Kelly Larkin is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Lincoln Investment Planning and Shelgren Financial Services. Larkin also operates Larkin Financial, LLC, a business entity for tax and investment purposes. 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 financial planning and investment management services supported by extensive advisor tools and diverse platform options.

Anthony Gian is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and having 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual’s affiliated firms in 2016 and 2017. In addition to his advisory work, Gian is involved in outside insurance sales for property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships.

Meghan Raye is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with three years of industry experience. Her work history includes roles at Morgan Stanley since 2022 and involvement with Washington State University OMBA since 2021. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Craig Yoshino is a financial advisor with Primerica Advisors in Burien, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2014 and 2015 respectively, and has business interests in Bardahl Manufacturing Corp. His other business activities include the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a large institution serving primarily individual investors, including high-net-worth clients, with a wrap-fee asset management program that employs model-delivery strategies managed by unaffiliated asset managers. The firm operates nationally with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Zhengyang Fu is a financial advisor at Merrill with a Series 66 designation. He has been in the industry since 2026, with prior experience at Bank of America and Cathay Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Philip Wuerffel is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 66 credentials. He has 10 years of industry experience, all with Thrivent Financial and Thrivent Investment Management. Outside of his advisory work, he serves as a board member and Tacoma Chapter Director for KIROS, an organization focused on connecting Christians in business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning without portfolio management for institutional clients, combining planning with managed-account programs under a consolidated billing option.

Rhonda Smith is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RBC Capital Markets LLC. Outside of her advisory role, she is co-owner of a general contracting company. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Jacob Green is a financial advisor at J.P. Morgan Securities with five years of industry experience. He has served in the United States Marine Corps from 2016 to 2021 and currently works with the Washington National Guard in a developmental role. Green holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

James Chaffee is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been affiliated with Raymond James Financial Services since 2000 and has operated his own support company, Chaffee & Associates, since 1994. Outside of his advisory work, he served with the Washington State Umpire Association from 2016 to 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting clients through various advisory programs and specialized offerings like municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jessica Steiner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. She has worked at Edward Jones since 2021 and previously held positions at South Sound 911, Salish Lodge, and Verizon Wireless. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paula O'Connor is a financial advisor with RBC Capital Markets in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with RBC Capital Markets, LLC since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party managers alongside integrated financial solutions.

Peter Elliott is a financial advisor with Thrivent Investment Management in Federal Way, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, Elliott was involved with Resurrection Church for seven years and worked at Settrax for four years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and business continuation, with services delivered on a one-time or ongoing basis.

Lindsey Mckay is a financial advisor at Cetera with 21 years of industry experience and holds the Series 66 designation. Her career includes roles at VOYA Financial Advisors and ownership of McKay Wealth Management and Pacific Rim Financial Group since 2006. She is also an author, having researched and written a book, and participates in professional networking groups such as the Financial Planning Association of Puget Sound and Vistage. Cetera Investment Advisers LLC is a national platform serving individual and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm offers multiple program options through affiliated and third-party managers, supporting a wide range of investment strategies and client needs.

George Shaw is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2018. In addition to his advisory role, Shaw is involved in non-investment business activities including ownership of real estate management entities in Lexington, KY, and Las Vegas, NV. 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 accounts. The firm uses third-party asset managers and offers a wrap-fee solution with a tiered percentage-based fee structure.

Justin Schuessler is a CFP®-designated financial advisor with Edward Jones, based in Seattle, WA. He has 18 years of industry experience and has been with Edward Jones since 2007. 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.

Maegan Dornan is a CFP® professional with 10 years of experience currently affiliated with Raymond James Financial in Issaquah, WA. She has worked at Wells Fargo Clearing for seven years before joining Raymond James and co-manages Hall & Dornan Capital Partners. 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 uses tailored, non-discretionary planning and analytical tools to support client goals while offering specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting.

Nicholas Vanderlinda is a financial advisor with Ameriprise in Tacoma, WA, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill and has a background spanning beverage distribution and supply industries. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gabriel Andrews is a financial advisor with Wells Fargo Clearing in Tacoma, WA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2006 and 2016, respectively. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and supports clients through a combination of brokerage and advisory solutions.

Baron Kuhn is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial and the Boeing Employee Credit Union. Outside of his advisory role, Kuhn is the owner of Washington Brewing Company LLC, a production-only brewery in Tacoma. 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 financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party strategies along with technology tools for operational support.

David Hirota is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and previously held positions at NobleRush, Sunset Ford, and Poulsbo RV. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities, supported by centralized teams and algorithmic tools for retirement income planning.