew Kim is a financial advisor with Edward Jones in Kent, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Century 21 Aspire Group, Sprint Corporation, Northeast Wisconsin Technical College, and Securitas. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Daniel Hoffman is a financial advisor with LPL Financial in Federal Way, WA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years before joining LPL Financial in 2018. Hoffman is also involved with Main Street Tax Advisors, LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and multiple portfolio management options.

Drake Hogan is a financial advisor with Edelman Financial Engines in Federal Way, WA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at The Vanguard Group, Merrill, Bank of America, and several wealth management firms. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven investment process with diversified model portfolios and provides both discretionary and non-discretionary management through a range of service channels.